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1 week ago | 
futurumgroup.com | Alex Smith |Olivier Blanchard |Krista Case
Analysts: Alex Smith, Olivier Blanchard, Krista CasePublication Date: May 28, 2025What is Covered in this Article:Dell’s advancements and partnerships in the AI space, including the Dell AI Factory and collaborations with companies like NVIDIA, Google, and Meta. The discussion of AI’s impact on infrastructure and data centers, emphasizing the resurgence of on-premise computing and the development of new technologies like liquid cooling.
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3 weeks ago | 
futurumgroup.com | Krista Case |Fernando Montenegro
Analyst(s): Krista Case, Fernando MontenegroPublication Date: May 15, 2025Cisco delivered strong quarterly results as demand for AI-powered infrastructure and integrated security solutions accelerated. Continued growth in orders and recurring revenue signals solid traction across the enterprise and public sector segments.
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1 month ago | 
futurumgroup.com | Fernando Montenegro |Mitch Ashley |Krista Case |Alex Smith
Analyst(s): Fernando Montenegro, Mitch Ashley, Krista Case, Alex SmithPublication Date: May 6, 2025What is Covered in this Article:Futurum analysts observe that the RSAC Conference rebranded to emphasize “Community” with a record of 44,000+ attendees, transforming itself while being the cornerstone for numerous security community events. The Expo Halls featured hundreds of exhibitors, with platform vendors taking center stage.
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1 month ago | 
futurumgroup.com | Camberley Bates |Krista Case
Camberley brings over 25 years of executive experience leading sales and marketing teams at Fortune 500 firms. Before joining The Futurum Group, she led the Evaluator Group, an information technology analyst firm as Managing Director.
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1 month ago | 
futurumgroup.com | Camberley Bates |Krista Case
Camberley brings over 25 years of executive experience leading sales and marketing teams at Fortune 500 firms. Before joining The Futurum Group, she led the Evaluator Group, an information technology analyst firm as Managing Director.
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Mar 3, 2025 | 
futurumgroup.com | Camberley Bates |Krista Case
Analyst(s): Camberley Bates, Krista CasePublication Date: Mar 3, 2025NetApp reported revenues of $1.64 billion, a 2% year-over-year increase. Highlights include the company’s all-flash array annualized net revenue run rate growing 10% year-to-year to $3.8 billion, AI data lake momentum, and marketplace cloud storage services revenue growing more than 40% year-over-year.
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Feb 6, 2025 | 
futurumgroup.com | Krista Case |Camberley Bates
Camberley brings over 25 years of executive experience leading sales and marketing teams at Fortune 500 firms. Before joining The Futurum Group, she led the Evaluator Group, an information technology analyst firm as Managing Director.
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Jan 30, 2025 | 
futurumgroup.com | Daniel Newman |Mitch Ashley |Olivier Blanchard |Krista Case |Keith Kirkpatrick |Fernando Montenegro | +2 more
Analysts: Daniel Newman, Mitch Ashley, Oliver Blanchard, Krista Case, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Ron WestfallPublication Date: January 30th, 2025What is Covered in this Article:DeepSeek claims breakthroughs in model training efficiency, including some very low-level programming techniques. Questions have arisen about the potential use of competitors’ models to aid the development of R1.
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Jan 17, 2025 | 
futurumgroup.com | Krista Case
Analyst(s): Krista CasePublication Date: January 17, 2025HP Inc.’s most recent Wolf Threat Intelligence Report unveils evolving AI-fueled threat vectors. Additionally, Futurum’s conversations with HP’s threat intelligence research uncover the resulting implications for endpoint security. What is Covered in this Article:HP Inc. releases its Wolf Threat Intelligence Report for 3Q24, which analyzes the evolving tactics of cybercriminals.
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Jan 15, 2025 | 
futurumgroup.com | Krista Case
Analyst(s): Krista CasePublication Date: January 15, 2025Cisco embeds its new AI Defense capability as a part of Cisco Secure Access. The new solution uses AI to support safe and secure AI, specifically targeting security requirements pertaining to access to, and development of, AI applications. What is Covered in this Article:Cisco introduces Cisco AI Defense to address emerging requirements for securing access to AI applications, and securing the AI applications themselves.
