Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
Broadcom’s Revenue Increase for Q3 Was Up 5% Year-over-Year
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Broadcom revenue in Q3 2023 hits $8.88 billion, beating estimates. Now Broadcom waits to see if it gains approval for its proposed $61B VMware acquisition.
The Futurum Group’s Camberley Bates is joined by Commvault’s Tom Broderick to discuss how AI and Hybrid Cloud SaaS solutions transform data protection, safeguard data from cyber threats, and ensure resilience in hybrid multi-cloud IT environments.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss their experience at Google Cloud Next, the latest earnings releases for Pure Storage, HP Inc, HPE and Salesforce, and Intel Habana 2 on Hugging Face.
Product Innovation and Alignment With Market Shift Toward Cloud-Based AI and Data Analytics Are Driving Continued Growth
Steven Dickens, VP and Practice Leader at The Futurum Group shares his analysis of Elastic’s Q1 FY 2024 earnings report, with a focus on how the company’s technology innovation and alignment with market trends are driving growth.
Duet AI Is Now Generally Available in Workspace, with Duet AI Google Cloud Enterprise Development and Data Analytics Tools in Preview
Keith Kirkpatrick, Research Director at The Futurum Group covers the GA launch of Duet AI for Workspace and the preview version Duet AI in Google Cloud, discussing the benefits of these tools for Google enterprise users.
