Futurum principal analyst Daniel Newman and senior analyst Steven Dickens provide their take on the HPE Securities Analyst Meeting held recently. As hybrid multi-cloud becomes the default operating model for many enterprises the size of the addressable market is expanding as a result. HPE is well positioned with its breadth of as-a-Service offerings and robust go-to-market model to take advantage of these industry tailwinds.
Futurum analyst Todd R. Weiss reports as IBM Q3 2022 revenue is up 6% to $14.4B, beating estimates as the hardware and software giant doubles down on CEO Arvind Krishna’s cloud and AI growth strategy to success.
The Six Five is "On The Road" at Oracle #CloudWorld. Hosts Patrick Moorhead and Daniel Newman are live at Oracle CloudWorld 2022 and they discuss the announcements and themes coming out of the event.