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Archives: Insights

Navigating the AI Revolution: From Smart Phones to AI PCs and Beyond
Daniel Newman & Ryan Shrout

Navigating the AI Revolution: From Smart Phones to AI PCs and Beyond – Six Five On The Road at Computex 2024

Alex Katouzian from Qualcomm shares his insights on leveraging AI and other cutting-edge technologies to restore performance leadership to the Windows ecosystem, promising an exciting roadmap for on-device AI and XR advancements.
HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus
Olivier Blanchard
Olivier Blanchard

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into HP’s Q2 2024 earnings and makes the case for why the PC segment’s recovery has dragged in anticipation of the PC refresh supercycle.
Intersection of DevOps, Platform Engineering, and SREs | DevOps Dialogues: Insights & Innovations
Paul Nashawaty
Paul Nashawaty & Alastair Cooke

Intersection of DevOps, Platform Engineering, and SREs | DevOps Dialogues: Insights & Innovations

In a recent exchange, Paul Nashawaty discussed with Alastair Cooke the dynamics and Intersection of DevOps, Platform Engineering, and SREs.
Beyond the 'Regular' IT Route: What's Drawing New Technologists to the Mainframe?
Daniel Newman

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.
What is Autonomous Endpoint Management?
Shira Rubinoff
Shira Rubinoff

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.
Dell Technologies Delivers Q1 Fiscal 2025 Financial Results
Olivier Blanchard
Olivier Blanchard

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.
Lenovo and Cisco: Let’s Ease the Path to AI Innovation
Ron Westfall & Steven Dickens

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.
Elastic's Fiscal 2024 Earnings: Transforming AI, Security, and Observability
Steven Dickens

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.
NVIDIA Q1 FY25 Earnings
Daniel Newman

NVIDIA Q1 FY25 Earnings

The Six Five team discusses NVIDIA Q1 FY25 earnings.
Lenovo Q4 FY23/24 Earnings
Daniel Newman

Lenovo Q4 FY23/24 Earnings

The Six Five team discusses Lenovo Q4 FY23/24 earnings.
Synopsys Q2 FY24 Earnings
Daniel Newman

Synopsys Q2 FY24 Earnings

The Six Five team discusses Synopsys Q2 FY24 earnings.
T-Mobile Acquires UScellular Wireless Ops: A Boon to Rural Areas and Competition
Ron Westfall

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.
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