Here we go Salesforce Q4 SALESFORCE 4Q SALES $1.97B, EST. $1.97B 4Q REV. $9.29B, EST. $9.22B 4Q SERVICE REV. $2.16B, EST. $2.14B BEGINS A QTRLY DIV OF $0.40/SHR SEES 2025 REV. $37.7B TO $38B, EST. $38.62B Beat beat with a cautious guide. 👀 on AI orders! $CRM

The website is live for the Mainframe Mini Summit on April 8th. With the likes of IBM, Broadcom Mainframe Software, Rocket Software and BMC Software already locked in its shaping up to be a great event!!! mainframe.thesixfivesummit.com

It's a beat-beat-raise for Pure Storage. While YoY revenue fell to single digit, company guided back to double digit growth in FY 25. ARR growth 25% + Evergreen Cloud 100% + 31% RPO growth look great. Remain market leader in NPS. AI story beginning to take shape. $PSTG

The quick rundown on HP Q1 earnings. EPS $0.81 (Est. $0.81) Sales $13.19B (Est. $13.51B) PC numbers still lag, but optimism is here with AI PC and strong client numbers from $ARM $INTC and $AMD Spoke to CEO Enrique Lores, cautious on AI PC impact in 24. But, overall positive

Had the opportunity to get under the hood and see some demos of the new Microsoft Copilot for Finance. This is a great Gen AI use case for efficiency and productivity gains in collections, compliances, quote to cash etc. Read up 👇🏻 More later. $MSFT microsoft.com/en-us/microsof…

Mixed result for HPE. Great bottom line growth and margin expansion versus slower top line growth. The number I really like is the 41% ARR growth and ~3000 GreenLake customer adds. Spoke to Antonio Neri and he sees acceleration as GPU avail grows. AI is the tailwind! $HPE

Dell’s superpower is beating even in wildly complex macros through op excellence. Did it once again here. Infrastructure takes charge here and offsets soft PC business 40% QoQ growth in AI order book. Diversified to benefit from AI tailwind. Solid quarter and mgmt from $DELL

When I said $DELL just knows how to make it happen on earnings day… The market reaction says it all. The macro is tough, but Dell is great at figuring it out.

. NetworkMediaGroup Panel Session - Telco Energy Efficiency: Gain the Ecosystem Perspective on Telco AI in Reducing Network Energy Use w/ Microsoft Azure AMD Lenovo & @Vodafone Mar 5, 2024, 2:00 PM - Mar 8, 2024, 2:00 PM (your local time) shorturl.at/FGZ58 @johnlusher Bill Ruff | The Futurum Group

Always a pleasure to jump on the Schwab Network this time to talk about a busy week in the markets for cloud stocks... We talked about HPE Dell SnowflakeDB amongst others...

I greatly enjoyed reading Sheryl Estrada’s fabulous write-up of our discussion at FORTUNE’s CFO dinner earlier this week. The Futurum Group’s AI-Cyber bench includes luminaries such as Shira Rubinoff finance.yahoo.com/news/futurum-g…

The crew is back on the road next week at #HPAmplify in Vegas where #tech industry leaders and visionaries come together to drive growth and quality customer experiences. Daniel Newman and Patrick Moorhead will talk with HP leaders including: Alex Cho, Enrique Lores,

Exciting update from The Futurum Group I am beyond excited to have @Robert_Sutor join The Futurum Group as VP and Practice Lead for our Emerging Technologies practice including Quantum Computing and Advanced AI. Bob brings 4 decades of experience at IBM leading Quantum and AI

This week, Stephen Foskett joins Steven Dickens and @DanielNewmanUV as The Futurum Group heads to #SHARE2024, the largest open source conference, in Orlando. #SHAREOrlando2024

The question I wanted to ask Rami Rahim the most wasn’t just what is @JuniperNetworks doing in AI, but what is Juniper doing in AI that is truly different? In this extended conversation Rami and I went deep on the company’s journey across network innovation and how it has

It shouldn’t surprise anyone that the U.S. won’t allow AMD to make a weaker AI chip for China when it didn’t let NVIDIA. This is about national security and global tech leadership. In this case the rules apply to all. reuters.com/technology/amd… $NVDA $AMD

Fun times in Orlando at Share filming a series of new Main Scoop with Greg Lotko and the Broadcom Mainframe Software team.

Always great to collaborate with the team BMC Software This time we talked about how to architect your CI/CD pipeline for resilience and new regulations such as DORA.

Looking forward to covering #MSSecure for Six Five Media! The Futurum Group

Proud moment here: 👏Great to watch The Futurum Group's Olivier Blanchard 💬 make his Bloomberg TV debut talking about the global semiconductor space and what is happening in China and how China is staying competitive. Watch -> Wrote 4 books with this guy b/c he's smart! $NVDA $AMD $QCOM