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Davos 2025 in a Nutshell: AI, Energy, and Optimism
January 30, 2025

Davos 2025 in a Nutshell: AI, Energy, and Optimism

Daniel Newman and Patrick Moorhead provide invaluable insights from Davos, highlighting the influential role of emerging technologies and strategic leadership in shaping the future. This episode is a must-listen for...
DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom
January 30, 2025

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns....
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
January 30, 2025

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments....
ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
January 30, 2025

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact....
Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth
January 29, 2025

Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth

Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration....
Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road
January 29, 2025

Cloud, Complexity, AI: Threats to Cyber Resilience – Six Five On The Road

Gagan Gulati, GM at NetApp, joins Daniel Newman to share his insights on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY, highlighting the need for advanced cybersecurity strategies...
Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Six Five Webcast - Infrastructure Matters
January 29, 2025

Lenovo + NetApp Making Moves, The Feds on Security, and Dion’s Predictions – Six Five Webcast – Infrastructure Matters

Dion Hinchcliffe, Camberley Bates, and Keith Townsend share insights on Lenovo and NetApp's strategic directions, the federal government's evolving approach to cybersecurity, and forward-looking predictions for the tech industry....
Cyber Resilience Boosted: Commvault & CrowdStrike
January 29, 2025

Cyber Resilience Boosted: Commvault & CrowdStrike

Krista Case, Research Director at The Futurum Group, shares her insights on Commvault’s integration with CrowdStrike Falcon....
Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?
January 29, 2025

Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?

Keith Kirkpatrick, Research Director at The Futurum Group, analyses the $8.4 billion Smartsheet acquisition, highlighting the potential for AI-driven innovation, global expansion, and enhanced enterprise work management solutions....
Boost Mobile, Cisco, Nokia, & More - Six Five Webcast: The 5G Factor
January 28, 2025

Boost Mobile, Cisco, Nokia, & More – Six Five Webcast: The 5G Factor

Ron Westfall and Tom Hollingsworth discuss the 2025 kickoff 5G ecosystem developments, including Cisco and Boost Mobile's strategic developments and Nokia's security collaboration with NIST....
Antonio Neri Discusses Hewlett Packard Enterprise's Future - The View From Davos
January 28, 2025

Antonio Neri Discusses Hewlett Packard Enterprise’s Future – The View From Davos

Antonio Neri, President & CEO at Hewlett Packard Enterprise, joins Daniel Newman and Patrick Moorhead to share his insights on leading HPE into the future with a focus on innovation,...
Exploring the Future of Technology with LogicMonitor's CEO - The View From Davos
January 28, 2025

Exploring the Future of Technology with LogicMonitor’s CEO – The View From Davos

Christina Kosmowski, CEO at LogicMonitor, joins our hosts to share her insights on leading a tech company towards innovative horizons and addressing the challenges of digital transformation....

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