The Acquisition Proposal Comes Less Than One Year Since OpenText Acquired Application Modernization Vendor Micro Focus in a $6 Billion Transaction
Todd R. Weiss and Steven Dickens, analysts with The Futurum Group, share their insights as Rocket Software is buying OpenText’s application modernization unit for $2 billion, as the companies realign their products to focus on their core businesses.
Kyndryl Signs on as Global Managed Service Provider for Mainframes
Steven Dickens and Dave Raffo of The Futurum Group dive into the new global managed services partnership between Kyndryl and AWS around mainframe modernization announced at AWS re:Invent.
New Tools Break Up Monolithic Programs into Smaller Pieces
Steven Dickens and Dave Raffo of The Futurum Group dig into BMC’s new mainframe development tools that can simplify and speed programming on monolithic applications.
Tech Giants Sign Multiyear Agreement to Boost Customer Adoption
The Futurum Group’s Steven Dickens and Dave Raffo look at the collaboration between AWS and Kyndryl that will produce an Innovation Factory to boost AI/ML customer adoption by modernizing systems in the AWS cloud.
Broadcom’s New Trident 5-X12 Doubles Bandwidth, Reduces Power by 25%, and Adds Neural Network Aimed at Improving Telemetry, Traffic Engineering, and Security
The Futurum Group’s Ron Westfall assesses why Broadcom’s new Trident 5-X12 chip, augmented by NetGNT innovation, fulfills growing customer demand for flexible chip portfolios, customizable per application, reducing ToR congestion for AI/ML workloads.
Quarterly Performance Up 11% YoY, Driven by Large Deals, Data Cloud Growth
Daniel Newman, CEO and Chief Analyst at The Futurum Group, and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q3 2024 earnings, and discuss the factors contributing to the company’s strong quarterly performance.
Dell Q3 2024 Earnings Feel Like Two Steps Forward, One Step Back But Points to Generative AI Momentum
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell Q3 2024 earnings, which, despite reflecting a sluggish and inconsistent recovery, highlight the importance of generative AI to the company’s growth.
HPE Revenue for Q4 of Fiscal Year 2023 Came In at $7.4 Billion, Down 7% from $7.9 Billion YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $29 billion for full fiscal year 2023, up 2% YoY as the edge-to-cloud technology vendor reported its latest earnings on November 28.
