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Author: Ron Westfall

5G Factor: T-Mobile, Vodafone, Orange, and Telefonica Shine at 5G Sustainability
Ron Westfall & Steven Dickens

5G Factor: T-Mobile, Vodafone, Orange, and Telefonica Shine at 5G Sustainability

A delve into the 5G ecosystem-wide top priority of sustainability and how the carriers are advancing sustainability and environmental, social and governance (ESG) goals.
The Futurum Group’s Ron Westfall and Steven Dickens examine how the major 5G carriers are advancing their 5G sustainability and ESG goals with Vodafone, T-Mobile, Orange, and Telefonica shining.
Oracle Compute Cloud@Customer: Taking Cloud Services to New Heights
Ron Westfall

Oracle Compute Cloud@Customer: Taking Cloud Services to New Heights

New Oracle Offering Delivers the Sharp Price Differentiation and Capabilities Key To Changing the Cloud Services On-Premises Game
The Futurum Group’s Ron Westfall assesses why the latest Compute Cloud@Customer offering clearly bucks the trend of on-premises cloud offerings by delivering the same compute, storage, networking, APIs, control plane, and a growing list of services that are also available in OCI.
Oracle Compute Cloud@Customer: Disrupting the Hybrid Cloud Landscape
Ron Westfall & Steven Dickens

Oracle Compute Cloud@Customer: Disrupting the Hybrid Cloud Landscape

Oracle Is Disrupting the Public Cloud On-Premises Market With a True, Purpose-Built Extension of the Cloud to the Customer’s Premises
The Futurum Group’s Ron Westfall and Steven Dickens share their insights on the Oracle Compute Cloud@Customer launch, propelling OCI as a formidable contender in the distributed cloud domain, and mounting an enduring challenge to AWS, GCP, and Azure.
5G Factor Video Research Note: 2023 CapEx Trends for T-Mobile, AT&T, Verizon
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: 2023 CapEx Trends for T-Mobile, AT&T, Verizon

The impact of key CSP CapEx spending expectations in the U.S. plus China and Europe
The Futurum Group analysts Ron Westfall and Todd R. Weiss share a Communications Service Provider CapEx snapshot by looking at AT&T, T-Mobile, and Verizon CapEx trends for the rest of 2023 and implications for the 5G U.S. market as well as the CapEx trend for key CSPs in China and Europe.
5G Factor Video Research Note: T-Mobile Unveils New Four-Carrier Aggregation Capabilities
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: T-Mobile Unveils New Four-Carrier Aggregation Capabilities

T-Mobile has started rolling out four-carrier aggregation for customers, boosting speeds on its 5G SA network
The Futurum Group’s Ron Westfall and Todd Weiss examine T-Mobile’s new 5G four-carrier aggregation capabilities, which allows it to combine multiple 5G channels, or carriers, to deliver greater speed and performance as well as the benefits customers can gain from the new capabilities, particularly for 5G SA environments, as well as the competitive implications for the U.S. mobile network operator market.
5G Factor Video Research Note: AT&T, T-Mobile, Verizon Q2 Earnings Beat
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: AT&T, T-Mobile, Verizon Q2 Earnings Beat

T-Mobile, AT&T, and Verizon all showed positive takeaways from Q2 2023 earnings
The Futurum Group’s Ron Westfall and Todd Weiss assess the recent Q2 earnings reports from the Big Three U.S. mobile operators, AT&T, T-Mobile, and Verizon, and their implications for the 5G ecosystem.
Nokia Brings Fiber Manufacturing to the US to Advance BEAD Vision
Ron Westfall

Nokia Brings Fiber Manufacturing to the US to Advance BEAD Vision

Nokia Partners With Sanmina Corporation To Manufacture Products in the US At the Sanmina Pleasant Prairie Facility in Kenosha County, Wisconsin
The Futurum Group’s Ron Westfall assesses why Nokia’s manufacturing partnership with Sanmina swiftly bolsters its channel presence and market credibility for US fiber builds financed by the BEAD program, especially toward meeting the society-wide national goal of bridging the digital divide across unserved and underserved communities.
GlobalFoundries Q2: Robust Performance in the Face of Macro Concerns
Daniel Newman & Ron Westfall

GlobalFoundries Q2: Robust Performance in the Face of Macro Concerns

GlobalFoundries Q2 2023 Earnings Proved Solid, Particularly as China and Other Recessionary Concerns Loom
The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q2 2023 results show it is primed for growth with both broad geographic manufacturing capabilities and process specialization across important legacy nodes.
5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves
Ron Westfall & tweiss@futurumresearch.com

5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves

A delve into recent CSP developments including the 2023 CapEx outlook, T-Mobile’s new 5G four-carrier aggregation capabilities, and Q2 2023 financial results
The Futurum Group’s Ron Westfall and Todd Weiss examine the key developments across the communications service provider (CSP) market with a dive into 2023 and future CapEx trends, T-Mobile’s addition of new 5G four-carrier aggregation capabilities, and the implications of the fiscal Q2 2023 results from AT&T, T-Mobile, and Verizon.
5G Factor Video Research Note: Nokia Unveils Airscale Baseband Capabilities That Bring AI to Mobile Networks
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: Nokia Unveils Airscale Baseband Capabilities That Bring AI to Mobile Networks

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including why Nokia’s new AI-infused AirScale portfolio boosts its O-RAN and Cloud RAN proposition and 5G Advanced readiness.
5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including how the NVIDIA Softbank collaboration on Gen AI and 5G/6G Apps validates the key role of AI in driving generate AI and 5G/6G innovation.
5G Factor Video Research Note: Qualcomm: The Future of AI is Hybrid
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: Qualcomm: The Future of AI is Hybrid

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem addressing Qualcomm’s view that the future of AI is hybrid with 5G Advanced making AI integral to ongoing and future 5G innovation.
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