Keith Kirkpatrick, Research Director at The Futurum Group, examines Microsoft’s shift to metered pricing for autonomous agents in Microsoft 365 Copilot and its impact on enterprise AI adoption....
Andi Gutmans, VP & GM of Databases at Google Cloud, and Karan Batta, SVP of Oracle Cloud Infrastructure, join Patrick Moorhead to share their insights on leveraging the best of...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!...
Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization....
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Q2 FY 2025 results, highlighting strong profitability, record cloud bookings, and a strategic pivot toward AI-driven growth....
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