Vertical Insights

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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Futurum’s Daniel Newman and Michael Diamond cover Salesforce’s Q2 2023 earnings results and how the cloud-based CRM category remains a strategic priority for organizations that view customer centricity and organizational connectedness as integral to business success.
Futurum’s Ron Westfall assesses why the Nokia Google collaboration to deliver network slicing capabilities to Android 13 devices, such as Google Pixel 6 (Pro), can provide the network slicing innovations key to unlocking CSP delivery of innovative use case-specific 4G/5G services and applications.
Qualcomm is making huge investments on the image sensor side and has recently partnered with Sony Semiconductor Solutions. Futurum's Michael Diamond dives into what this investment will mean for the company going forward.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Splunk revenue rises in Q2 to $798.7M, Up 32% Year-Over-Year, as the data security and observability vendor reported its latest fiscal year 2023 earnings.
Futurum senior analyst Steven Dickens provides his take on the VMware Q2 FY23 earnings and the Broadcom acquisition that is still pending. As customers look to pivot from on-premises virtualization to hybrid cloud operations, VMware is trying to stay their partner of choice. Solid numbers from VMware show the company is making progress ahead of the Broadcom acquisition that should close in 2023.
The Six Five team discusses Intel “SCIP” Fab Co-Investment Program
In this episode of Making Markets, Dan Adika, CEO of WalkMe talks about why the company’s digital adoption platform is seeing a strong resiliency during this uncertain market.
Futurum analysts Daniel Newman, Shelly Kramer, and Todd R. Weiss share their insights as Zoom earnings hit $1.09B in Q2, up 8 % YoY from Q2 2021 as the video conferencing, cloud contact center, and chat company faces a changing future as workers begin to return to their offices post Covid-19.
Futurum’s Ron Westfall and Daniel Newman examine Marvell Technologies financial results for the second quarter of fiscal year 2023 and why they confirm Marvell as a major player across the semiconductor space that exercises considerable ecosystem influence and is impressively adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G/operator, enterprise, and auto market segments which help power the company’s long-term investment and growth prospects.
On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by some of IBM’s leading minds to talk about IBM’s full stack infrastructure and the future of computing.
This week, Intel introduced a first-of-its-kind semiconductor co-investment program. Futurum's principal analyst Daniel Newman takes a look at the program and gives his thoughts on how this will help Intel.

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