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SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth
Keith Kirkpatrick & Daniel Newman

SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth

Sap Q1 FY 2025 Sees Continued Success in Cloud Transformation, With 27% Cloud Growth and Operating Margin up 810 BPS
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine SAP’s Q1 FY 2025 earnings, highlighting strong cloud ERP growth, rising AI adoption, and resilience amid macro and tariff pressures.
CyberArk Impact 2025 Articulates a Possible Future of Identity-Driven Security
Krista Case
Krista Case

CyberArk Impact 2025 Articulates a Possible Future of Identity-Driven Security

As It Gathered Its Community, CyberArk Moves Beyond PAM With Bold Plays in Securing AI Agents, Machine Identity Control, and Unified Platform Integration
Krista Case, Research Director at The Futurum Group, shares her insights on CyberArk IMPACT 2025.
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
Ron Westfall

Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Micron G9 NAND Mobile UFS 4.1 Solution Provides the Innovation Key to Enabling Faster and More Responsive Experiences on Flagship Smartphones
The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and AI-optimized storage solutions.
Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?
Camberley Bates
Krista Case
Camberley Bates & Krista Case

Can Google Cloud Deliver on AI and EDA Storage Demands with NetApp?

Expanded NetApp Volumes Capabilities Extend Enterprise-Grade AI and EDA Storage to Google Cloud with Enhanced Scalability, Cost Control, and Compliance Features
Camberley Bates and Krista Case of The Futurum Group share insights on how NetApp and Google Cloud’s storage updates enable scalable, AI-ready, and compliance-aware cloud infrastructure.
The Six Five Pod | EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
Daniel Newman

The Six Five Pod | EP 258: From Intel’s Altera Sale to HPE’s Elliot Shake-up: Tech’s Turbulent Week

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake in Altera to Silver Lake, and activist investor Elliott Management's stake in HPE. The hosts engage in a lively debate on the merits of selling AI chips to China, exploring the complex interplay between national security, economic interests, and technological advancement.
Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance
Brad Shimmin
Brad Shimmin

Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance

Brad Shimmin, VP and Practice Lead at The Futurum Group, examines why investors behind NVIDIA and Meta are backing Hammerspace to remove AI data bottlenecks and improve performance at scale.
Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise
Brad Shimmin
Brad Shimmin & Keith Kirkpatrick

Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise?

Looking Beyond the Dashboard: Tableau Bets Big on AI Grounded in Semantic Data to Define Its Next Chapter
Futurum analysts Brad Shimmin and Keith Kirkpatrick cover the latest developments from Tableau Conference, focused on the new AI and data-management enhancements to the visualization platform.
Partnering For Success: Field Alignment, Earnings, and Readiness with Google Cloud- Six Five On the Road
Tiffani Bova
Tiffani Bova

Partnering For Success: Field Alignment, Earnings, and Readiness with Google Cloud- Six Five On the Road

Colleen Kapase, VP at Google Cloud, joins Tiffani Bova to share insights on enhancing partner opportunities and harnessing AI for growth.
Ericsson Goes Wireless-First for AI Enterprises
Ron Westfall

Ericsson Goes Wireless-First for AI Enterprises

Ericsson Introduces Wireless-First Branch Architecture for Agile, Secure Connectivity to Support AI-Driven Enterprise Innovation
The Futurum Group’s Ron Westfall shares his insights on why Ericsson’s new wireless-first architecture and the E400 fulfill key emerging enterprise trends, such as 5G Advanced, IoT proliferation, and increased reliance on wireless-first implementations.
Google's Workload Optimized Infrastructure at Next '25 - Six Five On The Road
Daniel Newman

Google’s Workload Optimized Infrastructure at Next ’25 – Six Five On The Road

Mark Lohmeyer, VP & GM Compute and ML Infrastructure at Google, joins the Six Five team to explore how Google Cloud's customized infrastructure meets the diverse needs of AI and cloud workloads.
Google Cloud’s Customer Experience and Success at Next ‘25 - Six Five On The Road
Daniel Newman

Google Cloud’s Customer Experience and Success at Next ‘25 – Six Five On The Road

Hayete Gallot, President of Customer Experience at Google, joins Patrick Moorhead and Daniel Newman to discuss the evolving role of customer experience in the AI-driven landscape.
Azure Kubernetes Services (AKS) Powers AI Workloads And Addresses Complexity
Mitch Ashley
Mitch Ashley

Azure Kubernetes Services (AKS) Powers AI Workloads And Addresses Complexity

Microsoft Reinforces Its Commitment to Kubernetes, Announcing Open-Source Headmap UI and Enhancements for Running AI Workloads on Azure Kubernetes Services (AKS) with RAG, vLLM, Custom GPU Drivers
Mitch Ashley at The Futurum Group shares his insights on advancements in Microsoft AKS with AI workload, Rag, vLLM upgrades, and Headlamp open-source contribution to CNCF to simplify Kubernetes management and reduce complexity.
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