Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the...
Jorge Carrera, Mainframe Infrastructure Technical Leader at Banco de Crédito BCP, joins Daniel Newman and Greg Lotko to share insights on the growth of open banking and democratic tools like...
Brad Shimmin, VP & Practice Lead at Futurum, examines Pure Storage’s Q2 FY26 earnings, spotlighting new product launches, hyperscaler traction, and subscription momentum driving its raised full-year outlook....
Krista Case, Research Director at The Futurum Group, examines NetApp’s Q1 FY 2026 earnings, highlighting all-flash market leadership, expanding cloud services, and growing momentum in AI-driven data infrastructure....
Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
Paul Turner, VP at Broadcom, joins Daniel Newman to recap VMware Explore 2025 highlights—covering Private AI, developer agility, cyber resilience, and strategic partnerships driving VMware Cloud Foundation innovation....
Broadcom President & CEO Hock Tan joins Daniel Newman live at VMware Explore 2025 to discuss the impact of VMware Cloud Foundation 9.0 on unifying IT and development teams and...
Ray Wang, Research Director at The Futurum Group shares his insights on the NVIDIA Jetson Thor, a new robotics computer with the server-class performance needed to run generative AI at...
Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to reveal how the company's new venture with Telstra and Versent is reshaping AI-driven cloud and digital transformation in Australia, setting...
Ray Wang, Research Director at Futurum, shares insights on Applied Materials Q3 FY 2025: record revenue and EPS with 48.9% gross margin, and a Q4 outlook below consensus on China...
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