The FPGA Market Remains Hot for the Low-Power Programmable FPGA Maker, Though Its Growth Slowed Slightly in Q3
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their latest insights as Lattice Semiconductor Q3 2023 revenue hits $192 million, up 11% YoY in the latest quarter for the FPGA specialist.
An assessment of CSPs Showing 5G Prowess with AT&T Delivering Solid Q3 Results, Vodafone Italia and Snam Working on Hybrid 5G MPN, and T-Mobile Pacesetting 5G
The Futurum Group’s Ron Westfall and Todd R Weiss examine how major CSPs are demonstrating their 5G prowess with AT&T delivering solid Q3 results, Vodadone and Snam advancing 5G hybrid MPN in the energy sector, and T-Mobile again pacesetting 5G in Q3 2023.
Quantum Computing Power Explored to Prevent Metal Corrosion in Industry, Public Infrastructure, Other Tough Environmental Conditions
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about how metal corrosion on jets might be the next big use case for quantum computing. The power of quantum could fight metal corrosion across tough environmental conditions.
Is ChatGPT’s OpenAI Looking to Make Its Own AI Chips?
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about a recent Reuters news story that reported that ChatGPT’s OpenAI is looking to make its own AI chips due to shortages of the chips on the open market.
Honeywell’s Q3 EPS of $2.27 Beat Analyst Estimates, While Revenue Just Missed Estimates of $9.23 Billion
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Honeywell Q3 revenue hits $9.21 billion, up 3% YoY, as the controls and automation company released its latest earnings results on October 26.
IBM Saw Free Cash Flow Rise by $0.9 Billion to $1.7 Billion in Q3 as Margins Expanded and Steady Performance Continues
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights about IBM Q3 revenue being up 4.6% to $14.75 billion, beating analyst estimates, partly due to early success from its new watsonx generative AI and data platform.
SAP’s Cloud Revenue Rose 16% in Q3 to €3.47 Billion, While Its S/4HANA Cloud Revenue Jumped 67% to €914 Million
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as SAP Q3 revenue is up 4% to €7.74 billion as cloud growth continues for the intelligent cloud ERP software vendor.
After 18 Months of Regulatory Battles Around the World, Microsoft Succeeds in Its Largest Acquisition Ever
Todd R. Weiss and Daniel Newman of The Futurum Group share their insights as the Microsoft Activision $69 billion deal closes after some 20 months of global regulatory reviews. The deal brings Call of Duty, Candy Crush, and other games to Microsoft.
In our latest research brief, How Mainframe Modernization Begins With Application Modernization, done in partnership with OpenText, we analyze how the company’s application modernization software platforms can help busy enterprises make these changes and improvements in their own IT infrastructures.
The Futurum Group’s Ron Westfall and Todd R. Weiss discuss the release of Ericsson’s latest ConsumerLab Report, which highlights the latest 5G connectivity opportunities for CSPs. The report includes feedback from about 650 million 5G customers.
The Futurum Group’s Ron Westfall and Todd R. Weiss explore Blackberry’s latest business strategy which will spin out its IoT business unit in a security-focused IPO that aims to sharpen the company’s primary business offerings to its customers.
The Futurum Group’s Ron Westfall and Todd R Weiss share their insights about Nokia’s Digital Automation Cloud (DAC) Private Wireless (PW) Compact, which brings optimized private wireless connectivity to small- and medium-sized industrial sites.