Login

Author: Ron Westfall

Ron Westfall

Marvell Octeon DPU Family Boards the Burgeoning Evenstar Initiative

Marvell enlarges its OpenRAN ecosystem credentials by providing a 4G/5G OpenRAN design for Evenstar. The move boosts its OpenRAN support credibility with both OEMs and operators, which is critical for Marvell to win both mind and market share in the already hotly contested OpenRAN segment. The Evenstar initiative is key to Marvell’s overall competitiveness as the company reported in its Q4 2020 results that its quarterly growth mostly came from its Networking business, which benefitted from accelerating 5G builds and Cloud’s continued strength. The overall growth for the Networking business was 22%. As such, I expect Marvell’s goal to support having Evenstar equipment ready for network operator trials by next year takes on more importance in assuring the company’s long-term competitiveness.
Ron Westfall

HPE Raises the Stacks in the Open RAN Realm

HPE is in a distinct position to upset the competitive balance in the open 5G space, including the Open RAN market segment. Futurum’s Ron Westfall discusses the specifics of the launch of HPE’s Open RAN Solution Stack and the fact that he believes it poses a serious competitive challenge to Open RAN specialists, as well as sets the stage for HPE to duel long-term with the incumbent RAN and mobile infrastructure players in determining the destination of the overall Open 5G ecosystem. Factor in HPE assets such as the formation of HPE CTG, HPE GreenLake/Ezmeral, and HPE 5G Core Stack, HPE is now in a strong position to become a prime influencer across the entire 5G ecosystem.
Ron Westfall

Juniper Commits Automatically to Experience First Networking Strategy

Juniper’s debut of Paragon Automation demonstrates the ability to execute on its Experience-First Networking strategy. The formation of Paragon Automation indicates Juniper has the blueprint to bolster its portfolio through a well-executed acquisition strategy that most recently includes 128T and Apstra. Futurum’s Ron Westfall views the formation of Juniper Paragon Automation as boding well for Juniper’s prospects in further assimilating its 128T assets to make deeper inroads into the AI-driven enterprise realm as well as successfully integrating its Apstra assets to alter the competitive dynamics within the automated cloud DC realm. Through Paragon Automation, Juniper is ready to win new mind share and move the needle across the automated WAN, AI-driven enterprise, and automated cloud DC market realms.
Ron Westfall

Verizon Business Strengthens SD-WAN Proposition through Cisco Alliance Expansion

Verizon Business and Cisco are meeting the growing enterprise demand for SD-WAN services and easing their adoption path or improving the overall agility of their existing SD-WAN implementation, particularly across multi-cloud environments. I anticipate both Verizon and Cisco are now better positioned to meet growing enterprise SD-WAN demand and drive SD-WAN adoption on a more secure and agile path, also providing the foundation for SASE assimilation as workforces become ever more distributed and virtual.
Ron Westfall

Oracle Hybrid Cloud: New Oracle Roving Edge Infrastructure Brings Core to the Edge

Oracle’s expansion of its Hybrid Cloud Portfolio, especially through the Oracle Roving Edge Infrastructure offering, strengthens its overall competitive standing in the public cloud and ruggedized edge server domains. Oracle counters competitive offerings such as HPE’s Edgeline series as well as the AWS Snow Family, bolstering OCI’s ability to sell more into verticals and environments, such as agriculture, energy, mining, and factories, where conditions can be vigorous and tough and network connectivity is limited or lacking. Here’s what Futurum’s Ron Westfall has to say about the Oracle Cloud VMware Solution, the key differentiators it provides, and what this move by Oracle compels its rivals to do moving forward.
Ron Westfall

Ericsson Digital BSS: Make Cloud Deliver on its Promises in BSS Transformation

Accelerating cloud adoption for BSS is essential for communication service providers (CSPs) to attain and maintain profitable services. CSPs can ill-afford to lose their influence across digital value chains and their top priority investments in the 5G-IoT ecosystem. Through cloud, CSPs deliver the virtualized, on-demand service delivery platform to ensure the creation of new, profitable services and sustaining innovation through collaboration with ecosystem partners and developers. In order for CSPs to successfully execute their BSS journey to cloud, regardless of their progress to date, CSPs need to give top consideration to cloud and its role in adapting BSS to COVID-19 exigencies and the post pandemic reality as the world shifts to new business models enabled by 5G and IoT.
Ron Westfall

