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Insight Type: Market Coverage

Marvell HBM Compute Architecture Ready to Transform Cloud AI Acceleration
Ron Westfall

Marvell HBM Compute Architecture Ready to Transform Cloud AI Acceleration

Marvell Debuted Custom HBM Solutions Specifically Designed for XPUs Partnering With Samsung, Micron, and SK Hynix to Innovate Tailored Memory Solutions
Futurum’s Ron Westfall examines why Marvell’s new HBM customization solutions can play a crucial role in driving XPU innovation, particularly for AI and high-performance computing applications that require extreme memory bandwidth and efficiency.
Tenstorrent's Funding Include Bezos Expeditions, Samsung, LG
Ron Westfall

Tenstorrent Ready to Storm AI Chip Market

Tenstorrent Lands $693 Million in New Funding Including Bezos Expeditions, Samsung, and LG to Challenge NVIDIA’s AI Chip Prominence
Futurum’s Ron Westfall assesses why Tenstorrent’s new funding can spur consistent competitive differentiation of its AI chips against GPUs.
Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs
Olivier Blanchard
Olivier Blanchard

Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs

Strategic Leadership Appointment Highlights AMD’s Focus On Navigating Regulatory Landscapes and Fostering Innovation in High-Performance Computing
Olivier Blanchard, Research Director at The Futurum Group, discusses Tim Keating's appointment as AMD’s Senior VP of Government Relations and Regulatory Affairs and how his leadership could shape AMD’s policy engagement.
Adobe Q4 FY2024 Earnings - Solids Growth, AI Integration, and Market Expectations
Keith Kirkpatrick

Adobe Q4 FY2024 Earnings – Solid Growth, AI Integration, and Market Expectations

Adobe Reports Record FY2024 Revenue Driven by Strong Digital Media and Digital Experience Segments While Leveraging AI to Drive Innovation and Meet Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Adobe’s FY2024 performance. Growth in the Digital Media and Digital Experience segments contributed to record revenue while addressing challenges like the impacts of foreign exchange.
The Rise of AI and Enterprise Solutions – A Recap from The Six Five Webcast
Six Five Media
Daniel Newman & Six Five Media

The Rise of AI and Enterprise Solutions – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
Insights from Dell's AI Innovation, Qualcomm & More
Six Five Media
Daniel Newman & Six Five Media

Insights from Dell, Qualcomm & More – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.
Cohesity and Veritas AI-Driven Cyber-Resilience for the World’s Largest Data Environments
Krista Case
Krista Case

Cohesity and Veritas AI-Driven Cyber-Resilience for the World’s Largest Data Environments

Cohesity Will Integrate Veritas NetBackup and Alta Data Protection to Bolster Its Large Enterprise Traction as Well as Its AI and Security Initiatives
Krista Case, Research Director at The Futurum Group, shares her insights on Cohesity’s acquisition of Veritas.
Oracle Q2 FY2025 Results Focus on AI, Healthcare, and Cloud Revenue
Keith Kirkpatrick

Oracle Q2 FY2025 Results Focus on AI, Healthcare, and Cloud Revenue

Oracle’s Q2 FY2025 Earnings Highlight AI-Driven Growth in Cloud and Healthcare Despite Narrowly Missing Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Oracle’s Q2 FY2025 results and AI’s role in Oracle’s cloud revenue growth, its impact on healthcare innovations, and the strategic significance of recurring revenues.
Redefining AI Agent Lifecycle Management with Agentforce Testing Center
Keith Kirkpatrick

Redefining AI Agent Lifecycle Management with Agentforce Testing Center

Enabling Enterprises to Confidently Test, Deploy, and Refine AI Agents at Scale With Innovative Tools and Secure Environments
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce’s Agentforce Testing Center, highlighting how its tools, such as secure sandboxes, synthetic testing, and analytics, redefine AI agent lifecycle management.
Less Creepy App Dev? SOUTHWORKS Shows How a Vendor Can Reduce Slippage and Increase Scope Control
Guy Currier

Less Creepy App Dev? SOUTHWORKS Shows How a Vendor Can Reduce Slippage and Increase Scope Control

By Excluding “Soft” Services and Working on a Project Basis, SOUTHWORKS Offers a Completion-Focused Model for Engaging an External Firm on Application Development
Guy Currier, CTO of Visible Impact at The Futurum Group, shares his insights on the model provided by app dev services firm SOUTHWORKS for leveraging the expertise and reliable output of a service provider without creating ongoing dependencies that can delay release or cause lock-in.
Synopsys Achieves Record Q4 FY 2024, Prepares for Ansys Acquisition
Dr. Bob Sutor
Dr. Bob Sutor

Synopsys Achieves Record Q4 FY 2024, Prepares for Ansys Acquisition

Strong Revenue Growth, Operational Efficiency, and Strategic Realignments Define a Transformative Year for Synopsys
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group, discusses Synopsys' fiscal year 2024 results, the company’s record-breaking revenue, operational efficiency, the sale of its Software Integrity business, and progress on the Ansys acquisition.
Marvell Q3 FY2025: AI & Cloud Growth Propel Revenue Amid Restructuring
Dr. Bob Sutor
Dr. Bob Sutor

Marvell Q3 FY2025: AI & Cloud Growth Propel Revenue Amid Restructuring

Marvell Reports 19% Sequential Revenue Growth Fueled by AI and Cloud Solutions While Addressing Operational Challenges Through Restructuring Efforts
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group discusses Marvell’s Q3 FY2025 earnings and how AI silicon and cloud interconnect solutions drove robust revenue growth while restructuring costs presented challenges, shaping the company's outlook.
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