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Archives: Insights

Daniel Newman

Splunk Fiscal Q3 2023: Total Revenues and Cloud Revenue up Spurring Full Year Outlook Uptick

Futurum’s Daniel Newman and Ron Westfall assess Splunk’s fiscal Q3 2023 results highlighted by total revenues increasing 40% Y/Y to $930 million and cloud revenue 54% Y/Y to $374 million and why the company is solidly positioned to sustain long-term, durable growth as well as profitability through ongoing diversification of its high-value ARR streams which are key to fulfilling swiftly growing enterprise demand for intelligent observability and cybersecurity solutions.
Daniel Newman

Talking AWS re:Invent, Marvell, HPE, Pure, Dell Technologies and Salesforce Earnings – The Six Five Webcast

Talking AWS re:Invent, Marvell, HPE, Pure, Dell Technologies and Salesforce Earnings - The Six Five Webcast
Daniel Newman

Marvell Fiscal Q3 2023: Record Quarter Revenues and New Cloud Products Pave Way for Long-Term Growth

Futurum’s Daniel Newman and Ron Westfall evaluate Marvell’s fiscal Q3 2023 results highlighted by record revenue of $1.54 billion, growing 27% year over year, and why portfolio-wide innovations, such as across customized ASIC and Secure Deterministic Ethernet, provide the overall foundation to meet near-term storage inventory adjustments and macroeconomic headwinds in fulfilling its Q4 2023 outlook and returning to a broader and industry-wide growth trajectory.
tweiss@futurumresearch.com

GitLab SaaS Arrives in the New GitLab Dedicated Platform

Futurum analyst Todd R. Weiss shares his insights as GitLab SaaS arrives in the new GitLab Dedicated platform, bringing valuable and needed new SaaS, security, and regulatory compliance features for DevSecOps, DevOps and other enterprise software developer teams.
Ron Westfall

AWS re:invent 2022: AWS Moves the AI/ML Chains for Enterprise Customers with CodeWhisperer Upgrade

Futurum’s Ron Westfall assesses why the new Amazon CodeWhisperer upgrades focused on easing administrator-led integration and expanding programming language support across the developer community advance AWS’ strategic commitment to use AI/ML to improve business outcomes, including augmenting the developer experience, optimizing business processes, and accelerating innovation.
Marc Beattie
Marc F. Beattie

Cisco Extends Webex Go, its Native Mobile Calling Capability, to the UK

Wainhouse principal analyst Marc Beattie, part of The Futurum Group family of companies, covers Cisco’s extension of Webex Go, its native mobile calling capability, to the U.K., and shares thoughts on what’s likely ahead for this offering.
Steve Vonder Haar

Brightcove Content Services Initiative to Launch in 2023: Why That’s a Big Deal

Wainhouse senior analyst Steve Vonder Haar, part of The Futurum Group family of companies, covers news of online video platform provider Brightcove’s Content Services initiative, scheduled to launch in early 2023, and why that’s a big deal in the business online video market.
Daniel Newman

The Evolution of Smart Data Capture and the Difference it Makes to Consumers and the Enterprise

On this episode of the Futurum Tech Webcast – Interview Series, Futurum principal analyst Daniel Newman is joined by Christian Floerkemeier, CTO, VP Product and Co-founder of Scandit for a conversation about data, the employee experience, customer experience, and how smart data capture can make a difference in the enterprise. 
Daniel Newman

The Six Five On the Road at AWS re:Invent 2022 w/ Andrew Davidson, SVP, Product Management, MongoDB

The Six Five On the Road at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Andrew Davidson, SVP, Product Management, MongoDB.
Daniel Newman

The Six Five On the Road with Gadi Hutt of Annapurna Labs at AWS re:Invent 2022

The Six Five On the Road at AWS reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Gadi Hutt, Director, Business Development for Annapurna Labs.
Daniel Newman

The Six Five On the Road with Chris Wellise of AWS at re:Invent 2022

The Six Five On the Road at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Christopher Wellise, Director AWS Sustainability at AWS
Daniel Newman

The Six Five On the Road with Richard Moulds of AWS at re:Invent 2022

The Six Five On the Road at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Richard Moulds, GM of Amazon Braket, AWS.
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