Archives: Insights

Despite Earnings Miss, Company Continues to Acquire New Customers and Drive ARR
The Futurum Group’s Keith Kirkpatrick examines OpenText's Q4 2024 financial results, highlighting the company's restructuring and AI-focused initiatives. Discover how OpenText is positioning itself for sustained growth and innovation.
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Amazon's Q2 2024 earnings, highlighting AWS's growth and strategic innovations.
Company’s Focus on Leveraging Data and AI for New Customer Growth
The Futurum Group’s Keith Kirkpatrick discusses how Twilio’s AI advancements significantly boosted its Q2 2024 performance, driving revenue growth and operational efficiency, and helping position the company as a leading customer engagement platform.
Intel’s Q2 2024 Earnings Usher in a $10B Cost Reduction Plan Per Guidance Miss to Bolster Near-term Competitiveness in Key Segments and Land Long Game Strategy
The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to boosting competitiveness and long-term strategy.
Paul Nashawaty, Practice Lead at The Futurum Group analyzes the new platform for AI and HPC resources offered by Parallel Works and the announcement to drive adoption of ACTIVATE.
Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
An Overview of Significant Advancements and Announcements in the Cybersecurity Market for July 2024
Krista Case, Research Director with The Futurum Group, covers the highlights in the cybersecurity market July 2024, featuring key players such as Infoblox, Commvault, Veeam, Splunk, Pure Storage, Cerabyte, Google, and Wiz.
The Six Five team discusses another day, another Apple booting Qualcomm rumor.
The Six Five team discusses rumored NVIDIA B20 for China.
The Six Five team discusses ServiceNow Q2FY24 earnings.
The Six Five team discusses IBM Q2FY24 earnings.
The Six Five team discusses Google Q2FY24 earnings.

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