Insight Type: Market Coverage

The Futurum Group's analysts Daniel Newman and Steven Dickens provide their take on Commvault, a leading provider of data protection and management solutions, announcing its financial results for the fourth quarter and fiscal year 2023. The company saw strong growth in its subscription business, Metallic, and continued to invest in innovation and partnerships. Commvault is well-positioned for continued growth in the years to come.
The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q1 2023 results and why they expect T-Mobile to fulfill its uplifted 2023 guidance as the company is consistently outperforming its key rivals across the most important categories, including financial, technical, and customer attraction and retention. The acquisition of the Mint Mobile, Ultra Mobile, and Plum assets in accord with major collaboration initiatives involving key partners such as Deutsche Telekom and Cisco further strengthen T-Mobile’s competitive edge and warrant for raising its outlook through end of year.
The Futurum Group Analysts Daniel Newman and Todd R. Weiss report that ServiceNow revenue up in Q1 2023 to $2.1B, beating estimates, as the cloud workflow automation software vendor announced its latest earnings on April 26, including non-GAAP net income of $483 million, up 37 percent from $352 million one year ago.
The Futurum Group Analysts Daniel Newman and Todd R. Weiss share their insights as Honeywell revenue hits $8.9B in Q1 2023, beating estimates as the diverse aerospace, defense, and controls products vendor released its latest earnings results.
The Futurum Group VP & Practice Leader Steven Dickens provides his take on the latest announcements from last week at Consensus 2023, where Google Cloud and Polygon Labs announced a multi-year strategic alliance that will make it easier for developers to build, launch, and grow Web3 and dApps.
The Futurum Group’s Shelly Kramer covers news that Pexip has received FedRAMP authorization for its Pexip Government Cloud cloud services solution for videoconferencing and collaboration and explores how that should provide a solid assist for Pexip as it pursues business from federal agencies.
The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s financial results for fiscal Q1 2023, which showed solid revenue results, generating YoY growth across all customer solutions and all geographies as well as why Juniper’s strategic focus on advancing experience-first networking and cloud metro portfolio innovation can enable the company to expand its market influence and presence across key segments such as 5G, data center, and enterprise environments throughout 2023.
Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the first quarter of fiscal 2023, including $11.7 billion revenue, down 36% year over year, and why they believe the company is meeting the top challenge of executing a strategic plan that requires vigilance but also a great deal of patience, such as delivering on its IDM 2.0 roadmap as well as meeting process and product portfolio objectives that can entail or require a horizon beyond 2023 to bear more enduring fruit.
The Futurum Group’s Chief Analyst Daniel Newman and Analyst Michael Diamond explore Amazon’s recent Q1 2023 earnings and its implications for moving forward for the company.
The Futurum Group analyst, Michael Diamond discusses Qualcomm’s Snapdragon Game Super Resolution (GSR) process that is designed to enhance the mobile gaming experience by leveraging its single-pass spatial aware process that improves game resolution while saving battery life.
The Futurum Group VP & Practice Leader Steven Dickens provides his take on the latest announcements from BMC Software and its plan to acquire Model9. As mainframe customers grapple with how to modernize their applications and leverage the benefits of hybrid cloud, how they manage data is becoming a key battleground. Model9 has emerged over the last couple of years as a key player in this space and the acquisition of Model9 by long-standing mainframe software vendor BMC validates the solution and the approach.

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