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Tag: enterprise cloud

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....
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Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth
March 10, 2025

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

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%...
Richard Gordon
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December 14, 2022

Oracle Q2 Revenue Up 18% to $12.27B, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Oracle Q2 revenue is up 18% to $12.27B, beating estimates, as the enterprise cloud and database vendor sees...
November 30, 2022

The Six Five In the Booth with Dell’s Nick Brackney at AWS re:Invent 2022

The Six Five hosts Patrick Moorhead and Daniel Newman sit down with Nick Brackney, Sr. Consultant, X-ISG, Dell Technologies, at AWS re:Invent 2022 to talk about the announcement of Dell...
November 3, 2022

Microsoft Revenue Hits $50.1B for Q1 FY23, Up 11% from 2021

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Microsoft revenue hits $50.1B for Q1 FY23, up 11% from 2021, as the cloud and software giant shows...
October 27, 2022

SAP Q3 2022 Revenue Up 15% to 7.8B Euros as Cloud Rises 38%

Futurum analysts Daniel Newman and Todd R. Weiss provide their insights on SAP Q3 2022 earnings....
March 3, 2022

HPE Revenue Up 2% in Q1 to $7B As Customer Demand Continues to Build in Edge, HPC and AI

HPE’s Q1 FY2022 results are again solid following similarly positive results in the last two quarters of FY2021. As Q1 closes, HPE is continuing its pivot from requiring a CapEx-heavy...
November 19, 2021

Kyndryl and Microsoft Cloud Partner to Jointly Serve Enterprise Customers in First Deal Out of the Gate Post IBM Spinoff

Futurum lead analyst Shelly Kramer shares thoughts on the recently announced global strategic alliance between Kyndryl and Microsoft Cloud. While it’s an impressive way to come out of the gate...
June 17, 2021

C3 AI Snowflake Partnership Aimed at Delivering Next Gen Enterprise AI Apps at Scale — and Expanding Market Presence

The C3 AI Snowflake partnership is another example of founder and CEO Tom Siebold doing exactly what he said he would do: expand his company’s market presence by way of...
April 12, 2021

Microsoft to Buy Nuance, a Voice Recognition AI Leader for $19.7 Billion

Microsoft will acquire Boston-based Nuance Communications for $19.7 billion. Futurum’s Shelly Kramer explores why Nuance’s technology is a perfect fit for Microsoft’s already impressive natural language processing AI capabilities and...

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