Insight Type: Market Coverage

GlobalFoundries Q4 and FY 2023 Earnings Spotlight Robust Performance in Automotive Amid Demand Softness and Inventory Adjustments in Other End Markets
The Futurum Group’s Ron Westfall and Daniel Newman assess why they believe GlobalFoundries’ Q4 and FY 2023 results showed GF’s partnership diversification played a key role in the automotive end market’s breakthrough FY 2023 performance.
Cisco Q2 Results Reflect Ongoing Macro Caution and Uncertainties with Revenue Growth in Security, Collaboration, and Observability Bright Spots
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q2 FY 2024 results and why the improving subscription-based revenue trend provides a positive framework to successfully address concerns that resulted in the dial back of guidance.
Lattice Finished the Year Strong with Record Revenue
The Futurum Group’s Daniel Newman shares his insights on the Lattice Q4 and FY 2023 earnings report and takes a look at the future outlook for Lattice and the semiconductor industry in 2024.
Enhancements Center on Helping Organizations Manage Workers More Effectively and Efficiently
Keith Kirkpatrick and Sherril Hanson of The Futurum Group cover Tymeshift’s latest product enhancements and discuss how they should help Zendesk meet the needs of larger customers.
The Partnership Is Driving Innovation and Optimization in Business Solutions
Paul Nashawaty from The Futurum Group discusses the collaboration between o9 Solutions and AWS, which offers DevOps teams and developers enhanced integration and automation opportunities.
A Deep Dive into Q4 and FY 2023 Earnings, Cloud Expansion, AI, and Future Outlook
The Futurum Group’s Steven Dickens reviews Teradata’s Q4 and FY 2023 earnings results. The company's financial results and strategic advancements in AI and cloud computing signal strong momentum and a commitment to innovation.
Fostering Developer Empowerment and Streamlining DevOps
Paul Nashawaty from The Futurum Group discusses the advancements in Google Gemini and the impacts to the developer community.
Leveraging Flagship LLM Gemini Ultra, Gemini Advanced Takes On Copilot
Mark Beccue, Research Director at The Futurum Group, examines Google Gemini Advanced and whether it is Google’s counter to Copilot.
OEMs Can More Deeply Leverage Their Value Chain for Increased Benefits
Craig Durr and Sherril Hanson at The Futurum Group take a look at Xyte’s launch of Xyte Connect, a feature that will help OEMs better leverage their extended value chain via improved communication and collaboration opportunities.
Juniper’s AI-Networking Platform Augments AIOps and VNA Capabilities with Digital Experience Twinning Alongside AI Data Center Innovation to Unleash AI Innovations
The Futurum Group’s Ron Westfall examines why the debut of Juniper’s AI-Native Networking Platform provides the comprehensive AIOps capabilities and new AI data center capabilities key to improving network performance.
Insights and Takeaways from Zoho Day 2024
Keith Kirkpatrick, Research Director with The Futurum Group, discusses key insights from Zoho Analyst Day and provides his three takeaways from the event.
Integrations with Electronic Health Record Providers and AI Will Provide for Smoother Workflows and Improved Patient Journeys
Sherril Hanson, Senior Analyst at The Futurum Group, reviews recent introductions to RingCentral’s Healthcare Solution, which focus on EHR integration and the use of generative AI to remove friction points, ease mundane tasks and connect data.

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