Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
Futurum Research analyzes PROS’s Q3 FY 2025 results, highlighting subscription growth, margin expansion from cloud optimization, and a healthy recurring mix as guidance is suspended during the pending acquisition....
Paul Bay, CEO at Ingram Micro, joins Patrick Moorhead and Daniel Newman to discuss how AI, cloud, and the Xvantage platform are redefining the global tech channel and supporting partners’...
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...
Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers...
Keith Kirkpatrick and Daniel Newman from Futurum break down Microsoft’s Q4 FY 2025 earnings, highlighting Azure’s strong growth, the expanding Copilot ecosystem, and why Microsoft’s AI momentum shows no signs...
Krista Case, Research Director at Futurum, unpacks Commvault’s Q1 FY 2026 results, highlighting momentum in SaaS and subscription ARR, growing marketplace traction, and an expanded partner ecosystem driving cyber resilience...
Keith Kirkpatrick and Daniel Newman of Futurum share insights on ServiceNow’s standout Q2 2025—highlighting record AI-driven growth, top-line beats, and breakthrough workflow innovation....
Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s Q2 FY 2025 earnings, spotlighting AI-led cloud growth, ERP suite momentum, rising internal AI productivity, and a reaffirmed FY outlook...
HPE CEO Antonio Neri joins Six Five hosts in a captivating session on HPE's innovation in AI, cloud, and networking, highlighting strategic partnerships and product advancements unfolded at HPE Discover...
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