Archives: Insights

Strong AI and Execution Strategy Drive Results from Government, Transportation, and Education Markets
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q3 2023 earnings and discuss how the company’s strong AI strategy and execution plan are delivering robust results to customers and investors.
Commvault Q2 Earnings Exceed Guidance, on the Back of Metallic-Led SaaS Expansion
Krista Macomber, Senior Analyst at The Futurum Group, shares her insights on Commvault’s reported fiscal 2024 Q2 revenue of $201 million, which exceeded guidance and was driven by Metallic SaaS ARR growth of 77% YoY.
Catalogic Adds Self-Hosted Option for Its CloudCasa Kubernetes Data Protection Software
Krista Macomber, Senior Analyst at The Futurum Group, shares her insights on Catalogic’s self-hosted deployment option for CloudCasa, its Kubernetes data protection software.
An assessment of CSPs Showing 5G Prowess with AT&T Delivering Solid Q3 Results, Vodafone Italia and Snam Working on Hybrid 5G MPN, and T-Mobile Pacesetting 5G
The Futurum Group’s Ron Westfall and Todd R Weiss examine how major CSPs are demonstrating their 5G prowess with AT&T delivering solid Q3 results, Vodadone and Snam advancing 5G hybrid MPN in the energy sector, and T-Mobile again pacesetting 5G in Q3 2023.
Highlighting Industry Players Approaching Generative AI in the Right Way
Mark Beccue, Research Director at The Futurum Group, highlights organizations approaching generative AI in the right way. This week features Leica, the Data Provenance Initiative, and Google.
The Six Five team discusses IBM Earnings results in this highlight from episode 190 of the Six Five Webcast.
The Six Five team discusses Intel Earnings results in this highlight from episode 190 of the Six Five Webcast.
The Six Five team discusses Google Earnings results in this highlight from episode 190 of the Six Five Webcast.
The Six Five team discusses NVIDIA creating Arm-based SOC in this highlight from episode 190 of the Six Five Webcast.
The Six Five team discusses Microsoft Earnings in this highlight from episode 190 of the Six Five Webcast.
The Six Five team discusses Qualcomm Snapdragon Summit 2023 in this highlight from episode 190.

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