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.
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.
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.
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.
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.
Agentic AI Has Become the Latest Must-Have Technology, and May Become the Flagship Offering at Large Technology Companies
Keith Kirkpatrick and Dion Hinchcliffe at The Futurum Group share insights into AWS’s announcement around the formation of an agentic AI group, and discuss potential product offerings for the cloud giant in the enterprise space.
AMD Unveils Radeon RX 9000 Series Graphics Cards, Bringing AI Acceleration and Next-Gen Raytracing to Enthusiast Gamers
Olivier Blanchard, Research Director with The Futurum Group, analyzes AMD’s Radeon RX 9000 Series launch, highlighting RDNA 4 advancements, AI acceleration, enhanced raytracing, and FSR 4 upscaling.
Google Is Heavily Leveraging Its Cloud, Compute, and Security Offerings and Newly Minted Agentspace Strategy to Woo Public Sector and Education Customers
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on the Gen AI Live & Labs Event, which focused on Google’s activity in the public sector and education market.
AI-Optimized Infrastructure Positions CoreWeave as a Strategic Alternative to Hyperscalers Amid GPU Shortage
Nick Patience, VP & AI Practice Lead at The Futurum Group, analyzes the S-1 filing of GPU infrastructure provider CoreWeave; the first step on its path to an IPO.
Dell’s Q4 FY 2025 Results Show Strong AI Infrastructure Demand, Boosting ISG Growth While CSG Continues to Face Softness in Consumer Sales
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server demand surging, execution remains key in FY 2026.
Commercial PC Momentum and AI PC Demand Drive HP’s Q1 FY 2025 Revenue Growth, Offset by Weak Consumer PC Sales and Soft Printing Demand
Olivier Blanchard, Research Director with The Futurum Group, analyzes HP’s Q1 FY 2025 earnings, exploring how AI PC adoption and commercial demand are driving growth, while rising costs, tariffs, and supply chain shifts challenge profitability.
