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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Entry, Mid-Level Models Plus More on Cyber Resiliency
Camberley Bates at The Futurum Group covers NetApp’s announcement on block, cyber resiliency, and BlueXP.
Zoho Unveiled a New Agentic Platform to Deliver AI-enhanced Portfolio-wide Improvements Including Zoho IoT
Futurum’s Ron Westfall explores how Zoho is positioned to develop AI-enhanced solutions that can drive customer value including the optimization and full security of IoT assets that improve business outcomes and overall experience.
Microsoft Adopts a Paid Metered Approach for Autonomous Agents, Highlighting Evolving AI Monetization in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, examines Microsoft’s shift to metered pricing for autonomous agents in Microsoft 365 Copilot and its impact on enterprise AI adoption.
Andi Gutmans, VP & GM of Databases at Google Cloud, and Karan Batta, SVP of Oracle Cloud Infrastructure, join Patrick Moorhead to share their insights on leveraging the best of Oracle Database and Google Cloud for organizational growth. This collaboration aims to provide enhanced data management solutions.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!
AWS Continues to Scale as Amazon Accelerates AI Investments, While Same-Day Delivery Expansion and Cost Control Drive Retail Profitability
Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization.
OpenText Shifts Focus to Growth After Margin-Driven Execution, With AI and Cloud Leading the Strategy
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Q2 FY 2025 results, highlighting strong profitability, record cloud bookings, and a strategic pivot toward AI-driven growth.
Q2 Revenue and Margin Expansion Driven by AI-Powered Data Center Demand, Telecom Recovery, and Industrial Resilience
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
Strong Handset Demand and Automotive Growth Propel Record QCT Revenues
Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive.
Join us as Jim Anderson discusses Coherent's next chapter, focusing on innovation and strategic growth in the evolving tech space.
The Latest Earnings Reinforce Arm’s Competitive Momentum, Driven by the Increasing Integration of Its Technology in AI Workloads and High-Performance Computing
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations.
Hammerspace Expands Its Global Reach as Demand for AI Storage Solutions Grows, Leveraging Its Tier 0 Solution to Optimize Data Movement Across Hybrid Cloud Environments
The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?
