Futurum’s Daniel Newman dives into the recent announcement coming out of Micron, that they will invest $100 billion over the next 20 years building a state-of-the-art megafab near Syracuse, New York.
Futurum’s Ron Westfall and Daniel Newman examine Micron’s financial results for the fourth quarter 2022 and full year of fiscal 2022 and why they believe that Micron is making the strategic moves critical to address rapidly weakening consumer demand and significant customer inventory adjustments across all its end markets until macroeconomic and semiconductor segment conditions improve.
Qualcomm hosted its first Automotive Investor Day where CEO Cristiano Amon and other members of the Qualcomm executive team made several announcements. Futurum’s Daniel Newman takes a look at these announcements and more, including a new partnership with Mercedes Benz, the Snapdragon Ride Flex System-on-Chip, and overall pipeline growth from $19 billion to $30 billion in the last two months.
Futurum’s Daniel Neman takes a look at the recently announced Slack Canvas, a new surface in Slack where teams can curate, organize and share information from multiple sources.
At Dreamforce last week, Salesforce announced Salesforce Genie, a real-time data platform that powers Customer 360. Principal Analyst Daniel Newman dives into what we can expect from Salesforce Genie, and whether he thinks the growth trend for Salesforce will continue.
Arm recently unveiled a revised and revamped product roadmap with new processor designs that target cloud, hyperscale and HPC workloads. Futurum’s principal analyst Daniel Newman gives his take on how he thinks this announcement may serve as a call to challenge from other industry CPU makers to up their game.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Adobe Q3 revenue hits $4.4B, up 13% YoY for FY2022, and as it announces its new plans to acquire collaborative design platform vendor Figma for $20 billion.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights on the news that Oracle Q1 revenue is up 18% to $11.4B as cloud revenue rises, which the company hopes to boost even more through its recent $28.4 billion acquisition of electronic hospital records vendor, Cerner.
Qualcomm CEO Cristiano Amon kicked off IFA 2022, western Europe’s largest consumer electronics show, with a keynote presentation announcing several new partnerships. Futurum’s principal analyst Daniel Newman discusses the announcements and new partnerships with Meta and Bose.
Futurum’s Ron Westfall and Daniel Newman assess Pure Storage’s financial results for the second quarter of fiscal year 2023 and why they demonstrate that Pure Storage is fulfilling customer requirements for solutions that deliver data storage benefits such as energy and space savings and broader integration of automation as well as powering its path of continued growth and assuring improved customer business outcomes.