Archives: Insights

June 4, 2024

Daniel Newman

Main Scoop Webcast

The Main Scoop, Episode 22: Beyond the ‘Regular’ IT Route: What’s Drawing New Technologists to the Mainframe?

On this episode of The Main Scoop, hosts Daniel Newman and Greg Lotko are joined by Broadcom's Lauren Valenti, Director, Mainframe Education, Vitality Residency Program, for a conversation on the allure of the mainframe for new technologists and the critical role of workforce resiliency.

Application Development and Modernization, PCs and Devices, Workplace Collaboration

June 3, 2024

Shira Rubinoff

Six Five Webcast

What is Autonomous Endpoint Management? – Six Five On The Road

Harman Kaur, VP, President of AI at Tanium, joins Shira Rubinoff to shed light on Autonomous Endpoint Management. Discover how AI is transforming endpoint security, ensuring businesses can effectively protect and manage their digital environment.

Cybersecurity

June 3, 2024

Olivier Blanchard

Research Note

Dell Technologies Delivers Q1 Fiscal 2025 Financial Results

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into Dell’s Q1 2025 earnings, and sheds some light into how Dell’s complete end-to-end AI ecosystem play, from data center to edge to PC, is absolutely the right approach to the transition to AI.

AI, Business Information, Hybrid Cloud, Infrastructure, and Operations, PCs and Devices

June 3, 2024

Ron Westfall & Steven Dickens

Research Note

Lenovo and Cisco: Let’s Ease the Path to AI Innovation

Lenovo and Cisco Join Forces to Show Why Pair Can Deliver Fully Integrated Infrastructure and Networking Solutions to Spur AI Innovation and Digital Transformation

The Futurum Group’s Ron Westfall and Steven Dickens analyze why the Lenovo-Cisco partnership represents a strategic alignment that not only enhances their respective market positions but also responds to the growing demand for AI-driven digital transformation solutions.

AI, Collaboration, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

June 3, 2024

Steven Dickens

Research Note

Elastic’s Fiscal 2024 Earnings: Transforming AI, Security, and Observability

Steven Dickens, VP and Practice Leader, highlights the significant role Elastic plays in driving innovation within the search AI space, particularly as businesses increasingly seek out robust, AI-enhanced tools for data observability and security. He points out that Elastic’s strategic alignment with emerging technology trends positions it well to leverage the growing demand for advanced search functionalities integrated with AI capabilities.

AI, Business Information, Observability, Security

June 3, 2024

Daniel Newman

Video Research Note

NVIDIA Q1 FY25 Earnings

The Six Five team discusses NVIDIA Q1 FY25 earnings.

AI, Business Information, Processors, Semiconductors and Components

June 3, 2024

Daniel Newman

Video Research Note

Lenovo Q4 FY23/24 Earnings

The Six Five team discusses Lenovo Q4 FY23/24 earnings.

Business Information, PCs and Devices

June 3, 2024

Daniel Newman

Video Research Note

Synopsys Q2 FY24 Earnings

The Six Five team discusses Synopsys Q2 FY24 earnings.

AI, Business Information, Semiconductors and Components

June 3, 2024

Ron Westfall

Research Note

T-Mobile Acquires UScellular Wireless Ops: A Boon to Rural Areas and Competition

T-Mobile Acquires UScellular’s Wireless Operations at $4.4 Billion, Boosting Coverage and Customer Footprint in Rural Areas and Stimulating Wireless Competition

The Futurum Group’s Ron Westfall examines why the T-Mobile UScellular deal will inject much-needed competition into the US wireless services market segment across underserved rural areas, help reduce the US digital divide, and strengthen T-Mobile’s overall competitiveness through its expanded coverage and customer footprint.

AI, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

June 3, 2024

Camberley Bates

Analyst Insight

The Meaning of the AI Factory, Perspectives from DTW

Camberley Bates at The Futurum Group reviews the concept and impact of the AI Factory presented at Dell Technologies World.

AI, Data Infrastructure, Hybrid IT

June 3, 2024

Paul Nashawaty

Six Five Webcast

Infinidat and The Future of Enterprise Storage, Cyber Storage Resilience, and Hybrid Multi-cloud Storage

In a recent exchange, Paul Nashawaty discussed with Eric Herzog, CMO at Infinidat, the future of enterprise storage, cyber storage resilience, and hybrid multi-cloud storage.