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Category: Hybrid Cloud, Infrastructure, and Operations

Consumption Models: How They Have Shifted IT Infrastructure Purchases - Infrastructure Matters Episode 5
Camberley Bates
Krista Case
Camberley Bates, Steven Dickens & Krista Case

Consumption Models: How They Have Shifted IT Infrastructure Purchases – Infrastructure Matters Episode 5

The Futurum Group’s Camberley Bates, Steven Dickens and Krista Macomber cover IT infrastructure consumption models, cloud computing, hybrid approaches, as well as enterprise pricing, procurement, data protection, disaster recovery, security, and compliance.
OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth
Steven Dickens & Keith Kirkpatrick

OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth

Strong Revenue Growth Driven by Healthy Enterprise Cloud Bookings and Rising ARR
Steven Dickens, VP and Practice Leader and Keith Kirkpatrick, Research Director at The Futurum Group share their insights on OpenText’s Q4 and FY 2023 earnings. OpenText Inc. has reported strong Q4 and FY 2023 performance, driven by significant growth in ARR and cloud bookings. Notably, the company achieved its tenth consecutive quarter of organic growth in constant currency for both cloud and ARR. OpenText also launched a new version of its customer experience management platform, integrating technology from its acquisition of Micro Focus setting a target to return Micro Focus to organic growth in 2024.
5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves
Ron Westfall & tweiss@futurumresearch.com

5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves

A delve into recent CSP developments including the 2023 CapEx outlook, T-Mobile’s new 5G four-carrier aggregation capabilities, and Q2 2023 financial results
The Futurum Group’s Ron Westfall and Todd Weiss examine the key developments across the communications service provider (CSP) market with a dive into 2023 and future CapEx trends, T-Mobile’s addition of new 5G four-carrier aggregation capabilities, and the implications of the fiscal Q2 2023 results from AT&T, T-Mobile, and Verizon.
Daniel Newman & Steven Dickens

Amazon Smashes Profit Expectations, Surpasses Sales Projections

Q2 Earnings Report Provides a Positive Outlook for the Future, Insights Into AWS Cloud Growth
Daniel Newman, Chief Analyst and Steven Dickens, VP and Practice Leader at The Futurum Group share their insights on Amazon’s Q2 earnings. Amazon's Q2 2023 financial performance, marked by its largest earnings beat since Q4 2020, reflects the positive impact of CEO Andy Jassy's cost-cutting strategies and the success of AWS.
5G Factor Video Research Note: Nokia Unveils Airscale Baseband Capabilities That Bring AI to Mobile Networks
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: Nokia Unveils Airscale Baseband Capabilities That Bring AI to Mobile Networks

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including why Nokia’s new AI-infused AirScale portfolio boosts its O-RAN and Cloud RAN proposition and 5G Advanced readiness.
5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including how the NVIDIA Softbank collaboration on Gen AI and 5G/6G Apps validates the key role of AI in driving generate AI and 5G/6G innovation.
5G Factor Video Research Note: Qualcomm: The Future of AI is Hybrid
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: Qualcomm: The Future of AI is Hybrid

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem addressing Qualcomm’s view that the future of AI is hybrid with 5G Advanced making AI integral to ongoing and future 5G innovation.
Commvault Reports Q1 2024 Flat Revenues but SaaS Backup Is Catching On
Daniel Newman & Dave Raffo

Commvault Reports Q1 2024 Flat Revenues but SaaS Backup Is Catching On

Data Security and Protection Vendor Commvault Makes Progress With Metallic SaaS Backup
The Futurum Group’s Daniel Newman and Dave Raffo provide their take on Commvault fiscal Q1 2024 earnings report, which demonstrates that the data protection vendor is continuing to make strides with its Metallic SaaS backup product and its subscription and recurring revenue models.
IBM Acquires Apptio, BMC Announces AMI, NetApp BlueXP, Zero Trust Architectures, Dell Project Fort Zero — Infrastructure Matters Webcast, Episode 3
Krista Case
Steven Dickens & Krista Case

IBM Acquires Apptio, BMC Announces AMI, NetApp BlueXP, Zero Trust Architectures, Dell Project Fort Zero — Infrastructure Matters Webcast, Episode 3

In this episode of Infrastructure Matters, Steven Dickens and Krista Macomber discuss zero-trust architecture and its implementation, as well as IBM’s acquisition of Apptio and BMC’s new AMI Cloud portfolio.
Juniper Q2 2023 Earnings- Enterprise and AI Deliver Solid Performance
Ron Westfall & Daniel Newman

Juniper Q2 2023 Earnings: Enterprise and AI Deliver Solid Performance

The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q2 2023 financial performance and why the results demonstrate disciplined execution of the company’s strategic vision across the Enterprise, Service Provider, and Cloud markets. The company’s Q2 momentum was directly bolstered by the expansion of its Enterprise business, registering a record quarter as it has become the company’s largest and fastest growing segment for a third consecutive quarter.
T-Mobile Q2 2023- Breakthrough Growth in Customers and Profitability
Ron Westfall & Daniel Newman

T-Mobile Q2 2023: Breakthrough Growth in Customers and Profitability

The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q2 2023 results and why they expect T-Mobile to fulfill its raised 2023 guidance as the company is consistently outperforming its key rivals across the most important mobile network service categories, including financial, technical, and customer attraction and retention. Once again, T-Mobile is showing the entire mobile industry why it is the service provider pacesetter by executing relentlessly on its portfolio development and market vision.
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