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Tag: Earnings

Twilio's AI-Driven Success in Q2 2024-Insights and Outlook
August 2, 2024

Twilio’s AI-Driven Success in Q2 2024-Insights and Outlook

The Futurum Group’s Keith Kirkpatrick discusses how Twilio’s AI advancements significantly boosted its Q2 2024 performance, driving revenue growth and operational efficiency, and helping position the company as a leading...
Qualcomm FYQ3 2024 Earnings
August 2, 2024

Qualcomm FYQ3 2024 Earnings

Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite...
Olivier Blanchard
ServiceNow Q2FY24 Earnings
August 1, 2024

ServiceNow Q2FY24 Earnings

The Six Five team discusses ServiceNow Q2FY24 earnings....
IBM Q2FY24 Earnings
August 1, 2024

IBM Q2FY24 Earnings

The Six Five team discusses IBM Q2FY24 earnings....
Google Q2FY24 Earnings
August 1, 2024

Google Q2FY24 Earnings

The Six Five team discusses Google Q2FY24 earnings....
SAP Q2FY24 Earnings
August 1, 2024

SAP Q2FY24 Earnings

The Six Five team discusses SAP Q2FY24 earnings....
How Kyndryl's Consult Business and Bridge Platform Drive Revenue Growth
August 1, 2024

How Kyndryl’s Consult Business and Bridge Platform Drive Revenue Growth

Steven Dickens from The Futurum Group highlights Kyndryl's strategic pivot towards high-margin services and innovative platforms like Kyndryl Bridge as key to its post-IBM transformation. He notes that these efforts...
T-Mobile Reports Stellar Q2 2024 Earnings, Raises Guidance for the Year
August 1, 2024

T-Mobile Reports Stellar Q2 2024 Earnings, Raises Guidance for the Year

The Futurum Group’s Ron Westfall assesses T-Mobile's positive Q2 2024 earnings, customer growth gains, and the acquisition of UScellular wireless ops, showcasing its competitive and innovation acumen....
AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
July 31, 2024

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business...
Olivier Blanchard
Top and Bottom-Line Performance Drives Microsoft's Q4 2024 Earnings
July 31, 2024

Top and Bottom-Line Performance Drives Microsoft’s Q4 2024 Earnings

The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong...
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Lattice Semiconductor Maintains Growth Trajectory in Q2 2024
July 31, 2024

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster...
Subscription Revenue Drives Commvault’s Exceptional Q1 2025 Results
July 30, 2024

Subscription Revenue Drives Commvault’s Exceptional Q1 2025 Results

Krista Case, Research Director at The Futurum Group, shares insights on Commvault’s strong Q1 2025 performance, driven by subscription growth and strategic investments in cyber-resiliency. Learn about the company's strategic...
Krista Case

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