Category: Hybrid Cloud & Infrastructure

VMware Explore 2025 Recap: Broadcom’s Big Announcements and What’s Next - Six Five On The Road
September 3, 2025

VMware Explore 2025 Recap: Broadcom’s Big Announcements and What’s Next – Six Five On The Road

Broadcom’s leadership joins Six Five hosts to break down the biggest VMware Explore 2025 announcements – including VCF 9.0, new AI partnerships, and strategies for secure hybrid infrastructure. Discover the...
IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative
September 3, 2025

IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative

Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership to build quantum-centric supercomputing architectures, merging quantum systems with HPC and AI accelerators to solve complex global...
Precision Timing’s Critical Impact on Data Center ROI
September 3, 2025

Precision Timing’s Critical Impact on Data Center ROI

As data centers pivot to AI, precision timing shifts from component choice to strategic lever. This brief shows how tighter synchronization and low-jitter clocking unlock higher throughput, stronger uptime, better...
Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge
September 2, 2025

Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge

Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show...
HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft
August 29, 2025

HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft

Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the...
Pure Storage Q2 FY 2026 Revenue Jumps 13%, Guidance Lifted for FY 2026
August 29, 2025

Pure Storage Q2 FY 2026 Revenue Jumps 13%, Guidance Lifted for FY 2026

Brad Shimmin, VP & Practice Lead at Futurum, examines Pure Storage’s Q2 FY26 earnings, spotlighting new product launches, hyperscaler traction, and subscription momentum driving its raised full-year outlook....
NetApp Q1 FY 2026 Earnings Show Stable Revenue and Cloud Momentum
August 29, 2025

NetApp Q1 FY 2026 Earnings Show Stable Revenue and Cloud Momentum

Krista Case, Research Director at The Futurum Group, examines NetApp’s Q1 FY 2026 earnings, highlighting all-flash market leadership, expanding cloud services, and growing momentum in AI-driven data infrastructure....
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
August 28, 2025

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
VMware Explore 2025 General Session Live Recap with Paul Turner - Six Five On The Road
August 27, 2025

VMware Explore 2025 General Session Live Recap with Paul Turner – Six Five On The Road

Paul Turner, VP at Broadcom, joins Daniel Newman to recap VMware Explore 2025 highlights—covering Private AI, developer agility, cyber resilience, and strategic partnerships driving VMware Cloud Foundation innovation....
Broadcom CEO Hock Tan from VMware Explore 2025 Live Recap with Six Five on The Road
August 27, 2025

Broadcom CEO Hock Tan from VMware Explore 2025 Live Recap with Six Five on The Road

Broadcom President & CEO Hock Tan joins Daniel Newman live at VMware Explore 2025 to discuss the impact of VMware Cloud Foundation 9.0 on unifying IT and development teams and...
Why Infosys & Telstra Are Betting Big on Sovereign Al and Digital Transformation – Six Five Media
August 26, 2025

Why Infosys & Telstra Are Betting Big on Sovereign Al and Digital Transformation – Six Five Media

Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to reveal how the company's new venture with Telstra and Versent is reshaping AI-driven cloud and digital transformation in Australia, setting...
Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift
August 25, 2025

Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift

Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform....

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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