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Insight Type: Market Coverage

Daniel Newman

Splunk Fiscal Q3 2023: Total Revenues and Cloud Revenue up Spurring Full Year Outlook Uptick

Futurum’s Daniel Newman and Ron Westfall assess Splunk’s fiscal Q3 2023 results highlighted by total revenues increasing 40% Y/Y to $930 million and cloud revenue 54% Y/Y to $374 million and why the company is solidly positioned to sustain long-term, durable growth as well as profitability through ongoing diversification of its high-value ARR streams which are key to fulfilling swiftly growing enterprise demand for intelligent observability and cybersecurity solutions.
Daniel Newman

Marvell Fiscal Q3 2023: Record Quarter Revenues and New Cloud Products Pave Way for Long-Term Growth

Futurum’s Daniel Newman and Ron Westfall evaluate Marvell’s fiscal Q3 2023 results highlighted by record revenue of $1.54 billion, growing 27% year over year, and why portfolio-wide innovations, such as across customized ASIC and Secure Deterministic Ethernet, provide the overall foundation to meet near-term storage inventory adjustments and macroeconomic headwinds in fulfilling its Q4 2023 outlook and returning to a broader and industry-wide growth trajectory.
tweiss@futurumresearch.com

GitLab SaaS Arrives in the New GitLab Dedicated Platform

Futurum analyst Todd R. Weiss shares his insights as GitLab SaaS arrives in the new GitLab Dedicated platform, bringing valuable and needed new SaaS, security, and regulatory compliance features for DevSecOps, DevOps and other enterprise software developer teams.
Ron Westfall

AWS re:invent 2022: AWS Moves the AI/ML Chains for Enterprise Customers with CodeWhisperer Upgrade

Futurum’s Ron Westfall assesses why the new Amazon CodeWhisperer upgrades focused on easing administrator-led integration and expanding programming language support across the developer community advance AWS’ strategic commitment to use AI/ML to improve business outcomes, including augmenting the developer experience, optimizing business processes, and accelerating innovation.
Marc Beattie
Marc F. Beattie

Cisco Extends Webex Go, its Native Mobile Calling Capability, to the UK

Wainhouse principal analyst Marc Beattie, part of The Futurum Group family of companies, covers Cisco’s extension of Webex Go, its native mobile calling capability, to the U.K., and shares thoughts on what’s likely ahead for this offering.
Steve Vonder Haar

Brightcove Content Services Initiative to Launch in 2023: Why That’s a Big Deal

Wainhouse senior analyst Steve Vonder Haar, part of The Futurum Group family of companies, covers news of online video platform provider Brightcove’s Content Services initiative, scheduled to launch in early 2023, and why that’s a big deal in the business online video market.
mdiamond@futurumresearch.com

HP Completes the Integration of Poly — a Look at What’s Ahead

Futurum analyst Michael Diamond discusses the recent HP and Poly merger and how he expects the combined organization to progress in the future.
Daniel Root

Owl Labs Raises $25 million in Series C Funding Led by HP Tech Ventures

Daniel Root, senior analyst with Wainhouse, part of The Futurum Group family of companies, covers the news of Owl Labs recently announced Series C funding and how the company is well suited to make the most of the hybrid workplace evolution.
Sean Spradling

Roam Raises $30M and Enters Beta to Push the Future of Work Forward

Sean Spradling, senior analyst at Wainhouse, part of The Futurum Group of companies, covers news of Roam, a new entrant in the virtual headquarters segment of workplace communications, closing their Series A round of funding for $30.6M and why we should expect to see more.
Daniel Newman

HPE Revenue Hits $7.87B in Q4, Beating Analyst Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $7.87B in Q4, beating analyst estimates as the edge-to-cloud and everything-as-a-service vendor marks its second best-quarter in its history.
tweiss@futurumresearch.com

Zoom Revenue Up 5% to $1.10B in Q3 as Enterprise Sales Grow

Futurum analyst Todd R. Weiss shares his insights on Zoom revenue heading up 5% to $1.10B in Q3 as enterprise sales grow again for the web conferencing and cloud contact center vendor in a changing post-Covid marketplace.
mdiamond@futurumresearch.com

Qualcomm Snapdragon Summit 2022 Recap

Futurum analyst Michael Diamond explores announcements coming out of Qualcomm’s Snapdragon Summit 2022 and how the company is focused on using artificial intelligence to make the user experience for smartphones, sound, gaming, and compute much richer in the future.
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