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Cristiano Amon, President and CEO at Qualcomm, shares insights on the transformative role of AI in diversifying and strengthening Qualcomm's market position, along with the development of Oryon and its influence on the company's compute trajectory.
Marvell Q1 2025 Revenue Came in Above Mid-point of Guidance Showing AI’s Key Role in Boosting Data Center Revenue Plus Overall Brighter Q2 2025 Guidance
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q1 Fiscal 2025 results show why the company is positioned solidly to meet the demands of accelerated infrastructure across fast evolving AI environments through portfolio innovation such as the Alaska P PCIe launch and a multitude of breakthrough optical portfolio offerings.
Company’s Strong AI Strategy May Offset Economic and Industry Headwinds
Daniel Newman, CEO and Principal Analyst and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q1 2025 earnings and discuss the factors contributing to the company’s quarterly performance.
Alex Katouzian from Qualcomm shares his insights on leveraging AI and other cutting-edge technologies to restore performance leadership to the Windows ecosystem, promising an exciting roadmap for on-device AI and XR advancements.
Olivier Blanchard, Research Director with The Futurum Group, shares his insights into HP’s Q2 2024 earnings and makes the case for why the PC segment’s recovery has dragged in anticipation of the PC refresh supercycle.
In a recent exchange, Paul Nashawaty discussed with Alastair Cooke the dynamics and Intersection of DevOps, Platform Engineering, and SREs.
On this episode of The Main Scoop, hosts Daniel Newman and Greg Lotko are joined by Broadcom's Lauren Valenti, Director, Mainframe Education, Vitality Residency Program, for a conversation on the allure of the mainframe for new technologists and the critical role of workforce resiliency.
Harman Kaur, VP, President of AI at Tanium, joins Shira Rubinoff to shed light on Autonomous Endpoint Management. Discover how AI is transforming endpoint security, ensuring businesses can effectively protect and manage their digital environment.
Olivier Blanchard, Research Director with The Futurum Group, shares his insights into Dell’s Q1 2025 earnings, and sheds some light into how Dell’s complete end-to-end AI ecosystem play, from data center to edge to PC, is absolutely the right approach to the transition to AI.
Lenovo and Cisco Join Forces to Show Why Pair Can Deliver Fully Integrated Infrastructure and Networking Solutions to Spur AI Innovation and Digital Transformation
The Futurum Group’s Ron Westfall and Steven Dickens analyze why the Lenovo-Cisco partnership represents a strategic alignment that not only enhances their respective market positions but also responds to the growing demand for AI-driven digital transformation solutions.
Steven Dickens, VP and Practice Leader, highlights the significant role Elastic plays in driving innovation within the search AI space, particularly as businesses increasingly seek out robust, AI-enhanced tools for data observability and security. He points out that Elastic’s strategic alignment with emerging technology trends positions it well to leverage the growing demand for advanced search functionalities integrated with AI capabilities.
The Six Five team discusses NVIDIA Q1 FY25 earnings.
