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Insight Type: Research Note

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
,

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.
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.
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