Category: IT Infrastructure

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.
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.
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.
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.
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.
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.
The Upcoming Ionic Battery Energy Storage System Will Include Battery Management Through a Partnership With Nuvation Energy
Todd R. Weiss, an analyst with The Futurum Group, shares his insights as Honeywell’s Ionic energy storage is getting built-in battery management through a partnership with Nuvation Energy. Ionic storage systems will be available by early 2024.
With Cloud Block Store, Pure Decouples Storage Software From Its Flash Arrays and Runs It Natively on Azure
Dave Raffo, Senior Analyst at The Futurum Group, looks at how Pure Storage is making Cloud Block Store available for Azure VMware Solutions. This is first block-only storage for AVS.
The Futurum Group’s Camberley Bates, Steven Dickens and Krista Macomber cover IT infrastructure consumption models, cloud computing, hybrid approaches, as well as enterprise pricing, procurement, data protection, disaster recovery, security, and compliance.
Randy Kerns, senior strategist at Evaluator Group, part of The Futurum Group of family of companies, explores why it is important for IT organizations to keep up with the changing technology and offers thoughts on developing a plan to accomplish that and what IT leaders should consider when addressing or implementing change.
Randy Kerns, senior strategist at Evaluator Group, part of The Futurum Group family of companies, writes about the variations of IT job titles and shares thoughts on the variations, which almost always indicate a direction or strategy for the organization. It is also clear that job titles, like strategies, change over time. So, what is in a name?
Futurum analysts Shelly Kramer and Todd R. Weiss share their insights as Kyndryl revenue hits $4.3B for Q3 after 2021 IBM spinoff, as the IT infrastructure services vendor makes its way in the marketplace as an independent company.

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