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Tag: networking

Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build
December 8, 2025
 

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
Futurum Research
The Modern Data Center Network Checklist
December 1, 2025

The Modern Data Center Network Checklist

In our latest Infographic, The Modern Data Center Network Checklist, created in partnership with Nokia, Futurum Research outlines the business, architectural, and operational requirements that enable modern data center networks...
Scott Robohn
NVIDIA Q3 FY 2026 Record Data Center Revenue, Higher Q4 Guide
November 25, 2025
 

NVIDIA Q3 FY 2026: Record Data Center Revenue, Higher Q4 Guide

Futurum Research analyzes NVIDIA’s Q3 FY 2026 earnings, focusing on AI infrastructure demand, Blackwell ramp, networking scale, and ecosystem partnerships shaping the outlook into Q4 and FY 2027....
Futurum Research
Cisco Q1 FY 2026 AI Demand Lifts Outlook and Orders
November 14, 2025
 

Cisco Q1 FY 2026: AI Demand Lifts Outlook and Orders

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...
Futurum Research
Cisco Partner Summit 2025 Does Cisco have the Right End-to-End AI Story
November 7, 2025
 

Cisco Partner Summit 2025: Does Cisco have the Right End-to-End AI Story?

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
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....
Futurum Research
Redefining Reliability in Modern Data Center Networking
November 3, 2025

Redefining Reliability in Modern Data Center Networking

In our latest Market Brief, Redefining Reliability in Modern Data Center Networking, completed in partnership with Nokia, Futurum Research quantifies how next-generation network operations and automation tools deliver measurable improvements...
Scott Robohn
Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration
September 9, 2025
 

Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration

Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum
September 5, 2025
 

HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Fernando Montenegro
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
August 28, 2025
 

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
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Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand
August 15, 2025
 

Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand

Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on...
July 14, 2025
 

The Six Five Pod | EP 267: Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets

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...

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