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Category: Hybrid Cloud, Infrastructure, and Operations

Intel Q2 2023 Results- Return to Profitability Energizes Turnaround
Ron Westfall & Daniel Newman

Intel Q2 2023 Results: Return to Profitability Energizes Turnaround

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s fiscal Q2 2023 and why they see Intel executing on its strategy across its portfolio, including advancing its five processes in 4 years on time as well as positive indications around foundry, reinforced by the robust revenue growth registered by IFS. As such, Q2 2023 marked a positive inflection and can be flagged as a potential turning point after several very tough quarters.
Hammerspace Raises $56.7M in Funding to Unlock Business Opportunities
Dave Raffo

Hammerspace Raises $56.7M in Funding to Unlock Business Opportunities

Global File System Vendor Completes First Institutional Funding Round
Dave Raffo, Senior Analyst at The Futurum Group, shares his insights on Hammerspace’s $56.7 million funding round and what it means for its data orchestration global file system software.
HPE Discover, Pure Storage Accelerate, MongoDB and Enterprise AI the Next Frontier for Business - Infrastructure Matters Webcast
Camberley Bates
Steven Dickens & Camberley Bates

HPE Discover, Pure Storage Accelerate, MongoDB and Enterprise AI the Next Frontier for Business – Infrastructure Matters Webcast

HPE Discover 2023 advances GreenLake offerings, Pure Storage brings more to FlashArray and FlashBlade, MongoDB takes off and what is in with the noise and news around generative AI? Steven Dickens and Camberley Bates dive in on this Infrastructure Matters podcast.
AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI
Daniel Newman & Steven Dickens

AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI

Daniel Newman, CEO and Steven Dickens, VP and Practice Leader at The Futurum Group, share their insights on Microsoft earnings. Microsoft's Q4 earnings showcased the significant impact of AI across its portfolio, with impressive profits and revenues exceeding expectations. While the Azure cloud revenue growth slightly declined, CEO Satya Nadella remains optimistic about sustained high growth, emphasizing the early stages of cloud migration and AI's potential. Microsoft's commitment to AI research and development positions it as a leader in the digital age, with a promising future of innovation and transformation. However, investors closely monitor Azure's performance amid rising interest rates and cost-cutting measures.
Broadcom.Breaking Down the Myths on Broadcom-VMware
Steven Dickens

Breaking Down the Myths on Broadcom-VMware

In our latest research brief, Breaking Down the Myths on Broadcom-VMWare — done in partnership with Broadcom — we explore some of the synergies and potential pitfalls as Broadcom and VMware navigate the acquisition, as well as shed light on some of the myths surrounding the same.
Alphabet's Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth
Daniel Newman & Steven Dickens

Alphabet’s Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth

Google Earnings Provide Insights Into Cloud Growth
The Futurum Group analysts Daniel Newman and Steven Dickens share their insights on Q2 earnings from Alphabet, parent company of Google. Alphabet's Q2 earnings surpassed expectations, driven by strong advertising and Google Cloud growth. The company reported a substantial increase in YouTube ads revenue and a record operating income for Google Cloud, indicating a positive trajectory for future growth. Additionally, CEO Sundar Pichai highlighted the growing adoption of generative AI among startups, signaling a promising trend for AI adoption and revenue growth for the Google Cloud Platform in the future.
ServiceNow Revenue Up in Q2 2023 to $2.15 Billion, Beating Estimates
Daniel Newman & tweiss@futurumresearch.com

ServiceNow Revenue Up in Q2 2023 to $2.15 Billion, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss examine ServiceNow’s increase in revenue during Q2 2023 to $2.15 billion, beating estimates, as the cloud digital workflow automation software vendor announced its latest earnings on July 26. ServiceNow is bringing powerful new generative AI features to its offerings, which will be a big lever of growth for ServiceNow as customers seek these new capabilities.
Network Resilience Coalition Debuts to Boost Data and Network Security
Ron Westfall

Network Resilience Coalition Debuts to Boost Data and Network Security

The Futurum Group’s Ron Westfall assesses why the formation of the Network Resilience Coalition can advance improvements in the updating of hardware and software on a more consistent and systematic basis on a global basis, including supporting organizations in attaining the end-to-end visibility key to bolstering network hardware and software resilience that can advance overall cybersecurity capabilities across their networks.
5G Factor: AI Rising! Qualcomm’s Hybrid AI Vision, Nokia Puts the AI in AirScale, and NVIDIA Softbank Pair Up for Gen AI & 5G Apps
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor: AI Rising! Qualcomm’s Hybrid AI Vision, Nokia Puts the AI in AirScale, and NVIDIA Softbank Pair Up for Gen AI & 5G Apps

The Futurum Group’s Ron Westfall and Clint Wheelock examine the impact 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 5G innovation, why Nokia’s new AI-infused AirScale portfolio boosts its O-RAN and Cloud RAN proposition and 5G Advanced readiness, and NVIDIA and Softbank’s collaboration on a platform for generative AI and 5G/6G apps based on the NVIDIA GH200 Grace Hopper Superchip.
Dynatrace's Hypermodal AI: Revolutionizing Observability and Security in the Digital Age
Steven Dickens

Dynatrace’s Hypermodal AI: Revolutionizing Observability and Security in the Digital Age

Observability and Security Get Uplift From Generative AI
Steven Dickens, VP & Practice Leader at The Futurum Group shares his insights on the Dynatrace’s announcement of its Hypermodal AI capability, which is designed to improve observability and security in the digital age. By combining predictive, causal, and generative AI insights, Dynatrace Davis empowers businesses to automate issue identification and resolution, gain comprehensive security insights, and drive innovative improvements across their operations.
Talking Oracle SAP IBM Microsoft Lenovo Broadcom
Daniel Newman

We are Live! Talking Oracle, SAP, IBM, Microsoft, Lenovo, Broadcom

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Oracle, SAP, IBM, Microsoft, Lenovo, and Broadcom.
Enterprise AI Needs a Data Foundation You Can Trust The Six Five – Insider Edition
Daniel Newman

Enterprise AI Needs a Data Foundation You Can Trust The Six Five – Insider Edition

On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Ram Venkatesh, CTO for a discussion on the importance of data in enabling Enterprise AI and the role of trust in ensuring AI success in navigating this rapid evolution of AI.
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