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Archives: Insights

Talking Amazon AWS AMD Qualcomm Latice Semi Apple Zoom
Daniel Newman

We are live! Talking Amazon, Apple, Qualcomm, AMD, Zoom, and Lattice – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Amazon/AWS, Apple, Qualcomm, AMD, and Lattice and the recent Zoom Perspectives 2023 event.
The Six Five Connected with Diana Blass: The Quantum Arms Race
Diana Blass
Diana Blass

The Six Five Connected with Diana Blass: The Quantum Arms Race

On this episode of The Six Five Connected, host Diana Blass dives into the quantum arms race, which comes as nations rush to develop quantum solutions as world leaders realize the power that could come to those with the technology.
Consumption Models: How They Have Shifted IT Infrastructure Purchases - Infrastructure Matters Episode 5
Camberley Bates
Krista Case
Camberley Bates, Steven Dickens & Krista Case

Consumption Models: How They Have Shifted IT Infrastructure Purchases – Infrastructure Matters Episode 5

The Futurum Group’s Camberley Bates, Steven Dickens and Krista Macomber cover IT infrastructure consumption models, cloud computing, hybrid approaches, as well as enterprise pricing, procurement, data protection, disaster recovery, security, and compliance.
Einstein Studio: Salesforce Introduces No-Code Model Integration
Mark Beccue

Einstein Studio: Salesforce Introduces No-Code Model Integration

Zero-ETL Integration Allows Enterprises to Bring Their Own Models to Their Salesforce Data
Mark Beccue, Research Director at The Futurum Group, examines Salesforce’s general availability launch of Einstein Studio. One of the reasons for Salesforce’s clear AI leadership is that the company understands the value of the clean, machine-readable data it stewards for its customers.
The Six Five Insider with Micron's Ryan Baxter
Daniel Newman

The Six Five Insider with Micron’s Ryan Baxter

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead talk with Mircon’s Ryan Baxter, Senior Director of Marketing about Micron’s Compute Express Link™ (CXL™) technology.
Zoom Announces Developer Ecosystem Framework
Keith Kirkpatrick

Zoom Announces Developer Ecosystem Framework

Support for Integrations to Help Customers Run Best-in-Breed Applications With Zoom Functionality
Keith Kirkpatrick, Research Director at The Futurum Group covers Zoom’s newly announced Developer Ecosystem Framework, and discusses how it will be used to support current customer application preferences while also setting the table for future platform sales opportunities.
The Main Scoop, Episode 13: Tackling the Tech Talent Challenge
Daniel Newman

The Main Scoop, Episode 13: Tackling the Tech Talent Challenge

On this episode of The Main Scoop, hosts Daniel Newman and Greg Lotko, SVP & GM, Mainframe Software Division of Broadcom, talk to Rick Pittman, Vice President CIO Research at Info-Tech, to uncover people-centric strategies for building the talent pool of tomorrow.
Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften
Daniel Newman & tweiss@futurumresearch.com

Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften

Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
Endor Labs Secures $70 Million Series A Funding
Krista Case
Krista Case & Steven Dickens

Endor Labs Secures $70 Million Series A Funding

Funding Will Help to Streamline CI/CD Security for DevSecOps With Code and Pipeline Governance Platform
Krista Macomber, Senior Analyst, and Steven Dickens, VP and Practice Lead, of The Futurum Group, share their insights on the news about Endor Labs securing $70M in Series A funding to revolutionize DevSecOps with Code and Pipeline Governance Platform, aiming to address critical vulnerabilities and streamline open-source software development.
IrisCX Introduces Session Score
Sherril Hanson

IrisCX Introduces Session Score

Session Score Provides a Real-Time, Comprehensive View of Interactions
Sherril Hanson, Senior Analyst at The Futurum Group, shares insights on the new Session Score measurement tool recently introduced by smart video platform provider IrisCX.
OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth
Steven Dickens & Keith Kirkpatrick

OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth

Strong Revenue Growth Driven by Healthy Enterprise Cloud Bookings and Rising ARR
Steven Dickens, VP and Practice Leader and Keith Kirkpatrick, Research Director at The Futurum Group share their insights on OpenText’s Q4 and FY 2023 earnings. OpenText Inc. has reported strong Q4 and FY 2023 performance, driven by significant growth in ARR and cloud bookings. Notably, the company achieved its tenth consecutive quarter of organic growth in constant currency for both cloud and ARR. OpenText also launched a new version of its customer experience management platform, integrating technology from its acquisition of Micro Focus setting a target to return Micro Focus to organic growth in 2024.
5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves
Ron Westfall & tweiss@futurumresearch.com

5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves

A delve into recent CSP developments including the 2023 CapEx outlook, T-Mobile’s new 5G four-carrier aggregation capabilities, and Q2 2023 financial results
The Futurum Group’s Ron Westfall and Todd Weiss examine the key developments across the communications service provider (CSP) market with a dive into 2023 and future CapEx trends, T-Mobile’s addition of new 5G four-carrier aggregation capabilities, and the implications of the fiscal Q2 2023 results from AT&T, T-Mobile, and Verizon.
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