Menu

Archives: Insights

Enterprising Insights: Episode 34 – Earnings Season for Enterprise Applications
August 8, 2024

Enterprising Insights: Episode 34 – Earnings Season for Enterprise Applications

In this episode of Enterprising Insights, The Futurum Group Research Director Keith Kirkpatrick discusses recent earnings from OpenText, Twilio, ServiceNow, and Alphabet (Google) and explains how their earnings reflect larger...
8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense
August 8, 2024

8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense

Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or...
FC24: Key Takeaways from Just a Cloud Away Panel
August 8, 2024

FC24: Key Takeaways from Just a Cloud Away Panel

The Futurum Group’s Ron Westfall assesses why telcos are using cloud platforms to strengthen their overall competitiveness, bolstered by investments in AI capabilities, such as AIOps, to meet major goals...
The Future of NVIDIA: A Comparison with Intel and Cisco's Legacy
August 8, 2024

The Future of NVIDIA: A Comparison with Intel and Cisco’s Legacy

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on the position of NVIDIA in the marketplace and how this relates to the wider trends in the...
NetApp Wins Microsoft Global Partner of the Year
August 8, 2024

NetApp Wins Microsoft Global Partner of the Year

Camberley Bates, Chief Technology Advisor at The Futurum Group, highlights NetApp's achievement as Microsoft Global Partner of the Year, showcasing its unique status and strategic partnerships across major cloud platforms....
Groq's Leap Forward: AI Acceleration, Strategic Pivots, and a $640 Million Boost - Six Five
August 7, 2024

Groq’s Leap Forward: AI Acceleration, Strategic Pivots, and a $640 Million Boost – Six Five

Mark Heaps, Chief Tech Evangelist at Groq, and Daniel Newman share insights on Groq's impressive Series D fundraising, strategic innovations, and the future of AI acceleration. This conversation highlights Groq's...
Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault - Infrastructure Matters, Episode 50
August 7, 2024

Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault – Infrastructure Matters, Episode 50

In episode 50 of Infrastructure Matters, the hosts delve into recent earnings reports and industry trends, highlighting AWS's continued growth, Commvault's successful integration of its cloud division, and Intel's strategic...
Microsoft Q4FY24 Earnings
August 7, 2024

Microsoft Q4FY24 Earnings

The Six Five team discusses Microsoft Q4FY24 earnings....
Amazon Q2 Earnings
August 7, 2024

Amazon Q2 Earnings

The Six Five team discusses Amazon Q2 earnings....
Lattice Q2CY24 Earnings
August 7, 2024

Lattice Q2CY24 Earnings

The Six Five team discusses Lattice Q2CY24 earnings....
Arm Q1FY25 Earnings
August 7, 2024

Arm Q1FY25 Earnings

The Six Five team discusses Arm Q1FY25 earnings....
GlobalFoundries Reports Second Quarter 2024 Financial Results
August 7, 2024

GlobalFoundries Reports Second Quarter 2024 Financial Results

The Futurum Group’s Bob Sutor discusses GlobalFoundries’ Q2 2024 financial performance, showcasing the company’s resilience and strategic focus, with significant contributions from their recent acquisition of GaN technology. The Futurum...

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.