Menu

Category: Hybrid Cloud, Infrastructure, and Operations

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
June 3, 2025

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on...
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Modern Data Protection for Modern Threats A Strategic Blueprint for Cyber Resilience
May 30, 2025

Modern Data Protection for Modern Threats: A Strategic Blueprint for Cyber Resilience

In our latest market brief, Modern Data Protection for Modern Threats: A Strategic Blueprint for Cyber Resilience, written in collaboration with Quantum, Futurum outlines how IT leaders can move beyond...
NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum
May 30, 2025

NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum

Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise....
Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?
May 29, 2025

Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?

Olivier Blanchard, Research Director at Futurum, shares insights on Dell and NVIDIA’s upgraded AI Factory and how it enables enterprises to deploy high-performance, full-stack AI infrastructure with integrated services and...
Accelerating Customer Innovation with Oracle Database and Google Cloud - Six Five Media
May 28, 2025

Accelerating Customer Innovation with Oracle Database and Google Cloud – Six Five Media

Nathan Thomas and GG Goindi discuss the groundbreaking Oracle Database at Google Cloud partnership, highlighting how it empowers customers to utilize Oracle’s robust database capabilities within Google Cloud, marking a...
Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures
May 27, 2025

Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures

Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q1 FY 2026 results, spotlighting accelerating AI adoption, partner-driven growth, and platform expansion across customer tiers and global markets....
May 23, 2025

Vendor Page Mockup

Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?
May 20, 2025

Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s new EPYC 4005 CPUs. Built for SMBs and hosters, the Zen 5-based chips challenge Intel Xeon on price, performance,...
Build Your Own AI Infrastructure Using Google Cloud
May 19, 2025

Build Your Own AI Infrastructure Using Google Cloud

Futurum’s Alastair Cooke examines building customized infrastructure for generative AI applications using the Google Cloud Platform, which offers numerous options ranging from managed services to Infrastructure-as-a-Service (IaaS)....
Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
May 15, 2025

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation....

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.