Nikesh Arora, Chairman and CEO at Palo Alto Networks, joins the Six Five team to discuss the company's innovative strides in AI-driven security, amidst emerging cybersecurity needs and competitive challenges.
Focus on Research, Data Analysis, Collaboration, and IT Governance in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on Microsoft 365 Copilot Wave 2’s new AI agents and collaboration features that aim to expand AI’s role across enterprise workflows and boost operational productivity.
Q1 FY 2025 Results Show Intel Maintaining Topline but Facing Margin Pressure
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions.
Dataiku Hopes Its LLM Mesh Can Help Enterprises Quell AI Agent Technology Sprawl Through Technology-Agnostic Yet Centralized Control, Orchestration, and Management
Brad Shimmin, VP & Practice Lead, Data & Analytics at The Futurum Group, shares insights on Dataiku's strategy to tame the "agentic AI fray" with new AI Agent tools on its LLM Mesh, focusing on centralized control and orchestration, discussed at Everyday AI.
T-Mobile Q1 2025 Earnings Shine with Revenue Growth and Record Customer Additions
Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite updates.
IBM’s Software Strength and AI Bookings Support Its Reaffirmed 2025 Guidance
Daniel Newman and Nick Patience of The Futurum Group break down IBM’s Q1 FY 2025 results, with a focus on software-led growth, expanding AI backlog, and strategic traction across hybrid cloud and automation.
Erik Day, Senior VP at Dell Technologies, joins Tiffani Bova to discuss the exciting AI adoption landscape for SMBs and Dell's unique offerings in this space.
Alphabet Reports Strong Q1 FY 2025 Performance With Margin Expansion, Strong Bottom-Line Growth, and Resilient Ad Business Despite Macro Concerns
Keith Kirkpatrick and Daniel Newman at The Futurum Group analyze Alphabet's Q1 FY 2025 earnings. Key highlights include strong AI adoption, significant growth in ads and Cloud, and the continued leadership of Google’s AI-powered platforms.
Kyndryl Rolls Out New Data Migration Suite Built on Its Own SAP S/4HANA Transformation Experience
Brad Shimmin, VP and Practice Lead at The Futurum Group, shares his insights on how Kyndryl’s SAP data migration suite, rooted in its own 18-month ERP journey, sets a new precedent in accelerating and de-risking cloud ERP transformations.
ServiceNow Reports Robust 22% Yoy cRPO Growth and Improved Margins Amid Macro Uncertainty in Q1 FY 2025
Keith Kirkpatrick, Research Director at The Futurum Group, unpacks ServiceNow’s Q1 FY2025 earnings beat, driven by strong AI-led subscription growth, CRM and workflow expansion, and disciplined guidance amid U.S. budget and macro headwinds.
Seventh-Generation TPU Delivers 42.5 Exaflops and 2x Energy Efficiency Over Trillium
Daniel Newman, CEO at The Futurum Group, shares insights on Google’s Ironwood TPU launch. With 42.5 exaflops at scale and 2x Trillium’s efficiency, Ironwood is Google’s clearest inference-focused chip yet.
Lightmatter Breakthrough 3D Photonic Interposer Tech Provides Highest Bandwidth and Largest Die Complexes for AI Infrastructure Chips
The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure with breakthrough 3D photonic innovation.
