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....
Keith Kirkpatrick and Daniel Newman at Futurum unpack Salesforce’s Q1 FY 2026 results, highlighting AI-led growth, Agentforce and Data Cloud traction, and why 60% of large deals now bundle AI...
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...
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...
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....
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,...
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)....
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....
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and...
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of...
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook...
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