Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the...
Brad Shimmin, VP & Practice Lead at Futurum, examines Pure Storage’s Q2 FY26 earnings, spotlighting new product launches, hyperscaler traction, and subscription momentum driving its raised full-year outlook....
Krista Case, Research Director at The Futurum Group, examines NetApp’s Q1 FY 2026 earnings, highlighting all-flash market leadership, expanding cloud services, and growing momentum in AI-driven data infrastructure....
Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
Paul Turner, VP at Broadcom, joins Daniel Newman to recap VMware Explore 2025 highlights—covering Private AI, developer agility, cyber resilience, and strategic partnerships driving VMware Cloud Foundation innovation....
Broadcom President & CEO Hock Tan joins Daniel Newman live at VMware Explore 2025 to discuss the impact of VMware Cloud Foundation 9.0 on unifying IT and development teams and...
Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to reveal how the company's new venture with Telstra and Versent is reshaping AI-driven cloud and digital transformation in Australia, setting...
Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform....
Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution....
Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on...
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision...
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