The Futurum Group
The Futurum Group is a family of companies with leading tech analysts offering insights + market research to the C-Suite. Every day, our analysts, researchers, and advisors help business leaders from around the world anticipate tectonic shifts in their industries and leverage disruptive innovation to either gain or maintain a competitive advantage in their markets.www.futurumgroup.com
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Search complete. 59 mentions across 33 episodes found for "The Futurum Group".
Nov 4, 2026
Hillary BarskyCORRESPONDENT
However, its new CEO, John Ternes, said surging memory costs are hitting margins.
Hillary BarskyCORRESPONDENT
Daniel Newman of the Futurum Group says Apple's pullback appears appropriately valued right now.
Daniel NewmanSOUNDBITE_SPEAKER
I think this pullback was probably necessary.
Daniel NewmanSOUNDBITE_SPEAKER
They're also seeing real pressure on the margins right now.
speaker_0HOST
Olivier Blanchard, Research Director at the
speaker_2HOST
Futurum Group.
speaker_2NARRATOR
Six, five.
speaker_2NARRATOR
CEO of the Futurum Group.
Daniel NewmanHOST
Daniel Newman.
Daniel NewmanHOST
Six,
Daniel NewmanSOUNDBITE_SPEAKER
Wednesday, Thursday, Friday, everybody was crying.
Caleigh WellsCORRESPONDENT
He's CEO of the Futurum Group.
Caleigh WellsCORRESPONDENT
He says all these companies invest a lot in AI, but that wasn't the problem.
Daniel NewmanSOUNDBITE_SPEAKER
SpaceX, Meta, Google, Amazon, Microsoft all actually performed extremely well inside their cloud businesses.
Daniel NewmanSOUNDBITE_SPEAKER
Wednesday, Thursday, Friday, everybody was crying.
Kaylee WellsCORRESPONDENT
He's CEO of the Futurum Group.
Kaylee WellsCORRESPONDENT
He says all these companies invest a lot in AI, but that wasn't the problem.
Daniel NewmanSOUNDBITE_SPEAKER
SpaceX, Meta, Google, Amazon, Microsoft all actually performed extremely well inside their cloud businesses.
speaker_0HOST
Ron Westphal, VP of Networking and Infrastructure at Hyperframe Research and Ryan Trout, President Signal 65 at Futurum.
speaker_0HOST
It's great to see you both.
speaker_0HOST
So look, the big picture here is that you have the data center surging while there is some PC stagnation and the cost of those memory chips have been pretty hefty for the PC story too.
Mike VizardHOST
So Guy, you know, as you kind of look out into 2027, what are you expecting to see here?
Guy CurrierGUEST
Well, our own research at Futurum in a lot of ways corroborates this research, and our forecasts are somewhat similar.
Guy CurrierGUEST
I mean, supply constraints are very often talked about.
Guy CurrierGUEST
It used to be constraints in GPU supply because there weren't enough fabs.
Guy CurrierGUEST
On the third hand, everybody is suffering from the silicon and memory supply problem.
Guy CurrierGUEST
I don't know if we have this model of AI that does not require a lot of context, a lot of, you know, KV cache or cache, a lot of memory needs.
Guy CurrierGUEST
So if I'm looking ahead to 2027, along with my colleagues at Futurum, what we're basically saying is we believe enterprise adoption is not going to be as constrained as a hyperscale of neocloud buildouts.
Guy CurrierGUEST
But I think if we're honest, we also have to say, like, this is going to be a changing story every three months.
Mitch AshleyHOST
My name is Mitch Ashley.
Mitch AshleyHOST
I'm with the Futurum Research, part of the Futurum Group.
Mitch AshleyHOST
And of course, Brad Shimmin, also with Futurum Research.
Mitch AshleyHOST
Great to be seeing you, Brad.
1 HR LATER
Mitch AshleyHOST
You can get us on our future email addresses.
Mitch AshleyHOST
LinkedIn's easy if you don't have that.
Mitch AshleyHOST
On behalf of Brad, myself, Corey, everyone on the team as part of producing this podcast and all the great podcasts from Futurum Group and Futurum Media, we thank you for being with us today.
Mitch AshleyHOST
Take care and we'll talk to you soon.
Liz KlaymanHOST
Shares of SpaceX rose 7% after Elon Musk's rocket and space tech firm posted its first profit as a public company, and Musk said that a merger of SpaceX and Tesla would be a good idea.
Liz KlaymanHOST
Daniel Newman, CEO at the Futurum Group, believes that the merger will
Daniel NewmanSOUNDBITE_SPEAKER
happen.
Daniel NewmanSOUNDBITE_SPEAKER
The fact is, is these companies are a match made in heaven.
Keegan BillingsHOST
But Musk said, "...the special committees have not reached agreement on the terms of any transaction, and obviously there's no guarantee that they will." Now in addition to merger talks, investors cheered SpaceX's solid third quarter earnings, which beat Wall Street estimates.
Keegan BillingsHOST
Daniel Newman, who's the CEO of big tech analyst firm The Futurum Group, said that a merger has been widely expected since SpaceX announced its initial public offering earlier this year.
Keegan BillingsHOST
Based on the company's long-term vision, colonizing the stars, building robots, and advancing AI, their collaboration would likely create many advantages, something Musk acknowledged.
Keegan BillingsHOST
They have also done plenty of business together.
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