Archives: Insights

May 6, 2024

Keith Kirkpatrick

Analyst Insight

Oracle Analyst Summit – Key Takeaways and Future Directions

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.

AI, Business Information, Cloud, Enterprise Applications

May 3, 2024

Ron Westfall & Steven Dickens

Research Note

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.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

May 3, 2024

Olivier Blanchard

Research Note

Ford Q1 2024 Earnings Show Ford Pro’s Momentum Is Accelerating

Ford Pro Continues to Drive EV Adoption and New Services Revenue in the Commercial Segment

Olivier Blanchard, Research Director at The Futurum Group, shares his insights into the methodology behind Ford Pro’s accelerating success in driving EV adoption and software services subscriptions in the commercial segment, and discusses the importance of its strategy to the Ford brand’s expanding ecosystem.

Business Information, Data Infrastructure, Data Management, Digital Transformation, Edge Networking, Environmental, Social, Governance

May 3, 2024

Olivier Blanchard

Research Note

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.

AI, Cloud, Computing, Data Center, IT Infrastructure, PCs and Devices, Processors, Semiconductors and Components

May 2, 2024

Camberley Bates & Steven Dickens

Infrastructure Matters

Q1 Earnings and Another Busy Week in Tech! – Infrastructure Matters, Episode 39

In this episode of Infrastructure Matters, hosts Steve Dickens and Camberley Bates take on earnings, IPOs and business growth: Rubrik, IBM, Google, and Oracle.

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

May 2, 2024

Steven Dickens & Olivier Blanchard

Research Note

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.

AI, Sustainability, Markets, and Policy

May 2, 2024

Keith Kirkpatrick

Futurum Tech Webcast

Navigating the CX Maturity Journey with Customer-Centric Excellence

In this episode, Keith Kirkpatrick speaks with Gina Whitty, Product Management, CCaaS + AI at GoTo, about the challenges faced by SMBs and mid-market companies that are trying to undergo a digital transformation.

AI, Customer Experience, Enterprise Applications

May 1, 2024

Ron Westfall & Olivier Blanchard

The 5G Factor

5G Factor: Q1 2024 Earnings Implications and Pay Phones

An Assessment of Major US Operators Q1 2024 Earnings and Implications for 5G Ecosystem, BT’s B2B Modernization, and Charter’s Residential Mobile Strides

The Futurum Group’s Ron Westfall and Olivier Blanchard review the Q1 2024 earnings of T-Mobile, Verizon, and AT&T and their impact on the 5G ecosystem, BT’s partnership with Global to modernize its UK Portfolio Businesses, and Charter’s Q1 2024 earnings reflect significant strides in residential mobile service revenue growth.

AI, Cloud, Communications Networks, Devices, Mobile Devices, PCs and Devices

May 1, 2024

Alastair Cooke

Research Note

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.

Data Infrastructure, Data Management, Storage

May 1, 2024

Daniel Newman

Video Research Note

ServiceNow Q1/24 Earnings

The Six Five team discusses ServiceNow Q1/24 earnings.

AI, Business Information

May 1, 2024

Ron Westfall & Daniel Newman

Research Note

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.