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Splunk Q2 Highlights Progress in its Cloud Transformation

In Cloud by Daniel Newman and Steven DickensLeave a Comment

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.

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IBM Systems Has A Tough Quarter, But That Is Not The Whole Story

In Technology News by Steven DickensLeave a Comment

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.