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Insight Type: Research Note

Apple Pushes AI and Performance with New MacBook Air and Mac Studio
Olivier Blanchard
Olivier Blanchard

Apple Pushes AI and Performance with New MacBook Air and Mac Studio

Apple Updates Its Bestselling Laptop and Pro Desktop with M4 and M3 Ultra Chips
Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI upgrades, how will these changes impact Apple’s market position?
Pure Storage announces FlashBlade //EXA for the AI Factory
Camberley Bates
Camberley Bates

Pure Storage Announces FlashBlade //EXA for the AI Factory

New pNFS Architecture Addresses Data Storage Needs for AI Training and Large Scale Inferencing
Camberley Bates at The Futurum Group covers Pure Storage FlashBlade //EXA announcement for the AI Factory.
Samsara Q4 FY 2025 Earnings: Understanding Market Reactions
Olivier Blanchard
Olivier Blanchard

Samsara’s Post-Earnings Drop: Understanding Market Reactions

Strong ARR and Margin Expansion, but Investor Concerns Over CapEx and AI-Driven Shifts Remain
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven edge computing. How will these factors shape Samsara’s growth?
Google’s March Pixel Drop Brings AI Security, Health, and Connectivity Upgrades
Olivier Blanchard
Olivier Blanchard

Google’s March Pixel Drop Brings AI Security, Health, and Connectivity Upgrades

Google’s Latest Pixel Update Brings AI-Driven Scam Detection, Live Video Capabilities in Gemini Live, and Expanded Health and Safety Features to Pixel Devices
Olivier Blanchard, Research Director at The Futurum Group, examines Google’s March Pixel Drop, highlighting AI-powered Scam Detection, Gemini Live’s updates, Pixel Watch 3’s health tracking, and Satellite SOS expansion.
Qualcomm’s X85 5G Modem Sets New AI-Powered Speed and Efficiency Benchmark
Olivier Blanchard
Olivier Blanchard

Qualcomm’s X85 5G Modem Sets New AI-Powered Speed and Efficiency Benchmark

Qualcomm’s Latest 5G Modem Features AI-Driven Optimization, Delivering 12.5 Gbps Speeds, Enhanced Power Efficiency, and Connectivity for Smartphones, PCs, and IoT Devices
Olivier Blanchard, Research Director at The Futurum Group, examines how Qualcomm’s X85 5G Modem-RF advances AI-driven 5G, delivering faster speeds, better efficiency, and improved connectivity for smartphones, PCs, and IoT.
SAS Institute: Pioneer in Analytics Pivots to Cloud and AI Growth
Nick Patience

SAS Institute: Pioneer in Analytics Pivots to Cloud and AI Growth

SAS Evolves Its Cloud Strategy With the Viya Platform While Expanding Into Agentic AI and Synthetic Data Generation
Nick Patience, AI Practice Lead at The Futurum Group, shares insights on SAS Institute's strategic pivot to cloud-native analytics with Viya while expanding into agentic AI and synthetic data following its acquisition of Hazy Data.
Will ServiceNow’s Yokohama Release Deliver Value to Enterprises?
Keith Kirkpatrick

Will ServiceNow’s Yokohama Release Deliver Value to Enterprises?

The New Platform Release Features Several Tools and Features Designed to Speed Up Agent Development and Deployment, Which Is a Major Challenge for Most Enterprise Customers
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into ServiceNow’s announcements around the Yokohama platform release and the acquisition of Moveworks.
Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion
Keith Kirkpatrick & Daniel Newman

Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion

With Record RPO Growth and Strong Cloud Momentum, Oracle Forecasts Accelerating Revenue Expansion Into FY 2026, Driven by AI Demand and Hyperscaler Partnerships
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption.
Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth
Richard Gordon
Richard Gordon & Daniel Newman

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum
Richard Gordon
Richard Gordon & Daniel Newman

Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum

Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured
Ron Westfall & Daniel Newman

HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured

AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.
Palo Alto Networks Expands Prisma SASE 5G to Bolster 5G Security Options
Fernando Montenegro
Fernando Montenegro

Palo Alto Networks Expands Prisma SASE 5G to Bolster 5G Security Options

As Secure Access Service Edge (SASE) Vendors Look To Differentiate, We See a Rise in More Specialized Deployments. Along These Lines, Palo Alto Networks Introduces Prisma SASE 5G, Leveraging Now Ubiquitous AI-Enabled and Zero Trust Concepts Alongside SIM-Based Authentication to Potentially Secure Enterprise 5G Connectivity
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines how Palo Alto Networks' Prisma SASE 5G enhances enterprise 5G security with AI-driven Zero Trust and SIM-based authentication.
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