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Insight Type: Market Coverage

T-Mobile Reports Stellar Q2 2024 Earnings, Raises Guidance for the Year
Ron Westfall

T-Mobile Reports Stellar Q2 2024 Earnings, Raises Guidance for the Year

T-Mobile’s Q2 2024 Earnings Report Reveals Record-breaking Customer Growth and Service Revenue Growth Providing Impetus to Raise Full-Year Guidance
The Futurum Group’s Ron Westfall assesses T-Mobile's positive Q2 2024 earnings, customer growth gains, and the acquisition of UScellular wireless ops, showcasing its competitive and innovation acumen.
AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
Olivier Blanchard
Olivier Blanchard

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Top and Bottom-Line Performance Drives Microsoft's Q4 2024 Earnings
Keith Kirkpatrick & Daniel Newman

Top and Bottom-Line Performance Drives Microsoft’s Q4 2024 Earnings

Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
Quantum in Context: Infleqtion’s Quantum Computer Live at UK Testbed
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: Infleqtion’s Quantum Computer Live at UK Testbed

Infleqtion Installs a Neutral Atom Quantum Computing Testbed at the NQCC Harwell Campus in Oxfordshire
Dr. Bob Sutor of The Futurum Group examines Infleqtion UK’s installation of the first quantum computing testbed at the UK’s National Quantum Computing Centre at the Harwell Campus in Oxfordshire.
Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs
Camberley Bates
Camberley Bates & Ron Westfall

Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs

Marvell Unveils Structera CXL Product Line Using Near-Memory Accelerator and Memory Expansion Innovations to Meet Memory Challenge Across Cloud Data Centers
Camberley Bates and Ron Westfall examine why the Structera product line launch underscores Marvell’s commitment to directly addressing the server memory bandwidth and capacity challenges faced by modern data centers and cloud environments.
Lattice Semiconductor Maintains Growth Trajectory in Q2 2024
Ron Westfall

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

Lattice Semiconductor’s Q2 2024 Earnings Reveal Cyclic Industry Headwinds with Execution of Product Portfolio Expansion Setting up Solid Long-term Growth
The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster long-term growth prospects.
Subscription Revenue Drives Commvault’s Exceptional Q1 2025 Results
Krista Case
Krista Case

Subscription Revenue Drives Commvault’s Exceptional Q1 2025 Results

Krista Case, Research Director at The Futurum Group, shares insights on Commvault’s strong Q1 2025 performance, driven by subscription growth and strategic investments in cyber-resiliency. Learn about the company's strategic vision and future projections.
Pure Storage Invests in Ceramic Data Storage Company, Cerabyte
Krista Case
Krista Case

Pure Storage Invests in Ceramic Data Storage Company, Cerabyte

Partnership Delivers Sustainable, Immutable Solutions for Long-Term Data Retention and Archiving
Krista Case, Research Director at The Futurum Group shares her insights on Pure Storage’s investment in the ceramic-based data storage company, Cerabyte.
Facebook to Rival AWS, Microsoft, and Google in the Public Cloud?
Steven Dickens

Facebook to Rival AWS, Microsoft, and Google in the Public Cloud?

Steven Dickens at The Futurum Group commented that the speculation around Meta's potential entry into the public cloud market highlights both opportunities and significant challenges. While Meta has the infrastructure and scale to rival AWS, Microsoft, and Google, its history of data privacy issues presents a substantial hurdle in gaining the trust of enterprises seeking secure cloud solutions.
Mirantis Creates Open Source Program Office to Drive Innovation
Paul Nashawaty
Paul Nashawaty

Mirantis Creates Open Source Program Office to Drive Innovation

Paul Nashawaty, Practice Lead at The Futurum Group analyzes Mirantis' expansion of their open source initiatives by creating a dedicated Open Source Program Office and hiring a vice president.
Infoblox Uncovers Web of Chinese Cybercrime
Krista Case
Krista Case

Infoblox Uncovers Web of Chinese Cybercrime

Infoblox Uncovers Alleged Chinese Cybercrime Syndicate: Football Sponsorships, Human Trafficking, and a Trillion-Dollar Gambling Empire
Krista Case, Research Director at The Futurum Group shares her insights on Infoblox’s ability to use DNS threat intelligence to uncover a Chinese cybercrime organization called "Vigorish Viper."
Marvell Pumps up the Teralynx 10 Ethernet Switch Volume
Ron Westfall

Marvell Pumps up the Teralynx 10 Ethernet Switch Volume

Marvell’s Teralynx 51.2T Ethernet Switch Enters Volume Production for Worldwide AI Cloud Deployments Showcasing Breakthrough Cloud Data Center Benefits
The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands which can assure customers use a comprehensive hardware/software solution that fully aligns with the cloud AI shift to open networking.
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