Archives: Insights

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 Platforms, Digital Leadership & CIO, Intelligent Devices

May 1, 2024

Alastair Cooke

Market Coverage

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 Intelligence, Analytics, & Infrastructure

May 1, 2024

Daniel Newman

Video Research Note

ServiceNow Q1/24 Earnings

The Six Five team discusses ServiceNow Q1/24 earnings.

AI Platforms, Digital Leadership & CIO

May 1, 2024

Ron Westfall & Daniel Newman

Market Coverage

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.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

May 1, 2024

Krista Case

Market Coverage

Cyber-Resiliency Will Fuel Commvault’s Drive to Fiscal 2026 Goals

Commvault Continues to Exceed Financial Targets with SaaS and Security Success

Krista Macomber, Research Director at The Futurum Group, covers Commvault’s fiscal Q4 and Full Year 2024 earnings.

Cybersecurity & Resilience, Digital Leadership & CIO

May 1, 2024

Daniel Newman & Olivier Blanchard

Market Coverage

onsemi Q1 2024 Results Exceed Expectations

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.

AI Platforms, Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

May 1, 2024

Steven Dickens

Market Coverage

Rocket Acquires OpenText AMC: A New Era in Mainframe Modernization

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.