Futurum analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $6.95B for Q3, up 1% YoY, beating estimates, as the edge-to-cloud, compute, HPC, AI and storage vendor details its Q3 FY2022 financial performance.
NVIDIA Q2 Revenue Up 3% YoY as Gaming Slows Post-Pandemic
Futurum analysts Daniel Newman and Todd R. Weiss report that NVIDIA Q2 revenue is up 3% YoY as gaming slows post-pandemic, while the company sees new revenue growth opportunities in its data center, automotive, and AI markets.
Salesforce Q2 2023 Revenues up 22% YoY
Futurum’s Daniel Newman and Michael Diamond cover Salesforce’s Q2 2023 earnings results and how the cloud-based CRM category remains a strategic priority for organizations that view customer centricity and organizational connectedness as integral to business success.
Dell Q2 Revenue Hits $26.4B, Up 9% YoY As Growth Continues
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Dell Q2 revenue hits $26.4B, up 9% YoY, and growth continues in a cautious and tumultuous post-pandemic global market.
Splunk Revenue Rises in Q2 to $798.7M, Up 32% Year-Over-Year
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Splunk revenue rises in Q2 to $798.7M, Up 32% Year-Over-Year, as the data security and observability vendor reported its latest fiscal year 2023 earnings.
Intel Introduces First-of-its-Kind Semiconductor Co-Investment Program
This week, Intel introduced a first-of-its-kind semiconductor co-investment program. Futurum’s principal analyst Daniel Newman takes a look at the program and gives his thoughts on how this will help Intel.
Qualcomm Reportedly Returning to Server Market with a New Chip
Qualcomm is returning to the server market with a new chip, which would be a result of the acquisition of chip startup Nuvia. Futurum’s principal analyst Daniel Newman takes a dive into this announcement, and what it could mean for Qualcomm going forward.
Marvell Sustains Impressive Market Momentum with Robust Q2 Fiscal 2023 Financial Results
Futurum’s Ron Westfall and Daniel Newman examine Marvell Technologies financial results for the second quarter of fiscal year 2023 and why they confirm Marvell as a major player across the semiconductor space that exercises considerable ecosystem influence and is impressively adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G/operator, enterprise, and auto market segments which help power the company’s long-term investment and growth prospects.
Cisco Q4 2022 and FY 2022: Delivering Business Momentum and Beating Expectations
Futurum’s Daniel Newman and Ron Westfall examine Cisco’s Q4 2022 and FY 2022 results and why they see the Q4 results as impressive since Cisco beat on both top and bottom accented by a strong top line beat as well as exhibiting the competitive foundation required to power continued investments in innovation throughout its networking, security, collaboration, and optimized applications portfolios.
Lenovo Q1 2022-2023: Finding New Engines to Drive Growth and Profitability
Futurum’s Daniel Newman and Ron Westfall examine Lenovo’s first quarter 2022/23 results that produced improved profitability and revenue for the ninth consecutive quarter and why Lenovo’s strategic vision, R&D prioritization, portfolio development commitments, and operations have enabled the company to make notable strides across its three main SSG, IFG, and IDG business units.