Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25%...
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models....
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal...
Tomer Zelberzvig and Mikhael Liberman from BMC Software join Mitch Ashley to share insights on the shift from tape to hybrid cloud storage in mainframe environments, ensuring compliance and immutable...
Anthony Anter and Mark Schettenhelm from BMC Software join Mitchell Ashley to share insights on optimizing mainframe application development for enhanced efficiency....
Hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest AI model releases, ChatGPT 4.5 and Google's Gemini, along with market insights and more....
Jeff Amann, EVP & GM at Salesforce, alongside analysts Daniel Newman and Patrick Moorhead, dives into how Salesforce Communications Cloud and Agentforce are revolutionizing customer engagement in telecom....
Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready....
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines how Palo Alto Networks' Prisma SASE 5G enhances enterprise 5G security with AI-driven Zero Trust and SIM-based authentication....
Keith Kirkpatrick and Dion Hinchcliffe at The Futurum Group share insights into AWS’s announcement around the formation of an agentic AI group, and discuss potential product offerings for the cloud...
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