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Insight Type: Market Coverage

Daniel Newman

WalkMe Q1 2023 Revenues up 16% Year-over-Year

The Futurum Group's Chief Analyst, Daniel Newman and Industry Analyst, Michael Diamond discuss WalkMe’s Q1 2023 earnings and how the DAP market is expected to resonate with organizations in the future as they seek to digitally transform themselves.
Daniel Newman

Cisco Q3 2023: Cloud, AI, and Security Fuel Record Revenue and Double-Digit Software and Subscription Revenue Growth

The Futurum Group’s Daniel Newman and Ron Westfall examine Cisco’s Q3 2023 results and why they believe Cisco demonstrated continued progress on its business model transformation, with total software revenue being up 18% YoY and software subscription revenue up 17% YoY, and that Cisco is solidly positioned to drive ecosystem-wide innovation and adoption across the rapidly evolving cloud, AI, and security realms.
Sean Spradling

Zoom Takes Another Big Step Forward in AI-based Value with Integration and Investment in Anthropic

The Futurum Group senior analyst Sean Spradling explores news of Zoom’s partnership and investment in Anthropic, the creators of the Claude AI Assistant, and Zoom’s plans to incorporate Claude across the platform, with the first step being in Contact Center. There are some challenges, and Zoom will have work cut out for them on this front, but it will be interesting to see how adept Zoom is at handling customer data as the company’s number of partners grows.
Steven Dickens

Ripple Acquires Metaco to Expand Crypto Custody Services

The Futurum Group’s Steven Dickens offers his take on Ripple’s acquisition of Metaco which he believes positions Ripple as one of the largest providers of crypto custody solutions globally and signifies its commitment to expanding the industry. The acquisition signifies a significant milestone for the crypto industry, as Ripple strives to enhance accessibility, security, and adoption of digital assets.
Steven Dickens

Kyndryl’s 4th Quarter and Full Year 2023 Earnings

The Futurum Group’s Steven Dickens offers his take on the latest earnings from Kyndryl, exploring the market challenges the IT infrastructure services provider is navigating. He shared thoughts on the company’s investment strategy in new tech and focus on streamlining operations and how this positions the company moving forward in this competitive market landscape.
Steven Dickens

Red Hat Announces GA of RHEL 9.2 and 8.8: A New Era of Hybrid Cloud Computing

The Futurum Group’s Steven Dickens provides his take on the announcements of the latest version of Red Hat Enterprise Linux becoming generally available. As customers look to innovate and simplify cloud operations and deploy Linux at scale in mission-critical environments they need a supported version of Linux to build from. Red Hat has long been a trusted partner for many enterprises looking to deploy Linux and these new announcements build on this history.
Daniel Newman

Twilio Q1 2023 Earnings, up 15% YoY and Focusing on Profitability

The Futurum Group's Chief Analyst, Daniel Newman and Industry Analyst Michael Diamond discuss Twilio’s recent Q1 2023 earnings announcement and what it means for the organization moving forward.
Shelly Kramer

SAP Unveils Business AI, Bringing AI to its Cloud Platform for Sales and Customer Management

The Futurum Group’s Shelly Kramer reviews the recent announcement by SAP introducing generative AI into its cloud platform. The new tools are introduced as SAP Business AI, which is aimed to leverage AI to assist customers in various aspects of the sales and customer management process in some pretty exciting ways.
Shelly Kramer

SAP and Microsoft Announce Generative AI Collaboration to Address Talent Gap

The Futurum Group’s Shelly Kramer covers news from the SAP Sapphire event this week in Orlando of SAP’s collaboration with Microsoft to integrate generative AI with its SAP SuccessFactors solution for talent management and development, intended to address the challenges of the talent gap and learning management.
Steven Dickens

NeuroBlade Announces New Partnership with Dell Technologies to Accelerate Data Analytics

The Futurum Group’s Steven Dickens offers his take on the latest announcements from NeuroBlade and Dell Technologies today, which he opines validates NeuroBlade's approach and offers businesses a powerful tool to make better decisions faster and gain a competitive advantage in today's data-driven world.
Ron Westfall

Google I/O 2023: PaLM 2 Debut Shows Language Model Progress Although Toxicity, Economic and Environmental Concerns Abound

The Futurum Group’s Ron Westfall explores why Google PaLM 2, while showing improvements in key areas, remains very much a work in progress due to factors such as alarmingly high toxicity rates as well as the economic and environmental implications of scaling language models and generative AI, requiring Google to directly address of the full range of concerns to assure sustained PaLM 2 progress.
Shelly Kramer

ServiceNow Expands Its AI Capabilities with G2K Acquisition: Redefining Retail and Beyond

The Futurum Group’s Shelly Kramer covers news of ServiceNow’s impending acquisition of G2K, what this means for the retail industry and customers’ ability to better deliver for customers, and what’s ahead beyond retail.
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