Archives: Insights

November 18, 2024

Cisco Q1 FY2025 Earnings: Security and AI Drive Growth

Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q1 FY2025 earnings. AI investments and Splunk integration boost security and observability growth, and decreased networking revenue signals...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall

November 15, 2024

Six Five Webcast

Talking Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, Lattice, Cisco and much more!...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

November 15, 2024

Market Coverage

NFD36: Itential Ups Network Automation Intentions with Automation Service Debut

Futurum’s Ron Westfall examines why Itential’s new Automation Service can expedite how NetDevOps engineers standardize, execute, and securely share infrastructure automations across teams....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall

November 15, 2024

Market Coverage

NetApp Announces New Models and BlueXP Expansion, Furthering Their Intelligent Data Infrastructure Vision

Camberley Bates at The Futurum Group covers the recent NetApp announcements for ONTAP and StorageGrid....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Camberley Bates" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/09/CamberleyBates.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Camberley Bates

November 14, 2024

Market Coverage

Coherent Q1 FY2025 Earnings: Driven by AI and Advanced Laser Innovation

Olivier Blanchard, Research Director at The Futurum Group, discusses how Coherent’s Q1 FY2025 earnings were driven by AI-enabled Datacom transceivers and advanced laser innovations, positioning the company for growth across...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

November 14, 2024

Market Coverage

Red Hat Moves to Simplify Enterprise AI with Neural Magic Acquisition

Mitch Ashley, VP and Practice Lead of DevOps and Application Development at The Futurum Group, analyzes Red Hat’s acquisition of Neural Magic, how this move addresses challenges in generative AI...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-48x48.jpg" class="attachment-36x36 size-36x36" alt="Mitch Ashley" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-48x48.jpg 48w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-498x500.jpg 498w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-1019x1024.jpg 1019w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-300x300.jpg 300w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-768x772.jpg 768w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-120x120.jpg 120w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-150x150.jpg 150w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-70x70.jpg 70w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-74x74.jpg 74w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-600x603.jpg 600w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-100x100.jpg 100w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-24x24.jpg 24w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-96x96.jpg 96w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600.jpg 1194w" sizes="(max-width: 36px) 100vw, 36px"/>
Mitch Ashley

November 13, 2024

The 5G Factor

T-Mobile, AT&T, Ericsson & Wilson Connectivity New Moves – Six Five Webcast: The 5G Factor

Ron Westfall and Tom Hollingsworth discuss the National Spectrum R&D Plan and the latest 5G innovations, revealing how these developments could redefine connectivity and operational efficiency in the telecom sector....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall

November 13, 2024

Six Five Webcast

The Impact of Power Servers at IBM TechXchange Conference – Six Five Media In the Booth

Bargav Balakrishnan, VP of Product Management at IBM, joins Steven Dickens to share insights on the evolution and future of IBM Power servers. Discover the milestones since Power10 and what's...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-48x48.jpg" class="attachment-36x36 size-36x36" alt="Six Five Media" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-48x48.jpg 48w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-500x498.jpg 500w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-1024x1020.jpg 1024w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-300x300.jpg 300w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-768x765.jpg 768w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-120x120.jpg 120w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-1536x1530.jpg 1536w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-2048x2040.jpg 2048w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-150x150.jpg 150w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-70x70.jpg 70w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-74x74.jpg 74w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-600x598.jpg 600w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-100x100.jpg 100w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-24x24.jpg 24w, https://futurumgroup.com/wp-content/uploads/2024/05/six_five_author-96x96.jpg 96w" sizes="(max-width: 36px) 100vw, 36px"/>
Six Five Media

November 13, 2024

Six Five Webcast

Skills for Tomorrow: Navigating the AI-Driven Workforce – Six Five Media On The Road

Francine Katsoudas, EVP at Cisco, shares her insights on the imperative of skilling and upskilling in an AI-dominated job market, emphasizing strategies for the future workforce....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

November 13, 2024

Market Coverage

Tabnine Integrates AI Agents Into the Entire Software Development Life Cycle

Alastair Cooke, Tech Field Day event lead at The Futurum Group, shares his insights on Tabnine’s comprehensive vision of AI for the software development life cycle....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-48x48.jpeg" class="avatar avatar-36 photo" alt="" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-48x48.jpeg 48w, https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-120x120.jpeg 120w, https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-150x150.jpeg 150w, https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-70x70.jpeg 70w, https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-74x74.jpeg 74w, https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-300x300.jpeg 300w, https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-100x100.jpeg 100w, https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-24x24.jpeg 24w, https://futurumgroup.com/wp-content/uploads/2024/02/Al-Head-2017-96x96.jpeg 96w" sizes="(max-width: 36px) 100vw, 36px"/>
Alastair Cooke

November 13, 2024

Market Coverage

Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue

Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-48x48.png" class="avatar avatar-36 photo" alt="Dr. Bob Sutor" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-496x500.png 496w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-298x300.png 298w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-74x74.png 74w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor.png 500w" sizes="(max-width: 36px) 100vw, 36px"/>
Dr. Bob Sutor

November 12, 2024

Market Coverage

GlobalFoundries Q3 2024 Earnings: Strategic Moves in a Challenging Market

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, discusses GlobalFoundries’ Q3 2024 earnings, with key partnerships in automotive and AI sectors and industry-wide pressures and...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-48x48.png" class="avatar avatar-36 photo" alt="Dr. Bob Sutor" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-496x500.png 496w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-298x300.png 298w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-74x74.png 74w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2024/03/bob_sutor.png 500w" sizes="(max-width: 36px) 100vw, 36px"/>
Dr. Bob Sutor

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