Archives: Insights

onsemi Joins Other Semiconductors’ Positive Earnings While Remaining Guarded About Expectations This Year
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights about onsemi’s Q1 2024 results and frame what to expect from the semiconductor industry for the rest of the year, particularly as AI continues to cause disruption.
The Acquisition of OpenText’s AMC Business Enhances Rocket Software’s Position as a Leader in the Mainframe Modernization Space
Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides insights on the transformative impact of Rocket Software’s recent acquisition of OpenText’s Application Modernization and Connectivity division.
The Six Five team discusses Microsoft Q3/24 earnings.
The Six Five team discusses Meta Q1/24 earnings.
The Six Five team discusses SAP Q1/24 earnings.
The Six Five team discusses Intel Q1/24 earnings.
The Six Five team discusses IBM Q1/24 earnings.
CX Provider Focusing on Delivering Innovation Without Disruption
Keith Kirkpatrick, Research Director at The Futurum Group, covers the messaging and insights from Avaya’s industry analyst summit and discusses the challenges and opportunities the company will face in a competitive marketplace.
The Six Five team discusses Google Q1/24 earnings.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for Google, ServiceNow, SAP, Meta, and Intel, and Q3 2024 earnings for Microsoft.
Revenue from Azure, Cloud, and Productivity and Business Processes Display Healthy Growth
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Microsoft’s Q3 FY 2024 earnings and discuss how the company is balancing functionality and pricing to deliver innovation and customer satisfaction.
IBM Announced Its New IBM Storage Assurance Program along with FlashSystem 5300 and Virtualize Updates
Camberley Bates, VP of Data Infrastructure at The Futurum Group, covers IBM’s recent data storage announcements including FlashSystem upgrades.

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