The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q3 2023 earnings and discuss how the company’s strong AI strategy and execution plan are delivering robust results to customers...
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights about IBM Q3 revenue being up 4.6% to $14.75 billion, beating analyst estimates, partly due to...
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Microsoft’s Q1 2024 earnings and discuss how the company’s laser-like focus on AI and cloud computing are helping to drive revenue....
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Alphabet’s Q3 2023 earnings and discuss how the company’s focus on AI will help drive additional revenue growth in the future....
The Futurum Group’s Ron Westfall and Daniel Newman assess Nokia’s fiscal Q3 2023 as the company showed resilience in operating margin amid uncertain economic conditions and is taking the right...
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as SAP Q3 revenue is up 4% to €7.74 billion as cloud growth continues for the...
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing...
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....
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....
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