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Archives: Insights

Daniel Newman

Dell Q2 Revenue Hits $26.4B, Up 9% YoY As Growth Continues

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Dell Q2 revenue hits $26.4B, up 9% YoY, and growth continues in a cautious and tumultuous post-pandemic global market.
Daniel Newman

The Six Five On the Road: The Future of Computing — How Quantum is Shaping the Future of IT

In this interview segment, Daniel and Patrick were joined by Jay Gambetta, IBM Fellow & VP Quantum Computing at IBM Research, to talk about how Quantum computing is shaping the future of IT.
Daniel Newman

Salesforce Q2 2023 Revenues up 22% YoY

Futurum’s Daniel Newman and Michael Diamond cover Salesforce’s Q2 2023 earnings results and how the cloud-based CRM category remains a strategic priority for organizations that view customer centricity and organizational connectedness as integral to business success.
Ron Westfall

Nokia and Google Smartly Advance 4G/5G Network Slicing

Futurum’s Ron Westfall assesses why the Nokia Google collaboration to deliver network slicing capabilities to Android 13 devices, such as Google Pixel 6 (Pro), can provide the network slicing innovations key to unlocking CSP delivery of innovative use case-specific 4G/5G services and applications.
Snapdragon Makes Significant Leap for Mobile Cameras with Qualcomm Spectra Image Signal Processor and Snapdragon Sight
mdiamond@futurumresearch.com

Snapdragon Makes Significant Leap for Mobile Cameras with Qualcomm Spectra Image Signal Processor and Snapdragon Sight

Qualcomm is making huge investments on the image sensor side and has recently partnered with Sony Semiconductor Solutions. Futurum's Michael Diamond dives into what this investment will mean for the company going forward.
Daniel Newman

Splunk Revenue Rises in Q2 to $798.7M, Up 32% Year-Over-Year

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Splunk revenue rises in Q2 to $798.7M, Up 32% Year-Over-Year, as the data security and observability vendor reported its latest fiscal year 2023 earnings.
Steven Dickens

VMware Posts Solid Q2 Earnings Ahead of Broadcom Acquisition

Futurum senior analyst Steven Dickens provides his take on the VMware Q2 FY23 earnings and the Broadcom acquisition that is still pending. As customers look to pivot from on-premises virtualization to hybrid cloud operations, VMware is trying to stay their partner of choice. Solid numbers from VMware show the company is making progress ahead of the Broadcom acquisition that should close in 2023.
Daniel Newman

Intel “SCIP” Fab Co-Investment Program

The Six Five team discusses Intel “SCIP” Fab Co-Investment Program
Daniel Newman

Making Markets EP40: WalkMe CEO Dan Adika on Q2 Earnings & Latest State of Digital Adoption Report

In this episode of Making Markets, Dan Adika, CEO of WalkMe talks about why the company’s digital adoption platform is seeing a strong resiliency during this uncertain market.
Daniel Newman

Zoom Earnings Hit $1.09B in Q2, Up 8% YoY from Q2 2021

Futurum analysts Daniel Newman, Shelly Kramer, and Todd R. Weiss share their insights as Zoom earnings hit $1.09B in Q2, up 8 % YoY from Q2 2021 as the video conferencing, cloud contact center, and chat company faces a changing future as workers begin to return to their offices post Covid-19.
Daniel Newman

Marvell Sustains Impressive Market Momentum with Robust Q2 Fiscal 2023 Financial Results

Futurum’s Ron Westfall and Daniel Newman examine Marvell Technologies financial results for the second quarter of fiscal year 2023 and why they confirm Marvell as a major player across the semiconductor space that exercises considerable ecosystem influence and is impressively adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G/operator, enterprise, and auto market segments which help power the company’s long-term investment and growth prospects.
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