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Author: Ron Westfall

Ron Westfall

MWC 2023: New Ericsson Mobility Report Shows Greater 5G Uptake Catalyzing CSP Revenues

Futurum’s Ron Westfall examines the new Ericsson Mobility Report and its indications of a brighter 5G future for CSPs across key objectives, such as generating greater 5G revenue and advancing 5G monetization capabilities, and why 5G real-world use cases, such as Day-1 connectivity for fixed and temporary sites, FWA coverage across rural areas, improved connectivity for distributed workforces, and fleet vehicle management, will significantly deliver improvements over 4G implementations, paving the way for a wider array of use cases to turbocharge the 5G value proposition in 2023.
Ron Westfall

Intel Arc: Reinvigorates GPU Prop with Performance, Bundling, and Pricing Enhancements

Futurum’s Ron Westfall examines why Intel is making the right moves to stir up competition in the gaming GPU market segment by following through on its commitment to deliver price performance advances to its Arc A750 product in Q1 2023.
Ron Westfall

LoRa Alliance Annual Report Validates IoT LPWAN Market Progress with More to Come

Futurum’s Ron Westfall explores why the LoRa Alliance is on a roll including 93 new members in 2022, 66% growth in public LoRaWAN network operators over the past three years and broadening IoT adoption by enabling communication over long ranges while using scant power. Networks with LoRa, including the LoRaWAN standard, fill the technology gap of cellular, WiFi, and Bluetooth Low Energy (BLE) networks that require high bandwidth or high power, have limited range, or the inability to penetrate deep indoor environments.
Ron Westfall

Ericsson, Intel, and Microsoft Form Laptop Network Slicing Power Trio

Futurum’s Ron Westfall explores why the Ericsson, Intel, and Microsoft demo of end-to-end SA network slicing capabilities on a Windows laptop provides the trio critical sales and marketing momentum in the lead up to MWC 2023 and incentivizes CSPs to confidently accelerate their 5G SA network expansion and broaden their 5G monetization ambitions.
Ron Westfall

Alphabet Q4 & FY 2022 Revenue Up YoY Although Macro Issues Persist

Futurum’s Ron Westfall and Daniel Newman assess Alphabet’s Q4 2022 and FY 2022 results and why Alphabet/Google can adapt swiftly to the evolving competitive landscape as it executes ongoing post-pandemic portfolio and organizational adjustments by finding a way to use its considerable AI assets to counter new competitive threats from key rivals like Microsoft and help reinvigorate its fiscal performance.
Ron Westfall

Mavenir and AMD Ready to OpenBeam Up CSPs to Cloud-Native Networks

Futurum’s Ron Westfall assesses why Mavenir’s new Open RAN OpenBeam Radio and Converged Packet Core initiatives with AMD demonstrate that Mavenir and the mobile ecosystem are maturing and becoming more effective at delivering solutions that can swiftly advance CSP transition toward open, cloud-native network models.
Ron Westfall

Rakuten Symphony Looks to Command 5G RAN Planning with Symworld RAN Commander Unveiling

Futurum’s Ron Westfall explores why the new Rakuten Symphony Symworld RAN Commander solution is solidly positioned to fulfill CSP radio planning requirements to optimize their 5G network design and expansion by delivering key capabilities such as crowdsourced data, ML, and automation that can efficiently scale planning processes, predict subscriber experiences, and control costs.
Ron Westfall

T-Mobile Q4 2022 & FY 2022: Smashing Milestones and Competition

Futurum’s Ron Westfall and Daniel Newman assess T-Mobile’s Q4 2022 and FY 2022 results and why the attainment of its highest ever postpaid account net additions as well as postpaid and broadband growth that continue to outflank Verizon and AT&T provide the warrant for its robust 2023 outlook. Factor in T-Mobile for Business’s substantial revenue upside and we find that T-Mobile is solidly positioned to meet new competitive challenges, as well as sufficiently handle any macroeconomic uncertainties that may arise on the horizon.
Ron Westfall

Juniper Q4 2022 and FY 2022 Earnings: Momentum is on Juniper’s Side

Futurum’s Ron Westfall and Daniel Newman assess Juniper’s financial results for the fourth quarter and full year of fiscal 2022 and why they validate the company is sustaining market-wide momentum and executing its strategic vision under CEO Rami Rahim’s leadership. From their perspective, the results are impressive as Juniper delivered a second consecutive quarter of double-digit YoY growth, a record performance by the enterprise business, and its second-highest cloud revenue quarter.
Ron Westfall

Red Hat and Oracle Strengthen Relationship: Red Hat Enterprise Linux Now Runs on OCI

Futurum’s Ron Westfall reviews the new multi-stage framework of the Red Hat and OCI alliance and why the availability of Red Hat Enterprise Linux running on certified configurations of OCI flexible virtual machines can advance their joint customers’ future-forward computing journeys on Red Hat Enterprise Linux while also protecting existing IT investments.
Ron Westfall

Amdocs Launches Subscription Marketplace to Boost CSP Entertainment and Digital Services Packages

Futurum’s Ron Westfall examines why the SaaS-driven ecosystem of Amdocs Subscription Marketplace diversifies the pre-integrated digital services choices of CSPs to broaden ecosystem collaboration in developing and monetizing more flexible, creative service packages including business/WFH, enhanced entertainment, streaming, security, and storage applications.
Ron Westfall

Juniper Apstra: Taking Multivendor Intent-based Data Center Automation to the Next Level

Futurum’s Ron Westfall examines why the new Juniper Apstra release further sharpens Apstra’s IBN capabilities, especially in providing a unified solution that can streamline the design, development, deployment, and operation of data center networks while continuously validating that the network remans aligned with prioritized business outcomes. This includes bringing together the operations and architecture units, decreasing human capital constraints and reliability concerns while accelerating deployment and activation.
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