Futurum Research Senior Analyst, Steven Dickens provides his take on the Q2 2021 results for IBM Systems. The headline results on the surface look troubling for Systems, however given the product life cycles of IBM Z and Power, and tough comparisons against Q2 2020, the business did surprisingly well and shows areas of growth and penetration in the marketplace.
SUSE Announces First Earnings as a Public Company, Post Rancher Labs Acquisition
Futurum analyst Steven Dickens provides his take on the first set of earnings announcements from SUSE as a public company. With SUSE having recently acquired Rancher Labs and IPO’ing the business in May, this first set of numbers was crucial to the market sentiment around this open source leader. SUSE showed strong growth and positive signals across all areas of the business, including Cloud adoption.
Marvell’s Q1 Earnings Results Are, Well, Pretty Marvelous, In Spite of Everything
Marvell Technology has released its first quarter results for fiscal year 2022, delivering an impressive beat for both revenue of $832 million versus $807 million expected and earnings of $0.29 per share (non-GAAP diluted) versus $$0.27 per share expected. Futurum Research breaks down the numbers and Marvell’s extremely strong guidance for the upcoming quarter.
AWS Keeps Trucking As Amazon Crushes Expectations
Amazon had a huge earnings beat and its cloud business AWS did better than expected nearing $10 Billion this quarter. A dive into AWS for the 4th quarter.
Zoom Q3 Growth Slows but Its Trajectory Remains Solid
A late look at Zoom Q3 performance, its growth and why the company is on solid footing to be successful in the long run.
AWS Optimism: Business Is Still Strong Despite Earnings Short Fall
AWS reached 9 Billion in revenue this quarter, but fell just short of expectations along with the company. A look at AWS and its mid-term outlook.
Salesforce Delivers Strong Q2, But Questions Still Loom Over SaaS Giant
Salesforce has had a steady drumbeat of strong earnings performances over the past few years, but has their innovation run its course?
Qualcomm Earnings Show A Soft Quarter, But 5G Growth is Coming Soon
Qualcomm earnings showed a mix bag as 5G’s big boom is still looming in the quarters ahead. Why the company is still poised for growth and a look at some of the ongoing legal and regulatory battles.