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Insight Type: Research Note

OpenText Q3 Driven by Strength in Cloud and Annual Recurring Revenue
Daniel Newman & Keith Kirkpatrick

OpenText Q3 Driven by Strength in Cloud and Annual Recurring Revenue

Q3 FY 2024 Revenue Reached $1.4 Billion, Up 16.3% YoY
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on OpenText’s strong Q3 fiscal 2024 earnings.
Qualcomm Q2 2024 Earnings
Olivier Blanchard
Daniel Newman & Olivier Blanchard

Qualcomm Q2 2024 Earnings

Strong Automotive Growth Ahead of Snapdragon X PC Launches
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage for Qualcomm’s next growth cycle.
Oracle Database 23ai: Taking Enterprise AI to the Next Level
Ron Westfall & Steven Dickens

Oracle Database 23ai: Taking Enterprise AI to the Next Level

Oracle Databases 23ai Unleashes Breakthrough Enterprise AI Capabilities Across AI Vector Search, App Dev Acceleration, and Mission-Critical Data Domains
The Futurum Group’s Ron Westfall and Steven Dickens examine why Oracle's comprehensive suite of enhancements in Oracle Database 23ai positions it uniquely in the marketplace.
AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions
Olivier Blanchard
Olivier Blanchard

AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions

AMD’s AI-Enabling Solutions Portfolio Gains Traction in All the Right Places
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early in the AI disruption cycle.
Lenovo’s New AI-Powered LISSA: The Era of the ESG Accelerator Is Here
Olivier Blanchard
Steven Dickens & Olivier Blanchard

Lenovo’s New AI-Powered LISSA: The Era of the ESG Accelerator Is Here

LISSA Aims to Usher ESG Programs into the Age of AI
The Futurum Group’s Stephen Dickens and Olivier Blanchard share their insights on Lenovo’s new Intelligent Sustainability Solutions Advisor, dubbed LISSA, and its potential impact on ESG programs.
Manage Unstructured Data: Cost, Risk, and Value with Datadobi
Alastair Cooke

Manage Unstructured Data: Cost, Risk, and Value with Datadobi

Datadobi StorageMAP Indexes Unstructured Data to Allow Workflow-Based Unstructured Data Management on Large-Scale NAS and File Servers
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on how customers with large estates of unstructured data can use Datadobi’s StorageMap to gain a better return on the cost of storing everything on scale-out NAS.
Lattice Q1 2024: Outpacing FPGA Rivals While Battling Headwinds
Ron Westfall & Daniel Newman

Lattice Q1 2024: Outpacing FPGA Rivals While Battling Headwinds

Lattice Semiconductor Q1 2024 Experienced Broad Declines Battling Industry Cyclical Headwinds But Robust Margins Show Solid Positioning for Long-Term Gains
The Futurum Group’s Ron Westfall and Daniel Newman review Lattice Semiconductor’s Q1 2024 results and why it remains the FPGA player to watch in the low and mid-tier segments of the market.
Cyber-Resiliency Will Fuel Commvault’s Drive to Fiscal 2026 Goals
Krista Case
Krista Case

Cyber-Resiliency Will Fuel Commvault’s Drive to Fiscal 2026 Goals

Commvault Continues to Exceed Financial Targets with SaaS and Security Success
Krista Macomber, Research Director at The Futurum Group, covers Commvault’s fiscal Q4 and Full Year 2024 earnings.
onsemi Q1 2024 Results Exceed Expectations
Olivier Blanchard
Daniel Newman & Olivier Blanchard

onsemi Q1 2024 Results Exceed Expectations

onsemi Joins Other Semiconductors’ Positive Earnings While Remaining Guarded About Expectations This Year
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights about onsemi’s Q1 2024 results and frame what to expect from the semiconductor industry for the rest of the year, particularly as AI continues to cause disruption.
Rocket Acquires OpenText AMC: A New Era in Mainframe Modernization
Steven Dickens

Rocket Acquires OpenText AMC: A New Era in Mainframe Modernization

The Acquisition of OpenText’s AMC Business Enhances Rocket Software’s Position as a Leader in the Mainframe Modernization Space
Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides insights on the transformative impact of Rocket Software’s recent acquisition of OpenText’s Application Modernization and Connectivity division.
Avaya Continues Business Momentum, Crystalizes Messaging and Strategy
Keith Kirkpatrick

Avaya Continues Business Momentum, Crystalizes Messaging and Strategy

CX Provider Focusing on Delivering Innovation Without Disruption
Keith Kirkpatrick, Research Director at The Futurum Group, covers the messaging and insights from Avaya’s industry analyst summit and discusses the challenges and opportunities the company will face in a competitive marketplace.
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