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Tag: cloud infrastructure

April 17, 2026

How Capgemini’s ERP Transformation Sets a New Standard in Financial Efficiency

Capgemini's ERP Transformation achieves earnings closure in under 10 days—nearly 60% faster than industry peers. This breakthrough in financial efficiency demonstrates how enterprise technology drives operational excellence and competitive advantage....
Oracle Q2 FY 2026 Cloud Grows; Capex Rises for AI Buildout
December 12, 2025

Oracle Q2 FY 2026: Cloud Grows; Capex Rises for AI Buildout

Futurum Research analyzes Oracle’s Q2 FY 2026 earnings, highlighting cloud infrastructure momentum, record RPO, rising AI-focused capex, and multicloud database traction driving workload growth across OCI and partner clouds....
The Six Five Pod EP 281 Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
October 20, 2025

The Six Five Pod | EP 281: Inside the Week in Tech – Oracle, Salesforce, TSMC & the AI Cloud Race

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in the tech industry. They cover Oracle's financial analyst day, highlighting the company's...
Six Five Connected with Diana Blass: Why Everyone's Talking About CoreWeave
September 11, 2025

Six Five Connected with Diana Blass: Why Everyone’s Talking About CoreWeave

Explore the reasons behind CoreWeave's explosive growth and its impact on the AI cloud infrastructure landscape with insights from industry leaders and customers....
August 4, 2025

Xerox Q2 FY 2025 Results Show Stability as IT Solutions Revenue Surges

Alex Smith, VP & Practice Lead at Futurum, breaks down Xerox’s Q2 FY 2025 results, with IT Solutions revenue more than doubling YoY, Lexmark integration underway, and Print weakness offset...
AMD Expands Telecom Role as Nokia Selects EPYC for 5G Cloud Platform
June 23, 2025

AMD Expands Telecom Role as Nokia Selects EPYC for 5G Cloud Platform

Olivier Blanchard, Research Director at Futurum, shares insights on how Nokia’s adoption of AMD’s 5th Gen EPYC processors strengthens 5G cloud infrastructure with improved performance and energy efficiency....
Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion
June 12, 2025

Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion

Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026...
Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage
April 14, 2025

Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape...
Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion
March 11, 2025

Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion

Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption....
Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?
February 27, 2025

Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?

The Futurum Group analysts share their insights on the partnership between Salesforce and Google, which is designed to provide more capability for Agentforce agents, and offer greater service capabilities for...
NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast
January 2, 2025

NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss Broadcom’s AI networking surge, Marvell’s pivot to AI-driven infrastructure, and NVIDIA’s regulatory challenges in China and how these advancements and obstacles shape the future...

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