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Category: IT Infrastructure

Dell Expands Virtualized Networking Capabilities Through 6WIND Partnership
Ron Westfall

Dell Expands Virtualized Networking Capabilities Through 6WIND Partnership

Dell and 6WIND Join Forces to Provide Scalable Virtualized Networking Offerings for CSPs and Enterprises
Ron Westfall, Research Director at The Futurum Group, examines Dell’s partnership with 6WIND, integrating VSR software with PowerEdge servers to enhance virtualized networking for CSPs and enterprises.
Kyndryl Strengthens Security Play with AI-Powered SASE Offering
Fernando Montenegro
Fernando Montenegro

Kyndryl Strengthens Security Play with AI-Powered SASE Offering

Strategic Move Aligns with Growing Enterprise Demand for Secure Cloud Connectivity
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines Kyndryl’s expanded Palo Alto partnership, highlighting its impact on cybersecurity, revenue growth, and zero-trust positioning.
Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?
Krista Case
Camberley Bates
Krista Case & Camberley Bates

Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?

Hammerspace Expands Its Global Reach as Demand for AI Storage Solutions Grows, Leveraging Its Tier 0 Solution to Optimize Data Movement Across Hybrid Cloud Environments
The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?
Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion
Krista Case
Krista Case

Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion

Kyndryl’s Latest Results Reflect a Turnaround in Profitability, With Expanding Margins and Rising Contributions From High-Value Contracts and Kyndryl Consult
Krista Case, Research Director at The Futurum Group, analyzes Kyndryl’s Q3 FY 2025 results, highlighting strong margin expansion, higher-value signings, and the company's progress in eliminating unprofitable pre-spinoff contracts.
Insights from Dell's AI Innovation, Qualcomm & More
Six Five Media
Daniel Newman & Six Five Media

Insights from Dell, Qualcomm & More – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.
Synopsys Achieves Record Q4 FY 2024, Prepares for Ansys Acquisition
Dr. Bob Sutor
Dr. Bob Sutor

Synopsys Achieves Record Q4 FY 2024, Prepares for Ansys Acquisition

Strong Revenue Growth, Operational Efficiency, and Strategic Realignments Define a Transformative Year for Synopsys
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group, discusses Synopsys' fiscal year 2024 results, the company’s record-breaking revenue, operational efficiency, the sale of its Software Integrity business, and progress on the Ansys acquisition.
Dell Q3 FY2025- Strong Growth Driven by Infrastructure Solutions and AI
Olivier Blanchard
Olivier Blanchard

Dell Q3 FY2025: Strong Growth Driven by Infrastructure Solutions and AI

Dell Posts a 10% Revenue Increase in Q3 FY2025, Powered by Record-Breaking ISG Performance and Expanding AI Demand
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q3 FY2025 earnings, including record AI-driven ISG performance, ongoing challenges in the consumer market, and Dell’s strategic focus on AI.
Lenovo Q2 FY24/25 Earnings: Growth in AI Segments and Strategic Investments
Olivier Blanchard
Olivier Blanchard

Lenovo Q2 FY24/25 Earnings: Growth in AI Segments and Strategic Investments

Lenovo Achieves 24% Revenue Growth and a 48% Net Income Surge, With AI Innovation Leading the Charge
Olivier Blanchard, Research Director at The Futurum Group, discusses Lenovo’s Q2 FY24/25 earnings, focusing on how Lenovo’s investments in hybrid AI and strong growth in its Intelligent Devices Group drive market leadership.
Kyndryl Q2 FY25 Earnings: Key Growth Drivers: AI and Strategic Initiatives
Camberley Bates
Camberley Bates

Kyndryl Q2 FY25 Earnings: Key Growth Drivers: AI and Strategic Initiatives

Kyndryl’s Growth Fueled by Strategic Alliances, AI-Powered Delivery, and Margin-Expanding Initiatives
Camberley Bates, Chief Technological Advisor at The Futurum Group, analyzes Kyndryl’s Q2 FY25 earnings. Focused on strategic growth through alliances, AI-enabled platforms, and margin expansion initiatives.
Intel’s Q3 2024 Earnings Release: Restructuring and Investments
Dr. Bob Sutor
Dr. Bob Sutor

Intel’s Q3 2024 Earnings Release: Restructuring and Investments

Intel Is Undergoing a Significant Restructuring, Focusing on Investments in Artificial Intelligence and Advancements in Its Foundry Operation
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Intel’s Q3 2024 earnings report, focusing on the company’s restructuring efforts, investments in artificial intelligence, and advancements in its foundry operations.
Microsoft Q1 FY2025 Earnings: Record Growth Driven by AI and Cloud Services
Keith Kirkpatrick

Microsoft Q1 FY2025 Earnings: Record Growth Driven by AI and Cloud Services

Microsoft’s AI and Cloud Segments Lead Q1 FY2025 Results, With Record-Breaking Growth but Tempered Investor Response Due to Forward-Looking Guidance
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on Microsoft’s Q1 FY2025 earnings, where record growth in AI and cloud segments, including Azure OpenAI and Microsoft 365 Copilot, reflects high demand.
BMC Unveils Agentic AI: Transforming Enterprise IT Work - Six Five Media at BMC Connect
Steven Dickens

BMC Unveils Agentic AI: Transforming Enterprise IT Work – Six Five Media at BMC Connect

Ryan Manning, VP of Product Management at BMC, and Josh Nichols, Sr. Manager Corporate Applications at CoorsTek, Inc., join Steven Dickens to share their insights on BMC's Agentic AI, a cutting-edge solution designed to transform enterprise IT work.
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