The Futurum Group’s analysts cover topics from a variety of industry verticals. Here you can narrow down our insights by industry or vertical. If you prefer to filter by specific technologies, you can do that here.
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Oracle Posts Q4 Fy 2025 Revenue and EPS Beat as Cloud Demand Fuels Growth Acceleration
Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026 acceleration.
IT Services Provider Introduces DSPM Consulting Offering Targeting AI Readiness and Compliance
Futurum’s Fernando Montenegro and Krista Case analyze Kyndryl's launch of data security posture management services using Microsoft Purview to enhance data protection and AI readiness.
Jeetu Patel, President & Chief Product Officer at Cisco, joins the Six Five On The Road to discuss Cisco's strategic advancements in AI, security, and silicon technology at Cisco Live 2025, emphasizing the power of a unified technology stack.
NVIDIA Expands Isaac Platform With New Tools and Systems To Accelerate Physical AI Development
Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure.
Plug and Play Taps Synopsys to Expand Semiconductor Ecosystem and Support Startup Chip Design
Olivier Blanchard, Research Director at Futurum, explores how Synopsys’ collaboration with Plug and Play could reduce chip design costs and accelerate time-to-market for startups entering the semiconductor space.
Google Cloud Introduces Enhanced Data Boundary Controls, New Security Testing, and Localised Partnerships To Meet Rising Regional Demands for Data Governance and Operational Autonomy
Daniel Newman, CEO at Futurum, shares insights on Google Cloud’s sovereign cloud expansion, highlighting how new data controls and local partnerships aim to address EU regulatory concerns and customer sovereignty demands.
VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
Menaka Sundar, VP at HPE, joins the discussion to share insights into how HPE's hybrid cloud and AI solutions are crafting the future of enterprises.
Justin Jones, Spencer Bull, Graham Steen, Christopher M. Sullivan, Mitch Mcleod, and Michael Catrone join Diana Blass to discuss the enterprise shift towards AI readiness, highlighting real-world applications and the journey through data chaos.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's reorganization signaling the potential end of SaaS, the public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance. The hosts also analyze recent earnings from Tesla, Broadcom, and HPE, offering insights on market reactions and company strategies. Throughout the episode, Newman and Moorhead engage in spirited debates, including a "flip" segment where they argue opposing viewpoints on whether the Musk-Trump feud is genuine or a publicity stunt. The podcast concludes with a reminder about their upcoming AI summit and playful banter between the hosts.
At Microsoft Build 2025, AI Is Microsoft’s Future, and Developers Are at the Heart of the Agentic AI Revolution, Not Replaced by It
Analysts Mitch Ashley, Nick Patience, and Keith Kirkpatrick at Futurum share their insights on Microsoft Build 2025, revealing Microsoft's strategic pivot to agentic AI and its profound implications for the future of software development.
Tara DeZao and Peter van der Putten from Pega join Keith Kirkpatrick to discuss the future of AI and creating impactful customer experiences responsibly.