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Tag: AI

Earnings Impact, AI and DNA, AI and Data Management - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

Earnings Impact, AI and DNA, AI and Data Management – Six Five Webcast – Infrastructure Matters

Explore the cutting edge of AI with Infrastructure Matters. Hosts discuss NVIDIA's Evo2 biology model, AI's impact on drug discovery, and how CIOs are seeing ROI from generative AI. Plus, insights on AI adoption in enterprise IT and the challenges of managing AI-driven innovation.
MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes
Ron Westfall

MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes

Qualcomm and IBM Unveil Expanded Collaboration to Drive Enterprise-Ready Generative AI Solutions Across Cloud and Edge Devices
Futurum’s Ron Westfall examines how the Qualcomm IBM alliance can spur broader enterprise adoption of on-device inferencing and low-power features key to sustainable GenAI deployment that improves energy efficiencies, performance, and user experiences.
NetApp Q3 FY 2025 Reports Revenue Growth of 2%
Camberley Bates
Krista Case
Camberley Bates & Krista Case

NetApp Revenue Grows 2%, Driven by Key All-Flash and Storage-as-a-Service Offerings

Slight Miss of $60M, but Overall Strong Progress With All Flash and AI
Camberley Bates and Krista Case, analysts at The Futurum Group, share their insights on NetApp Q3 earnings and key momentum on all flash, AI, and VMware decisions.
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
Richard Gordon
Richard Gordon

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Record Blackwell Sales of $11 Billion in Q4 FY 2025 Push Nvidia’s Data Center Revenue up 93% YoY
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints. Key insights on gaming, automotive, and professional visualization trends.
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
Nick Patience

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Snowflake Reports Healthy Q4 Results as AI Investments Begin Paying Dividends
Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space.
Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints
Keith Kirkpatrick

Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints

Despite a Record RPO of $63.4 Billion and 11% YoY Growth, Salesforce’s FY 2026 Revenue Forecast Signals Slower-Than-Expected AI Adoption and Near-Term Subscription Headwinds
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Salesforce’s Q4 FY 2025 earnings, highlighting AI growth, margin expansion, and concerns over muted FY 2026 guidance.
Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value
Dion Hinchcliffe
Dion Hinchcliffe & Nick Patience

Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value

In the latest study by Futurum Research, Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value, completed in partnership with Salesforce, Futurum Research explores why Agentforce outperforms DIY (do-it-yourself) approaches, offering a currently unparalleled combination of speed, scalability, and lower Total Cost of Ownership.
Driving Value from Your AI Investments: Introducing Dell Generative AI Solutions with Intel - Six Five On the Road
Keith Townsend
David Nicholson & Keith Townsend

Driving Value from Your AI Investments: Introducing Dell Generative AI Solutions with Intel – Six Five On the Road

Chad Dunn and Bill Pearson, leading voices at Dell and Intel, join David Nicholson and Keith Townsend to reveal how Dell's Generative AI Solutions powered by Intel are designed to transform enterprise AI investments into real-world value.
AI & Energy Demands: Unlocking Data Center Efficiency - Six Five On The Road
David Nicholson

AI & Energy Demands: Unlocking Data Center Efficiency – Six Five On The Road

Ty Schmitt and Dr. Jeremy Kepner join David Nicholson to share their insights on the AI energy challenge, exploring the balance between innovation and sustainability.
Talking Lenovo, Intel & TSMC & Broadcom, Groq, and More
Daniel Newman

Talking Lenovo, Intel & TSMC & Broadcom, Groq, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Lenovo, Intel, TSMC, Broadcom, Groq, and more.
$100 Billion for OpenAI? - Six Five Webcast: Infrastructure Matters
Keith Townsend
Dion Hinchcliffe
Keith Townsend & Dion Hinchcliffe

$100 Billion for OpenAI? – Six Five Webcast: Infrastructure Matters

Keith Townsend and Dion Hinchcliffe discuss Intel's stock, AI ethics, DataRobot's acquisition, SAP and Databricks' partnership, Elon Musk's OpenAI offer, and CIOs' supply chain strategies in AI chips on this insightful Six Five episode.
T-Mobile Starlink, New Nokia CEO & Qualcomm Results - Six Five Webcast: The 5G Factor
Olivier Blanchard
Ron Westfall & Olivier Blanchard

T-Mobile Starlink, New Nokia CEO & Qualcomm Results – Six Five Webcast: The 5G Factor

Ron Westfall and Olivier Blanchard explore T-Mobile Starlink's Super Bowl debut, Nokia's leadership change, and Qualcomm's revenue surge in the latest episode of the Six Five Webcast - The 5G Factor.
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