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T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership
January 31, 2025

T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership

Ron Westfall, Research Director at The Futurum Group, examines T-Mobile’s 5G expansion, postpaid growth, and broadband strategy, highlighting its strong market position and strategic moves for 2025....
Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos
January 30, 2025

Jeetu Patel on Driving Digital Transformation at Cisco – The View From Davos

Jeetu Patel, EVP & Chief Product Officer at Cisco, joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on spearheading digital transformation at Cisco and shaping the future of...
Exploring Lenovo's Globalization and AI Strategies - The View From Davos
January 30, 2025

Exploring Lenovo’s Globalization and AI Strategies – The View From Davos

Ken Wong, President for Solutions & Services Group at Lenovo, shares his insights on Lenovo's globalization journey and its pivotal role in leveraging AI to solve global challenges, drawing from...
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....

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