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Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
June 16, 2025

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP....
June 16, 2025

Ray Wang

Will Salesforce Marketing Cloud Next Deliver Real Agentic Marketing
June 16, 2025

Will Salesforce Marketing Cloud Next Deliver Real Agentic Marketing?

Keith Kirkpatrick, Research Director at Futurum, covers the highlights from Salesforce Connections, including agentic AI in marketing, unified journeys through Marketing Cloud Next, real-time Data Cloud activation, and new retail...
Transforming the Modern Workplace: AI PCs and the Future of Work
June 16, 2025

Transforming the Modern Workplace: AI PCs and the Future of Work

Marc Hammons and Professor Song Han join David Nicholson to share their insights on revolutionizing productivity and collaboration with AI PCs, delineating a future where work is transformed by intelligence...
Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking
June 16, 2025

Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, shares his/her insights on the main announcements and key trends from Cisco Live US 2025, including agentic AI and secure networking....
Future-proofing networks with Cisco Silicon One - Six Five On The Road
June 13, 2025

Future-proofing networks with Cisco Silicon One – Six Five On The Road

Martin Lund, EVP at Cisco, joins Patrick Moorhead and Daniel Newman at Cisco Live to dive into Cisco's innovative silicon strategy, from powering AI infrastructures to transforming campus access with...
Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth
June 13, 2025

Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth

Keith Kirkpatrick and Daniel Newman at Futurum analyze Adobe’s Q2 FY 2025 results, highlighting AI-fueled user growth, Firefly adoption, strong RPO gains, and raised FY 2025 guidance despite AI-native competitive...
Strengthening the Digital Resilience Journey with Cisco and Splunk - Six Five On The Road
June 13, 2025

Strengthening the Digital Resilience Journey with Cisco and Splunk – Six Five On The Road

Kamal Hathi, SVP & GM at Cisco, joins Patrick Moorhead and Daniel Newman to discuss the powerful synergy between Cisco and Splunk, and the future of digital resilience....
Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion
June 12, 2025

Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion

Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026...
Re-thinking the Customer Experience in the Age of Agentic AI - Six Five On The Road
June 12, 2025

Re-thinking the Customer Experience in the Age of Agentic AI – Six Five On The Road

Liz Centoni, EVP & Chief Customer Experience Officer at Cisco, joins the hosts to explore how Agentic AI is revolutionizing CX in the B2B sector....
From Generative to Agentic: Cisco’s Vision for the Internet of Agents? - Six Five On The Road
June 12, 2025

From Generative to Agentic: Cisco’s Vision for the Internet of Agents? – Six Five On The Road

DJ Sampath, SVP at Cisco, joins Six Five to delve into Cisco's AI advancements and the evolutionary shift towards an "Internet of Agents," spotlighting the future of artificial intelligence....
Kyndryl Expands Its Purview into Data Security with Microsoft Partnership
June 12, 2025

Kyndryl Expands Its Purview Into Data Security with Microsoft Partnership

Futurum’s Fernando Montenegro and Krista Case analyze Kyndryl's launch of data security posture management services using Microsoft Purview to enhance data protection and AI readiness....

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