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Author: Ron Westfall

Cisco Q4 & FY 2024: Focus on AI, Security, and Cloud
Ron Westfall & Daniel Newman

Cisco Q4 & FY 2024: Focus on AI, Security, and Cloud

Cisco Q4 and FY 2024 Results Included Robust FY 2024 Gross Margins and Greater Q4 Portfolio Focus on AI, Security, and Cloud to Pave 2025 Return to Growth
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 2024 and FY 2024 results and why Cisco’s portfolio consolidations focused its AI, security, and cloud capabilities pave the way to better capitalize on the AI megatrend and organization-wide security and cloud implementations.
5G Factor: Arrcus, T-Mobile, Ericsson Boost 5G Readiness
Ron Westfall

5G Factor: Arrcus, T-Mobile, Ericsson Boost 5G Readiness

Arrcus Gains $30 Million Investment with NVIDIA Chipping In, T-Mobile Seeks Reduction in 5G Laptop and FWA Barriers, and Ericsson Sees Differentiated 5G Ahead
In this episode of The 5G Factor, The Futurum Group’s Ron Westfall and Tom Hollingsworth examine new moves made by Arrcus, NVIDIA, T-Mobile, and Ericsson to advance 5G readiness.
Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update
Ron Westfall

Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update

Marvell Reinforces Microsoft Relation with Azure Updating Fleet of LiquidSecurity HSMs to the FIPS 140-3, Level-3 Standards Building on Proven LiquidSecurity Deployment
The Futurum Group’s Ron Westfall assesses why Marvell attaining NIST FIPS 140-3, Level-3 certification for its LiquidSecurity HSMs and Microsoft update deal bolster its cybersecurity ecosystem credentials.
Why Ethernet is Vital to Fulfilling AI’s Potential
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Ron Westfall, David Nicholson & Daniel Newman

Why Ethernet is Vital to Fulfilling AI’s Potential

In our latest white paper, Why Ethernet is Vital to Fulfilling AI’s Potential, we explore why the Broadcom portfolio provides Ethernet solutions and capabilities that assure lower costs and address network congestion challenges by optimizing network efficiency, especially for scaling and optimizing fast expanding AI workloads.
Black Hat 2024: HPE Aruba Networking Enlists AI to Fortify Cyber Defenses
Ron Westfall

Black Hat 2024: HPE Aruba Networking Enlists AI to Fortify Cyber Defenses

HPE Aruba Networking Boosts Cyber Defense Credentials With HPE Aruba Networking Central Delivering New NDR Capabilities and ZTNA Enhancements
The Futurum Group’s Ron Westfall examines why new NDR capabilities and ZTNA enhancements bolster the overall cybersecurity credentials of the HPE Networking Aruba Central proposition.
FC24: Key Takeaways from Just a Cloud Away Panel
Ron Westfall

FC24: Key Takeaways from Just a Cloud Away Panel

Fiber Connect 2024 Featured the Just a Cloud Away Panel That Demonstrated Why the Cloud Alongside AI Capabilities Is Crucial to Fiber Operator Journeys
The Futurum Group’s Ron Westfall assesses why telcos are using cloud platforms to strengthen their overall competitiveness, bolstered by investments in AI capabilities, such as AIOps, to meet major goals such as operations automation and improving business outcomes.
Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts
Ron Westfall

Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts

Intel’s Q2 2024 Earnings Usher in a $10B Cost Reduction Plan Per Guidance Miss to Bolster Near-term Competitiveness in Key Segments and Land Long Game Strategy
The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to boosting competitiveness and long-term strategy.
T-Mobile Reports Stellar Q2 2024 Earnings, Raises Guidance for the Year
Ron Westfall

T-Mobile Reports Stellar Q2 2024 Earnings, Raises Guidance for the Year

T-Mobile’s Q2 2024 Earnings Report Reveals Record-breaking Customer Growth and Service Revenue Growth Providing Impetus to Raise Full-Year Guidance
The Futurum Group’s Ron Westfall assesses T-Mobile's positive Q2 2024 earnings, customer growth gains, and the acquisition of UScellular wireless ops, showcasing its competitive and innovation acumen.
Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs
Camberley Bates
Camberley Bates & Ron Westfall

Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs

Marvell Unveils Structera CXL Product Line Using Near-Memory Accelerator and Memory Expansion Innovations to Meet Memory Challenge Across Cloud Data Centers
Camberley Bates and Ron Westfall examine why the Structera product line launch underscores Marvell’s commitment to directly addressing the server memory bandwidth and capacity challenges faced by modern data centers and cloud environments.
Lattice Semiconductor Maintains Growth Trajectory in Q2 2024
Ron Westfall

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

Lattice Semiconductor’s Q2 2024 Earnings Reveal Cyclic Industry Headwinds with Execution of Product Portfolio Expansion Setting up Solid Long-term Growth
The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster long-term growth prospects.
Marvell Pumps up the Teralynx 10 Ethernet Switch Volume
Ron Westfall

Marvell Pumps up the Teralynx 10 Ethernet Switch Volume

Marvell’s Teralynx 51.2T Ethernet Switch Enters Volume Production for Worldwide AI Cloud Deployments Showcasing Breakthrough Cloud Data Center Benefits
The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands which can assure customers use a comprehensive hardware/software solution that fully aligns with the cloud AI shift to open networking.
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