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Featured Person: Todd R. Weiss

tweiss@futurumresearch.com

Marvell Technology Q4 Revenue Soars 68% YoY to $1.34B as the Semiconductor Maker Continues Its Torrid Pace Following Strategy Shift to Data Infrastructure

Futurum analysts Daniel Newman and Todd R. Weiss dive into Marvell Technology’s Q4 and FY2022 earnings, which saw impressive 68 percent and 50 percent revenue gains respectively as the company continues the growth of its data infrastructure business strategy.
Daniel Newman

Salesforce Reports Record Q4 and FY2022 Revenue as Strong Gains Seen in Subscription, Support and Professional Services Sales

Futurum Research analysts Daniel Newman and Todd R. Weiss dissect Salesforce’s latest Q4 and FY2022 earnings report, which saw the CRM vendor bring in record revenue of $7.3B and $26.49B, respectively.
Daniel Newman

HPE Revenue Up 2% in Q1 to $7B As Customer Demand Continues to Build in Edge, HPC and AI

HPE’s Q1 FY2022 results are again solid following similarly positive results in the last two quarters of FY2021. As Q1 closes, HPE is continuing its pivot from requiring a CapEx-heavy investment from customers to a focus more on an Annualized Recurring Revenue that is changing the way the stalwart company is doing business with customers.
Shelly Kramer

Kyndryl Reports Q4 and FY 2021 Revenue Down as Company Takes its First Solo Steps as Independent Unit

Futurum analysts Shelly Kramer and Todd R. Weiss dissect the first earnings report for managed IT services vendor Kyndryl, spun out of IBM in November 2021. Q4 and full year 2021 earnings dropped by single digits compared to one year ago when it was owned by Big Blue. They explore the company’s culture shift post spinoff, as well as its early moves in forming strategic alliances and cloud technology partnerships, as well as establishing training and certification initiatives and what’s ahead.
Daniel Newman

Dell Technologies Posts Another Earnings Record with Full Year Fiscal 2022 Revenue of $101.2B

Futurum analysts Daniel Newman and Todd R. Weiss cover Dell Technologies’ Q4 and Full Year Fiscal 2022 earnings. The company again brings in record revenue at $101.2B for the year and shows strong performances across its business units and customer markets.
Daniel Newman

Five9 Q4 2021 Revenue Hits Record $173.6M, Shows Growing Traction for Cloud Contact Center Services

Futurum’s Daniel Newman and Todd R. Weiss cover Five9 Q4 2021 earnings. The company hits a record $173.6 million, illustrating the growing power of cloud services, especially in the contact center arena.
tweiss@futurumresearch.com

WalkMe Q4 Full and Year 2021 Earnings Report Sees Q4 Revenue Increase 37% as Subscription Revenue Rises 39%

Futurum Analysts Shelly Kramer and Todd R. Weiss cover WalkMe’s latest earnings report for Q4 2021 and FY2021, analyzing WalkMe’s results following a pivot to an enterprise focus and how that’s paying off, and sharing insights on what’s likely ahead in this growing market segment for Digital Adoption Platforms.
tweiss@futurumresearch.com

Intel Takes Bold Step with $5.4B Acquisition of Tower Semiconductor

Futurum analyst Todd R. Weiss dives into Intel Corp.’s $5.4 billion acquisition of Israeli chip fab Tower Semiconductor and explains how this deal perfectly suits CEO Pat Gelsinger’s vision of the new Intel.
tweiss@futurumresearch.com

Poly Q3 FY2022 Earnings Mixed, Revenue Falls Due to Continuing Supply Chain Challenges

Futurum analyst Todd R. Weiss dives into Poly’s Q3 FY2022 earnings performance and shares the company’s innovative move to fight supply chain challenges.
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