Insight Type: Market Coverage

Elastic Q1 FY2025 Strong Revenue Growth Amid Operational Adjustments
September 5, 2024

Elastic Q1 FY2025 Strong Revenue Growth Amid Operational Adjustments

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on Elastic’s Q1 FY2025 financial performance. He highlights key achievements in AI and security and analyzes the company's...
Intel and IBM Show Joint AI Moxie in the Cloud
September 4, 2024

Intel and IBM Show Joint AI Moxie in the Cloud

The Futurum Group’s Ron Westfall assesses why combining Intel Gaudi 3 AI accelerators and Xeon CPUs with IBM Cloud enables them to develop new AI capabilities and make inroads fulfilling...
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
September 3, 2024

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing...
HP’s FY 2024 Q3 Results The AI PC Supercycle Starts Now
September 3, 2024

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

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...
Black Hat 2024 Reflections Security Challenges Demand Rethink on Tools and Processes
August 30, 2024

Black Hat 2024 Reflections: Security Challenges Demand Rethink on Tools and Processes

Mitch Ashley, Chief Technology Advisor, and Krista Case, Research Director of The Futurum Group, share insights from Black Hat USA 2024....
Zendesk Announces Outcome-based Pricing Model for AI Agents
August 30, 2024

Zendesk Announces Outcome-based Pricing Model for AI Agents

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...
Scandit Empower Features Innovation in Retail and Beyond
August 30, 2024

Scandit Empower Features Innovation in Retail and Beyond

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....
Hammerspace Expands Global Data Platform with New Appliances
August 30, 2024

Hammerspace Expands Global Data Platform with New Appliances

Mitch Lewis Research Analyst at The Futurum Group, covers Hammerspace’s announcement of new appliance offerings....
Salesforce Q2 FY25 Financials Exceed Expectations
August 30, 2024

Salesforce Q2 FY25 Financials Exceed Expectations

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...
VMware's Tanzu 10 Sets A New Standard for Private Cloud-Native Platforms
August 29, 2024

VMware’s Tanzu 10 Sets A New Standard for Private Cloud-Native Platforms

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 Q1 FY25 Financial Results Showcase Strong Growth in Cloud and Flash Storage Segments
August 29, 2024

NetApp Q1 FY25 Financial Results Showcase Strong Growth in Cloud and Flash Storage Segments

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...

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