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The 2025 Edition of the Venerable Conference Shows How It Is Evolving Under New Ownership While the Industry Navigates the Impact of AI
Key analysts at Futurum share insights on the rebranded RSAC Conference's transformation into a broader platform, the conference experience, and highlight trends including AI implementation and the importance of identity and data security.
AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
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