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Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update
Ron Westfall

Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update

Marvell Reinforces Microsoft Relation with Azure Updating Fleet of LiquidSecurity HSMs to the FIPS 140-3, Level-3 Standards Building on Proven LiquidSecurity Deployment
The Futurum Group’s Ron Westfall assesses why Marvell attaining NIST FIPS 140-3, Level-3 certification for its LiquidSecurity HSMs and Microsoft update deal bolster its cybersecurity ecosystem credentials.
Rigetti Computing Reports Second Quarter 2024 Financial Results
Dr. Bob Sutor
Dr. Bob Sutor

Rigetti Computing Reports Second Quarter 2024 Financial Results

The Futurum Group’s Dr. Bob Sutor discusses Rigetti Computing’s Q2 2024 earnings, highlighting $3.1 million in revenue and the development of the 84-qubit Ankaa-3 system. Read on for an in-depth analysis of the company’s progress and future outlook.
AI Chipsets in Context: Good and Bad News for Vendors
Dr. Bob Sutor
Dr. Bob Sutor

AI Chipsets in Context: Good and Bad News for Vendors

It’s the Best of Times and the Not-So-Good Times for AI Chipset Vendors
Dr. Bob Sutor of The Futurum Group examines recent good and bad news for several leading vendors of AI chipsets for cloud and data center applications, including Intel Corporation, NVIDIA, Groq, and Cerebras Systems.
Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault - Infrastructure Matters, Episode 50
Krista Case
Camberley Bates
Krista Case, Camberley Bates & Steven Dickens

Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault – Infrastructure Matters, Episode 50

In episode 50 of Infrastructure Matters, the hosts delve into recent earnings reports and industry trends, highlighting AWS's continued growth, Commvault's successful integration of its cloud division, and Intel's strategic restructuring. They also discuss Kyndryl's turnaround efforts and new announcements from Veeam, Splunk, and Google in AI and data management.
Microsoft Q4FY24 Earnings
Daniel Newman

Microsoft Q4FY24 Earnings

The Six Five team discusses Microsoft Q4FY24 earnings.
Talking Qualcomm, Intel, AMD, Arm, Lattice, Microsoft, Amazon
Daniel Newman

Talking Qualcomm, Intel, AMD, Arm, Lattice, Microsoft, Amazon

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2CY24 earnings for Intel, AMD, and Lattice, Q2 earnings for Amazon, Q3FY24 earnings for Qualcomm, Q4FY24 earnings for Microsoft, and Q1FY25 earnings for Arm.
Qualcomm FYQ3 2024 Earnings
Olivier Blanchard
Olivier Blanchard

Qualcomm FYQ3 2024 Earnings

Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
Olivier Blanchard
Olivier Blanchard

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Top and Bottom-Line Performance Drives Microsoft's Q4 2024 Earnings
Keith Kirkpatrick & Daniel Newman

Top and Bottom-Line Performance Drives Microsoft’s Q4 2024 Earnings

Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
Krista Gets Married and Outages, Outages and more Outages - Infrastructure Matters, Episode 49
Krista Case
Camberley Bates
Krista Case, Camberley Bates & Steven Dickens

Krista Gets Married and Outages, Outages and more Outages – Infrastructure Matters, Episode 49

Krista Case from The Futurum Group highlighted the significance of robust cyber resiliency and disaster recovery plans in light of the recent CrowdStrike outage, emphasizing that it was a flawed software update rather than a security breach. Camberley Bates and Steven Dickens discussed the broader implications of the outage, the importance of multi-vendor strategies to mitigate risk, and the increasing regulatory focus on addressing systemic issues in cloud services.
AI PCs - June 2024Market Snapshot Report
Olivier Blanchard
Olivier Blanchard

AI PCs – June 2024 Market Snapshot Report

Q2 Copilot+ PC Launches Set Stage for Impending PC Refresh Supercycle
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for the impending PC refresh supercycle.
ServiceNow’s Gen AI Innovations Lead to Impressive Q2 2024 Growth
Keith Kirkpatrick

ServiceNow’s Gen AI Innovations Lead to Impressive Q2 2024 Growth

Current Quarter Beats Analysts’ Consensus Estimates for Total Revenue and EPS
Keith Kirkpatrick, Research Director with The Futurum Group, shares insights on how generative AI drove ServiceNow’s impressive Q2 2024 revenue growth, highlighting new AI capabilities and strategic partnerships.
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