Category: Sustainability, Markets, and Policy

The Futurum Group’s Ron Westfall and Daniel Newman explore why they believe Pure Storage is demonstrating the portfolio-wide innovation in key areas such as AI, the partnership dexterity, and data storage ecosystem momentum needed to fulfill its Q2 and FY24 guidance including revenue of $680M in Q2 FY24 and mid to high single digital YoY revenue growth across FY24. Pure is firmly positioned to deliver the modern data experience that puts data to use and enables customers to run their operations on an automated, storage as-a-service model throughout the multi-cloud realm.
The Futurum Group’s Shelly Kramer explores Honeywell’s launch of Honeywell Forge for Buildings, offering enhanced features in the Carbon and Energy Management designed to help customers with easier building management to reduce energy costs and carbon footprint.
The Futurum Group’s Daniel Newman and Ron Westfall examine Cisco’s Q3 2023 results and why they believe Cisco demonstrated continued progress on its business model transformation, with total software revenue being up 18% YoY and software subscription revenue up 17% YoY, and that Cisco is solidly positioned to drive ecosystem-wide innovation and adoption across the rapidly evolving cloud, AI, and security realms.
The Futurum Group’s Ron Westfall explores why Google PaLM 2, while showing improvements in key areas, remains very much a work in progress due to factors such as alarmingly high toxicity rates as well as the economic and environmental implications of scaling language models and generative AI, requiring Google to directly address of the full range of concerns to assure sustained PaLM 2 progress.
The Futurum Group’s Shelly Kramer examines the selection of both IBM and Stony Brook University by the City of New York to anchor the New York Climate Exchange, an institution for a new center for climate change and resiliency research on Governors Island.
Mitch Lewis, research analyst at Futurum Research (formerly known as Evaluator Group), shares his thoughts on the recent buzz Artificial Intelligence has been getting, especially with the popularity of ChatGPT, and provides insights into the costs of AI and if it is worth it.
The Six Five team discusses Microsoft CMA and the State of Regulation.
The Futurum Group Analysts Daniel Newman and Todd R. Weiss share their insights as Honeywell revenue hits $8.9B in Q1 2023, beating estimates as the diverse aerospace, defense, and controls products vendor released its latest earnings results.

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