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Dell Q4 and FY 2024 Earnings Reflect the Proverbial Calm Before the Impending AI Storm
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell’s Q4 and FY 2024 earnings, which point to a rebound for PCs in H2 2024 with the arrival of AI PCs and to gathering strength in AI-optimized servers and services.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft transforming finance with AI, earnings for Salesforce, HPE, HP, Dell, and Pure Storage, and Intel’s new standalone FPGA company, Altera.
The Company Distinguishes Itself by Strategically Shifting Toward AI, Utilizing This Evolving Field to Drive Growth and Solidify Its Leading Place in the Market
Steven Dickens, VP and Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insights on Elastic’s earnings and how strategic investments will create competition in the market.
FY 2024 Revenue Reaches $34.9 Billion, Up 11% YoY, with FY 2024 Non-GAAP Operating Margin of 30.5%
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Salesforce’s Q4 and FY 2024 earnings and discuss the factors contributing to the company’s strong quarterly performance.
Craig Durr, Research Director at The Futurum Group, delves into the future of work with Crestron's Brad Hintze, discussing multi-camera tech in collaborative spaces.
Azure for Operators Unveils the General Availability of Azure Operator Nexus Aimed Primarily at Running Mobile Workloads on Azure to Deliver Breakthrough CX
The Futurum Group’s Ron Westfall examines why the general availability of Azure Operator Nexus exemplifies Azure for Operator’s strategic commitment to empowering telecom operators with security, performance, and efficiency innovation.
On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Dan Kusel, GM and Managing Partner at IBM and Usman Zafar, Assistant Vice President, Product Management & Development at AT&T at MWC 2024 for a conversation on the influence generative AI has on transforming the telecom industry.
On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Walter Sun, Global Head of AI at SAP for a conversation on SAP’s AI strategy.
The Futurum Group’s Steven Dickens and Sam Holschuh share their insights on the transformation of the data management and analytics industry along with Snowflake’s announcement of a new CEO.
AI in Storage Gets Real: A Move in the Right Direction
Krista Macomber, Research Director and Senior Analyst at The Futurum Group, shares her insights on IBM’s new AI-enhanced versions of its FCM technology and the updated version of IBM Storage Defender software from the standpoint of cyber-resiliency.
HP Q1 2024 Earnings Could Be Hiding a Demand Easter Egg Ahead of the Impending AI-Driven PC Refresh Cycle Reset
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q1 2024 earnings, which send mixed messages about PC demand ahead of the impending PC segment’s refresh cycle reset, driven by the new AI PCs.
Company Banking on Significant Revenue Growth in 2024 with Upcoming Volvo Launch
Daniel Newman and Keith Kirkpatrick of The Futurum Group cover Luminar’s Q4 2023 and FY 2023 earnings and discuss the challenges and opportunities that lie ahead for the LiDAR provider.
