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Insight Type: Research Note

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities
Olivier Blanchard
Olivier Blanchard

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities

AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems
Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand its leadership in high-growth AI-driven IT market segments.
Ring’s New Battery Doorbell Strikes Balance Between Budget and Premium Features
Olivier Blanchard
Olivier Blanchard

Ring’s New Battery Doorbell Strikes Balance Between Budget and Premium Features

Ring Launches Easy-to-Install Battery Doorbell, Featuring Head-to-Toe Video, Seamless Installation, and More
Olivier Blanchard, Research Director at The Futurum Group, provides a competitive overview of Ring’s new Battery Doorbell offering, and discusses its balance of pricing and features for three critical customer segments: renters, landlords, and customers looking to equip multiple access points.
Synopsys Hits Record Q3 2024 Revenue on High Semiconductor, AI Demand
Dr. Bob Sutor
Dr. Bob Sutor

Synopsys Hits Record Q3 2024 Revenue on High Semiconductor, AI Demand

Synopsys Posts a Solid Third Quarter in Fiscal Year 2024, Reporting Robust Revenue Growth, Yet Faces Potential Challenges in Sustaining Momentum Across Its Core Business Units
Synopsys, Inc.’s record Q3 earnings reflect the company’s advancements in design automation and AI-driven IP solutions. These innovations support the growth of AI, 5G, and IoT technologies, aligning with the sustained demand that fueled their strong financial performance.
Xerox Chooses RISE with SAP to Transform Enterprise Architecture
Keith Kirkpatrick

Xerox Chooses RISE with SAP to Transform Enterprise Architecture

Decision Is Part of a Broader Organizational Transformation Journey
The Futurum Group’s Keith Kirkpatrick shares his latest insight and dives into Xerox’s strategic adoption of RISE with SAP, examining how this move will transform the company’s enterprise architecture and enhance its operational efficiency and growth prospects.
WalkMe Spotlights DAP Professionals as Catalysts for AI Transformation
Keith Kirkpatrick

WalkMe Spotlights DAP Professionals as Catalysts for AI Transformation

Annual Survey of Digital Adoption Professionals Highlights a Variety of AI-Powered Applications
The Futurum Group’s Keith Kirkpatrick highlights the results of WalkMe’s annual DAP Professional Survey, emphasizing the growing influence of DAPs in optimizing digital transformation and AI deployment.
Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
Olivier Blanchard
Olivier Blanchard

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow
Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already yielding impressive YoY growth at scale across its three main business segments.
Coherent Q4 2024 Financial Results Driven by AI and OLED Market Growth
Ron Westfall

Coherent Q4 2024 Financial Results Driven by AI and OLED Market Growth

Coherent Sees Strong Q4 Growth in AI-Driven Datacom and OLED Markets, Bolstered by Strategic Innovation and Robust Product Demand
Ron Westfall, Research Director at The Futurum Group, shares insights on Coherent Corp.’s Q4 2024 financial results, highlighting the company’s strategic growth in AI-driven Datacom transceivers and OLED markets. Discover how these factors influenced Coherent’s performance.
DOJ vs. Google: Key Takeaways from the Historic Antitrust Case
Steven Dickens

DOJ vs. Google: Key Takeaways from the Historic Antitrust Case

Steven Dickens emphasizes that the recent Google antitrust ruling could signal a pivotal shift in how regulators approach big tech companies, potentially leading to more aggressive enforcement actions across the industry. They suggest that this case, along with ongoing investigations into companies such as Apple and Meta, could reshape the competitive landscape and set new precedents for digital market regulation.
DigiCert Expands Security Portfolio with Planned Vercara Acquisition
Dr. Bob Sutor
Dr. Bob Sutor

DigiCert Expands Security Portfolio with Planned Vercara Acquisition

Acquisition Will Strengthen Cloud-Based Security Offerings for DNS and DDoS
Dr. Bob Sutor of The Futurum Group examines DigiCert’s planned acquisition of Vercara. He looks at the security capabilities in the new, expanded portfolio. For good measure, Bob discusses DigiCert’s post-quantum cryptography activities in light of the new standards from the US National Institute of Standards and Technology (NIST).
Why The New AI-enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet
Olivier Blanchard
Olivier Blanchard

Why The New AI-Enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet

Google’s Pixel 9 Launch Drops Hints About How Google Intends to Use its Hybrid AI Strategy to Disrupt Apple’s Market Share in Mobile
The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt Apple's mobile market share.
How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy
Olivier Blanchard
Olivier Blanchard

How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy

Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.
Twilio Is Pioneering the Future of Customer Engagement
Paul Nashawaty
Sam Holschuh
Paul Nashawaty & Sam Holschuh

Twilio Is Pioneering the Future of Customer Engagement

Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insight on Twilio's Second Annual SIGNAL event.
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