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Delivering on the AI Promise: Economic Realities, ROI, and the Path to Customer Value - Six Five On the Road
May 12, 2025

Delivering on the AI Promise: Economic Realities, ROI, and the Path to Customer Value – Six Five On the Road

Rob Thomas, SVP Software & Chief Commercial Officer at IBM, joins Daniel Newman to share his insights on transforming AI challenges into opportunities for value creation....
Creating a Modern Mainframe Culture Across DevOps Teams - The Main Scoop Episode 33
May 12, 2025

Creating a Modern Mainframe Culture Across DevOps Teams – The Main Scoop Episode 33

Sheree Britt discusses the importance of DevOps in modernizing application development at TD Bank, highlighting the journey and cultural shifts entailed....
The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
May 12, 2025

The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD...
IBM Think 2025 - Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value
May 9, 2025

IBM Think 2025 – Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value

Nick Patience and Brad Shimmin, analysts at Futurum, share insights on IBM Think 2025, where IBM showcased advancements in its watsonx platform, focusing on IBM Agentic AI, unstructured data, and...
Epicor Insights Epicor Unveils Agentic AI to Drive Supply Chain Efficiency
May 8, 2025

Epicor Insights: Epicor Unveils Agentic AI to Drive Supply Chain Efficiency

Keith Kirkpatrick, Research Director at Futurum, provides his perspective on the news from Epicor Insights 2025, including agentic AI to streamline ERP workflows, carbon tracking in Kinetic, and expansion of...
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
May 8, 2025

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds....
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
May 8, 2025

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for...
OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World
May 7, 2025

OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World

Analysts Mitch Ashley, VP of DevOps and Application Development, and Nick Patience, VP of AI Software and Tools, at Futurum, share their insights on the implications of OpenAI’s agreement to...
RSAC Conference 2025 - Evolution, Change, and Yes, Some AI
May 6, 2025

RSAC Conference 2025 – Evolution, Change, and Yes, Some AI

Key analysts at Futurum share insights on the rebranded RSAC Conference's transformation into a broader platform, the conference experience, and highlight trends including AI implementation and the importance of identity...
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
May 6, 2025

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook...
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
May 5, 2025

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....

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