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Insight Type: Market Coverage

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.
Daniel Newman & Ron Westfall

Pure Storage Q1 FY 2024 Results: Subscription and All-Flash Breakthroughs Boost Performance

The Futurum Group’s Ron Westfall and Daniel Newman explore why they believe Pure Storage is demonstrating the portfolio-wide innovation in key areas such as AI, the partnership dexterity, and data storage ecosystem momentum needed to fulfill its Q2 and FY24 guidance including revenue of $680M in Q2 FY24 and mid to high single digital YoY revenue growth across FY24. Pure is firmly positioned to deliver the modern data experience that puts data to use and enables customers to run their operations on an automated, storage as-a-service model throughout the multi-cloud realm.
Shelly Kramer

Google Cloud Unveils Cutting-Edge AI Tools for Accelerating Drug Discovery and Precision Medicine

The Futurum Group’s principal analyst Shelly Kramer takes a look at the recent Google Cloud’s announcement of two new generative AI tools for drug discovery and precision medicine with the goals of improving healthcare outcomes and driving innovation in the field.
HPE Revenue Hits $7B in Q2 2023 as ARR Rises 38% to $1.1B
Daniel Newman & tweiss@futurumresearch.com

HPE Revenue Hits $7B in Q2 2023 as ARR Rises 38% to $1.1B

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $7B in Q2 2023 as ARR rises 38% to $1.1B as the global edge to cloud company reported its latest earnings for the period ending on April 30.
Ron Westfall

Clearfield Shows the Integral Role Fiber Plays in 5G Evolution

The Futurum Group’s Ron Westfall assesses why Clearfield’s fiber backhaul portfolio capabilities can play an integral role in enabling the higher capacity and low bit error rate for 5G backhaul that is key to assuring multi-gigabit (10 Gbps+) performance and ultra-low latency across expanding 5G SA implementations. The steady expansion of 5G SA implementations amid the overall growth of worldwide 5G deployments will fuel more demand and need for Clearfield fiber optic connectivity and management technology across fast-growing 5G backhaul environments.
Daniel Newman

HP FY Q2 2023 Earnings: Weathering the Storm and Investing for the Future

The Futurum Group’s Chief Analyst Daniel Newman and Industry Analyst Michael Diamond explore Hewlett-Packard’s fiscal second-quarter 2023 earnings what it means for the company moving forward.
Steven Dickens

Red Hat Summit 2023 in Review

The Futurum Group’s Steven Dickens offers his take on the latest announcements from Red Hat Summit, including the plethora of new solutions announced that are designed to enhance application connectivity, software supply chain security, developer productivity, AI operations, and automation.
Daniel Newman

Marvell Fiscal Q1 2024: AI and ASICs are Marvell’s Shining Stars

The Futurum Group’s Daniel Newman and Ron Westfall examine why Marvell turned in an impressive fiscal Q1 2024 fueled by rapidly burgeoning ecosystem-wide demand for AI and expanding demand for custom ASICs in the enterprise networking segment as its Nova product is ready to meet the bandwidth boom clouds are facing and the company’s 3nm portfolio can broaden and catalyze data infrastructure market adoption of Marvell interconnect, SerDes, and parallel interface features.
Daniel Newman

Lenovo Q4 2022-2023 Full Year Earnings: Continued Diversification Despite Challenging Market Conditions

The Futurum Group’s Chief Analyst Daniel Newman and Industry Analyst Michael Diamond explore Lenovo’s Q4 2023 and full year earnings and what it means for the company moving forward.
Shelly Kramer

Dell Introduces Dell NativeEdge, an Edge Operations Software Platform Designed to Help Simplify, Secure, Optimize, and Automate Edge Infrastructure Deployments

The Futurum Group’s Shelly Kramer covers news out of Dell Technologies World this week of Dell’s launch of its new Dell NativeEdge operations software platform and several other additions to Dell’s edge portfolio. Dell’s NativeEdge solution is designed to help companies simplify, secure, optimize, and automate their edge infrastructure deployments and helping to streamline edge operations across thousands of devices and locations from the edge to their core data centers and multiple clouds.
Ron Westfall

Juniper and ServiceNow Deliver AI-powered Automation Now

The Futurum Group’s Ron Westfall examines why the union of Juniper’s AI-driven network automation with ServiceNow’s service management capabilities can drive broader adoption and deployment of end-to-end automation throughout managed service provider and enterprise network build and operational environments.
mdiamond@futurumresearch.com

Amazon Fire Max 11 – A Faster, Richer Content Experience for Smart Home Users

The Futurum Group's Michael Diamond looks at Amazon’s new Fire Max 11, which boasts an impressive 50 percent performance increase over its predecessor and which promises to make the content consumption experience much richer for its users.
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