Futurum analyst Steven Dickens shares his insights on MongoDB’s Q2 earnings as revenue hits $303.7 million, up 53% YoY.
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.
VMware Posts Solid Q2 Earnings Ahead of Broadcom Acquisition
Futurum senior analyst Steven Dickens provides his take on the VMware Q2 FY23 earnings and the Broadcom acquisition that is still pending. As customers look to pivot from on-premises virtualization to hybrid cloud operations, VMware is trying to stay their partner of choice. Solid numbers from VMware show the company is making progress ahead of the Broadcom acquisition that should close in 2023.
Check Point Software Beats Q2 2022 Earnings Bucking Macroeconomic Headwinds
The News: Check Point Software reported its Q2 2022 earnings on August 1, 2022, with the quarter ending on June 30, 2022. Revenues for the second quarter jumped 9 percent to $571 million, more than doubling the growth rate in the prior year’s quarter. Read the full Press Release on the Check Point SoftwareA website. Check Point Software Beats Q2 …
Confluent Q2 2022 Revenue Up 58% to $139M as Growth Continues
Futurum senior analyst Steven Dickens provides his take on Confluent’s Q2 earnings. As clients look to innovate and integrate data flows as part of digital transformation efforts, Kafka is playing a significant role. Confluent is providing robust and wide-ranging solutions on top of these open source layers that are gaining traction with customers, especially in the cloud.
Zendesk to Go Private in What Should Pan Out to be Its Best Route Forward
Futurum’s principal analyst Daniel Newman breaks down what Zendesk’s future may look like as it goes private.
SUSECon Digital ‘22: Announcements from the All Things SUSE Conference
Futurum senior analyst Steven Dickens provides his take on the announcements coming out of the SUSECon Digital ’22, the annual global technical conference for SUSE customers and partners that has been going on this week, including the company announcements around SLES 15.4, a raft of updates to SUSE Rancher and Neuvector, security updates, partnerships, and more.
Is SUSE becoming the Container Company?
Futurum analyst Steven Dickens provides his take on the recently announced updates to Rancher and NeuVector. At the recent KUBECON Europe event, SUSE took the opportunity to expand on its vision for container security and provide updates to its strategic container management platform Rancher.
Coinbase Missed on Revenue and Earnings and That’s Not Even the Worst of the News
Futurum Analyst in Residence Jared Klee analyzes Coinbase’s miss on revenue and earnings in the first quarter and dives into a new risk exposure buried in the earnings report that reveals the company’s custody offering may be little more than general unsecured borrowing, a status that meets neither the definition nor the spirit of custody.
Qualcomm Earnings Deliver Above Expectations in Q2 as Diverse Strategy Pays Off
The News: Qualcomm reported second quarter earnings recently after the bell, beating Wall Street expectations for sales and earnings, and driving the stock up over 4% in extended trading. Here’s how Qualcomm did versus Refinitiv consensus expectations: EPS: $3.21, adjusted, versus $2.91 expected, up 69% year-over-year Revenue: $11.16 billion, adjusted, versus $10.60 billion expected, up 41% year-over-year CT (chip sales): …