Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on Microsoft 365 Copilot Wave 2’s new AI agents and collaboration features that aim to expand AI’s role across...
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions....
Brad Shimmin, VP & Practice Lead, Data & Analytics at The Futurum Group, shares insights on Dataiku's strategy to tame the "agentic AI fray" with new AI Agent tools on...
Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite...
Daniel Newman and Nick Patience of The Futurum Group break down IBM’s Q1 FY 2025 results, with a focus on software-led growth, expanding AI backlog, and strategic traction across hybrid...
Erik Day, Senior VP at Dell Technologies, joins Tiffani Bova to discuss the exciting AI adoption landscape for SMBs and Dell's unique offerings in this space....
Keith Kirkpatrick and Daniel Newman at The Futurum Group analyze Alphabet's Q1 FY 2025 earnings. Key highlights include strong AI adoption, significant growth in ads and Cloud, and the continued...
Brad Shimmin, VP and Practice Lead at The Futurum Group, shares his insights on how Kyndryl’s SAP data migration suite, rooted in its own 18-month ERP journey, sets a new...
Keith Kirkpatrick, Research Director at The Futurum Group, unpacks ServiceNow’s Q1 FY2025 earnings beat, driven by strong AI-led subscription growth, CRM and workflow expansion, and disciplined guidance amid U.S. budget...
Daniel Newman, CEO at The Futurum Group, shares insights on Google’s Ironwood TPU launch. With 42.5 exaflops at scale and 2x Trillium’s efficiency, Ironwood is Google’s clearest inference-focused chip yet....
The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure...
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....
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