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The Six Five Pod | EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
May 19, 2025

The Six Five Pod | EP 261: AI’s Global Surge: From Middle East Deals to Data Center Disruption

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent US-China trade deal, the Middle East AI technology push, and Qualcomm's unexpected data...
Can Zoho’s Unified Payment Stack Streamline the Order-to-Cash Journey?
May 16, 2025

Can Zoho’s Unified Payment Stack Streamline the Order-to-Cash Journey?

Keith Kirkpatrick, Research Director at Futurum, shares insights on Zoho Payments and how its in-house payment stack aims to reduce financial workflow friction and improve transaction success rates across business...
Is Zoho’s Zia the Missing Link for Company-Wide CRM Adoption?
May 16, 2025

Is Zoho’s Zia the Missing Link for Company-Wide CRM Adoption?

Keith Kirkpatrick, Research Director at Futurum, shares insights on Zoho’s CRM for Everyone and how Zia-powered AI tools like Ask Zia are enabling prompt-based reports, workflows, and no-code customization for...
Databricks Takes on Agentic AI Itself as a New User Persona with the Acquisition of Postgres Database Provider, Neon
May 15, 2025

Databricks Takes on Agentic AI Itself as a New User Persona With the Acquisition of Postgres Database Provider, Neon

Brad Shimmin, VP Practice Lead for Data Management and Analytics at Futurum, shares his insights on Databricks' acquisition of Neon. This move positions Databricks to empower agentic AI with a...
Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
May 15, 2025

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation....
Oracle Applications + Industries Summit: Embedding AI and Driving ROI?
May 14, 2025

Oracle Applications + Industries Summit: Embedding AI and Driving ROI?

Keith Kirkpatrick, Research Director with Futurum, covers the news from Oracle’s Applications + Industries Analyst Event, and discusses the impact on Oracle, NetSuite, and others vendors in the market....
Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
May 13, 2025

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and...
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
May 13, 2025

Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of...
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
May 13, 2025

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
Scaling Smarter: Empowering Partners to Deploy AI with Ease - Six Five On the Road
May 13, 2025

Scaling Smarter: Empowering Partners to Deploy AI with Ease – Six Five On the Road

Kareem Yusuf, Ph.D. at IBM joins Tiffani Bova to discuss how IBM is enabling partners to deploy AI with ease, leveraging open ecosystems for innovation and growth....
MFD13: Juniper Showcases AI-Native Portfolio Innovations
May 12, 2025

MFD13: Juniper Showcases AI-Native Portfolio Innovations

Futurum's Ron Westfall shares his insights on why Juniper Networks' AI-native platform enhancements set a high standard for end-to-end visibility and proactive management in the modern network ecosystem....

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