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Category: Hybrid Cloud & Infrastructure

5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps
August 3, 2023

5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including how the NVIDIA Softbank collaboration on Gen AI and 5G/6G...
Clint Wheelock
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5G Factor Video Research Note: Qualcomm: The Future of AI is Hybrid
August 3, 2023

5G Factor Video Research Note: Qualcomm: The Future of AI is Hybrid

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem addressing Qualcomm’s view that the future of AI is hybrid with...
Clint Wheelock
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Commvault Reports Q1 2024 Flat Revenues but SaaS Backup Is Catching On
August 2, 2023

Commvault Reports Q1 2024 Flat Revenues but SaaS Backup Is Catching On

The Futurum Group’s Daniel Newman and Dave Raffo provide their take on Commvault fiscal Q1 2024 earnings report, which demonstrates that the data protection vendor is continuing to make strides...
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IBM Acquires Apptio, BMC Announces AMI, NetApp BlueXP, Zero Trust Architectures, Dell Project Fort Zero — Infrastructure Matters Webcast, Episode 3
August 1, 2023

IBM Acquires Apptio, BMC Announces AMI, NetApp BlueXP, Zero Trust Architectures, Dell Project Fort Zero — Infrastructure Matters Webcast, Episode 3

In this episode of Infrastructure Matters, Steven Dickens and Krista Macomber discuss zero-trust architecture and its implementation, as well as IBM’s acquisition of Apptio and BMC’s new AMI Cloud portfolio....
Krista Case
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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...

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