Archives: Insights

September 15, 2023

Daniel Newman

Futurum Tech Webcast

Qualcomm’s Nakul Duggal Discusses Company’s Auto Push at IAA Mobility – Futurum Tech Webcast

The Futurum Group’s Daniel Newman is joined by Qualcomm’s Nakul Duggal, SVP & GM, Automotive & Cloud Computing for a conversation on Qualcomm’s automotive business during the IAA Mobility Event in Munich, Germany.

AI Platforms, Digital Leadership & CIO, Enterprise Software, & Digital Workflows

September 15, 2023

Daniel Newman

Futurum Tech Webcast

Step Inside the Qualcomm Concept Car with CMO Don McGuire – Futurum Tech Webcast

The Futurum Group’s Daniel Newman is joined by Qualcomm’s CMO, Don McGuire at IAA Mobility in Munich, for an inside look at the Qualcomm Snapdragon concept car, their partnership ecosystem and the upcoming Snapdragon Summit.

AI Platforms, Digital Leadership & CIO, Enterprise Software, & Digital Workflows

September 15, 2023

Olivier Blanchard

Market Coverage

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag

Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.

Cybersecurity & Resilience, Data Center, Digital Leadership & CIO, Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

September 14, 2023

Craig Durr

Market Coverage

Zoom Rebrands Its AI Assistant to Zoom AI Companion

Zoom’s AI Companion Promises To Help Individuals and Teams Improve Productivity, Collaborate Seamlessly, And Express Themselves Better Throughout the Workday

Craig Durr, Research Director at The Futurum Group, provides an in-depth analysis of Zoom's latest offering—AI Companion—and examines its features, data privacy approach, and competitive stance in offering the assistant for free in paid plans.

AI Platforms, Digital Leadership & CIO, Enterprise Software, & Digital Workflows

September 14, 2023

Clint Wheelock

Market Coverage

Metaverse and HR Integration for Human Resources Management

Developing a More Engaged and Productive Workforce

Clint Wheelock, Chief Research Officer at The Futurum Group, examines how metaverse and HR integration presents opportunities and challenges for human resources management to develop a more engaged and productive workforce.

Digital Leadership & CIO, Intelligent Devices

September 14, 2023

Mark Beccue

Market Coverage

Salesforce Einstein 1 Platform Provides Native AI Integration

The Latest Innovation from Salesforce Enables Companies to Tap Data Cloud Data to Build Customized AI Apps

Mark Beccue, Research Director at The Futurum Group, examines the Salesforce Einstein 1 Platform, which provides native AI integration, and looks at how this innovation will affect the market.

AI Platforms, Enterprise Software, & Digital Workflows

September 14, 2023

Ron Westfall & Olivier Blanchard

Market Coverage

IAA Mobility 2023: Qualcomm and JLR Transform In-Vehicle XP with 5G

Qualcomm and JLR Collaborate To Bring 5G, Wi-Fi, and C-V2X Capabilities to JLR Vehicles With Snapdragon Auto 5G Modem-RF Ready To Hit the Road in 2025

The Futurum Group’s Ron Westfall and Olivier Blanchard examine why Qualcomm’s Snapdragon Digital Chassis will become critical to driving JLR SDV innovation and enable the intelligence to deliver the fully connected, modern luxury vehicle experience.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

September 14, 2023

Daniel Newman & Ron Westfall

Market Coverage

Oracle FY 2024 Q1: Solid Results Bolstered by IaaS Gain

Oracle Reported Solid FY 2024 Q1 Results Spearheaded by Huge Oracle Cloud Infrastructure Growth of 66% YoY and Rapid Uptake of Oracle Gen2 Cloud for AI Training

The Futurum Group’s Ron Westfall and Daniel Newman examine Oracle’s FY 2024 Q1 results and how the company moves the needle in the cloud market by meeting the evolving demands of IaaS/SaaS customers, fulfilling surging generative AI training demand.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

September 13, 2023

Ron Westfall & Steven Dickens

The 5G Factor

5G Factor: New Cloud Formations Driving 5G Innovation

A Review of The Major Cloud Developments That Are Helping Fuel 5G Ecosystem-wide Innovations Including VMware, Red Hat, and Azure Moves

The Futurum Group’s Ron Westfall and Steven Dickens explore recent developments by major cloud players including the debut of VMware Private Mobile Network, Azure for Operators expanding ISV collaboration, and upcoming Red Hat Open 5G 2023.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

September 13, 2023

Daniel Newman

Six Five Webcast

The Six Five On the Road at Cloudera HQ

On this episode of The Six Five – On the Road, hosts Daniel Newman and Patrick Moorhead talk with Cloudera’s Charles Sansbury and Luke Roquet on helping customers make impactful, transformative, disruptive business decisions with their data.

AI Platforms, Data Intelligence, Analytics, & Infrastructure, Digital Leadership & CIO

September 13, 2023

Mark Beccue

Market Coverage

IBM Rolls New Granite AI Models, Continues watsonx Platform Momentum

IBM watsonx AI Platform Is Vying for Premier Enterprise AI Tech Stack

Mark Beccue, Research Director at The Futurum Group, examines IBM’s new Granite AI models and the continued watsonx platform momentum, and how such innovation will affect the market.