An Analysis of HP’s Fiscal 2024 Performance, Emphasizing Revenue Trends, EPS, and Strategic Growth Areas
Olivier Blanchard, Research Director at The Futurum Group, examines HP Inc.'s Q4 FY24 earnings, highlighting revenue gains in Personal Systems and Printing alongside strategic investments to drive growth in high-potential areas.
Infleqtion Awarded $11 Million From the U.S. Department of Defense to Support the Rack Mounted Optical Clocks Project With Tiqker™
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines the $11 Million award to the Colorado-based company Infleqtion from the U.S. Department of Defense for quantum timing devices for defense applications.
Microsoft Announces Key Advancements at Ignite 2024, From a Proprietary Chip to Enhanced Ai-Driven Security Tools, to Help Enterprises Keep Pace With the Evolving Threat Landscape
Krista Case, Research Director at The Futurum Group, examines Microsoft Ignite 2024’s key cybersecurity announcements, such as the AI-powered Security Copilot, proprietary Azure HSM, and its SFI and the bug bounty initiatives.
Exploring How Microsoft’s Latest AI Advancements Reshape Enterprise Operations, Productivity, and Security
Keith Kirkpatrick, Research Director at The Futurum Group, explores Microsoft Ignite 2024's AI advancements, such as Microsoft Copilot Studio, new AI agents, and governance tools, which are transforming enterprise workflows.
Elastic Posts 18% Revenue Growth, Driven by Elastic Cloud While Addressing Leadership Changes and Persistent GAAP Losses
Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, discusses Elastic's Q2 FY2025 earnings, exploring cloud growth, key AI innovations, and the challenges posed by leadership changes and profitability concerns.
NetApp’s Q2 FY2025 Results Reflect Strong Gains in Hybrid Cloud and All-Flash Storage, With Opportunities to Accelerate Public Cloud Growth
Camberley Bates, Chief Technology Advisor, and Krista Case, Research Director at The Futurum Group, explores NetApp's Q2 FY2025 performance, highlighting strong gains in hybrid cloud and the company’s strategy to navigate public cloud challenges.
Olivier Blanchard, Research Director at The Futurum Group shares his/her insights on the inbound PC refresh supercycle and discusses the four primary drivers of AI PC adoption for the next 6-12 months: Better performance, the end of Windows 10 support, silicon diversity, and future-proofing for AI. Reframing expectations around the term “supercycle” for the PC segment in the context of its transition to on-device AI is also discussed.
Qualcomm’s Remarkable Fourth-Quarter Results Highlight Its Automotive, IoT, and Handsets Advancements, Reinforcing Its Technological Leadership and Diversified Growth Approach
Olivier Blanchard, Research Director at The Futurum Group, delves into Qualcomm’s Q4 FY 2024 earnings, focusing on how strategic diversification across automotive, IoT, and handsets drove record growth and positioned the company for continued success in advanced technology markets.
Lenovo Achieves 24% Revenue Growth and a 48% Net Income Surge, With AI Innovation Leading the Charge
Olivier Blanchard, Research Director at The Futurum Group, discusses Lenovo’s Q2 FY24/25 earnings, focusing on how Lenovo’s investments in hybrid AI and strong growth in its Intelligent Devices Group drive market leadership.
