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Author: Ron Westfall

Intel Q2 2023 Results- Return to Profitability Energizes Turnaround
Ron Westfall & Daniel Newman

Intel Q2 2023 Results: Return to Profitability Energizes Turnaround

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.
Network Resilience Coalition Debuts to Boost Data and Network Security
Ron Westfall

Network Resilience Coalition Debuts to Boost Data and Network Security

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.
5G Factor: AI Rising! Qualcomm’s Hybrid AI Vision, Nokia Puts the AI in AirScale, and NVIDIA Softbank Pair Up for Gen AI & 5G Apps
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor: AI Rising! Qualcomm’s Hybrid AI Vision, Nokia Puts the AI in AirScale, and NVIDIA Softbank Pair Up for Gen AI & 5G Apps

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.
5G Factor Video Research Note: Juniper’s New Beyond Labs Aims to Solve Biggest Challenges of Experience-First Networking Era
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: Juniper’s New Beyond Labs Aims to Solve Biggest Challenges of Experience-First Networking Era

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.
5G Factor Video Research Note: Qualcomm Promotes the 5G Standalone Cause
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: Qualcomm Promotes the 5G Standalone Cause

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.
5G Factor Video Research Note: Samsung Electronics and MediaTek Demonstrate 5G Uplink Capabilities with Three Transmit Antenna
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: Samsung Electronics and MediaTek Demonstrate 5G Uplink Capabilities with Three Transmit Antenna

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.
Nokia Fiscal Q2 and Half Year 2023- Showing Resilience Amid Macro Uncertainties
Daniel Newman & Ron Westfall

Nokia Fiscal Q2 and Half Year 2023: Showing Resilience Amid Macro Uncertainties

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.
Oracle MySQL HeatWave Lakehouse Delivering a New Competitive Level Set for Cloud Data Warehouse
Ron Westfall

Oracle MySQL HeatWave Lakehouse: Delivering a New Competitive Level Set for Cloud Data Warehouse

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.
5G Factor- Chips Ahoy! How Chips are Integral to 5G Transformation with Qualcomm Promoting 5G Standalone, Juniper Beyond Labs Using Intel Xeon:FlexRAN, and Samsung MediaTek Boosting 3Tx Antennas
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor: Chips Ahoy! How Chips are Integral to 5G Transformation with Qualcomm Promoting 5G Standalone, Juniper Beyond Labs Using Intel Xeon/FlexRAN, and Samsung MediaTek Boosting 3Tx Antennas

The Futurum Group’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem including Qualcomm advocacy of operators accelerating their 5G Standalone implementations to spur wider developer interest, Juniper and Intel working together on Juniper’s Beyond Labs initiative to foster 5G transformation, and Samsung and Mediatek demonstrating 3Tx antenna capabilities key to spurring 5G uplink performance and experience.
Alteryx Can’t Wait- Works With AWS to Spur Cloud and Data Analytics Adoption in Finance
Ron Westfall

Alteryx Can’t Wait: Works With AWS to Spur Cloud and Data Analytics Adoption in Finance

The Futurum Group’s Ron Westfall assesses how Alteryx gains a sales and marketing boost by enabling finance teams to use AWS to aid the modernization of their financial processes that improves their organization-wide analytical performance. Now organizations can use the cloud capabilities key to the integration of their data with intelligent automation workflows and decision intelligence that can significantly improve business outcomes.
HPE Discover 2023: HPE Extends HPE GreenLake Private Cloud Portfolio at Equinix IBX Data Centers
Ron Westfall

HPE Discover 2023: HPE Extends HPE GreenLake Private Cloud Portfolio at Equinix IBX Data Centers

The Futurum Group’s Ron Westfall examines why HPE needed to expand its alliance with Equinix to better capitalize on Equinix’s colocation ecosystem, which currently encompasses thousands of tenants including enterprises, hyperscalers, and CSPs. The HPE move fully aligns with swiftly-growing enterprise and cloud ecosystem demand for broader and more flexible multicloud interconnection, including customers who are opting to integrate their HPE GreenLake environments with their current Equinix deployments.
5G Factor VRN_Azure for Operators_Build 5G Modern Connected Apps at the Edge
Ron Westfall & Steven Dickens

5G Factor Video Research Note: Azure for Operators: Build 5G Modern Connected Apps at the Edge

The Futurum Group's Ron Westfall and Steve Dickens examine why the cloud plays a major role across recent 5G ecosystem moves including the Azure for Operators 5G modern connected applications at the edge portfolio development and strategic marketing push.
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