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Insight Type: Market Coverage

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...
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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....
Dr. Bob Sutor
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...
Camberley Bates
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Lattice Semiconductor Maintains Growth Trajectory in Q2 2024
July 31, 2024

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster...
Subscription Revenue Drives Commvault’s Exceptional Q1 2025 Results
July 30, 2024

Subscription Revenue Drives Commvault’s Exceptional Q1 2025 Results

Krista Case, Research Director at The Futurum Group, shares insights on Commvault’s strong Q1 2025 performance, driven by subscription growth and strategic investments in cyber-resiliency. Learn about the company's strategic...
Krista Case
Pure Storage Invests in Ceramic Data Storage Company, Cerabyte
July 30, 2024

Pure Storage Invests in Ceramic Data Storage Company, Cerabyte

Krista Case, Research Director at The Futurum Group shares her insights on Pure Storage’s investment in the ceramic-based data storage company, Cerabyte....
Krista Case
Facebook to Rival AWS, Microsoft, and Google in the Public Cloud?
July 30, 2024

Facebook to Rival AWS, Microsoft, and Google in the Public Cloud?

Steven Dickens at The Futurum Group commented that the speculation around Meta's potential entry into the public cloud market highlights both opportunities and significant challenges. While Meta has the infrastructure...
Mirantis Creates Open Source Program Office to Drive Innovation
July 29, 2024

Mirantis Creates Open Source Program Office to Drive Innovation

Paul Nashawaty, Practice Lead at The Futurum Group analyzes Mirantis' expansion of their open source initiatives by creating a dedicated Open Source Program Office and hiring a vice president....
Paul Nashawaty
Infoblox Uncovers Web of Chinese Cybercrime
July 29, 2024

Infoblox Uncovers Web of Chinese Cybercrime

Krista Case, Research Director at The Futurum Group shares her insights on Infoblox’s ability to use DNS threat intelligence to uncover a Chinese cybercrime organization called "Vigorish Viper."...
Krista Case
Marvell Pumps up the Teralynx 10 Ethernet Switch Volume
July 29, 2024

Marvell Pumps up the Teralynx 10 Ethernet Switch Volume

The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands...
AI PCs - June 2024Market Snapshot Report
July 26, 2024

AI PCs – June 2024 Market Snapshot Report

The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for...
Olivier Blanchard
Cybersecurity Summer-to-Date 2024 Monthly Market Snapshot Report
July 26, 2024

Cybersecurity Summer-to-Date 2024 Monthly Market Snapshot Report

Krista Case, Research Director with The Futurum Group, covers the highlights in the cybersecurity market summer-to-date 2024, featuring key players such as AWS, CrowdStrike, Commvault, Veeam, Infinidat, and Druva....
Krista Case

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