Archives: Insights

March 14, 2025

Camberley Bates

Research Note

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.

AI, Data Infrastructure, Hybrid Cloud, Infrastructure, and Operations

March 14, 2025

Olivier Blanchard

Research Note

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?

AI and Data Analytics, Cloud, Digital Transformation, Edge Networking, IoT

March 14, 2025

Olivier Blanchard

Research Note

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.

AI, AI and Data Analytics, Cybersecurity, Devices, Mobile Devices

March 14, 2025

Camberley Bates, Keith Townsend & Dion Hinchcliffe

Infrastructure Matters

Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs – Six Five Webcast – Infrastructure Matters

Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation, Salesforce's Agentforce, and the satellite internet race, and the impact of tariffs and the future of AI in business.

AI, Business Information, Cloud, Infrastructure

March 14, 2025

Olivier Blanchard

Research Note

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.

5G, AI, Communications Networks, IoT Devices, Mobile Devices

March 13, 2025

Daniel Newman

Six Five Webcast

AI and The Future of Quantum: A Conversation with IBM CEO Arvind Krishna at SXSW 2025

Arvind Krishna, CEO at IBM, joins Daniel Newman to share insights on the evolving landscape of AI and Quantum Computing and their roles in shaping the future.

AI, Data Management, Semiconductors and Components

March 13, 2025

Nick Patience

Research Note

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.

Agentic AI, AI, Data Analytics, Data Management

March 13, 2025

Keith Kirkpatrick

Research Note

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.

Agentic AI, AI, Enterprise Applications

March 12, 2025

Six Five Media

Six Five Webcast

Vodafone and IBM Work to Future-Proof Smartphone Security with Quantum-Safe Cryptography – Six Five On The Road

Lory Thorpe, Quantum Safe Industry Lead at IBM, and Luke Ibbetson, Head of Group R&D at Vodafone Group, discuss securing mobile data against quantum threats with Patrick Moorhead.

AI, Cybersecurity, Data Management

March 11, 2025

Keith Kirkpatrick & Daniel Newman

Research Note

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.

AI, AI and Data Analytics, Cloud, Data Infrastructure, Database

March 10, 2025

Daniel Newman

Six Five Webcast

What’s Driving the Next Wave of Mobile – Six Five Media from MWC 2025

Erik Ekudden, CTO at Ericsson, joins Dan Newman and Patrick Moorhead to discuss how 5G is spearheading the next wave of mobile innovations, closely intertwined with AI and Cloud technologies.