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Insight Type: Research Note

IBM Unveils the Next Generation DS8000 Upping the Performance and Ransomware Protection
Camberley Bates
Camberley Bates & Steven Dickens

IBM Unveils the Next Generation DS8000: Upping the Performance and Ransomware Protection

IBM’s DS8000 G10, Launching in Late 2024, Offers Groundbreaking Performance With PCIe gen4, NVMe Technology, and Enhanced Ransomware Protection for Mission-Critical Enterprise Storage
IBM's 10th generation DS8000, launching in late 2024, introduces significant advancements in performance and security for mission-critical storage systems. Camberley Bates and Steven Dickens share their insights on how upgrades such as PCIe gen4, NVMe technology, and enhanced ransomware protection position the DS8000 G10 to meet the evolving demands of heavily regulated industries, offering robust cyber resilience and faster data recovery.
Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter
Olivier Blanchard
Olivier Blanchard
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Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter?

Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?
Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.
Broadcom Q3 2024 AI Revenue, VMware Merger, and Mainframe Division Overview
Steven Dickens

Broadcom Q3 2024: AI Revenue, VMware Merger, and Mainframe Division Overview

Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.
Oracle Q1 FY2025 Results: OCI and AI Drive Growth in Industry-Specific Solutions
Steven Dickens & Keith Kirkpatrick

Oracle Q1 FY2025 Results: OCI and AI Drive Growth in Industry-Specific Solutions

Oracle’s Cloud Infrastructure and AI Advancements Drive Robust Revenue Growth Bolstered by Crucial Industry Verticals Such as Healthcare, Financial Services, and Retail
Steven Dickens, Chief Technology Advisor, and Keith Kirkpatrick, Research Director at The Futurum Group, share insights on Oracle’s Q1 FY2025 earnings, showcasing the rapid growth of Oracle Cloud Infrastructure (OCI) and AI’s impact on cloud revenue.
How Does HPE Private Cloud AI Enable One-Click Deployment of GenAI Assistants?
Steven Dickens & Ron Westfall

How Does HPE Private Cloud AI Enable One-Click Deployment of GenAI Assistants?

Steven Dickens and Ron Westfall from The Futurum Group highlighted that HPE Private Cloud AI’s ability to rapidly deploy generative AI applications, along with its solution accelerators and partner ecosystem, can greatly simplify AI adoption for enterprises, helping them scale quickly and achieve faster results.
Smartsheet Q2 2025 Growth Driven By AI & Enterprise Innovation
Keith Townsend
Keith Townsend

Smartsheet’s Q2 Fiscal 2025 Earnings: AI Integration and Enterprise Expansion Drive Growth

Smartsheet Leverages AI and Enterprise Adoption to Achieve Significant Revenue Growth and ARR Increases in Q2 FY 2025
Keith Townsend, Chief Technology Advisor at The Futurum Group, shares insights on Smartsheet's Q2 Fiscal 2025 earnings.
Twilio's RCS Expansion with Data-Driven Benefits
Paul Nashawaty
Paul Nashawaty
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Twilio’s RCS Expansion with Data-Driven Benefits

Seamless Integration, Enhanced Engagement, and Improved ROI
Paul Nashawaty, Practice Lead at The Futurum Group, shares his insight on Twilio's expansion of Rich Communication Services (RCS).
GlobalFoundries Advances Energy Efficiency with Efficient Partnership
Dr. Bob Sutor
Dr. Bob Sutor

GlobalFoundries Advances Energy Efficiency with Efficient Partnership

GlobalFoundries Supports Formerly Stealth Startup to Manufacture Lower-Power CPUs
Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at Carnegie Mellon University-connected startup Efficient’s partnership with GlobalFoundries to manufacture a processor that Efficient claims is up to 166x more energy-efficient than industry-standard embedded CPUs.
Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up
Olivier Blanchard
Olivier Blanchard

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up

New Lunar Lake Core Ultra Chipsets Are Everything Intel Needed to Get back Into the AI PC Race at Exactly the Right Time
Olivier Blanchard, Research Director at The Futurum Group, digs into Intel’s Lunar Lake Core Ultra announcement just ahead of IFA in Berlin, and explains the importance for Intel to get this launch right, the significance of this new AI PC platform’s entry into the Copilot+ PC ecosystem, and key competitive considerations involving PC OEMs and semiconductor rivals AMD and Qualcomm.
Elastic Q1 FY2025 Strong Revenue Growth Amid Operational Adjustments
Steven Dickens

Elastic Q1 FY2025 Strong Revenue Growth Amid Operational Adjustments

Navigating Growth Through AI, Cloud Innovation, and Strategic 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 market positioning and future growth prospects.
Intel and IBM Show Joint AI Moxie in the Cloud
Ron Westfall

Intel and IBM Show Joint AI Moxie in the Cloud

Intel and IBM Strike AI Partnership to Deploy Gaudi 3 Accelerators on IBM Cloud to Meet Enterprise AI Scaling and Optimization Demands
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 the rapidly expanding demand for cost-effective, secure AI computing solutions.
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
Olivier Blanchard
Olivier Blanchard

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
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 record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
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