Microsoft announced Q3 earnings, exceeding analyst expectations. Futurum’s principal analyst Daniel Newman dives into the earnings report and offers insight on what the company should expect going forward.
SUSE Announces Solid Q1 Earnings and Updates on Rancher Growth — Are They Becoming an Acquisition Target?
Futurum analyst Steven Dickens provides his take on the recently announced Q1 earnings from SUSE. With SUSE having recently acquired Rancher Labs and NeuVector, this set of numbers goes a long way toward demonstrating proficiencies on both execution and growth. What’s ahead? SUSE’s continued growth may well make the company show up on the radar of mega-cap IT titans as they look to add growth to the mix and freshen up their approach to hybrid cloud.
Dell Technologies Posts Another Earnings Record with Full Year Fiscal 2022 Revenue of $101.2B
Futurum analysts Daniel Newman and Todd R. Weiss cover Dell Technologies’ Q4 and Full Year Fiscal 2022 earnings. The company again brings in record revenue at $101.2B for the year and shows strong performances across its business units and customer markets.
Five9 Q4 2021 Revenue Hits Record $173.6M, Shows Growing Traction for Cloud Contact Center Services
Futurum’s Daniel Newman and Todd R. Weiss cover Five9 Q4 2021 earnings. The company hits a record $173.6 million, illustrating the growing power of cloud services, especially in the contact center arena.
Leaner and More Focused IBM Reports Q4 Earnings and Full Year 2021 Results
Futurum’s Daniel Newman covers IBM’s earnings, which show a leaner, more focused IBM delivering better than expected results and good news kicking off earnings week.
SUSE Announces Full Year ’21 Earnings and Q4 Results — Busy Year Ends in Solid Performance
Futurum analyst Steven Dickens provides his take on the recently announced Q4 and full year 2021 earnings from SUSE. With SUSE having had a busy year with the acquisitions of NeuVector and Rancher Labs, the company had a lot to digest. SUSE showed strong growth and positive signals across all areas of the business, including hyperscaler cloud adoption, and continued to demonstrate that the company’s strategic investments in marketing and sales execution are paying off.
Splunk Q2 Highlights Progress in its Cloud Transformation
Futurum Research Principal Analyst Daniel Newman and Senior Analyst Steven Dickens provide their take on Splunk’s Q2 earnings announcement. The company is shuffling the executive deck, making strategic investments to bolster its security portfolio and also transition to a recurring revenue based on workload pricing, rather than data ingestion and seems to be executing on all fronts given the strong numbers for Q2.
Teradata’s Earnings, Pivot to as-a-Service, and the Road Ahead
Futurum Research Senior Analyst, Steven Dickens provides his take on Q2 earnings from industry veteran Teradata. In a congested market with formidable competitors, Teradata is making a pivot from on-premises deployments to a hybrid cloud model. Can they make the pivot quickly enough to remain a market leader?
AMD Q2 2021 Earnings: The 99% Solution?
AMD has released its Q2 2021 financial results, solidly beating consensus estimates with revenue of $3.85 billion (versus $3.62 billion expected) and earnings of $0.63 (versus $0.54 expected). This is the fourth consecutive quarter of record revenues including a 99 percent Y/Y increase from Q2 2020.
Tech Outperforms This Quarter Led by AMD, Apple, Microsoft, Alphabet
Tech names AMD, Apple, Google, and Microsoft all saw their results significantly outperform guidance and expectations this week.