Company’s Focus on Leveraging Data and AI for New Customer Growth
The Futurum Group’s Keith Kirkpatrick discusses how Twilio’s AI advancements significantly boosted its Q2 2024 performance, driving revenue growth and operational efficiency, and helping position the company as a leading customer engagement platform.
Intel’s Q2 2024 Earnings Usher in a $10B Cost Reduction Plan Per Guidance Miss to Bolster Near-term Competitiveness in Key Segments and Land Long Game Strategy
The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to boosting competitiveness and long-term strategy.
Paul Nashawaty, Practice Lead at The Futurum Group analyzes the new platform for AI and HPC resources offered by Parallel Works and the announcement to drive adoption of ACTIVATE.
Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
An Overview of Significant Advancements and Announcements in the Cybersecurity Market for July 2024
Krista Case, Research Director with The Futurum Group, covers the highlights in the cybersecurity market July 2024, featuring key players such as Infoblox, Commvault, Veeam, Splunk, Pure Storage, Cerabyte, Google, and Wiz.
Steven Dickens from The Futurum Group highlights Kyndryl's strategic pivot towards high-margin services and innovative platforms like Kyndryl Bridge as key to its post-IBM transformation. He notes that these efforts position Kyndryl favorably for sustainable growth, distinguishing it from competitors facing significant challenges.
Powered by Adobe Firefly and the Firefly Vector Model, Creators Will See Efficiency and Productivity Gains
Keith Kirkpatrick, Research Director with The Futurum Group, covers Adobe’s feature and function enhancements to its flagship Illustrator and Photoshop products, incorporating workflow innovations and other features powered by generative AI.
T-Mobile’s Q2 2024 Earnings Report Reveals Record-breaking Customer Growth and Service Revenue Growth Providing Impetus to Raise Full-Year Guidance
The Futurum Group’s Ron Westfall assesses T-Mobile's positive Q2 2024 earnings, customer growth gains, and the acquisition of UScellular wireless ops, showcasing its competitive and innovation acumen.
AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
Infleqtion Installs a Neutral Atom Quantum Computing Testbed at the NQCC Harwell Campus in Oxfordshire
Dr. Bob Sutor of The Futurum Group examines Infleqtion UK’s installation of the first quantum computing testbed at the UK’s National Quantum Computing Centre at the Harwell Campus in Oxfordshire.
Marvell Unveils Structera CXL Product Line Using Near-Memory Accelerator and Memory Expansion Innovations to Meet Memory Challenge Across Cloud Data Centers
Camberley Bates and Ron Westfall examine why the Structera product line launch underscores Marvell’s commitment to directly addressing the server memory bandwidth and capacity challenges faced by modern data centers and cloud environments.
