Archives: Insights

September 6, 2024

Twilio’s RCS Expansion with Data-Driven Benefits

Paul Nashawaty, Practice Lead at The Futurum Group, shares his insight on Twilio's expansion of Rich Communication Services (RCS)....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Paul Nashawaty" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2024/01/cropped-PaulNashawaty.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Paul Nashawaty

September 6, 2024

Market Coverage

GlobalFoundries Advances Energy Efficiency with Efficient Partnership

Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at Carnegie Mellon University-connected startup Efficient’s partnership with GlobalFoundries to manufacture a processor that...

<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

September 5, 2024

Market Coverage

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up

Olivier Blanchard, Research Director at The Futurum Group, digs into Intel’s Lunar Lake Core Ultra announcement just ahead of IFA in Berlin, and explains the importance for Intel to get...

<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

September 5, 2024

Market Coverage

Elastic Q1 FY2025 Strong Revenue Growth Amid Operational Adjustments

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on Elastic’s Q1 FY2025 financial performance. He highlights key achievements in AI and security and analyzes the company's...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Steven Dickens

September 4, 2024

Market Coverage

Intel and IBM Show Joint AI Moxie in the Cloud

The Futurum Group’s Ron Westfall assesses why combining Intel Gaudi 3 AI accelerators and Xeon CPUs with IBM Cloud enables them to develop new AI capabilities and make inroads fulfilling...

<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

September 3, 2024

Video Research Note

HP Inc Q3FY24 Earnings

The Six Five team discusses HP Inc Q3FY24 Earnings...

<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

September 3, 2024

Video Research Note

Pure Storage Q2FY25 Earnings

The Six Five team discusses Pure Storage Q2FY25 Earnings...

<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

September 3, 2024

Video Research Note

Dell Q2FY25 Earnings

The Six Five team discusses Dell Q2FY25 Earnings...

<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

September 3, 2024

Video Research Note

Salesforce Q2FY25 Earnings

The Six Five team discusses Salesforce Q2FY25 Earnings...

<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

September 3, 2024

Video Research Note

VMware Explore 2024

The Six Five team discusses VMware Explore 2024...

<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

September 3, 2024

Video Research Note

NVIDIA Q2FY25 Earnings with Special Guest Dan Ives

The Six Five team discusses NVIDIA Q2FY25 Earnings with Special Guest Dan Ives...

<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

September 3, 2024

Six Five Webcast

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware...

<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

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