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Insight Type: Market Coverage

Twilio's AI-Driven Success in Q2 2024-Insights and Outlook
August 2, 2024

Twilio’s AI-Driven Success in Q2 2024-Insights and Outlook

The Futurum Group’s Keith Kirkpatrick discusses how Twilio’s AI advancements significantly boosted its Q2 2024 performance, driving revenue growth and operational efficiency, and helping position the company as a leading...
Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts
August 2, 2024

Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts

The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to...
Simplifying High-Performance Computing with Parallel Works ACTIVATE
August 2, 2024

Simplifying High-Performance Computing with Parallel Works ACTIVATE

Paul Nashawaty, Practice Lead at The Futurum Group analyzes the new platform for AI and HPC resources offered by Parallel Works and the announcement to drive adoption of ACTIVATE....
Qualcomm FYQ3 2024 Earnings
August 2, 2024

Qualcomm FYQ3 2024 Earnings

Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite...
Cybersecurity July 2024 Market Snapshot Report
August 1, 2024

Cybersecurity July 2024 Market Snapshot Report

Krista Case, Research Director with The Futurum Group, covers the highlights in the cybersecurity market July 2024, featuring key players such as Infoblox, Commvault, Veeam, Splunk, Pure Storage, Cerabyte, Google,...
How Kyndryl's Consult Business and Bridge Platform Drive Revenue Growth
August 1, 2024

How Kyndryl’s Consult Business and Bridge Platform Drive Revenue Growth

Steven Dickens from The Futurum Group highlights Kyndryl's strategic pivot towards high-margin services and innovative platforms like Kyndryl Bridge as key to its post-IBM transformation. He notes that these efforts...
Adobe Incorporates New Innovations in Illustrator and Photoshop
August 1, 2024

Adobe Incorporates New Innovations in Illustrator and Photoshop

Keith Kirkpatrick, Research Director with The Futurum Group, covers Adobe’s feature and function enhancements to its flagship Illustrator and Photoshop products, incorporating workflow innovations and other features powered by generative...
T-Mobile Reports Stellar Q2 2024 Earnings, Raises Guidance for the Year
August 1, 2024

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

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
July 31, 2024

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

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...
Top and Bottom-Line Performance Drives Microsoft's Q4 2024 Earnings
July 31, 2024

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

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...
Quantum in Context: Infleqtion’s Quantum Computer Live at UK Testbed
July 31, 2024

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

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
July 31, 2024

Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs

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...

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