For the Full Fiscal Year 2023, Broadcom Revenue Hit $35.8 Billion, Up 8% from $33.2 Billion YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as Broadcom revenue in Q4 hits $9.3 billion, up 4% YoY, beating estimates. Starting in 2024, Broadcom will also see revenue from its newly acquired VMware unit.
An Assessment of Key Developments Across the 5G-IoT Ecosystem Including T-Mobile Verizon Spur FWA, New Nokia FastMile Products, and Ericsson FWA Tariff Views
The Futurum Group’s Ron Westfall and Todd R Weiss review key 5G FWA developments including the T-Mobile Verizon 5G FWA horse race, Nokia’s new FastMile FWA products, and Ericsson’s recommendations on 5G FWA plans.
For Full FY 2023, Synopsys Revenue Totaled $5.8 Billion, Up 15% YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as semiconductor EDA and IP vendor Synopsys reports revenue of $1.6 billion in Q4, up 25% YoY, beating estimates.
The Acquisition Proposal Comes Less Than One Year Since OpenText Acquired Application Modernization Vendor Micro Focus in a $6 Billion Transaction
Todd R. Weiss and Steven Dickens, analysts with The Futurum Group, share their insights as Rocket Software is buying OpenText’s application modernization unit for $2 billion, as the companies realign their products to focus on their core businesses.
HPE Revenue for Q4 of Fiscal Year 2023 Came In at $7.4 Billion, Down 7% from $7.9 Billion YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $29 billion for full fiscal year 2023, up 2% YoY as the edge-to-cloud technology vendor reported its latest earnings on November 28.
The New AI Ready Training Commitment Comes as Amazon Is Expanding the Worker Upskilling Efforts That It Began in 2019
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about the move by Amazon to provide free AI skills training to 2 million workers by 2025 as the company broadens previous worker upskilling programs that it started in 2019.
An Assessment of Key Developments Across the 5G-IoT Ecosystem Including Netcracker Telco GenAI Debut, Amdocs NVIDIA Alliance, and SKT DT Telco-specific LLM
The Futurum Group’s Ron Westfall and Todd R Weiss review key telco GenAI developments such as Netcracker’s introduction of its GenAI Telco solution, the Amdocs NVIDIA GenAI partnership, and SKT DT jointly developing multilingual LLM aimed at global telcos.
The New Teradata AI Unlimited Serverless Cloud-Based AI/ML Engine Is Being Natively Integrated with Microsoft Fabric and Microsoft’s OneLake Unified Multi-Cloud Data Lake
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights as Teradata AI Unlimited serverless analytics are coming to Microsoft Fabric and the Microsoft OneLake unified, multi-cloud data lake through a native integration.
Zoom Revenue Was Solid Again in Q3 of FY 2024, Showing Steady Growth and Providing Positive Momentum Heading Into 2024 for the Video Conferencing and Collaboration Software Vendor
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Zoom revenue is up 3.2% to $1.4 billion in Q3, beating estimates as the video conferencing and collaboration vendor reported its latest earnings.
An Assessment of Key Eco-Initiatives across the 5G-IoT Ecosystem Including Rogers Smart Energy Management solution, AT&T’s CCI, and Orange’s Sophie Germain
The Futurum Group’s Ron Westfall and Todd R Weiss review Rogers Business using IoT and smart energy proposition, AT&T Connected Climate Initiative, and Orange launching the Sophie Germain vessel to advance sustainable and efficient global connectivity.
The Permanent 5G Network Upgrades Will Bolster T-Mobile’s Network in Las Vegas to Provide High-Performance Network Services for Race Fans, Residents, Visitors, and Racing Teams
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights as the inaugural Las Vegas Grand Prix gets boosted 5G services from T-Mobile to prepare the city for the hundreds of thousands of spectators who are expected for the F1 race.
IBM and KPMG Are Expanding Their Alliance to Help Energy and Utilities Vendors Boost Their SAP S/4HANA Cloud ERP Implementations
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights as the energy and utilities industry gets SAP S/4HANA expertise from IBM and KPMG through an expanded partnership between the two consulting companies.
