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Insight Type: Research Note

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

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

HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
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 and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
Black Hat 2024 Reflections Security Challenges Demand Rethink on Tools and Processes
Mitch Ashley
Krista Case
Mitch Ashley & Krista Case

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
Keith Kirkpatrick

Zendesk Announces Outcome-based Pricing Model for AI Agents

Significant Shift in its Pricing Model Focuses on Automated Resolutions to Deliver Value to Customers
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 vendors and customers.
Scandit Empower Features Innovation in Retail and Beyond
Keith Kirkpatrick

Scandit Empower Features Innovation in Retail and Beyond

Technology Removes Friction Associated with Moving Data Between Physical and Digital Realms
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
Mitch Lewis

Hammerspace Expands Global Data Platform with New Appliances

Hammerspace Announced New Appliance Offerings for Its Global Data Platform Software
Mitch Lewis Research Analyst at The Futurum Group, covers Hammerspace’s announcement of new appliance offerings.
Salesforce Q2 FY25 Financials Exceed Expectations
Daniel Newman & Keith Kirkpatrick

Salesforce Q2 FY25 Financials Exceed Expectations

AI and Cloud Innovations Leading the Way Forward
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 market-leading results.
VMware's Tanzu 10 Sets A New Standard for Private Cloud-Native Platforms
Paul Nashawaty
Paul Nashawaty

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

Empower Your Team with GenAI
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
Camberley Bates
Krista Case
Camberley Bates & Krista Case

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 significantly boosted profitability.
IBM's New Telum II Processor - A Strategic Advancement in Transactional AI
Steven Dickens

IBM’s New Telum II Processor – A Strategic Advancement in Transactional AI

The Introduction of Telum II Is Timely, as IBM Continues to Deliver Strong Revenue Performance Even Late Into the Z16 Cycle.
Steven Dickens highlights how IBM's Telum II processor marks a significant leap forward in mainframe technology, particularly for transactional AI workloads. The advanced cache architecture, designed to optimize performance for complex data processing, is crucial for environments that require high-speed, secure, and reliable computing. With IBM actively developing over 200 AI use cases, the Telum II processor is poised to deliver substantial innovation, especially as IBM readies its next-generation mainframe system for release in 2025. This strategic focus positions IBM to meet the growing demands of enterprise computing in the AI era.
Cisco Bolsters AI Security with Planned Acquisition of Robust Intelligence
Krista Case
Krista Case

Cisco Bolsters AI Security with Planned Acquisition of Robust Intelligence

AI Security Gets a Boost: Cisco to Buy Robust Intelligence
Krista Case, Research Director with The Futurum Group, covers Cisco’s planned acquisition of Robust Intelligence for AI security.
Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast
Six Five Media
Daniel Newman & Six Five Media

Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast

AMD, Cisco, Lenovo, HPE, and Huawei make strategic moves to strengthen their positions in AI, cloud computing, and infrastructure. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss their innovations and market challenges.
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