Author: Ron Westfall

In our latest market insight report, Industrial Internet of Things (IIoT) Platform, we examine the key considerations and market shapers driving IIoT Platform portfolio development and strategic marketing.
The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q2 2023 financial performance and why the results demonstrate disciplined execution of the company’s strategic vision across the Enterprise, Service Provider, and Cloud markets. The company’s Q2 momentum was directly bolstered by the expansion of its Enterprise business, registering a record quarter as it has become the company’s largest and fastest growing segment for a third consecutive quarter.
The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q2 2023 results and why they expect T-Mobile to fulfill its raised 2023 guidance as the company is consistently outperforming its key rivals across the most important mobile network service categories, including financial, technical, and customer attraction and retention. Once again, T-Mobile is showing the entire mobile industry why it is the service provider pacesetter by executing relentlessly on its portfolio development and market vision.
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s fiscal Q2 2023 and why they see Intel executing on its strategy across its portfolio, including advancing its five processes in 4 years on time as well as positive indications around foundry, reinforced by the robust revenue growth registered by IFS. As such, Q2 2023 marked a positive inflection and can be flagged as a potential turning point after several very tough quarters.
The Futurum Group’s Ron Westfall assesses why the formation of the Network Resilience Coalition can advance improvements in the updating of hardware and software on a more consistent and systematic basis on a global basis, including supporting organizations in attaining the end-to-end visibility key to bolstering network hardware and software resilience that can advance overall cybersecurity capabilities across their networks.
The Futurum Group’s Ron Westfall and Clint Wheelock examine the impact 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 5G innovation, why Nokia’s new AI-infused AirScale portfolio boosts its O-RAN and Cloud RAN proposition and 5G Advanced readiness, and NVIDIA and Softbank’s collaboration on a platform for generative AI and 5G/6G apps based on the NVIDIA GH200 Grace Hopper Superchip.
Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem sharing their views on how Juniper and Intel working together on Juniper’s Beyond Labs initiative can foster and accelerate ecosystem-wide 5G transformation.
Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem including Qualcomm’s advocacy of operators accelerating their 5G Standalone implementations to swiftly broaden developer support as well as spur 5G application innovation.
Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem taking a look at Samsung and Mediatek demonstrating 3Tx antenna capabilities that can be key to spurring 5G uplink performance and experience.
The Futurum Group’s Ron Westfall and Daniel Newman assess Nokia’s fiscal Q2 2023 as the company demonstrated its resilience by delivering fiscal Q2 2023 results including stable net sales in constant currency compared to 2022 amid macroeconomic uncertainties and customer inventory shifts. This includes the expectation that Nokia’s competitive prospects will benefit from more diversification in the enterprise and web scale spaces and the advancement of 5G SA network capabilities on a global basis.
The Futurum Group’s Ron Westfall examines why the latest release of MySQL HeatWave Lakehouse delivers record performance and breakthrough innovation in cloud data warehouse for loading data from object store, including sharply competitive advantageous price performance across loading data and querying data processes.

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