Archives: Insights

Microsoft’s AI and Cloud Segments Lead Q1 FY2025 Results, With Record-Breaking Growth but Tempered Investor Response Due to Forward-Looking Guidance
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on Microsoft’s Q1 FY2025 earnings, where record growth in AI and cloud segments, including Azure OpenAI and Microsoft 365 Copilot, reflects high demand.
Alphabet’s Q3 2024 Results Reveal Robust Revenue Growth Fueled by AI Innovation Across Google Services and Google Cloud
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Alphabet’s Q3 2024 earnings, focusing on AI's driving revenue growth for Google Services and Google Cloud and how the company uses AI to remain competitive and meet market demands.
In this episode of the Six Five Webcast - Marketing: Art and Science, we discuss how Pure Storage is leveraging data science and generative AI to achieve significant efficiency gains. The Pure Storage CMO also provides insight into the AI Marketing Council she's built at Pure, along with some of the great use cases they are already implementing internally to benefit customers and prospects.
Commvault’s Q2 2025 Results Highlight a Shift to SaaS and Strengthened Multi-Cloud Security
Krista Case, Research Director at The Futurum Group, explores Commvault's shift to a SaaS model, which enhances data resilience across multi-hybrid cloud environments and positions it for cross-sell and upsell expansion.
Joe Cropper and Anthony Ciccone, from IBM, join Steven Dickens to share their insights on the cutting-edge IBM Power Virtual Server—detailing its unique offerings and how it’s reshaping the cloud landscape.
Kelly Chambliss, SVP at IBM Consulting, joins Daniel Newman to share her insights on leading clients from defining project scope to achieving scalability in transformative technology projects.
In this episode of the Six Five Webcast - Infrastructure Matters, our hosts dive into the transformative role of AI in the nuclear sector, the strategic formation of an x86 group, and share pivotal insights from recent IBM, Lenovo, and BMC events.
Microsoft Announces New Autonomous Agents Aiming to Transform Business Workflows, Boost Efficiency, and Empower Teams Through Customizable Automation and Secure Integration
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on how Microsoft’s new autonomous AI agents in Copilot Studio improve productivity and streamline workflows across various business functions.
Nicole Johnson, Global Director of Social Impact and President at Cadence, joins Melody Brue to share insights on Fem.AI and its mission to usher more women into the AI workforce.
Jack Huynh, Senior VP and GM at AMD, and Rahul Tikoo, Senior VP & GM, join Daniel Newman and Patrick Moorhead to share their insights on AMD's transformative AI-driven advancements in the PC space with the Ryzen AI PRO 300 series processors.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm, Arm & Qualcomm, SAP, IBM, ServiceNow, and NVIDIA
New Features and Integrations are Designed to Help the CDP Vendor Appeal to Advertisers
Keith Kirkpatrick, Research Director at The Futurum Group shares his insights on Twilio Segment’s advertising solutions, and discusses how AI is being used to deliver better functionality and faster time to value.

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