Futurum’s Daniel Newman and Ron Westfall examine Cisco’s Q4 2022 and FY 2022 results and why they see the Q4 results as impressive since Cisco beat on both top and bottom accented by a strong top line beat as well as exhibiting the competitive foundation required to power continued investments in innovation throughout its networking, security, collaboration, and optimized applications portfolios.
Futurum analyst Michael Diamond discusses Google Cloud’s newly added Google Public Sector division that is targeting the federal, state, and local government markets that should bear fruit for Google Cloud in the future.
Futurum Research analysts Daniel Newman and Todd R. Weiss dive into the latest Salesforce Q1 2023 earnings numbers, revealing the story behind the company’s 24 percent Q1 revenue growth and its earnings outlook for the rest of 2023.
Futurum’s Ron Westfall explores Juniper’s new Secure Edge CASB and DLP capabilities targeted at augmenting the SASE experience by bolstering cloud-based data safeguards, driving policy-based visibility, fortifying SaaS protections, and easing the overall SASE integration process, enabling Juniper to strengthen its competitive position in the tightly contested SASE market.
Futurum Analyst in Residence Jared Klee analyzes blockchain startup Chainalysis’s $170 million Series F and Storyline product announcements and discusses why new investigative tools are needed in cryptocurrency and why how government agencies are rapidly catching up to the bad guys.
Futurum’s Ron Westfall explores why the Dell and Snowflake alliance bolsters Dell’s overall multi-cloud vision and portfolio including increased flexibility for users operating throughout multi-cloud environments and fulfilling data workload optimization as well as how both partners can strengthen their alliance by putting more portfolio development and marketing emphasis on ML capabilities.
Futurum analysts Todd R. Weiss and Daniel Newman dive into ServiceNow Q1 financials, which saw ServiceNow’s total revenue rise to $1.76B, up 29 percent YoY, and subscription revenue rise to $1.67B, up 29 percent YoY, as the workflow automation platform vendor beat analyst revenue and EPS estimates for the quarter.
Futurum’s lead analyst Shelly Kramer explores PROS recent acquisition of digital marketing platform EveryMundo and why that’s great news for customers focused on omnichannel marketing and delivering best in class customer experiences.
Big changes in AI, machine learning applications, tools, techniques, platforms, and standards are on the horizon.
Clumio, a company seeking to disrupt enterprise backup solutions has raised additional funding and appears ready to be a formidable competitor in the space.