Daniel Newman
Principal Analyst and Founding Partner at Futurum Research
Chief Executive Officer at The Futurum Group
Host at Futurum Tech Podcast
CEO @TheFuturumGroup | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Digital Transformation | Dad x3
Articles
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1 day ago |
futurumgroup.com | Olivier Blanchard |Daniel Newman
Analyst(s): Olivier Blanchard, Daniel NewmanPublication Date: May 13, 2025Arm’s Q4 FY 2025 earnings report highlights continued momentum in AI infrastructure, fueled by growing adoption of Armv9 and CSS platforms. Strong demand across smartphones, cloud, and automotive reinforced record royalty and licensing results.
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1 day ago |
futurumgroup.com | Olivier Blanchard |Daniel Newman
Analyst(s): Olivier Blanchard, Daniel NewmanPublication Date: May 13, 2025AMD Q1 FY 2025 earnings report highlights strong performance across core segments, driven by robust demand for AI-enabled data center solutions and next-gen client processors. Continued momentum in EPYC and Instinct platforms and the ramp-up of Ryzen CPUs reflect AMD’s execution strength and product leadership across strategic growth areas.
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3 days ago |
futurumgroup.com | Daniel Newman
Modernizing mainframe environments isn’t just about adopting new tools, it’s about transforming culture. ⚙️Hosts Daniel Newman, CEO of The Futurum Group, and Greg Lotko, SVP & GM, Mainframe Software Division at Broadcom, are joined by Sheree Britt, AVP, Software Engineering Mainframe Modernization at TD Bank, for a conversation on how her teams are breaking through the “cultural wall” of DevOps transformation.
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3 days ago |
futurumgroup.com | Daniel Newman
This week on The Six Five Podcast, Patrick Moorhead and Daniel Newman are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what’s driving transformation across the tech landscape. The handpicked topics for this week are:Market and Economic Updates: Discussion of the first trade deal between the UK and US.
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3 days ago |
futurumgroup.com | Daniel Newman
The AI revolution is here, but how do businesses make it work for them? 🤔At IBM Think 2025, host Daniel Newman is joined by Rob Thomas, SVP Software & Chief Commercial Officer at IBM, to explore the practical strategies and cutting-edge technologies that are empowering enterprises to harness AI’s transformative potential. The insights shared point to a significant shift in how businesses are leveraging AI to drive future operations and growth.
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TD Cowen loves the data center demand is dying and AI is dead talk track. Maybe next they can do a piece on Google, which can soon be rebuked like the ones on Microsoft and now Amazon. $AMZN $MSFT $GOOGL
$AMZN AWS VP of Global Data Centers on speculations of AWS going on pause on certain Colo deals: "This is routine capacity management & there haven’t been any recent fundamental changes in our expansion plans." https://t.co/2jKTr2pdw7
RT @danielnewmanUV: The topic of canceled datacenter contracts is only part of the right question for investors. The one that investors sh…
RT @danielnewmanUV: Google is correct👇🏻 Dumb time to harm our innovators. $GOOGL
