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Archives: Insights

Daniel Newman

Splunk Announces Q4 and FY 2023 Results: Earnings Beating Expectations

Futurum’s Daniel Newman and Ron Westfall assess why they find Splunk’s Q4 and FY 2023 growth inspiring against a backdrop of swift data growth, increased cybersecurity incidents, ARR advances, and larger customer additions, indicating the company can continue winning mind share and market inroads across the security and observability competitive landscape even with tempered fiscal Q1 and FY 2024 expectations.
Randy Kerns
Randy Kerns

IBM Makes a Number of Storage-Focused Announcements

Randy Kerns, senior strategist at Evaluator Group, part of The Futurum Group family of companies, shares an overview and his insights on IBM’s storage-related announcements made at a special event in NYC last week.
Krista Case
Krista Case

Catalogic CloudCasa Partners with Ondat to Accelerate Adoption of Kubernetes Data Protection

Krista Macomber, senior analyst with Evaluator Group, part of The Futurum Group family of companies, covers news of Catalogic CloudCasa’s partnership with Ondat, designed to accelerate adoption of Kubernetes data protection and her insights on the benefits this will provide to IT Ops and DevOps teams.
Daniel Newman & tweiss@futurumresearch.com

Broadcom Revenue in Q1 2023 Hits $8.91B, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss report as Broadcom revenue in Q1 2023 hits $8.91B, beating estimates, as the semiconductor and infrastructure software vendor announced its latest earnings figures as it continues to pursue its proposed $61 billion acquisition of virtualization and cloud computing software vendor, VMware.
Mitch Lewis

Pure Expands FlashBlade Lineup with Pure FlashBlade//E

Mitch Lewis, research analyst at Evaluator Group, part of The Futurum Group family of companies, explores Pure Storage’s newly announced, Pure FlashBlade//E, the company’s expanded FlashBlade lineup, and the opportunity that presents for Pure as it relates to expanding the company’s footprint.
Daniel Newman & tweiss@futurumresearch.com

HPE Revenue Hits $7.8B in Q1 2023, Beating Analyst Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $7.8B in Q1 2023, beating analyst estimates as the global edge to cloud vendor announced its highest first quarter revenue total since 2016, showing increased sales and energy across its five main business segments.
Daniel Newman

Luminar Q4 2022 Earnings: Committing to Triple-Digit Revenue Growth for the next Five Years

Futurum Chief Analyst Daniel Newman looks at Luminar’s Q4 2022 earnings and associated announcements and what it means for the company moving forward.
Ron Westfall

MWC 2023: Ericsson and Aeris Ready to Accelerate and Secure IoT with Joint Solutions

Futurum’s Ron Westfall assesses why the combined capabilities of Aeris’ and Ericsson’s IoT business can accelerate the launch and management of IoT programs on a global basis, especially in supporting CSP managed IoT services, as well as improving IoT security across both IT and OT environments.
Clint Wheelock
Clint Wheelock

Amdocs From the Show Floor: MWC 2023

Interview with Smadar Kirstein, Director of Product Marketing, Digital Experience at Amdocs
Daniel Newman

Salesforce Q4 2023 Revenues, up 14% YoY

Futurum Chief Analyst Daniel Newman looks at Salesforce’s Q4 2023 earnings that handily beat analyst estimates and what it means for the company moving forward.
Shelly Kramer

How Qualcomm’s Aware Platform Helps Customers Tackle Supply Chain Challenges

In this Futurum Live! From the Show Floor at Mobile World Congress 2023, Futurum's Shelly Kramer is joined by Rod Forter, Senior Director, Business Development with Qualcomm Technologies, Inc. for a conversation about one of Qualcomm’s latest releases: Qualcomm Aware Platform, which is designed to address ecosystem fragmentation and empower developers and enterprises to harness real-time information to accelerate their digital transformation programs.
Daniel Newman

Marvell Fiscal Q4 2023 & FY 2023: Delivers Record Revenue in Fiscal 2023; Cloud-led Data Center Revenue Flourishes

Futurum’s Daniel Newman and Ron Westfall assess why Marvell turned in a solid quarter against a tough semiconductor market as post-pandemic inventory adjustments continue across key segments and believe that the company is shrewdly playing in the right market segments needed to work though the recent headwinds and fulfill its guidance of improved performance in fiscal 2024.
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