Oracle Autonomous Database Accelerates the Development of AI-enabled Applications Through Select AI Capabilities That Can Be Used in Any Database Apps
The Futurum Group’s Ron Westfall examines why Oracle is breaking AI ground with a generally available Select AI capability for organizations to have a contextual dialogue with their private, proprietary data.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA getting into the DC AI ASIC market, preview of IFS’s "Direct Connect" event, Plus AI Open Auto Platform, Cisco and Lattice earnings, and Cloudera Elevate 25 SKO event.
Capitalizing on Cloud Demand with Innovative Infrastructure Solutions
The Futurum Group’s Steven Dickens reviews Equinix’s Q4 and FY 2023 earnings results, which underscore its transformative evolution from a global data center provider to a platform company.
A Beacon of Strategic Success and Market Leadership
The Futurum Group’s Steven Dickens reviews Informatica’s Q4 and FY 2023 earnings results, which not only shattered growth and profitability forecasts but also solidified its standing as a leader in cloud-based data management.
Cisco Q2 Results Reflect Ongoing Macro Caution and Uncertainties with Revenue Growth in Security, Collaboration, and Observability Bright Spots
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q2 FY 2024 results and why the improving subscription-based revenue trend provides a positive framework to successfully address concerns that resulted in the dial back of guidance.
An Assessment of Key 5G-IoT Developments Including On-Device AI Progress, Voice and Gesture Innovations, and Foldable Screens Unfolding Across the Ecosystem
The Futurum Group’s Ron Westfall and Olivier Blanchard scrutinize key innovations leading into 2024 and MWC 24 including how on-device AI will begin to reset expectations for everyday tech products’ features, capabilities, and UX, voice and gesture recognition innovations redefining the AR and smart glasses categories, and foldable screens ready to proliferate across the entire device space.
Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, provides a recap of Zoho Day 2024, the SaaS company’s analyst meeting, discussing key highlights and key takeaways from the event.
A Deep Dive into Q4 and FY 2023 Earnings, Cloud Expansion, AI, and Future Outlook
The Futurum Group’s Steven Dickens reviews Teradata’s Q4 and FY 2023 earnings results. The company's financial results and strategic advancements in AI and cloud computing signal strong momentum and a commitment to innovation.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Zoho Day 2024, Arm earnings, Cohesity and Veritas’ deal, Apple Vision Pro first impressions, Google Bard becoming Gemini, and NVIDIA selecting Intel IFS.