Archives: Insights

January 31, 2025

Ron Westfall & Olivier Blanchard

The 5G Factor

DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More – Six Five Webcast: The 5G Factor

On this episode, hosts Ron Westfall and Olivier Blanchard discuss DeepSeek R1, Galaxy Unpacked, and the potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.

5G, AI, Business Information, Emerging Technologies

January 31, 2025

Ron Westfall

Research Note

T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership

T-Mobile’s Strong Q4 Highlights Market Leadership, 5G Expansion, and M&A-Driven Growth

Ron Westfall, Research Director at The Futurum Group, examines T-Mobile’s 5G expansion, postpaid growth, and broadband strategy, highlighting its strong market position and strategic moves for 2025.

Hybrid Cloud, Infrastructure, and Operations

January 30, 2025

Daniel Newman

Six Five Webcast

Jeetu Patel on Driving Digital Transformation at Cisco – The View From Davos

Jeetu Patel, EVP & Chief Product Officer at Cisco, joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on spearheading digital transformation at Cisco and shaping the future of how we work.

Customer Experience, Emerging Technologies, Workplace Collaboration

January 30, 2025

Daniel Newman

Six Five Webcast

Exploring Lenovo’s Globalization and AI Strategies – The View From Davos

Ken Wong, President for Solutions & Services Group at Lenovo, shares his insights on Lenovo's globalization journey and its pivotal role in leveraging AI to solve global challenges, drawing from his experiences at the Davos forum.

AI and Data Analytics, Customer Experience, Emerging Technologies

January 30, 2025

Daniel Newman

Six Five Webcast

Davos 2025 in a Nutshell: AI, Energy, and Optimism

Daniel Newman and Patrick Moorhead provide invaluable insights from Davos, highlighting the influential role of emerging technologies and strategic leadership in shaping the future. This episode is a must-listen for anyone interested in the intersection of technology and global trends.

Business Information, Emerging Technologies

January 30, 2025

Daniel Newman, Mitch Ashley, Olivier Blanchard, Krista Case, Keith Kirkpatrick, Fernando Montenegro, Nick Patience & Ron Westfall

Research Note

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek

The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.

AI, Cybersecurity, Data Center, Open Source

January 30, 2025

Keith Kirkpatrick & Nick Patience

Research Note

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance

The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.

AI, AI and Data Analytics, Cloud, Data Center, Enterprise Applications

January 30, 2025

Keith Kirkpatrick

Research Note

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue

Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.

AI and Data Analytics, Automation, Cloud, Digital Transformation, Enterprise Applications

January 29, 2025

Krista Case

Research Note

Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth

Commvault’s Q3 Results Highlight Strong Subscription Growth, Accelerating SaaS Adoption, and Expanding Cloud Workloads, Reinforcing Its ARR-Driven Strategy

Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration.

Cloud, Cybersecurity, Data Management, Data Protection, Hybrid Cloud, Infrastructure, and Operations

January 29, 2025

Daniel Newman

Six Five Webcast

Cloud, Complexity, AI: Threats to Cyber Resilience – Six Five On The Road

Gagan Gulati, GM at NetApp, joins Daniel Newman to share his insights on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY, highlighting the need for advanced cybersecurity strategies in facing modern threats.

Cybersecurity, Data Infrastructure, Emerging Technologies

January 29, 2025

Camberley Bates, Keith Townsend & Dion Hinchcliffe

Infrastructure Matters

Lenovo + NetApp Making Moves, The Feds on Security, and Dion’s Predictions – Six Five Webcast – Infrastructure Matters

Dion Hinchcliffe, Camberley Bates, and Keith Townsend share insights on Lenovo and NetApp's strategic directions, the federal government's evolving approach to cybersecurity, and forward-looking predictions for the tech industry.