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....
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...
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...
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....
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...
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,...
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...
Keith Kirkpatrick, Research Director at The Futurum Group, explores Smartsheet’s Q3 FY2025 results, focusing on its 17% revenue growth, customer retention strategies, and the $8.4B acquisition by Blackstone and Vista...
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Smartsheet’s collections feature and curated content sharing, improved workspace collaboration, and enhanced security, which aim to improve the work management platform....
Camberley Bates, Chief Technology Advisor at The Futurum Group, discusses Pure Storage’s Q3 FY2025 performance, focusing on its hyperscale breakthroughs, AI infrastructure advancements, and enterprise storage innovations....
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce's Q3 FY25 earnings. Key topics include the financial impact of its Agentforce AI platform, cRPO growth, strategic acquisitions, and the...
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