Futurum analysts Daniel Newman and Todd R. Weiss review NVIDIA’s Q1 2023 earnings, which posted a new NVIDIA quarterly revenue record at $8.29B for the GPU maker in a turbulent global marketplace, and explore what’s likely ahead.
Splunk Q1 Result Delivers Robust Cloud Growth as Losses Narrow
Splunk Inc. the data platform leader for security and observability, announced results for its fiscal first quarter ending April 30, 2022. Futurum’s Daniel Newman dives into the earnings and believes the results are a continued indication of Splunk’s transformation to Cloud and ARR as a successful one, and the first under new CEO Gary Steele.
Marvell Kicks Off Fiscal 2023 on a High Note with Robust Q1 Financial Results
Futurum’s Daniel Newman and Ron Westfall examine Marvell Technologies financial results for the first quarter of fiscal year 2023 and why they validate Marvell as a major player across the semiconductor space who exercises considerable ecosystem influence and is exceptionally adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G, and auto market segments which help power the company’s long-term growth prospects.
Seeking Diversification, Broadcom Reportedly in Talks to Acquire Cloud Service Provider VMware
Futurum’s principal analyst Daniel Newman reacts to breaking news of talks between Broadcom and VMware surrounding a potential acquisition that would have considerable implications for Broadcom as well as the cloud computing and enterprise software spaces.
Cisco Q3 Revenue Hits $12.8B, Flat Year-over-Year, While Non-GAAP EPS Up 5%, as Financial Impacts Arrive Due to Covid-19 Lockdowns in China and the War in Ukraine
Futurum analysts Daniel Newman and Todd R. Weiss examine Cisco’s Q3 results, with revenue hitting $12.8B, which was flat year-over-year, as financial impacts arrive due to Covid-19 lockdowns in China and the war in Ukraine.
Micron Investor Day 2022: A Promising Look into the Growth of Memory and Storage
Futurum principal analyst Daniel Newman shares his thoughts on Micron’s Investor Day 2022 with insights on what is to come for the memory and storage market.
New Google Cloud Organization, Global Strategic Customers and Industries, to be Led by Umesh Vemuri
Futurum’s principal analyst Daniel Newman responds to the announcement of a new Google Cloud group, Global Strategic Customers and Industries, to be led by Umesh Vemuri, a Google veteran whose expertise in building enterprise partnerships will enhance Google Cloud’s rapid growth.
Salesforce to Acquire Troops.ai According to New Signed Agreement
Futurum’s Daniel Newman responds do the news that Salesforce will acquire Troops.ai according to new signed definitive agreement. Troops.ai is a leading provider of a revenue communications solution used to improve sales velocity, forecasting, visibility, and collaboration across teams, and will become part of Slack.
IBM and Amazon Web Services Sign Collaboration Agreement to Run IBM Software-as-a-Service on AWS
Futurum’s principal analyst Daniel Newman dives into the recent collaboration agreement between IBM and Amazon Web Services (AWS). The agreement will provide clients with access to IBM’s software portfolio on cloud-native AWS.
Lattice Semiconductor Delivers Robust Q1 Growth and Raises Q2 Guidance
Lattice Semiconductor reported its fiscal Q1 with an outsized result that included a beat and raise across the board. Futurum’s Daniel Newman gives his take on how the company is doing and what we can expect going forward.