Insight Type: Market Coverage

September 12, 2024

Steven Dickens & Krista Case

Market Coverage

CrowdStrike Q2 FY2025 Financial Results: Sustained Growth Amid Cybersecurity Complexity

CrowdStrike Drives Growth Through Falcon Platform Expansion and Strategic Partnerships Amid Rising Demand for Integrated Cybersecurity Solutions

Steven Dickens, Chief Technology Advisor, and Krista Case, Research Director at The Futurum Group, provide insights into CrowdStrike's Q2 FY2025, highlighting the Falcon platform's role in shaping the future of cybersecurity.

AI Platforms, Cybersecurity & Resilience, Digital Leadership & CIO

September 11, 2024

Keith Kirkpatrick

Market Coverage

Adobe Reinforces Messaging to Content Creators Around GenAI, IP

Dedicated Sources of Truth and a Direct Email Address Demonstrate Adobe’s Renewed Commitment to a Core User Base

Keith Kirkpatrick, Research Director with The Futurum Group, discusses Adobe’s message reinforcement around genAI and creator IP rights, and provides his views on why this is an important and necessary step for the company.

AI Platforms, Enterprise Software, & Digital Workflows

September 11, 2024

Keith Kirkpatrick

Market Coverage

NetSuite Announces Significant New Product Innovations

Capabilities Enable Help Reduce Friction and Deliver Faster Insights

Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on NetSuite’s new product features and enhancements made at SuiteWorld, and discusses why these updates are critical for the vendor.

AI Platforms, Digital Leadership & CIO, Enterprise Software, & Digital Workflows

September 11, 2024

Krista Case

Market Coverage

Salesforce to Acquire Own Company for Data Protection, Cyber Resilience

The Planned Strategic Acquisition Expands Salesforce’s Data Backup, Recovery, and Cyber Resilience Capabilities, Addressing the Increasing Demand for Protection of SaaS Applications

Krista Case, Research Director at The Futurum Group, shares insights into Salesforce’s planned $1.9B acquisition of Own Company, examining its impact on SaaS data protection, cyber resilience, and prospects for Salesforce customers.

Cybersecurity & Resilience, Digital Leadership & CIO

September 11, 2024

Ron Westfall

Futurum Intelligence, Market Coverage

5G FWA Takes Mobile Ecosystem Spotlight in August 2024

The Futurum Group’s Ron Westfall assesses why the advances reported in August 2024 demonstrate 5G FWA has become integral to mobile service provider strategic business objectives.

AI Platforms, Digital Leadership & CIO

September 10, 2024

Camberley Bates & Steven Dickens

Market Coverage

IBM Unveils the Next Generation DS8000: Upping the Performance and Ransomware Protection

IBM’s DS8000 G10, Launching in Late 2024, Offers Groundbreaking Performance With PCIe gen4, NVMe Technology, and Enhanced Ransomware Protection for Mission-Critical Enterprise Storage

IBM's 10th generation DS8000, launching in late 2024, introduces significant advancements in performance and security for mission-critical storage systems. Camberley Bates and Steven Dickens share their insights on how upgrades such as PCIe gen4, NVMe technology, and enhanced ransomware protection position the DS8000 G10 to meet the evolving demands of heavily regulated industries, offering robust cyber resilience and faster data recovery.

Data Intelligence, Analytics, & Infrastructure, Semiconductors, Supply Chain, & Emerging Tech

September 10, 2024

Olivier Blanchard

Futurum Intelligence, Market Coverage

Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter?

Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?

Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.

AI Platforms, Enterprise Software, & Digital Workflows, Intelligent Devices

September 10, 2024

Steven Dickens

Market Coverage

Broadcom Q3 2024: AI Revenue, VMware Merger, and Mainframe Division Overview

Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.

AI Platforms, Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

September 10, 2024

Steven Dickens & Keith Kirkpatrick

Market Coverage

Oracle Q1 FY2025 Results: OCI and AI Drive Growth in Industry-Specific Solutions

Oracle’s Cloud Infrastructure and AI Advancements Drive Robust Revenue Growth Bolstered by Crucial Industry Verticals Such as Healthcare, Financial Services, and Retail

Steven Dickens, Chief Technology Advisor, and Keith Kirkpatrick, Research Director at The Futurum Group, share insights on Oracle’s Q1 FY2025 earnings, showcasing the rapid growth of Oracle Cloud Infrastructure (OCI) and AI’s impact on cloud revenue.

AI Platforms, Data Center, Data Intelligence, Analytics, & Infrastructure, Digital Leadership & CIO, Enterprise Software, & Digital Workflows

September 9, 2024

Steven Dickens & Ron Westfall

Market Coverage

How Does HPE Private Cloud AI Enable One-Click Deployment of GenAI Assistants?

Steven Dickens and Ron Westfall from The Futurum Group highlighted that HPE Private Cloud AI’s ability to rapidly deploy generative AI applications, along with its solution accelerators and partner ecosystem, can greatly simplify AI adoption for enterprises, helping them scale quickly and achieve faster results.