Category: Data Management & Analytics

Webscale AI Orders Surpass $1 Billion YTD as Cisco Beats Top and Bottom-Line Estimates
Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation.
Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
Kareem Yusuf, Ph.D. at IBM joins Tiffani Bova to discuss how IBM is enabling partners to deploy AI with ease, leveraging open ecosystems for innovation and growth.
In our latest Research Brief, Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership, completed in partnership with Oracle, The Futurum Group explores how enterprises can simplify migration, reduce costs, and modernize operations while gaining a competitive edge in AI-driven application development.
Rob Thomas, SVP Software & Chief Commercial Officer at IBM, joins Daniel Newman to share his insights on transforming AI challenges into opportunities for value creation.
Sheree Britt discusses the importance of DevOps in modernizing application development at TD Bank, highlighting the journey and cultural shifts entailed.
Key Announcements Center on watsonx.orchestrate, watsonx.data, and Granite 4.0, as IBM Aims to Make AI Agents and Unstructured Data Pivotal for Enterprise Transformation
Nick Patience and Brad Shimmin, analysts at Futurum, share insights on IBM Think 2025, where IBM showcased advancements in its watsonx platform, focusing on IBM Agentic AI, unstructured data, and hybrid cloud to drive enterprise value.
AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
Jeetu Patel, EVP & Chief Product Officer at Cisco, joins Daniel Newman and Patrick Moorhead to discuss the complexities of securing AI and Cisco’s innovative strategies in this field.
Don Schuerman, CTO at Pega, joins Keith Kirkpatrick to share his insights on responsibly leveraging Agentic AI for impactful business transformation.
Commvault Outperforms in Q4 FY 2025 With Robust SaaS ARR and Multi-Cloud Traction
Krista Case, Research Director at The Futurum Group, explores Commvault’s strong Q4 FY 2025 finish, fueled by SaaS momentum, enterprise traction, and cyber resilience-led innovation.
Nikesh Arora, Chairman and CEO at Palo Alto Networks, joins the Six Five team to discuss the company's innovative strides in AI-driven security, amidst emerging cybersecurity needs and competitive challenges.

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