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Tag: acquisitions

IonQ Q3 FY 2025 Earnings: Revenue Beat, AQ64 and 99.99% Fidelity
November 7, 2025

IonQ Q3 FY 2025 Earnings: Revenue Beat, AQ64 and 99.99% Fidelity

Futurum Research analyzes IonQ’s Q3 FY 2025 results, highlighting 99.99% fidelity, AQ 64 progress, and how EQC, acquisitions, and government momentum shape the company’s 2026 setup....
Is Workday’s $1.1B Sana Acquisition Enough to Dominate the AI Agent Race?
September 18, 2025

Is Workday’s $1.1B Sana Acquisition Enough to Dominate the AI Agent Race?

Keith Kirkpatrick, Research Director at Futurum, shares his insights on Workday’s $1.1 billion acquisition of Sana, examining how the deal combines AI-native learning and agents to position Workday as the...
Will Regrello Help Salesforce Push Further Into Agentic AI Workflows?
August 21, 2025

Will Regrello Help Salesforce Push Further Into Agentic AI Workflows?

Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation....
August 7, 2025

SAP Adds AI-Powered Recruiting to HCM Portfolio with SmartRecruiters

Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s planned acquisition of SmartRecruiters and how it enhances SAP SuccessFactors with AI-driven, high-volume talent acquisition capabilities....
August 4, 2025

The Six Five Pod | EP 270: Silicon Strategies: Intel’s 14A Gambit and the Future of Chip Manufacturing

In this episode of The Six Five Podcast, hosts Patrick Moorhead and Daniel Newman break down the latest tech earnings and market trends, with expert insights on Intel's foundry strategy,...
Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
June 16, 2025

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP....
The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
March 17, 2025

The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and...
Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast
August 29, 2024

Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast

AMD, Cisco, Lenovo, HPE, and Huawei make strategic moves to strengthen their positions in AI, cloud computing, and infrastructure. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman...

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