The New Platform Release Features Several Tools and Features Designed to Speed Up Agent Development and Deployment, Which Is a Major Challenge for Most Enterprise Customers
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into ServiceNow’s announcements around the Yokohama platform release and the acquisition of Moveworks.
With Record RPO Growth and Strong Cloud Momentum, Oracle Forecasts Accelerating Revenue Expansion Into FY 2026, Driven by AI Demand and Hyperscaler Partnerships
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption.
Erik Ekudden, CTO at Ericsson, joins Dan Newman and Patrick Moorhead to discuss how 5G is spearheading the next wave of mobile innovations, closely intertwined with AI and Cloud technologies.
AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
Hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest AI model releases, ChatGPT 4.5 and Google's Gemini, along with market insights and more.
Jeff Amann, EVP & GM at Salesforce, alongside analysts Daniel Newman and Patrick Moorhead, dives into how Salesforce Communications Cloud and Agentforce are revolutionizing customer engagement in telecom.
Michelle Johnston Holthaus, Interim co-CEO and CEO of Intel Products, joins Patrick Moorhead to share Intel's strategic focus on AI and infrastructure modernization discussed at MWC Barcelona.
Niklas Heuveldop and Åsa Tamsons from Ericsson join Daniel Newman and Patrick Moorhead to discuss the pivotal role of digital transformation in shaping agile and intelligent enterprises.
Dell’s Q4 FY 2025 Results Show Strong AI Infrastructure Demand, Boosting ISG Growth While CSG Continues to Face Softness in Consumer Sales
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server demand surging, execution remains key in FY 2026.
