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The Six Five team discusses another day, another Apple booting Qualcomm rumor.
The Six Five team discusses rumored NVIDIA B20 for China.
The Six Five team discusses ServiceNow Q2FY24 earnings.
The Six Five team discusses IBM Q2FY24 earnings.
The Six Five team discusses Google Q2FY24 earnings.
The Six Five team discusses SAP Q2FY24 earnings.
Steven Dickens from The Futurum Group highlights Kyndryl's strategic pivot towards high-margin services and innovative platforms like Kyndryl Bridge as key to its post-IBM transformation. He notes that these efforts position Kyndryl favorably for sustainable growth, distinguishing it from competitors facing significant challenges.
Powered by Adobe Firefly and the Firefly Vector Model, Creators Will See Efficiency and Productivity Gains
Keith Kirkpatrick, Research Director with The Futurum Group, covers Adobe’s feature and function enhancements to its flagship Illustrator and Photoshop products, incorporating workflow innovations and other features powered by generative AI.
T-Mobile’s Q2 2024 Earnings Report Reveals Record-breaking Customer Growth and Service Revenue Growth Providing Impetus to Raise Full-Year Guidance
The Futurum Group’s Ron Westfall assesses T-Mobile's positive Q2 2024 earnings, customer growth gains, and the acquisition of UScellular wireless ops, showcasing its competitive and innovation acumen.
In this episode of Enterprising Insights, The Futurum Group Research Director Keith Kirkpatrick discusses Salesforce’s LLM benchmark for CRM, and rants about the lack of transparency around the collection of data from Hyundai, Honda, and GM.
AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
