Archives: Insights

Vasu Jakkal, Corporate VP at Microsoft joins us to share insights on Microsoft's robust security ecosystem. Discover Microsoft's approach to defending against aggressive cyber threats and fostering a secure future.
Herain Oberoi, General Manager at Microsoft Security, joins us to share his insights on the critical topic of securing and governing AI within organizations. Discover the unique challenges and Microsoft's innovative approaches.
Building Business Applications with LLM AI Is Complex and Running Those Applications Is Expensive—LLM Inference Needs Big Changes to Enable Widespread Use
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on the changes needed for organizations to overcome the complexity and cost of LLMs and finally get tremendous business value from them.
Exploring the Impact of Salesforce’s Latest Data Integration Enhancements on Market Dynamics and Developer Operations
Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insight on the transformative potential of Salesforce Zero Copy Partner Network.
IBM’s Adaptive Strategies and Its Collaboration with AWS Are Likely to Set New Standards in the Industry
The Futurum Group’s Steven Dickens emphasizes that the strategic partnership between IBM and AWS marks a pivotal evolution in cloud computing, enabling a significant expansion of IBM's software offerings across a global stage.
Performance Exceeds Analyst Expectations
The Futurum Group’s Steven Dickens shares his insights on the recent release of the Informatica first quarter (Q1) 2024 earnings report.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and Q4 earnings for Commvault.
Amazon’s First Quarter Earnings Blend Robust Growth and Competitive Dynamics
The Futurum Group’s Daniel Newman and Steven Dickens note Amazon's Q1 2024 earnings and discuss the company’s expansion into retail, advertising, and cloud computing as a masterclass in market disruption.
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.
Visualizing a Sharper Message to the Market, Partners, and Core Users
Keith Kirkpatrick, Research Director with The Futurum Group, discusses Tableau Conference 2024 and provides his take on the company’s strategy for moving ahead in a competitive and evolving market for data visualization software.
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.
The ERP Giant Is Leaning into AI and Healthcare
Keith Kirkpatrick, Research Director with The Futurum Group, discusses Oracle’s focus on customer experience (CX) enhancements within its Fusion Cloud CCX Suite, as well as the company’s further penetration into the healthcare space.

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