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Futurum Research Principal Analyst Daniel Newman and Senior Analyst Steven Dickens provide their take on Splunk’s Q2 earnings announcement. The company is shuffling the executive deck, making strategic investments to bolster its security portfolio and also transition to a recurring revenue based on workload pricing, rather than data ingestion and seems to be executing on all fronts given the strong numbers for Q2.
IBM announces the upcoming new IBM Telum Processor. Telum is IBM's first processor that contains on-chip acceleration for AI inferencing. Futurum's Daniel Newman discusses this new on-chip hardware acceleration. It's designed to help customers achieve business insights at scale across banking, finance, trading, insurance applications and customer interactions.
Google Cloud introduced three new BeyondCorp Enterprise features designed to fortify customer zero-trust capabilities including providing their users with simple and secure access to key applications. Futurum’s Ron Westfall examines why the new features align with meeting growing ecosystem demand for zero-trust, can help drive SASE adoption, and strengthens Google Cloud’s competitive hand against rivals such as HPE GreenLake and Azure as well as especially AWS.

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