Futurum Research analyzes Cisco’s Q1 FY 2026 results, highlighting AI infrastructure demand, campus refresh momentum, and a cloud-first security transition that lifts recurring revenue visibility into the second half of...
Alex Smith, Vice President at Futurum, shares his insights on Cisco’s bold strategy to own the AI-era infrastructure with the launch of Unified Edge and a Splunk-powered security fabric....
Alex Smith, VP at Futurum, explores how established tech companies are resurging, detailing big tech performance and shifts in cloud power balance fueled by AI infrastructure and strategic pivots....
Mitch Ashley and Fernando Montenegro of Futurum analyze Splunk .conf25. They discuss Splunk's role in AI under Cisco, focusing on the new Data Fabric, security integrations, and the push toward...
Alex Smith, VP Ecosystems, Channels, and Marketplaces at Futurum, shares his insights on Microsoft's strategic move to unify AppSource and Azure Marketplace, creating a powerful hub for AI agents and...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Cisco’s Q4 FY 2025 results, spotlighting strong AI infrastructure demand, robust networking growth, and guidance backed by...
Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise...
On episode 267 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech trends and market dynamics. They discuss Samsung's Galaxy Unpacked event, highlighting...
Nick Patience, VP and AI Practice Lead at Futurum shares insights on Lenovo’s Hybrid AI Advantage expansion, helping enterprises scale AI through new infrastructure, vertical-specific solutions, and employee enablement services....
On episode 266 of The Six Five Pod, Patrick Moorhead and Daniel Newman dive into the latest tech news and trends. They discuss OpenAI's talent poaching by Meta, the impact...
Fernando Montenegro, Vice President and Practice Lead, Cybersecurity & Resilience at Futurum, analyzes HPE's acquisition of Juniper Networks, combining comprehensive networking portfolios across enterprise and service provider markets....
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