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Earnings and The Impact of Generative AI, Plus Google Cloud Next - Infrastructure Matters Episode 10
Camberley Bates
Steven Dickens & Camberley Bates

Earnings and The Impact of Generative AI, Plus Google Cloud Next – Infrastructure Matters Episode 10

The Futurum Group’s Steven Dickens and Camberley Bates get into the latest earnings and trajectory of Generative AI technology plus coverage of Google Next announcements.
Adults in the Generative AI Rumpus Room- Google, Mayfield, Context.ai
Mark Beccue

Adults in the Generative AI Rumpus Room: Google, Mayfield, Context.ai

Highlighting Industry Players Approaching Generative AI in the Right Way
Mark Beccue, Research Director at The Futurum Group, highlights organizations approaching generative AI in the right way. Adults in the Generative AI Rumpus Room for the week of August 31 features Google Cloud, Mayfield, and Context.ai.
Dell Q2 2024 Earnings- Growth Points to End of Post-COVID Slump
Olivier Blanchard
Daniel Newman & Olivier Blanchard

Dell Q2 2024 Earnings: Growth Points to End of Post-COVID Slump

Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
Broadcom Revenue in Q3 2023 Hits $8.88 Billion, Beating Estimates
Daniel Newman & tweiss@futurumresearch.com

Broadcom Revenue in Q3 2023 Hits $8.88 Billion, Beating Estimates

Broadcom’s Revenue Increase for Q3 Was Up 5% Year-over-Year
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Broadcom revenue in Q3 2023 hits $8.88 billion, beating estimates. Now Broadcom waits to see if it gains approval for its proposed $61B VMware acquisition.
Unlocking Data Protection Excellence: How AI and SaaS Solutions Secure Your Future– Infrastructure Matters Insider Edition
Camberley Bates
Camberley Bates

Unlocking Data Protection Excellence: How AI and SaaS Solutions Secure Your Future– Infrastructure Matters Insider Edition

The Futurum Group’s Camberley Bates is joined by Commvault’s Tom Broderick to discuss how AI and Hybrid Cloud SaaS solutions transform data protection, safeguard data from cyber threats, and ensure resilience in hybrid multi-cloud IT environments.
Elastic Delivers Revenue Growth, Fueled by Adaptive Market Positioning
Steven Dickens

Elastic Delivers Revenue Growth, Fueled by Adaptive Market Positioning

Product Innovation and Alignment With Market Shift Toward Cloud-Based AI and Data Analytics Are Driving Continued Growth
Steven Dickens, VP and Practice Leader at The Futurum Group shares his analysis of Elastic’s Q1 FY 2024 earnings report, with a focus on how the company’s technology innovation and alignment with market trends are driving growth.
Pure Storage Revenue Beats Expectations, as Gen AI Adds to Growth
Camberley Bates
Dave Raffo & Camberley Bates

Pure Storage Revenue Beats Expectations, as Gen AI Adds to Growth

FlashBlade Sales, Subscriptions, AI, and Customer Growth All Contribute to Strong Results
Dave Raffo and Camberley Bates, analysts at The Futurum Group, share their insights on Pure Storage’s Q2 fiscal 2024 revenue success, driven by strong FlashBlade sales, AI deals, and subscriptions.
HP Q3 2023 Earnings Show Accelerating Signs of Improvement
Olivier Blanchard
Olivier Blanchard

HP Q3 2023 Earnings Show Accelerating Signs of Improvement

HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
Google Cloud Next: Vertex AI Heats Up Developer Platform Competition
Mark Beccue

Google Cloud Next: Vertex AI Heats Up Developer Platform Competition

Rapidly-Evolving AI Platforms Could Be Key to Cloud Provider Market Share
Mark Beccue, Research Director at The Futurum Group, examines the announcement of Google Cloud Next, and how the updates to Google’s AI models and the introduction of Vertex AI Extensions are likely to impact the rapidly-evolving AI market, including Google Cloud’s competitive positioning.
HPE Revenue Hits $7 Billion in Q3 2023, Beating Analyst Estimates
Daniel Newman & tweiss@futurumresearch.com

HPE Revenue Hits $7 Billion in Q3 2023, Beating Analyst Estimates

It Was a Solid Quarter for HPE, With Continuing Growth in Its Intelligent Edge Market
Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as HPE revenue hits $7 billion in Q3 2023, beating analyst estimates. Overall, it was a solid quarter for HPE with continuing growth in its intelligent edge market.
FC23: DZS Readies Portfolio for BABA Fiber Era With DZS FiberWay
Ron Westfall

FC23: DZS Readies Portfolio for BABA Fiber Era With DZS FiberWay

DZS Portfolio Is Ready to Power BABA-Compliant Builds Across Last-Mile and Middle-Mile Using Best Practices, AI-Driven Efficiencies, and Regulatory Strategies
The Futurum Group’s Ron Westfall explores why DZS BABA-ready products such as DZS FiberWay can enable rural operators to streamline their deployments through simplified management of gigabit fiber networks in full accord with BABA funding mandates.
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