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Archives: Insights

Daniel Newman

Amazon and AWS Earnings

The Six Five team discusses Amazon and AWS' latest earnings.
Daniel Newman

Talking Earningspalooza Microsoft, Google, Amazon, Intel, T-Mobile, and Activision

On this episode of the Six Five, hosts Daniel Newman and Patrick Moorhead discuss the Earnings Palooza for Microsoft, Google, Amazon, Intel, T-Mobile, and Activision.
Ron Westfall

T-Mobile Q1 2023: Once Again Excels in the Postpaid and Broadband Growth Categories to Fuel Q1 Service Revenues and Raise 2023 Outlook

The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q1 2023 results and why they expect T-Mobile to fulfill its uplifted 2023 guidance as the company is consistently outperforming its key rivals across the most important categories, including financial, technical, and customer attraction and retention. The acquisition of the Mint Mobile, Ultra Mobile, and Plum assets in accord with major collaboration initiatives involving key partners such as Deutsche Telekom and Cisco further strengthen T-Mobile’s competitive edge and warrant for raising its outlook through end of year.
Daniel Newman

Microsoft Dynamics 365 Copilot: How Generative AI is Streamlining Sales, Marketing, and Services Processes

In this video, Daniel Newman shares his thoughts on Microsoft’s Dynamics 365 Copilot and the benefits of new technologies, like Generative AI, to increase productivity for businesses – especially sales and marketing organizations.
Daniel Newman & tweiss@futurumresearch.com

ServiceNow Revenue Up in Q1 2023 to $2.1B, Beating Estimates

The Futurum Group Analysts Daniel Newman and Todd R. Weiss report that ServiceNow revenue up in Q1 2023 to $2.1B, beating estimates, as the cloud workflow automation software vendor announced its latest earnings on April 26, including non-GAAP net income of $483 million, up 37 percent from $352 million one year ago.
Daniel Newman & tweiss@futurumresearch.com

Honeywell Revenue Hits $8.9B in Q1 2023, Beating Estimates

The Futurum Group Analysts Daniel Newman and Todd R. Weiss share their insights as Honeywell revenue hits $8.9B in Q1 2023, beating estimates as the diverse aerospace, defense, and controls products vendor released its latest earnings results.
Steven Dickens

Google Cloud and Polygon Labs Join Forces to Accelerate Growth Across Polygon Protocols

The Futurum Group VP & Practice Leader Steven Dickens provides his take on the latest announcements from last week at Consensus 2023, where Google Cloud and Polygon Labs announced a multi-year strategic alliance that will make it easier for developers to build, launch, and grow Web3 and dApps.
Daniel Newman

The Main Scoop, Episode 10: How to Scale AI as a Transformational Business Technology

On this episode of The Main Scoop, hosts Daniel Newman and Joe Doria, CMO of Broadcom Mainframe Software, talk with Tarun Chopra, Vice President of IBM Cloud and Data at IBM, to talk about how the rise of generative AI driven by Chat-GPT, DALL-E, and others has reimagined how to unlock new value.
Shelly Kramer

Pexip Government Cloud Achieves FedRAMP Authorization for Secure Collaboration

The Futurum Group’s Shelly Kramer covers news that Pexip has received FedRAMP authorization for its Pexip Government Cloud cloud services solution for videoconferencing and collaboration and explores how that should provide a solid assist for Pexip as it pursues business from federal agencies.
Daniel Newman

Juniper Fiscal Q1 2023 Earnings: Solid Revenue Results Pave Way for Healthy 2023 Revenue Forecast

The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s financial results for fiscal Q1 2023, which showed solid revenue results, generating YoY growth across all customer solutions and all geographies as well as why Juniper’s strategic focus on advancing experience-first networking and cloud metro portfolio innovation can enable the company to expand its market influence and presence across key segments such as 5G, data center, and enterprise environments throughout 2023.
Daniel Newman

Intel Q1 2023 Results: Adversity Sharpens Focus on Turnaround Strategy

Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the first quarter of fiscal 2023, including $11.7 billion revenue, down 36% year over year, and why they believe the company is meeting the top challenge of executing a strategic plan that requires vigilance but also a great deal of patience, such as delivering on its IDM 2.0 roadmap as well as meeting process and product portfolio objectives that can entail or require a horizon beyond 2023 to bear more enduring fruit.
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