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Tag: AI

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing
Mitch Lewis

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing

In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe capacity within GPU servers.
T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones
Ron Westfall

T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones

T-Mobile Q1 2025 Earnings Shine with Revenue Growth and Record Customer Additions
Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite updates.
IBM's Q1 FY 2025 Results Backed by Automation and Hybrid Cloud
Nick Patience & Daniel Newman

IBM Posts Strong Q1 FY 2025 Results, Backed by Automation and Hybrid Cloud

IBM’s Software Strength and AI Bookings Support Its Reaffirmed 2025 Guidance
Daniel Newman and Nick Patience of The Futurum Group break down IBM’s Q1 FY 2025 results, with a focus on software-led growth, expanding AI backlog, and strategic traction across hybrid cloud and automation.
Alphabet Q1 FY 2025 Results Hit $90.2B, Driven by Cloud and Ads
Keith Kirkpatrick & Daniel Newman

Alphabet Q1 FY 2025 Revenue Hits $90.2B, Driven by Cloud and Ads

Alphabet Reports Strong Q1 FY 2025 Performance With Margin Expansion, Strong Bottom-Line Growth, and Resilient Ad Business Despite Macro Concerns
Keith Kirkpatrick and Daniel Newman at The Futurum Group analyze Alphabet's Q1 FY 2025 earnings. Key highlights include strong AI adoption, significant growth in ads and Cloud, and the continued leadership of Google’s AI-powered platforms.
ServiceNow Q1 FY 2025 Results Top Expectations as AI, Subscription Sales Grow
Keith Kirkpatrick

ServiceNow Q1 FY 2025 Results Top Expectations as AI, Subscription Sales Grow

ServiceNow Reports Robust 22% Yoy cRPO Growth and Improved Margins Amid Macro Uncertainty in Q1 FY 2025
Keith Kirkpatrick, Research Director at The Futurum Group, unpacks ServiceNow’s Q1 FY2025 earnings beat, driven by strong AI-led subscription growth, CRM and workflow expansion, and disciplined guidance amid U.S. budget and macro headwinds.
Lightmatter: Solving How to Interconnect Millions of Chips
Ron Westfall

Lightmatter: Solving How to Interconnect Millions of Chips

Lightmatter Breakthrough 3D Photonic Interposer Tech Provides Highest Bandwidth and Largest Die Complexes for AI Infrastructure Chips
The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure with breakthrough 3D photonic innovation.
SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth
Keith Kirkpatrick & Daniel Newman

SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth

Sap Q1 FY 2025 Sees Continued Success in Cloud Transformation, With 27% Cloud Growth and Operating Margin up 810 BPS
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine SAP’s Q1 FY 2025 earnings, highlighting strong cloud ERP growth, rising AI adoption, and resilience amid macro and tariff pressures.
Enhancing Cyber-Resilience: A Multi-Layered Approach to Data Infrastructure, Protection, and Security
Krista Case
Camberley Bates
Krista Case & Camberley Bates

Enhancing Cyber-Resilience: A Multi-Layered Approach to Data Infrastructure, Protection, and Security

In our latest market brief, Enhancing Cyber-Resilience: A Multi-Layered Approach to Data Infrastructure, Protection, and Security, The Futurum Group, in partnership with Lenovo, explores how organizations can design resilient systems that reduce downtime, safeguard critical data, and empower lean IT teams to act swiftly in crisis moments.
Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?
Camberley Bates
Krista Case
Camberley Bates & Krista Case

Can Google Cloud Deliver on AI and EDA Storage Demands with NetApp?

Expanded NetApp Volumes Capabilities Extend Enterprise-Grade AI and EDA Storage to Google Cloud with Enhanced Scalability, Cost Control, and Compliance Features
Camberley Bates and Krista Case of The Futurum Group share insights on how NetApp and Google Cloud’s storage updates enable scalable, AI-ready, and compliance-aware cloud infrastructure.
Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise
Brad Shimmin
Brad Shimmin & Keith Kirkpatrick

Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise?

Looking Beyond the Dashboard: Tableau Bets Big on AI Grounded in Semantic Data to Define Its Next Chapter
Futurum analysts Brad Shimmin and Keith Kirkpatrick cover the latest developments from Tableau Conference, focused on the new AI and data-management enhancements to the visualization platform.
Partnering For Success: Field Alignment, Earnings, and Readiness with Google Cloud- Six Five On the Road
Tiffani Bova
Tiffani Bova

Partnering For Success: Field Alignment, Earnings, and Readiness with Google Cloud- Six Five On the Road

Colleen Kapase, VP at Google Cloud, joins Tiffani Bova to share insights on enhancing partner opportunities and harnessing AI for growth.
Ericsson Goes Wireless-First for AI Enterprises
Ron Westfall

Ericsson Goes Wireless-First for AI Enterprises

Ericsson Introduces Wireless-First Branch Architecture for Agile, Secure Connectivity to Support AI-Driven Enterprise Innovation
The Futurum Group’s Ron Westfall shares his insights on why Ericsson’s new wireless-first architecture and the E400 fulfill key emerging enterprise trends, such as 5G Advanced, IoT proliferation, and increased reliance on wireless-first implementations.
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