Login

Category: Intelligent Devices

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP
Daniel Newman

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
Olivier Blanchard
Olivier Blanchard

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
HP’s FY 2024 Q3 Results The AI PC Supercycle Starts Now
Olivier Blanchard
Olivier Blanchard

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
Zendesk Announces Outcome-based Pricing Model for AI Agents
Keith Kirkpatrick

Zendesk Announces Outcome-based Pricing Model for AI Agents

Significant Shift in its Pricing Model Focuses on Automated Resolutions to Deliver Value to Customers
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Zendesk’s announcement of outcomes-based pricing for its gen AI-powered agent technology, and discusses the challenges and opportunities for vendors and customers.
Scandit Empower Features Innovation in Retail and Beyond
Keith Kirkpatrick

Scandit Empower Features Innovation in Retail and Beyond

Technology Removes Friction Associated with Moving Data Between Physical and Digital Realms
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Scandit’s Empower 2024 event, and discusses the key commonalities among successful implementations of smart data capture technology.
Cisco Bolsters AI Security with Planned Acquisition of Robust Intelligence
Krista Case
Krista Case

Cisco Bolsters AI Security with Planned Acquisition of Robust Intelligence

AI Security Gets a Boost: Cisco to Buy Robust Intelligence
Krista Case, Research Director with The Futurum Group, covers Cisco’s planned acquisition of Robust Intelligence for AI security.
New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier
Olivier Blanchard
Olivier Blanchard

New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier

Qualcomm’s Snapdragon 7s Gen 3 Mobile Platform Brings Premium AI-Enabled Features to More Budget-Friendly Tier Just Weeks Ahead of Flagship Tier Snapdragon 8’s Next Refresh
Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas.
AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities
Olivier Blanchard
Olivier Blanchard

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities

AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems
Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand its leadership in high-growth AI-driven IT market segments.
Ring’s New Battery Doorbell Strikes Balance Between Budget and Premium Features
Olivier Blanchard
Olivier Blanchard

Ring’s New Battery Doorbell Strikes Balance Between Budget and Premium Features

Ring Launches Easy-to-Install Battery Doorbell, Featuring Head-to-Toe Video, Seamless Installation, and More
Olivier Blanchard, Research Director at The Futurum Group, provides a competitive overview of Ring’s new Battery Doorbell offering, and discusses its balance of pricing and features for three critical customer segments: renters, landlords, and customers looking to equip multiple access points.
Lenovo Q1FY24/25 Earnings
Daniel Newman

Lenovo Q1FY24/25 Earnings

The Six Five team discusses Lenovo Q1FY24/25 Earnings
Cisco Q4FY24 Earnings
Daniel Newman

Cisco Q4FY24 Earnings

The Six Five team discusses Cisco Q4FY24 Earnings
Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
Daniel Newman

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings, Lenovo Q1FY24/25 Earnings, HPE’s intent to acquire Morpheus Data, Huawei’s Chinese Market chip to compete with NVIDIA, and Coherent Q4FY24 Earnings.
Become a Client

The Futurum Group

(833) 722-5337

501 West Ave., Suite 2102
Austin TX 78701

Linkedin Youtube Facebook

Welcome to The Futurum Group

Login to The Futurum Group
Login to Futurum Intelligence Platform
Login to Futurum Labs Research Library

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