Category: IT Infrastructure

August 14, 2024

Pure Storage ESG Report: A Focused Analysis on Pure’s Sustainability Value Proposition for IT Managers

Camberley Bates, Chief Technology Advisor at The Futurum Group, offers insights on Pure Storage’s ESG report, highlighting energy efficiency, reliability, and management tools for IT infrastructure.

Data Storage and SAN, Environmental, Social, Governance, IT Infrastructure

July 17, 2024

Russ Fellows

Research Report

A Foundation for Scalable Infrastructure: Dell + Broadcom

In our latest Lab Insight Report, A Foundation for Scalable Infrastructure: Dell + Broadcom, completed in partnership with Dell and Broadcom, we evaluate the impact of network speed on storage, applications, and the security and cyber resiliency features of Dell Servers with Broadcom NICs.

Cloud, Cybersecurity, Data Center, IT Infrastructure, Security

June 14, 2024

Steven Dickens

Research Note

Broadcom Inc. Reports Strong Q2 2024 Earnings with AI and VMware Boost

Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful integration of VMware.

AI, Business Information, Data Center, IT Infrastructure, Mergers and Acquisitions, Semiconductors and Components

May 3, 2024

Olivier Blanchard

Research Note

AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions

AMD’s AI-Enabling Solutions Portfolio Gains Traction in All the Right Places

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early in the AI disruption cycle.

AI, Cloud, Computing, Data Center, IT Infrastructure, PCs and Devices, Processors, Semiconductors and Components

February 22, 2024

Krista Case

Infrastructure Matters

Strategic Directions for VMware, Dell and Teradata – Infrastructure Matters, Episode 31

In this episode of Infrastructure Matters, hosts Krista Macomber, Steven Dickens and Camberley Bates discuss Broadcom's strategic focus with VMware, Dell's partner program adjustments, Teradata's transition to cloud-based offerings, and the market reactions to these changes.

Hybrid Cloud, Infrastructure, and Operations, IT Infrastructure, Security

February 12, 2024

Camberley Bates, Steven Dickens, Stephen Foskett and Keith Townsend

Infrastructure Matters

Infrastructure Matters on the road at Cloud Field Day – Infrastructure Matters, Episode 29

In this episode of Infrastructure Matters, hosts Steven Dickens and Camberley Bates are joined by Stephen Foskett and Keith Townsend, to discuss the evolving landscape of IT infrastructure, focusing on innovation and challenges in the field.

Hybrid Cloud, Infrastructure, and Operations, IT Infrastructure, Security

December 14, 2023

Olivier Blanchard

Research Note

Semtech Q3 FY 2024 Earnings

Bloated Inventories Still Saddle Recovery with Growth Asymmetries

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.

Business Information, Data Center, Edge Networking, IIoT, IoT, IoT Devices, IoT Security, IT Infrastructure, Processors, Semiconductors and Components

December 14, 2023

Daniel Newman

Futurum Tech Webcast

Future-Forward IT: Bold Predictions and AI-Powered Analytics Insights with Alteryx CIO, Trevor Schulze – Futurum Tech Webcast

The Futurum Group’s Daniel Newman is joined by Alteryx CIO Trevor Schulze for a conversation on the evolving landscape of IT decision-making, the importance of data analytics in modern IT strategy, and how IT leaders can “future-proof” their strategies by leveraging them.

AI, AI and Data Analytics, Innovation, IT Infrastructure

November 27, 2023

Krista Case, Steven Dickens and Camberley Bates

Infrastructure Matters

AI Systems and Data Protection Market Development – Infrastructure Matters, Episode 21

In this episode of Infrastructure Matters, hosts Krista Macomber, Steven Dickens and Camberely Bates discuss announcements and insights from a number of recent vendor and industry events, including Microsoft Ignite, SuperComputing ’23, and Veeam’s Analyst Summit.

Data Protection, Hybrid Cloud, Infrastructure, and Operations, IT Infrastructure

October 27, 2023

Dave Raffo and Krista Case

Research Note

NetApp Gets Insightful on Generative AI, Cyber Recovery

New Block Storage, Guarantees, and Security Highlight Launches

Dave Raffo and Krista Macomber of The Futurum Group share their insights on NetApp Insight 2023, the storage vendor’s first live user show since 2019. To no one’s surprise, NetApp focused on the hot trends of generative AI and ransomware protection.

AI and Data Analytics, Cloud, Cybersecurity, Data Analytics, Data Infrastructure, Data Management, Data Protection, Data Storage and SAN, Hybrid Cloud, Infrastructure, and Operations, IT Infrastructure, Machine Learning, Security, Storage

October 6, 2023

tweiss@futurumresearch.com

Research Note

Honeywell Automation Plays Key Roles in New LFP Battery Gigafactory

The LFP Battery Factory Will Make Batteries for Energy Storage Systems Used by Households, Businesses, and Utilities

Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights on how Honeywell automation plays key roles in a new gigafactory that will make LFP batteries for energy storage for later use by households, businesses, and utilities.

Automation, IT Infrastructure, Robotics

September 15, 2023

Olivier Blanchard

Research Note

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag

Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.

Business Information, Data Center, Edge Networking, IIoT, IoT, IoT Devices, IoT Security, IT Infrastructure, Processors, Semiconductors and Components

Category: IT Infrastructure

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