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Archives: Insights

Daniel Newman

Cisco Q3 2023: Cloud, AI, and Security Fuel Record Revenue and Double-Digit Software and Subscription Revenue Growth

The Futurum Group’s Daniel Newman and Ron Westfall examine Cisco’s Q3 2023 results and why they believe Cisco demonstrated continued progress on its business model transformation, with total software revenue being up 18% YoY and software subscription revenue up 17% YoY, and that Cisco is solidly positioned to drive ecosystem-wide innovation and adoption across the rapidly evolving cloud, AI, and security realms.
Sean Spradling

Zoom Takes Another Big Step Forward in AI-based Value with Integration and Investment in Anthropic

The Futurum Group senior analyst Sean Spradling explores news of Zoom’s partnership and investment in Anthropic, the creators of the Claude AI Assistant, and Zoom’s plans to incorporate Claude across the platform, with the first step being in Contact Center. There are some challenges, and Zoom will have work cut out for them on this front, but it will be interesting to see how adept Zoom is at handling customer data as the company’s number of partners grows.
Steven Dickens

Ripple Acquires Metaco to Expand Crypto Custody Services

The Futurum Group’s Steven Dickens offers his take on Ripple’s acquisition of Metaco which he believes positions Ripple as one of the largest providers of crypto custody solutions globally and signifies its commitment to expanding the industry. The acquisition signifies a significant milestone for the crypto industry, as Ripple strives to enhance accessibility, security, and adoption of digital assets.
Steven Dickens

Kyndryl’s 4th Quarter and Full Year 2023 Earnings

The Futurum Group’s Steven Dickens offers his take on the latest earnings from Kyndryl, exploring the market challenges the IT infrastructure services provider is navigating. He shared thoughts on the company’s investment strategy in new tech and focus on streamlining operations and how this positions the company moving forward in this competitive market landscape.
Daniel Newman

Tableau GPT

The Six Five team discusses Tableau GPT.
Daniel Newman

Google I/O

The Six Five team discusses Google I/O.
Daniel Newman

Slack GPT

The Six Five team discusses Slack GPT.
Daniel Newman

IBM Think

The Six Five team discusses IBM Think.
Daniel Newman

The Six Five Insider with Dell’s Adam Glick, Sr. Director of Portfolio Marketing for APEX and Multicloud

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead sit down with Dell Tech’s Adam Glick, Sr. Director of Portfolio Marketing for APEX and Multicloud to discuss the evolution of Dell APEX.
Daniel Newman

We are Live! Talking IBM, Slack, Google, Tableau, GlobalFoundries, and Luminar

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss IBM, Slack, Google, Tableau, GlobalFoundries, and Luminar.
Steven Dickens

Red Hat Announces GA of RHEL 9.2 and 8.8: A New Era of Hybrid Cloud Computing

The Futurum Group’s Steven Dickens provides his take on the announcements of the latest version of Red Hat Enterprise Linux becoming generally available. As customers look to innovate and simplify cloud operations and deploy Linux at scale in mission-critical environments they need a supported version of Linux to build from. Red Hat has long been a trusted partner for many enterprises looking to deploy Linux and these new announcements build on this history.
Daniel Newman

Twilio Q1 2023 Earnings, up 15% YoY and Focusing on Profitability

The Futurum Group's Chief Analyst, Daniel Newman and Industry Analyst Michael Diamond discuss Twilio’s recent Q1 2023 earnings announcement and what it means for the organization moving forward.
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