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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 Explore 2024.
Scott Silk, Chairman and CEO at Astadia, joins Steven Dickens to share his insights on the pivotal role of mainframe modernization in today's technology landscape and how Astadia is leading the charge towards efficient, cloud-based solutions.
Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
Keith Kirkpatrick, Research Director at The Futurum Group shares his insights on Genesys’s new generative AI pricing models, which appear to be a win for its customers, but value-added differentiation may be the next step for SaaS vendors offering generative AI functionality.
Mitch Ashley, Chief Technology Advisor, and Krista Case, Research Director of The Futurum Group, share insights from Black Hat USA 2024.
Significant Shift in its Pricing Model Focuses on Automated Resolutions to Deliver Value to Customers
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Zendesk’s announcement of outcomes-based pricing for its gen AI-powered agent technology, and discusses the challenges and opportunities for vendors and customers.
Technology Removes Friction Associated with Moving Data Between Physical and Digital Realms
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Scandit’s Empower 2024 event, and discusses the key commonalities among successful implementations of smart data capture technology.
Hammerspace Announced New Appliance Offerings for Its Global Data Platform Software
Mitch Lewis Research Analyst at The Futurum Group, covers Hammerspace’s announcement of new appliance offerings.
AI and Cloud Innovations Leading the Way Forward
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Salesforce's Q2 FY25 financial performance, highlighting the company's AI advancements, strong revenue growth, and cloud expansions that drove market-leading results.
Camberley Bates, Chief Technology Advisor at The Futurum Group, discusses Pure Storage's Q2 FY2025 earnings, highlighting the company's strong financial performance and strategic advancements in AI and sustainability.
Dr. Bob Sutor, Vice President and Practice Lead, Emerging Technologies, at The Futurum Group, looks at DARPA’s new Quantum Benchmarking Initiative. Is it premature to have quantum computing benchmarks, given that the systems are still very small, use different technologies, and need new science and engineering to become practically useful?
