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Category: Hybrid Cloud, Infrastructure, and Operations

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.
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.
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