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Insight Type: Market Coverage

Synopsys Revenue Hits $1.6B in Q4, Up 25% YoY, Beating Estimates
December 6, 2023

Synopsys Revenue Hits $1.6B in Q4, Up 25% YoY, Beating Estimates

The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as semiconductor EDA and IP vendor Synopsys reports revenue of $1.6 billion in Q4, up 25% YoY, beating...
Nokia Makes Telecom Inventory Management Dynamic and Automatic
December 5, 2023

Nokia Makes Telecom Inventory Management Dynamic and Automatic

The Futurum Group’s Ron Westfall assesses why Nokia’s Digital Operations Center can enable CSPs to manage the entire service lifecycle by designing, delivering, and ensuring services, such as 5G slicing,...
Amazon Q: What It Means for AWS’s AI Business
December 5, 2023

Amazon Q: What It Means for AWS’s AI Business

Mark Beccue, Research Director at The Futurum Group, examines what Amazon Q means for AWS’s AI business....
Amazon SageMaker HyperPod Claims 40% Reduction in AI Training Time
December 5, 2023

Amazon SageMaker HyperPod Claims 40% Reduction in AI Training Time

Mark Beccue, Research Director at The Futurum Group, examines AWS’s claims that Amazon SageMaker HyperPod provides 40% reduction in AI training time....
Rocket Buying OpenText’s Application Modernization Unit for $2 Billion
December 5, 2023

Rocket Buying OpenText’s Application Modernization Unit for $2 Billion

Todd R. Weiss and Steven Dickens, analysts with The Futurum Group, share their insights as Rocket Software is buying OpenText’s application modernization unit for $2 billion, as the companies realign...
Guardrails for Amazon Bedrock Show AWS Gets Generative AI
December 5, 2023

Guardrails for Amazon Bedrock Show AWS Gets Generative AI

Mark Beccue, Research Director at The Futurum Group, discusses how Guardrails for Amazon Bedrock shows that AWS gets generative AI....
AWS re:Invent: Kyndryl, AWS Build Bridge to Mainframe Modernization
December 4, 2023

AWS re:Invent: Kyndryl, AWS Build Bridge to Mainframe Modernization

Steven Dickens and Dave Raffo of The Futurum Group dive into the new global managed services partnership between Kyndryl and AWS around mainframe modernization announced at AWS re:Invent....
BMC Shifts Left on Mainframe Development
December 4, 2023

BMC Shifts Left on Mainframe Development

Steven Dickens and Dave Raffo of The Futurum Group dig into BMC’s new mainframe development tools that can simplify and speed programming on monolithic applications....
AWS and Kyndryl Partner to Build an AI Innovation Factory
December 4, 2023

AWS and Kyndryl Partner to Build an AI Innovation Factory

The Futurum Group’s Steven Dickens and Dave Raffo look at the collaboration between AWS and Kyndryl that will produce an Innovation Factory to boost AI/ML customer adoption by modernizing systems...
HPE Enhances GreenLake for File Storage for AI Workloads
December 4, 2023

HPE Enhances GreenLake for File Storage for AI Workloads

Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on HPE’s latest enhancement to GreenLake for File Storage....
Broadcom Unleashes New Trident 5-X12 Chip Fueled by NetGNT Engine
December 4, 2023

Broadcom Unleashes New Trident 5-X12 Chip Fueled by NetGNT Engine

The Futurum Group’s Ron Westfall assesses why Broadcom’s new Trident 5-X12 chip, augmented by NetGNT innovation, fulfills growing customer demand for flexible chip portfolios, customizable per application, reducing ToR congestion...
Salesforce Q3 FY 2024 Revenue Hits $8.72B, Up 11% Year-over-Year
December 4, 2023

Salesforce Q3 FY 2024 Revenue Hits $8.72B, Up 11% Year-over-Year

Daniel Newman, CEO and Chief Analyst at The Futurum Group, and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q3 2024 earnings, and discuss the factors contributing to...

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