onsemi Joins Other Semiconductors’ Positive Earnings While Remaining Guarded About Expectations This Year
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights about onsemi’s Q1 2024 results and frame what to expect from the semiconductor industry for the rest of the year, particularly as AI continues to cause disruption.
The Acquisition of OpenText’s AMC Business Enhances Rocket Software’s Position as a Leader in the Mainframe Modernization Space
Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides insights on the transformative impact of Rocket Software’s recent acquisition of OpenText’s Application Modernization and Connectivity division.
CX Provider Focusing on Delivering Innovation Without Disruption
Keith Kirkpatrick, Research Director at The Futurum Group, covers the messaging and insights from Avaya’s industry analyst summit and discusses the challenges and opportunities the company will face in a competitive marketplace.
Revenue from Azure, Cloud, and Productivity and Business Processes Display Healthy Growth
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Microsoft’s Q3 FY 2024 earnings and discuss how the company is balancing functionality and pricing to deliver innovation and customer satisfaction.
NVIDIA AI Enterprise on Oracle Cloud Infrastructure Supercluster Sets a New Standard for Governmental Digital Transformation
Steven Dickens, VP and Practice Leader, comments on the strategic importance of Oracle's integration of NVIDIA AI Enterprise into Oracle’s U.S. Government Cloud, which supercharges their sovereign cloud capabilities.
The Acquisition Aims to Enhance Customer Efficiency in Managing AI Computing Resources through Kubernetes-Based Workload Management
The Futurum Group’s Paul Nashawaty and Russ Fellows provide insights into NVIDIA's acquisition of Run.ai and the aim to enhance customer efficiency in managing AI computing resources through Kubernetes-based workload management.
Snowflake Is Making Progress Toward Matching the Capabilities of Its Competitors but Requires Differentiated Innovation and Vision
The Futurum Group’s Steven Dickens and Dr. Bob Sutor add context to Snowflake’s Arctic announcement and compare where it stands relative to Databricks and its products and approach.
T-Mobile Raises 2024 Guidance Driven by Q1 2024 Service Revenue, Profitability, and High-Speed Internet Breakthroughs Plus Record Low Postpaid Phone Churn
The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its rivals across important mobile network service categories.
Generative AI-Powered Workflows Are Helping to Fuel Performance Across All Key Business Areas
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q1 2024 earnings and discuss how the company has successfully leveraged generative AI across its platform to drive revenue growth.
The Futurum Group’s Paul Nashawaty and Sam Holschuh provide their insights on the convergence of IBM, Red Hat, and now potentially HashiCorp and the compelling synergy in terms of developer tools, security offerings, and automation capabilities.
