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The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.
Craig Durr, Practice Lead at The Futurum Group, delves into Jabra's latest advancements in workplace technology with Olly Henderson, discussing how Jabra+ and AI-enhanced video solutions are reshaping collaborative work environments.
Craig Durr, Research Director at The Futurum Group, delves into Shure's innovative approach to AV solutions with Jose Rivas, discussing new structures and products that are shaping the future of the industry
The Company Is Becoming the Standard Bearer for AI Integration, Commercialization
The Futurum Group’s Daniel Newman and Mark Beccue examine how Microsoft Q2 2024 earnings set the tone for tech in 2024.
Google Cloud, Services, and Subscriptions Were Bright Spots Throughout the Quarter
Daniel Newman and Keith Kirkpatrick, analysts from The Futurum Group covers Alphabet’s Q4 and FY 2023 earnings, which featured strong overall revenue, cloud revenue, and subscription revenue growth.
In this episode of Infrastructure Matters, hosts Camberley Bates, Steven Dickens and Krista Macomber are joined by Paul Nashawaty to discuss cybersecurity research with Commvault, IBM earnings and VMware’s acquisition by Broadcom.
The Six Five team discusses ServiceNow Q4 2023 earnings.
The Six Five team discusses Apple makes changes based on DMA.
The Six Five team discusses SAP Q4 2023 earnings.
The Six Five team discusses Intel IFS and UMC deal.
The Six Five team discusses Intel Q4 2023 earnings.
The Six Five team discusses IBM Q4 2023 earnings.
