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On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another day, another Apple booting Qualcomm rumor.
Paul Nashawaty, Practice Lead at The Futurum Group analyzes Mirantis' expansion of their open source initiatives by creating a dedicated Open Source Program Office and hiring a vice president.
Infoblox Uncovers Alleged Chinese Cybercrime Syndicate: Football Sponsorships, Human Trafficking, and a Trillion-Dollar Gambling Empire
Krista Case, Research Director at The Futurum Group shares her insights on Infoblox’s ability to use DNS threat intelligence to uncover a Chinese cybercrime organization called "Vigorish Viper."
Marvell’s Teralynx 51.2T Ethernet Switch Enters Volume Production for Worldwide AI Cloud Deployments Showcasing Breakthrough Cloud Data Center Benefits
The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands which can assure customers use a comprehensive hardware/software solution that fully aligns with the cloud AI shift to open networking.
Q2 Copilot+ PC Launches Set Stage for Impending PC Refresh Supercycle
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for the impending PC refresh supercycle.
An Overview of Significant Advancements and Announcements in the Cybersecurity Market Summer-to-Date 2024
Krista Case, Research Director with The Futurum Group, covers the highlights in the cybersecurity market summer-to-date 2024, featuring key players such as AWS, CrowdStrike, Commvault, Veeam, Infinidat, and Druva.
Juniper Introduces Ops4AI and JVDs to Accelerate Time-to-Value by Assuring Networking for AI Configurations Using Juniper, Broadcom, Intel, NVIDIA, and AMD
The Futurum Group’s Ron Westfall examines why Juniper’s new Ops4AI Lab and JVDs are ready to play a key role in accelerating ecosystem-wide AI adoption across both hyperscaler and beyond hyperscaler environments by assuring an AI-optimized high-performance network with flexible design and management ease benefits.
Keith Kirkpatrick and Steven Dickens from The Futurum Group emphasize that Scandit Express 3.0 represents a significant leap in smart data capture technology, providing businesses with enhanced efficiency and accuracy in barcode scanning. They highlight the platform's adaptability to various industries and its potential to streamline operations through innovative features such as Inventory Count and Find Items.
Steven Dickens from The Futurum Group highlights Google's impressive cloud revenue growth, emphasizing its strategic focus on leveraging AI and vast data resources to differentiate itself from competitors. He notes that significant investment in infrastructure is essential for Google to maintain its competitive edge and capitalize on the growing demand for AI-driven cloud services.
Why Software-Enabled Vehicle Technologies and Their Services Attach Revenues are a Better Measure of Automaker Success Than EV Sales in This Period of Automotive Tech Disruption.
Olivier Blanchard, Research Director at The Futurum Group, digs into the Ford Motor Company’s Q2 2024 earnings, shares his insights on why EV sales might be a red herring, and makes the case for why software-enabled vehicles and the services-attach opportunity they create, illustrated by Ford Pro’s continuing success, is a better measure of how well automakers are adapting to technology disruption in the segment.
Key Insights into Application Development and Modernization Trends
Paul Nashawaty of The Futurum Group examines the top application development and modernization market and technology moves announced in June 2024.
Steven Dickens, Chief Technology Advisor from The Futurum Group, shares insights on IBM's strong Q2 2024 performance, driven by strategic investments in AI and hybrid cloud solutions.
