Insight Type: Market Coverage

September 19, 2023

Keith Kirkpatrick

Market Coverage

Salesforce Announces Einstein Copilot and Einstein Copilot Studio

Natural Language-Based Generative AI Assistants to Operate Within the Einstein Trust Layer

Keith Kirkpatrick, Research Director at The Futurum Group, covers the launch of Salesforce Einstein Copilot and Einstein Copilot Studio, and discusses how trust is at the center of Salesforce’s AI approach.

AI Platforms, Digital Leadership & CIO, Enterprise Software, & Digital Workflows

September 19, 2023

Daniel Newman & tweiss@futurumresearch.com

Market Coverage

Adobe Revenue for Q3 2023 Again Sets a Record at $4.89 Billion

Adobe Set Its Ninth Straight Record for Quarterly Revenue Total and Beat Analyst Estimates on Revenue and EPS for Q3

The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as Adobe revenue for Q3 2023 again sets a record at $4.89 billion.

Digital Leadership & CIO, Enterprise Software, & Digital Workflows

September 18, 2023

Keith Kirkpatrick

Market Coverage

C3 AI Launches C3 Generative AI Suite

New Generative AI Offerings Provide Industry, Process, and Enterprise System-Specific Solutions

Keith Kirkpatrick, Research Director at The Futurum Group, covers C3 AI’s announcement of its Generative AI Suite, which includes 28 domain-specific generative AI solutions, and discusses why this tactic is a winning approach for C3 AI.

AI Platforms, Digital Leadership & CIO, Enterprise Software, & Digital Workflows

September 18, 2023

Olivier Blanchard

Market Coverage

Qualcomm Supplying Apple With Snapdragon 5G Modem-RF Systems Into 2026

The Impact of Qualcomm’s Multi-Year Snapdragon 5G Modem-RF System Agreement With Apple on Both Companies and Consumers

Olivier Blanchard, Research Director at The Futurum Group, shares his insights into why the multi-year Snapdragon 5G modem-RF system agreement between Apple and Qualcomm is good news for both companies and for iPhone users.

Digital Leadership & CIO, Enterprise Software, & Digital Workflows, Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

September 15, 2023

Olivier Blanchard

Market Coverage

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag

Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.

Cybersecurity & Resilience, Data Center, Digital Leadership & CIO, Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

September 14, 2023

Craig Durr

Market Coverage

Zoom Rebrands Its AI Assistant to Zoom AI Companion

Zoom’s AI Companion Promises To Help Individuals and Teams Improve Productivity, Collaborate Seamlessly, And Express Themselves Better Throughout the Workday

Craig Durr, Research Director at The Futurum Group, provides an in-depth analysis of Zoom's latest offering—AI Companion—and examines its features, data privacy approach, and competitive stance in offering the assistant for free in paid plans.

AI Platforms, Digital Leadership & CIO, Enterprise Software, & Digital Workflows

September 14, 2023

Clint Wheelock

Market Coverage

Metaverse and HR Integration for Human Resources Management

Developing a More Engaged and Productive Workforce

Clint Wheelock, Chief Research Officer at The Futurum Group, examines how metaverse and HR integration presents opportunities and challenges for human resources management to develop a more engaged and productive workforce.

Digital Leadership & CIO, Intelligent Devices

September 14, 2023

Mark Beccue

Market Coverage

Salesforce Einstein 1 Platform Provides Native AI Integration

The Latest Innovation from Salesforce Enables Companies to Tap Data Cloud Data to Build Customized AI Apps

Mark Beccue, Research Director at The Futurum Group, examines the Salesforce Einstein 1 Platform, which provides native AI integration, and looks at how this innovation will affect the market.

AI Platforms, Enterprise Software, & Digital Workflows

September 14, 2023

Ron Westfall & Olivier Blanchard

Market Coverage

IAA Mobility 2023: Qualcomm and JLR Transform In-Vehicle XP with 5G

Qualcomm and JLR Collaborate To Bring 5G, Wi-Fi, and C-V2X Capabilities to JLR Vehicles With Snapdragon Auto 5G Modem-RF Ready To Hit the Road in 2025

The Futurum Group’s Ron Westfall and Olivier Blanchard examine why Qualcomm’s Snapdragon Digital Chassis will become critical to driving JLR SDV innovation and enable the intelligence to deliver the fully connected, modern luxury vehicle experience.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

September 14, 2023

Daniel Newman & Ron Westfall

Market Coverage

Oracle FY 2024 Q1: Solid Results Bolstered by IaaS Gain

Oracle Reported Solid FY 2024 Q1 Results Spearheaded by Huge Oracle Cloud Infrastructure Growth of 66% YoY and Rapid Uptake of Oracle Gen2 Cloud for AI Training

The Futurum Group’s Ron Westfall and Daniel Newman examine Oracle’s FY 2024 Q1 results and how the company moves the needle in the cloud market by meeting the evolving demands of IaaS/SaaS customers, fulfilling surging generative AI training demand.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

September 13, 2023

Mark Beccue

Market Coverage

IBM Rolls New Granite AI Models, Continues watsonx Platform Momentum

IBM watsonx AI Platform Is Vying for Premier Enterprise AI Tech Stack

Mark Beccue, Research Director at The Futurum Group, examines IBM’s new Granite AI models and the continued watsonx platform momentum, and how such innovation will affect the market.