June 4, 2021
The new Qualcomm-Microsoft Snapdragon developer kit announcement signals growing enterprise buy-in for an always-connected compute platform. Futurum analyst Olivier Blanchard breaks down why the market is hungry for good enough...
June 4, 2021
AMD CEO Lisa Su shrewdly leveraged the Computex Keynote to promote AMD’s latest portfolio-wide innovations and capabilities including especially its first application of 3D chiplet technology. Futurum’s Ron Westfall assesses...
June 2, 2021
Splunk's first quarter for FY '22 was highlighted by big growth in ARR, Large Customers and net new logos as revenue grew but EPS lagged....
June 2, 2021
Marvell launches its new Bravera SC5 controller family aimed at delivering Cloud SSD agility with any NAND vendor, in support of any NAND type, and across any form factor that...
June 1, 2021
In what has become the norm, Zoom delivered another massive beat to the top and bottom line while adding big to its TTM $100,000 customer base...
June 1, 2021
Futurum’s Daniel Newman and Fred McClimans break down first quarter results for fiscal 2022 from Dell Technologies. Dell delivered both record revenue and adjusted earnings above consensus estimates....
June 1, 2021
Cloudera, in a $5.3 billion deal is going private, which should provide the company runway to focus on innovation and shifting cloud demand....
May 28, 2021
Salesforce continued its FY 21 momentum with a strong first quarter for its fiscal 2022 campaign touting growth in Tableau and MuleSoft....
