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Tag: vmware

Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs – Six Five Webcast – Infrastructure Matters

Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation, Salesforce's Agentforce, and the satellite internet race, and the impact of tariffs and the future of AI in business.
Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth
Richard Gordon
Richard Gordon & Daniel Newman

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
The Battle of the AI Models ChatGPT 4.5 and Claude 3.7 - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

The Battle of the AI Models ChatGPT 4.5 and Claude 3.7 – Six Five Webcast – Infrastructure Matters

Hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest AI model releases, ChatGPT 4.5 and Google's Gemini, along with market insights and more.
Stick or Twist: Examining the Alternatives to VMware for Virtualization & HCI - Six Five Webcast - DevOps Dialogues
Mitch Ashley
Mitch Ashley

Stick or Twist: Examining the Alternatives to VMware for Virtualization & HCI – Six Five Webcast – DevOps Dialogues

Bruce Kornfeld, CMO at StorMagic, joins Mitch Ashley to share his insights on the evolving alternatives to VMware for virtualization and HCI, discussing the challenges, benefits, and future directions.
Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage
Daniel Newman

Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage

Technology Advancements in AI Semiconductors and VMware Integration Propel Broadcom’s Record-Breaking Financial Results
Daniel Newman, Principal Analyst and CEO at The Futurum Group, explores Broadcom’s Q4 and FY2024 earnings, including the company’s record-breaking AI revenue growth and VMware integration’s impact on software expansion.
Equipping Modern IT Infrastructure Strategies with StorMagic SvHCI for Enterprise Edge and SMBs
Mitch Ashley
Mitch Ashley

Equipping Modern IT Infrastructure Strategies with StorMagic SvHCI for Enterprise Edge and SMBs

In this Futurum research paper, Equipping Modern IT Infrastructure Strategies with StorMagic SvHCI for Enterprise Edge and SMBs we assess the market challenges driving the demand for new enterprise edge HCI platforms, strategies to meet current and future business demands, and responses by vendors in the HCI space, such as StorMagic.
What Earnings Mean to Infrastructure Decisions & VMware Changes Their Licensing! - Six Five Webcast Infrastructure Matters
Camberley Bates
Keith Townsend
Camberley Bates & Keith Townsend

What Earnings Mean to Infrastructure Decisions & VMware Changes Their Licensing! – Six Five Webcast Infrastructure Matters

In this episode, Keith Townsend and Camberley Bates dive into how earnings reports shape infrastructure decisions and explore VMware’s recent licensing updates, revealing the potential impacts on the industry.
AI Disrupts Everything but VMware - Six Five Webcast Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend, Dion Hinchcliffe & Steven Dickens

AI Disrupts Everything but VMware – Six Five Webcast Infrastructure Matters

In this episode of the Six Five Webcast Infrastructure Matters, our hosts dive into VMware's adaptability and growth amidst the AI revolution, showcasing how VMware remains a cornerstone in technology through innovation and strategic foresight.
Has Virtualization Peaked, or Is a New Era About to Begin?
Paul Nashawaty
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Steven Dickens, Paul Nashawaty, Camberley Bates, Keith Townsend, Guy Currier & Dion Hinchcliffe
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Has Virtualization Peaked, or Is a New Era About to Begin?

Steven Dickens, Paul Nashawaty, Camberley Bates, Keith Townsend, Guy Currier, and Dion Hinchcliffe, analysts at The Futurum Group, share their insights on the evolving virtualization landscape, discussing how containers and hybrid cloud strategies are reshaping enterprise IT. Learn how VMs, Kubernetes, and hybrid models are driving the next wave of infrastructure innovation.
Back after the Summer Break - VMware Explore and More! - Six Five Webcast Infrastructure Matters
Camberley Bates
Camberley Bates & Steven Dickens

Back after the Summer Break – VMware Explore and More! – Six Five Webcast Infrastructure Matters

In this episode, our guest from VMware shares insights on the transformative announcements from VMware Explore and the future of infrastructure technology, providing an exclusive peek into what's next for VMware.
Broadcom Q3 2024 AI Revenue, VMware Merger, and Mainframe Division Overview
Steven Dickens

Broadcom Q3 2024: AI Revenue, VMware Merger, and Mainframe Division Overview

Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.
Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP
Daniel Newman

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
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