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Insight Type: Market Coverage

Amazon Q1 2024 Financial Performance: A Deep Dive
May 7, 2024

Amazon Q1 2024 Financial Performance: A Deep Dive

The Futurum Group’s Daniel Newman and Steven Dickens note Amazon's Q1 2024 earnings and discuss the company’s expansion into retail, advertising, and cloud computing as a masterclass in market disruption....
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OpenText Q3 Driven by Strength in Cloud and Annual Recurring Revenue
May 7, 2024

OpenText Q3 Driven by Strength in Cloud and Annual Recurring Revenue

The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on OpenText’s strong Q3 fiscal 2024 earnings....
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Qualcomm Q2 2024 Earnings
May 6, 2024

Qualcomm Q2 2024 Earnings

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage...
Olivier Blanchard
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Oracle Database 23ai: Taking Enterprise AI to the Next Level
May 3, 2024

Oracle Database 23ai: Taking Enterprise AI to the Next Level

The Futurum Group’s Ron Westfall and Steven Dickens examine why Oracle's comprehensive suite of enhancements in Oracle Database 23ai positions it uniquely in the marketplace....
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AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions
May 3, 2024

AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early...
Olivier Blanchard
Lenovo’s New AI-Powered LISSA: The Era of the ESG Accelerator Is Here
May 2, 2024

Lenovo’s New AI-Powered LISSA: The Era of the ESG Accelerator Is Here

The Futurum Group’s Stephen Dickens and Olivier Blanchard share their insights on Lenovo’s new Intelligent Sustainability Solutions Advisor, dubbed LISSA, and its potential impact on ESG programs....
Olivier Blanchard
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Manage Unstructured Data: Cost, Risk, and Value with Datadobi
May 1, 2024

Manage Unstructured Data: Cost, Risk, and Value with Datadobi

Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on how customers with large estates of unstructured data can use Datadobi’s StorageMap to gain a better return on...
Lattice Q1 2024: Outpacing FPGA Rivals While Battling Headwinds
May 1, 2024

Lattice Q1 2024: Outpacing FPGA Rivals While Battling Headwinds

The Futurum Group’s Ron Westfall and Daniel Newman review Lattice Semiconductor’s Q1 2024 results and why it remains the FPGA player to watch in the low and mid-tier segments of...
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Cyber-Resiliency Will Fuel Commvault’s Drive to Fiscal 2026 Goals
May 1, 2024

Cyber-Resiliency Will Fuel Commvault’s Drive to Fiscal 2026 Goals

Krista Macomber, Research Director at The Futurum Group, covers Commvault’s fiscal Q4 and Full Year 2024 earnings....
Krista Case
onsemi Q1 2024 Results Exceed Expectations
May 1, 2024

onsemi Q1 2024 Results Exceed Expectations

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights about onsemi’s Q1 2024 results and frame what to expect from the semiconductor industry for the rest of the...
Olivier Blanchard
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Rocket Acquires OpenText AMC: A New Era in Mainframe Modernization
May 1, 2024

Rocket Acquires OpenText AMC: A New Era in Mainframe Modernization

Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides insights on the transformative impact of Rocket Software’s recent acquisition of OpenText’s Application Modernization and Connectivity division....

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