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...
The Futurum Group’s Ron Westfall and Daniel Newman assess why they believe GlobalFoundries’ Q4 and FY 2023 results showed GF’s partnership diversification played a key role in the automotive end...
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...
The Futurum Group’s Daniel Newman shares his insights on the Lattice Q4 and FY 2023 earnings report and takes a look at the future outlook for Lattice and the semiconductor...
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...
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...
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on NXP Q4 and FY 2023 earnings, which generally beat expectations and point to automotive, IoT/IIoT, and Mobile segments...
The Futurum Group’s Daniel Newman shares his insights on the recent release of the onsemi earnings report, revealing Q4 and FY 2023 financials. He also takes a look at the...
Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, discusses several key enterprise application insights from earnings season, and also discusses the issue of enterprise application usability....
The Futurum Group’s Steven Dickens and Daniel Newman share their insights on Amazon’s Q4 and FY 2023 earnings and how the next phase of growth will necessitate AWS continuing to...
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