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Insight Type: Market Coverage

Dave Raffo

Dell Shoots for the Clouds with APEX Dell Tech World Additions

Dave Raffo, senior analyst at Futurum Research (formerly known as Evaluator Group), covers Dell’s launches of new APEX cloud services for multicloud storage on the opening day of the Dell Technologies World user conference.
Steven Dickens

Cyber-Detection and Recovery Drive Commvault’s Portfolio Strategy

The Futurum Group VP & Practice Leader Steven Dickens and Senior Analyst Krista Macomber offers their take on the latest announcements from Commvault and how Commvault's focus on cyber-resiliency and active defense through its ThreatWise solution is a significant step in the evolving landscape of data protection.
Daniel Newman & tweiss@futurumresearch.com

Broadcom Revenue in Q2 2023 Hits $8.73 Billion, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Broadcom revenue in Q2 2023 hit $8.73B, beating estimates as the semiconductor and infrastructure software vendor reported its latest earnings on June 1 as its $61 billion acquisition of VMware appears to be heading to completion later this year.
Sean Spradling

Apple Enters the Fray – Are We Ready for Spatial Computing in Communications?

The Futurum Group's Sean Spradling, Senior Analyst for Workplace Communication Platforms and Applications, discusses Apple’s Vision Pro mixed reality headset innovations and their implications for unified communications.
Mitch Lewis

Cloudera Announces New Observability Solution

Mitch Lewis, Research Analyst at The Futurum Group covers the release of Cloudera’s new Observability tool, a telemetry-based support and monitoring tool that provides insights into applications, data, and infrastructure across public, private, and hybrid clouds.
Steven Dickens

Hewlett Packard Enterprise Introduces New Sustainability Solutions to Reduce IT Carbon Footprint

The Futurum Group VP & Practice Leader Steven Dickens offers his take on the latest Sustainability focused announcements from Hewlett Packard Enterprise (HPE). HPE has introduced new sustainability solutions, including the HPE GreenLake sustainability dashboard and a comprehensive portfolio of services, to help organizations reduce their IT carbon footprint and achieve sustainable practices.
Steven Dickens

Microsoft Launches Linux Distribution

The Futurum Group VP & Practice Leader Steven Dickens offers his take on the introduction of Azure Linux, an optimized container host OS for AKS, marks a notable shift for the company.
Daniel Newman & tweiss@futurumresearch.com

Dell Revenue Hits $20.9B for Q1 FY2024, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Dell revenue hits $20.9 billion for Q1 FY2024, beating estimates as the server, networking, PC, and storage vendor navigates tough global macroeconomic conditions across all its market segments.
Steven Dickens

Elastic Announces New Functionality and Solutions

The Futurum Group’s Steven Dickens offers his take on the latest announcements from Elastic. Elastic, the company built on the open-source Elastic code base, is focusing on foundational efforts to harness the potential of AI. Elastic recently released new semantic search capabilities and a growing catalog of open code database and storage connectors to enhance search experiences quickly. They emphasized AI/ML-powered relevance to unify search across various data sources and provide web and search analytics visualization. They aim to be a foundational technology in the enterprise AI space by providing the building blocks for AI adoption against in-house datasets.
Steven Dickens

Elastic Reports Fourth Quarter and Fiscal 2023 Financial Results

The Futurum Group VP & Practice Leader Steven Dickens offers his take on the latest earnings announcement from Elastic. Elastic Q4 and FY23 performance demonstrates its strength in the face of explosive AI-powered growth, demand for observability, and cybersecurity solutions. Elastic, the company behind Elasticsearch and Elastic stack, is gaining attention as a key player in the generative AI market, providing essential technologies for the widespread adoption of AI for enterprise data applications. Despite not being well-known among enterprise C-suite buyers, Elastic's platform offers high-performance search, ML capabilities, and security features necessary for generative AI applications. With strong financial performance and positive guidance for future growth, Elastic is poised to capitalize on the demand for generative AI and become a major player in enterprise AI deployments.
Steven Dickens

Splunk Announces Q1 2024 Earnings

The Futurum Group VP & Practice Leader Steven Dickens offers his take on the latest earnings announcement from Splunk. Splunk's Q1 performance demonstrates its strength in the face of explosive data growth and cybersecurity threats. The company's ARR growth and expanding customer base highlight its success in the security and observability market. Splunk's comprehensive data analytics and security platform enable CIOs and CISOs to make data-driven decisions, gain operational visibility, and enhance security intelligence.
Daniel Newman

Salesforce Q1 FY 2024 Revenue Up 11% YoY and Improving Profitability

The Futurum Group’s Chief Analyst Daniel Newman looks at Salesforce’s Q1 FY 2024 earnings that handily beat analyst estimates, and at how the company’s leaner cost structure and AI product developments mean for its customers moving forward.
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