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Category: Intelligent Devices

T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones
Ron Westfall
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T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones

T-Mobile Q1 2025 Earnings Shine with Revenue Growth and Record Customer Additions
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 updates.
IBM's Q1 FY 2025 Results Backed by Automation and Hybrid Cloud
Nick Patience & Daniel Newman
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IBM Posts Strong Q1 FY 2025 Results, Backed by Automation and Hybrid Cloud

IBM’s Software Strength and AI Bookings Support Its Reaffirmed 2025 Guidance
Daniel Newman and Nick Patience of The Futurum Group break down IBM’s Q1 FY 2025 results, with a focus on software-led growth, expanding AI backlog, and strategic traction across hybrid cloud and automation.
ServiceNow Q1 FY 2025 Results Top Expectations as AI, Subscription Sales Grow
Keith Kirkpatrick
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ServiceNow Q1 FY 2025 Results Top Expectations as AI, Subscription Sales Grow

ServiceNow Reports Robust 22% Yoy cRPO Growth and Improved Margins Amid Macro Uncertainty in Q1 FY 2025
Keith Kirkpatrick, Research Director at The Futurum Group, unpacks ServiceNow’s Q1 FY2025 earnings beat, driven by strong AI-led subscription growth, CRM and workflow expansion, and disciplined guidance amid U.S. budget and macro headwinds.
The Six Five Pod | EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
Daniel Newman

The Six Five Pod | EP 258: From Intel’s Altera Sale to HPE’s Elliot Shake-up: Tech’s Turbulent Week

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake in Altera to Silver Lake, and activist investor Elliott Management's stake in HPE. The hosts engage in a lively debate on the merits of selling AI chips to China, exploring the complex interplay between national security, economic interests, and technological advancement.
Smartsheet Enhances Enterprise Scability, Automation, Security
Keith Kirkpatrick
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Will Smartsheet’s Product Investments Address Work Management Challenges?

Smartsheet Expands Enterprise Capabilities with Next-Gen Scalability, AI Automation, and Security Enhancements
Keith Kirkpatrick, Research Director at The Futurum Group, examines Smartsheet’s enterprise enhancements in automation, scalability, and security and its positioning against Microsoft, Asana, and Monday.com.
Is Oracle’s AI Agent Studio the Missing Layer for Enterprise-Wide Automation?
Keith Kirkpatrick
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Is Oracle’s AI Agent Studio the Missing Layer for Enterprise-Wide Automation?

Oracle Introduces a Platform to Design, Deploy, and Manage AI Agents Across Fusion Cloud at No Additional Cost to Users
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle’s AI Agent Studio, a platform enabling enterprise users to create, manage, and extend AI agents across Fusion Cloud Applications without added cost or complexity.
The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
Daniel Newman

The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.
AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?
Olivier Blanchard
Olivier Blanchard
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AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?

AMD Expands Its AI-Focused Processor Line Beyond Laptops, Promising Strong Gaming and AI Capabilities Without Discrete GPUs
Olivier Blanchard, Research Director at The Futurum Group, examines AMD’s Ryzen AI Max+ 395 entering desktop PCs, delivering strong AI and gaming performance that could reshape the role of discrete GPUs in the mainstream segment.
Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position
Olivier Blanchard
Olivier Blanchard
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Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position?

Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.
Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?
Olivier Blanchard
Olivier Blanchard

Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?

Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.
Can MediaTek’s Kompanio Ultra Set the Standard for AI-Driven Chromebooks?
Olivier Blanchard
Olivier Blanchard

Can MediaTek’s Kompanio Ultra Set the Standard for AI-Driven Chromebooks?

MediaTek Targets AI Performance, Power Efficiency, and Chromebook Growth with Kompanio Ultra Launch
Olivier Blanchard, Research Director at The Futurum Group, examines MediaTek’s Kompanio Ultra processor and its implications for on-device AI, Chromebook performance, and the company’s expansion beyond smartphones.
How AI Is Reshaping Enterprise Strategy - A Recap from The CIO Pulse Report
Dion Hinchcliffe
Dion Hinchcliffe

How AI Is Reshaping Enterprise Strategy – A Recap from The CIO Pulse Report

Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, recaps GTC 2025, ServiceNow’s Yokohama update, and AWS’s AI pricing strategy - helping CIOs rethink AI infrastructure, automation, and SaaS data control.
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