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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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.
Demand Headwinds Impact Total Revenue, but OpenText Posts Strong FCF and Margin Performance
Keith Kirkpatrick and Daniel Newman examine OpenText’s Q3 FY 2025 results, highlighting cost discipline, progress on AI initiatives, and strategic product rollouts amid ongoing global demand uncertainty.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry Day. The hosts debate the consolidation of AI into big tech and its need for regulation. They analyze recent earnings reports from major tech companies, highlighting strong performances in enterprise AI and cloud services. The podcast concludes with a preview of their upcoming Six Five Summit, featuring industry leaders like Michael Dell.
HPE Enhances Zero Trust Network Access Solutions, Fortifying Sovereign Cloud Infrastructure Against Security Threats
Futurum’s Ron Westfall shares his insights on why HPE’s new ZTNA security portfolio capabilities are ready to provide robust protection, enabling organizations to reduce risks, counter attacks, and enhance organization-wide resilience.
Azure Grew 33% YoY, Adding 16 Points From AI Services; The Operating Margin Expanded by 100 bps
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments.
Dave Russell and Emilee Tellez from Veeam join hosts to share crucial strategies for cyber incident preparedness, emphasizing the importance of stakeholder alignment and proactive resilience.
Jeetu Patel, EVP & Chief Product Officer at Cisco, joins Daniel Newman and Patrick Moorhead to discuss the complexities of securing AI and Cisco’s innovative strategies in this field.
The Partnership Between a Digital Adoption Platform and a Consultancy Underscores the Need To Address People and Process Issues, Not Just Technology Challenges, When Undergoing a Digital Transformation
Keith Kirkpatrick, Research Director at The Futurum Group, discusses the partnership between digital adoption platform provider WalkMe and ABeam Consulting, highlighting the additional value created through the partnership.
Based on the Most Recent Announcements Regarding Tariffs, an Overview of Which Sectors and Vendors Will Be Most Impacted
Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to respond, and what potential tariffs are still to come.
Don Schuerman, CTO at Pega, joins Keith Kirkpatrick to share his insights on responsibly leveraging Agentic AI for impactful business transformation.
Commvault Outperforms in Q4 FY 2025 With Robust SaaS ARR and Multi-Cloud Traction
Krista Case, Research Director at The Futurum Group, explores Commvault’s strong Q4 FY 2025 finish, fueled by SaaS momentum, enterprise traction, and cyber resilience-led innovation.
Cisco Raises the AI Security Stakes with New Agentic AI Portfolio Innovations and Partnership Updates
The Futurum Group’s Ron Westfall shares his insights on why Cisco’s new XDR and Splunk security enhancements can transform organizational security service delivery using a network-centric, open XDR framework, prioritizing clarity and decisiveness.
