Futurum’s Ron Westfall examines how cybersecurity portfolio development and marketing moves by key players Deutsche Telekom, Vodafone, IBM, Palo Alto, AWS, Nokia, and Microsoft will play a more integral role...
Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI...
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven...
Olivier Blanchard, Research Director at The Futurum Group, examines Google’s March Pixel Drop, highlighting AI-powered Scam Detection, Gemini Live’s updates, Pixel Watch 3’s health tracking, and Satellite SOS expansion....
Olivier Blanchard, Research Director at The Futurum Group, examines how Qualcomm’s X85 5G Modem-RF advances AI-driven 5G, delivering faster speeds, better efficiency, and improved connectivity for smartphones, PCs, and IoT....
Nick Patience, AI Practice Lead at The Futurum Group, shares insights on SAS Institute's strategic pivot to cloud-native analytics with Viya while expanding into agentic AI and synthetic data following...
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into ServiceNow’s announcements around the Yokohama platform release and the acquisition of Moveworks....
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption....
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25%...
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models....
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal...
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