Archives: Insights

September 11, 2024

Keith Kirkpatrick

Research Note

Adobe Reinforces Messaging to Content Creators Around GenAI, IP

Dedicated Sources of Truth and a Direct Email Address Demonstrate Adobe’s Renewed Commitment to a Core User Base

Keith Kirkpatrick, Research Director with The Futurum Group, discusses Adobe’s message reinforcement around genAI and creator IP rights, and provides his views on why this is an important and necessary step for the company.

AI, Enterprise Applications

September 11, 2024

Keith Kirkpatrick

Research Note

NetSuite Announces Significant New Product Innovations

Capabilities Enable Help Reduce Friction and Deliver Faster Insights

Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on NetSuite’s new product features and enhancements made at SuiteWorld, and discusses why these updates are critical for the vendor.

AI, Enterprise Applications, Innovation

September 11, 2024

Krista Case

Research Note

Salesforce to Acquire Own Company for Data Protection, Cyber Resilience

The Planned Strategic Acquisition Expands Salesforce’s Data Backup, Recovery, and Cyber Resilience Capabilities, Addressing the Increasing Demand for Protection of SaaS Applications

Krista Case, Research Director at The Futurum Group, shares insights into Salesforce’s planned $1.9B acquisition of Own Company, examining its impact on SaaS data protection, cyber resilience, and prospects for Salesforce customers.

Cloud, Cybersecurity, Data Protection

September 11, 2024

Ron Westfall

Futurum Intelligence, Research Note

5G FWA Takes Mobile Ecosystem Spotlight in August 2024

The Futurum Group’s Ron Westfall assesses why the advances reported in August 2024 demonstrate 5G FWA has become integral to mobile service provider strategic business objectives.

AI, Cloud, Digital Transformation

September 11, 2024

Lisa Martin

Marketing: Art and Science

How Marketing Led the Brand and Cultural Transformation of a 30-Year-Old Business – Episode 11

In this episode of the Six Five Podcast - Marketing: Art and Science, we discuss how AI and predictive analytics are transforming customer insights and marketing strategies. Discover how a strategic rebrand drove OSI Digital's growth and why ethical AI practices are vital for building trust and driving business success.

Content and Data Management, Data Infrastructure, Digital Transformation, Infrastructure

September 10, 2024

Paul Nashawaty & Mitch Ashley

DevOps Dialogues

Exploring Kubernetes, WebAssembly and Cloud-Native Modernization – Six Five Webcast DevOps Dialogues

Paul Nashawaty and Mitch Ashley from The Futurum Group share their insights on Kubernetes, WebAssembly, and cloud-native modernization, highlighting the technologies driving DevOps transformations.

Application Development and Modernization, Cybersecurity, Data Infrastructure, Emerging Technologies, Hybrid Cloud, Infrastructure, and Operations

September 10, 2024

Camberley Bates & Steven Dickens

Research Note

IBM Unveils the Next Generation DS8000: Upping the Performance and Ransomware Protection

IBM’s DS8000 G10, Launching in Late 2024, Offers Groundbreaking Performance With PCIe gen4, NVMe Technology, and Enhanced Ransomware Protection for Mission-Critical Enterprise Storage

IBM's 10th generation DS8000, launching in late 2024, introduces significant advancements in performance and security for mission-critical storage systems. Camberley Bates and Steven Dickens share their insights on how upgrades such as PCIe gen4, NVMe technology, and enhanced ransomware protection position the DS8000 G10 to meet the evolving demands of heavily regulated industries, offering robust cyber resilience and faster data recovery.

Mainframe, Storage

September 10, 2024

Olivier Blanchard

Futurum Intelligence, Research Note

Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter?

Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?

Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.

AI, Computing, Devices, Operating Systems, PCs and Devices

September 10, 2024

Steven Dickens

Research Note

Broadcom Q3 2024: AI Revenue, VMware Merger, and Mainframe Division Overview

Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.

AI, Cloud, Semiconductors and Components

September 10, 2024

Steven Dickens & Keith Kirkpatrick

Research Note

Oracle Q1 FY2025 Results: OCI and AI Drive Growth in Industry-Specific Solutions

Oracle’s Cloud Infrastructure and AI Advancements Drive Robust Revenue Growth Bolstered by Crucial Industry Verticals Such as Healthcare, Financial Services, and Retail

Steven Dickens, Chief Technology Advisor, and Keith Kirkpatrick, Research Director at The Futurum Group, share insights on Oracle’s Q1 FY2025 earnings, showcasing the rapid growth of Oracle Cloud Infrastructure (OCI) and AI’s impact on cloud revenue.