Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline...
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Zendesk’s announcement of outcomes-based pricing for its gen AI-powered agent technology, and discusses the challenges and opportunities for...
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Scandit’s Empower 2024 event, and discusses the key commonalities among successful implementations of smart data capture technology....
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Salesforce's Q2 FY25 financial performance, highlighting the company's AI advancements, strong revenue growth, and cloud expansions that drove...
Camberley Bates, Chief Technology Advisor at The Futurum Group, discusses Pure Storage's Q2 FY2025 earnings, highlighting the company's strong financial performance and strategic advancements in AI and sustainability....
Paul Nashawaty highlights Broadcom’s strategic investments post-acquisition of Tanzu, suggesting that VMware could similarly benefit from a focused, long-term innovation strategy under Broadcom’s ownership....
NetApp Inc. reported strong Q1 FY25 financial results, with a 7.6% YoY revenue growth driven by cloud services and AI integration advancements. The company’s strategic focus on high-demand areas has...
Steven Dickens highlights how IBM's Telum II processor marks a significant leap forward in mainframe technology, particularly for transactional AI workloads. The advanced cache architecture, designed to optimize performance for...
AMD, Cisco, Lenovo, HPE, and Huawei make strategic moves to strengthen their positions in AI, cloud computing, and infrastructure. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman...
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