Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
In our latest Research Brief, Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership, completed in partnership with Oracle, The Futurum Group explores how enterprises can simplify migration, reduce costs, and...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD...
Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds....
Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for...
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...
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry...
Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to...
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions....
In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe...
Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite...
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