Cisco Q2 Results Reflect Ongoing Macro Caution and Uncertainties with Revenue Growth in Security, Collaboration, and Observability Bright Spots
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q2 FY 2024 results and why the improving subscription-based revenue trend provides a positive framework to successfully address concerns that resulted in the dial back of guidance.
Understanding Integration, Impact, and Innovations Cloud
The Futurum Group’s Paul Nashawaty and Sam Holschuh discuss Broadcom's strategic update, as the focus sharpens on coherence in VMware integration, emphasizing scalability and radical simplification.
Lattice Finished the Year Strong with Record Revenue
The Futurum Group’s Daniel Newman shares his insights on the Lattice Q4 and FY 2023 earnings report and takes a look at the future outlook for Lattice and the semiconductor industry in 2024.
An Assessment of Key 5G-IoT Developments Including On-Device AI Progress, Voice and Gesture Innovations, and Foldable Screens Unfolding Across the Ecosystem
The Futurum Group’s Ron Westfall and Olivier Blanchard scrutinize key innovations leading into 2024 and MWC 24 including how on-device AI will begin to reset expectations for everyday tech products’ features, capabilities, and UX, voice and gesture recognition innovations redefining the AR and smart glasses categories, and foldable screens ready to proliferate across the entire device space.
Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, provides a recap of Zoho Day 2024, the SaaS company’s analyst meeting, discussing key highlights and key takeaways from the event.
Enhancements Center on Helping Organizations Manage Workers More Effectively and Efficiently
Keith Kirkpatrick and Sherril Hanson of The Futurum Group cover Tymeshift’s latest product enhancements and discuss how they should help Zendesk meet the needs of larger customers.