Oracle Database 21c: Powering Blockchain and AutoML Innovations

Futurum’s Ron Westfall walks us through the Oracle Database 21c debut, which further differentiates the company’s converged database proposition, especially in key emerging technology areas such as Immutable Blockchain Tables and AutoML for In-Database ML. The new offering strengthens Oracle’s ability to bolster developer productivity in cultivating new applications and curating applications to fulfill top-priority business objectives. By including 200+ innovations across seven key technology areas in the new release, Ron is bullish on Oracle and sees this move as putting its major database rivals, such as IBM, SAP, Amazon, and Microsoft/Azure on the sales and marketing defensive in the near-term. He sees Oracle’s Database 21c sales and marketing zigging in marked contrast to the zagging of recent competitor marketing that continues to focus on requisite, somewhat bland feature sets such as cloud-based data management, putting Oracle in the driver’s seat to drive industry-wide converged database sales and marketing conversations at the onset of 2021.
Ron Westfall

Cisco Catalyst Portfolio Expansion: New Products Bring 5G and SASE to the WAN Edge

Cisco’s new Catalyst products, aimed at seeding 5G and SASE across the WAN edge, bolster its competitive prospects in the SD-WAN/SASE market segment and the WAN Edge realm against formidable foes such as VMware, Fortinet, Versa, HPE, and Juniper. The move also boosts industry awareness of the company’s pivotal role in accelerating 5G adoption across enterprise environments. Futurum’s Ron Westfall covers why that’s a smart, strategic move.
Ron Westfall

Google Down Under: Hitting Stronger Regulatory Headwinds

Google is the colossus in the worldwide search engine market segment and possesses the market might to stare down regulators in places like Australia. Rivals, such as Bing, DuckDuckGo, and Yahoo, now have a distinct opportunity to take advantage of Google’s ongoing tilt Down Under to elevate market awareness, including especially among government decision makers, that they are compelling alternatives to Google. Even if Google and Australia’s government eventually come to an agreement on a compensation model for the country’s publishing industry, rivals need to remind the market and government authorities Google’s threats could arise again in their other potential initiatives to defend various industry verticals. Now is a good time to rev up the marketing engines in the search engine competitive landscape.
Ron Westfall

Intel and Red Hat Aim to Streamline 5G Deployment and Adoption Process

The extension of the Intel-Red Hat alliance will ease the pain and suffering of service providers as well as enterprises in accelerating their adoption of cloud-native capabilities to rapidly boost the agility and flexibility of 5G implementation journeys. Intel and Red Hat have the portfolios and deployment expertise to reduce the complexity of 5G deployments, particularly in areas such as assuring interworking of open source Open RAN and 5GC technologies in hybrid and multi-cloud environments. As to what’s ahead, now Intel and Red Hat need to show they can outpace their key rivals in providing the comprehensive platforms required to accelerate service provider 5G build and monetization while enabling enterprises to gain business value from the orchestration and unified management of 5G edge and cloud capabilities.
Ron Westfall

Intel Channels Unity for Intel Partner Alliance Debut

The new Intel Partner Alliance further clarifies its XPU vision and sharpens the company’s focus on solutions, streamlining collaboration among Intel’s partners and new customers. Intel’s partners can expect an improved customer experience due to the simplification of multiple programs and infrastructures into a more unified, customer-centric partner program platform that is designed to entice broader innovation and cooperation. Equally relevant, Intel’s commitment to an XPU portfolio vision also helps crystallize its channel strengths across multiple types of compute, including CPU, GPU, FPGA, and accelerators. I expect the Intel Partner Alliance to fortify Intel’s competitive channel edge across the global ecosystem, especially against key rivals such as AMD and NVIDIA.
Ron Westfall

Qualcomm Snapdragon Ride Platform: Unveiling the Great Wall of Ride

Qualcomm gains valuable Snapdragon Ride Platform sales and marketing momentum from its GWM win. Qualcomm is demonstrating that even during the uncertainties of the global COVID-19 pandemic and geopolitical trade tensions that collaboration with China-based concerns can yield substantial business and technical progress in the fast-emerging autonomous vehicles space. Qualcomm is showing it can meet the challenges of advancing ADAS capabilities, especially in safely attaining L4/L5 autonomous driving capabilities, working with key partners such as GWM. Now Qualcomm must execute in areas such as demonstrating ADAS-related sensor technology is ready for prime time driving in all conditions and that AI-enable innovations are replicable across the industry to sustain the Snapdragon Ride Platform’s long-term competitive success.
Become a Client

The Futurum Group

(833) 722-5337

501 West Ave., Suite 2102
Austin TX 78701

Linkedin Youtube Facebook

Welcome to The Futurum Group

Login to The Futurum Group
Login to Futurum Intelligence
Login to Futurum Labs Research Library

Thank you, we received your request, a member of our team will be in contact with you.