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Archives: Insights

July 25, 2025
 

ServiceNow’s Q2 2025 Results Beat Expectations as AI Innovations Power Growth

Keith Kirkpatrick and Daniel Newman of Futurum share insights on ServiceNow’s standout Q2 2025—highlighting record AI-driven growth, top-line beats, and breakthrough workflow innovation....
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July 25, 2025
 

Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue

Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
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July 25, 2025
 

IBM Q2 2025 Earnings Exceed Expectations with Double-Digit Profit Growth, GenAI Book Surges Past $7.5B

Futurum’s Nick Patience and Daniel Newman share their insights on IBM's Q2 2025, highlighting strong revenue and profit growth, surging GenAI business, and raised free cash flow guidance as AI...
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July 25, 2025
 

T-Mobile Q2 FY 2025 Results Top Estimates With Record Subscriber Gains

Olivier Blanchard, Research Director at Futurum, explores T-Mobile’s Q2 FY 2025 results, highlighting record subscriber growth, broadband expansion, and how satellite and fiber strategies are positioning the company for long-term...
Olivier Blanchard
July 24, 2025
 

Microsoft Now Offers a Security Data Lake. Time To Jump Into the Water?

Krista Case and Fernando Montenegro of Futurum share their insights on Microsoft’s release of Sentinel Data Lake and changes to its Threat Intel offering....
Krista Case
Fernando Montenegro
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July 23, 2025
 

Building the Right Data Architecture: Learn how to fine-tune AI models, host them securely, and train them on proprietary data sets.

Doug Oathout and Peter Lillian join Keith Townsend to discuss optimizing AI architecture, leveraging NVIDIA’s computing and Lenovo’s AI solutions....
Keith Townsend
July 23, 2025
 

SAP Delivers 28% Cloud Growth, Reaffirms FY 2025 Outlook in Q2 FY 2025

Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s Q2 FY 2025 earnings, spotlighting AI-led cloud growth, ERP suite momentum, rising internal AI productivity, and a reaffirmed FY outlook...
July 22, 2025
 

Building And Scaling Hybrid AI Factories With AI Agents And Solutions

Flynn Maloy from Lenovo and Sandeep Gupte from NVIDIA join Daniel Newman to share insights on scaling Hybrid AI with innovative solutions....
July 22, 2025
 

Powering the New Industrial Revolution with AI and Sustainable Cooling Solutions – Six Five Media

Matt Ziegler and Mike Sabotta join host David Nicholson to share their insights on leveraging Lenovo Neptune's Liquid Cooling and NVIDIA's AI platforms to revolutionize industries with sustainable, efficient solutions....
July 21, 2025
 

TSMC Q2 FY 2025 Earnings: Too Impressive To Be True

Ray Wang, Research Director at Futurum, shares his insights on TSMC’s Q2 earnings result and outlook, specifically the company's key growth drivers, technology roadmap, and firm’s current and future market...
July 21, 2025
 

The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in AI chip exports to China, the Synopsys-Ansys deal, and TSMC's earnings. The...
July 18, 2025
 

AWS Summit New York City: AWS Forges the Enterprise-grade Pipeline for Agentic AI

Nick Patience and other analysts at Futurum share insights on AWS's major AI agent announcements at their NYC Summit, including Amazon Bedrock AgentCore and expanded marketplace capabilities designed to move...
Brad Shimmin
Alex Smith
Mitch Ashley
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