Archives: Insights

February 6, 2024

Microsoft Q2 FY2024 Earnings

The Six Five team discusses Microsoft Q2 FY2024 earnings....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

February 6, 2024

Market Coverage

Comprehensive Analyst Coverage of Cisco Live EMEA

The Futurum Group’s Paul Nashawaty and Sam Holschuh discuss Cisco Live EMEA where strategic initiatives were announced to streamline networking operations and bolster security through cloud integration and AI convergence....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Paul Nashawaty" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899-48x48.jpg" class="attachment-36x36 size-36x36" alt="Sam Holschuh" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899-48x48.jpg 48w, https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899-120x120.jpg 120w, https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899-150x150.jpg 150w, https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899-70x70.jpg 70w, https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899-74x74.jpg 74w, https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899-100x100.jpg 100w, https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899-24x24.jpg 24w, https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899-96x96.jpg 96w, https://futurumgroup.com/wp-content/uploads/2024/02/1629391881899.jpg 200w" sizes="(max-width: 36px) 100vw, 36px"/>
Paul Nashawaty & Sam Holschuh

February 6, 2024

Analyst Insight

Platform Engineering and FinOps Converge in Kubernetes Deployments

The Futurum Group’s Camberley Bates and Steven Dickens discuss the dynamic realm of enterprise Kubernetes where the fusion of platform engineering and FinOps emerges as a transformative force....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Camberley Bates" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Camberley Bates & Steven Dickens

February 6, 2024

The 5G Factor

5G Factor: MWC24 Preview – AI and GenAI Percolating

The Futurum Group’s Ron Westfall explores key 5G AI and GenAI move to watch in 2024 including GSMA IBM collaboration on assisting telco AI adoption using IBM’s watsonx platform and...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall

February 6, 2024

Market Coverage

Maximize Synergy with Databricks and Einblick Intelligence

The Futurum Group’s Paul Nashawaty discusses the integration of natural language interfaces in data intelligence platforms such as Databricks and Einblick signifies a paradigm shift for developers....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Paul Nashawaty" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Paul Nashawaty

February 6, 2024

Market Coverage

OpenText Q2 Revenue Growth Driven by Cloud Services, Customer Support

The Futurum Group’s Steven Dickens and Keith Kirkpatrick share their insights on OpenText’s strong Q2 fiscal 2024 earnings....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Keith-Kirkpatrick.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Steven Dickens & Keith Kirkpatrick

February 6, 2024

Video Research Note

Amazon Q4 FY2023 Earnings

The Six Five team discusses Amazon Q4 FY2023 earnings....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

February 6, 2024

Video Research Note

Apple Extends Qualcomm Licensing

The Six Five team discusses Apple extends Qualcomm licensing....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

February 6, 2024

Video Research Note

Qualcomm Q1 FY2024 Earnings

The Six Five team discusses Qualcomm Q1 FY2024 earnings....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

February 6, 2024

Video Research Note

AMD Q4 FY2023 Earnings

The Six Five team discusses AMD Q4 FY2023 earnings....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

February 6, 2024

Video Research Note

Google Cloud Q4 FY2023 Earnings

The Six Five team discusses Google Cloud Q4 FY2023 earnings....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

February 5, 2024

Market Coverage

Embracing Change: The Evolution of Linux and Red Hat’s Strategic Shift

Steven Dickens, VP and Practice Leader at The Futurum Group, shares his insights on Linux's 30th year, which marks a pivotal shift with Red Hat's strategic update to RHEL pricing....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Steven Dickens

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