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Category: Hybrid Cloud, Infrastructure, and Operations

Juniper Q2 2023 Earnings- Enterprise and AI Deliver Solid Performance
July 30, 2023

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,...
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T-Mobile Q2 2023- Breakthrough Growth in Customers and Profitability
July 30, 2023

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...
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Intel Q2 2023 Results- Return to Profitability Energizes Turnaround
July 30, 2023

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...
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Hammerspace Raises $56.7M in Funding to Unlock Business Opportunities
July 28, 2023

Hammerspace Raises $56.7M in Funding to Unlock Business Opportunities

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
July 27, 2023

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...
Camberley Bates
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AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI
July 27, 2023

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...
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Broadcom.Breaking Down the Myths on Broadcom-VMware
July 27, 2023

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...
Alphabet's Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth
July 27, 2023

Alphabet’s Impressive Q2 Results Surpass Expectations, Driven by Advertising and 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...
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ServiceNow Revenue Up in Q2 2023 to $2.15 Billion, Beating Estimates
July 27, 2023

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...
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Network Resilience Coalition Debuts to Boost Data and Network Security
July 27, 2023

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...
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
July 27, 2023

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...
Clint Wheelock
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Talking Oracle SAP IBM Microsoft Lenovo Broadcom
July 25, 2023

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....

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