Category: Mergers and Acquisitions

Antitrust Suit Challenges HPE’s Bid to Acquire Juniper, Raising Questions on Competition, Innovation, and Market Dynamics
Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal benefits Cisco more than the market.
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.
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.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from OpenAI, the size of the AI GPU and ASIC Market, the Windows recall date and the massive downward job revision.
Acquisition Will Strengthen Cloud-Based Security Offerings for DNS and DDoS
Dr. Bob Sutor of The Futurum Group examines DigiCert’s planned acquisition of Vercara. He looks at the security capabilities in the new, expanded portfolio. For good measure, Bob discusses DigiCert’s post-quantum cryptography activities in light of the new standards from the US National Institute of Standards and Technology (NIST).
T-Mobile’s Q2 2024 Earnings Report Reveals Record-breaking Customer Growth and Service Revenue Growth Providing Impetus to Raise Full-Year Guidance
The Futurum Group’s Ron Westfall assesses T-Mobile's positive Q2 2024 earnings, customer growth gains, and the acquisition of UScellular wireless ops, showcasing its competitive and innovation acumen.
Cloudera Extends its AI Capabilities and Ease-of-Use for Customers with Verta Acquisition
Dr. Bob Sutor of The Futurum Group examines why Cloudera’s acquisition of Verta was smart for the company and a boon for its customers deploying AI.
The Six Five team discusses AMD acquires Silo.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS Summit New York 2024, Samsung Galaxy Unpacked July 2024, Apple & Microsoft leave OpenAI board, AMD acquires Silo, Sequoia/A16Z/Goldman rain on the AI parade, and Oracle & Palantir Foundry & AI Platform.
Keith Townsend and Steven Dickens from the Futurum Group view the transformation of Broadcom's End-User Computing Division into a standalone business as a pivotal moment for the digital workspace market. They believe this move will drive innovation and enhance the delivery of cutting-edge solutions independently.
Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful integration of VMware.
WalkMe Strengthens SAP’s Portfolio for AI-Based Business Automation and Transformation
The Furturum Group’s Dr. Bob Sutor and Keith Kirkpatrick examine SAP’s planned acquisition of Digital Adoption Platform provider WalkMe. The acquisition enhances SAP’s business automation and transformation portfolio with additional AI capabilities.

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