Platform Consolidation and Einstein AI-Enabled Products Are Attracting New Customers, With 11% Year-Over-Year Growth
Daniel Newman, CEO and Chief Analyst at The Futurum Group, and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q2 2024 earnings, and discuss why the company is well-positioned for future profitable growth.
Daniel Newman, Chief Analyst at The Futurum Group, provides his insights on the U.S. government's increased focus on the potential for Chinese cellular modules to track and potentially control devices on the Internet of Things.
Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
Broadcom’s Revenue Increase for Q3 Was Up 5% Year-over-Year
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Broadcom revenue in Q3 2023 hits $8.88 billion, beating estimates. Now Broadcom waits to see if it gains approval for its proposed $61B VMware acquisition.
Product Innovation and Alignment With Market Shift Toward Cloud-Based AI and Data Analytics Are Driving Continued Growth
Steven Dickens, VP and Practice Leader at The Futurum Group shares his analysis of Elastic’s Q1 FY 2024 earnings report, with a focus on how the company’s technology innovation and alignment with market trends are driving growth.
Duet AI Is Now Generally Available in Workspace, with Duet AI Google Cloud Enterprise Development and Data Analytics Tools in Preview
Keith Kirkpatrick, Research Director at The Futurum Group covers the GA launch of Duet AI for Workspace and the preview version Duet AI in Google Cloud, discussing the benefits of these tools for Google enterprise users.
Momentous Event Included Key Transformative Announcements Related to Partnerships, Infrastructure, AI, and Security
Steven Dickens, VP and Practice Leader at The Futurum Group highlights Google Cloud Next's key revelations. These include enhancements in Vertex AI, the introduction of TPU v5e, and A3 VMs, along with Duet AI for streamlined workflow.
Vechain and SingularityNET Combine Blockchain and AI Technologies to Address Sustainability
Mitch Lewis, Research Associate at The Futurum Group shares his insights on a recent collaboration between Vechain and SingularityNET that leverages blockchain and AI to tackle sustainability.
FlashBlade Sales, Subscriptions, AI, and Customer Growth All Contribute to Strong Results
Dave Raffo and Camberley Bates, analysts at The Futurum Group, share their insights on Pure Storage’s Q2 fiscal 2024 revenue success, driven by strong FlashBlade sales, AI deals, and subscriptions.
HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
Rapidly-Evolving AI Platforms Could Be Key to Cloud Provider Market Share
Mark Beccue, Research Director at The Futurum Group, examines the announcement of Google Cloud Next, and how the updates to Google’s AI models and the introduction of Vertex AI Extensions are likely to impact the rapidly-evolving AI market, including Google Cloud’s competitive positioning.
It Was a Solid Quarter for HPE, With Continuing Growth in Its Intelligent Edge Market
Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as HPE revenue hits $7 billion in Q3 2023, beating analyst estimates. Overall, it was a solid quarter for HPE with continuing growth in its intelligent edge market.
