Camberley Bates, Steven Dickens, and Krista Macomber discuss recent developments in the tech industry, including Palo Alto's earnings revision, IBM's security report, Lenovo's earnings, and Hammerspace's new Hyperscale NAS release.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for NVIDIA, Lenovo, and Synopsys, what to expect at MWC 2024, third generation Arm Neoverse, and the Intel Foundry Direct Connect event.
Earnings Highlight a Strong Growth Path for the PC Giant and Point to Accelerating Recovery for the Tech Sector
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Lenovo Q3 FY 23/24 earnings, which confirm the accelerating sector-wide AI-driven recovery and make a strong case for the company’s growth opportunities.
An Assessment of Key 5G-IoT Developments Including On-Device AI Progress, Voice and Gesture Innovations, and Foldable Screens Unfolding Across the Ecosystem
The Futurum Group’s Ron Westfall and Olivier Blanchard scrutinize key innovations leading into 2024 and MWC 24 including how on-device AI will begin to reset expectations for everyday tech products’ features, capabilities, and UX, voice and gesture recognition innovations redefining the AR and smart glasses categories, and foldable screens ready to proliferate across the entire device space.
The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.
In this episode of Infrastructure Matters, hosts Camberley Bates, Steven Dickens and Krista Macomber discussed cybersecurity issues, including multifactor authentication.
In our latest report, Market Insight Report: Hybrid Cloud Compute Q4 2023, we analyze how infrastructure vendors and hyperscalers are tailoring their products and services to hybrid clouds, as well as the major trends we are seeing around repatriation, cost optimization, and generative AI.
An Assessment of Key 5G-IoT Ecosystem Developments with a Focus on the HPE $14 Billion Acquisition of Juniper and Its Ecosystem-wide Impact
The Futurum Group’s Ron Westfall and Steven Dickens review why HPE’s game changing $14 billion acquisition of Juniper represents an important inflection point in the industry that can redefine how the 5G ecosystem connects, protects, and analyzes data.
HPE’s $14 Billion Acquisition of Juniper Swiftly Shifts the HPE Portfolio Mix Toward Higher Growth Solutions and Strengthens High-Margin Networking Business
The Futurum Group’s Ron Westfall and Steven Dickens examine why HPE’s $14 billion acquisition of Juniper represents an important inflection point in the industry that can redefine how organizations connect, protect, and analyze their data.
In this episode, hosts Camberley Bates, Steven Dickens, and Krista Macomber discuss some of the top issues facing the CIO in 2024 and expected areas of investment, these include staffing, security, data curation and platform engineering, plus more.
