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Author: tweiss@futurumresearch.com

SAP Business Transformation Portfolio Expands With Addition of LeanIX
tweiss@futurumresearch.com

SAP Business Transformation Portfolio Expands With Addition of LeanIX

SAP’s Acquisition of LeanIX Will Add a Comprehensive View of Business Processes and Applications to Its Business Transformation Products
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights as the SAP business transformation portfolio is expanded with the acquisition of German vendor LeanIX and its growing enterprise architecture management capabilities.
Adobe Revenue for Q3 2023 Again Sets a Record at $4.89 Billion
Daniel Newman & tweiss@futurumresearch.com

Adobe Revenue for Q3 2023 Again Sets a Record at $4.89 Billion

Adobe Set Its Ninth Straight Record for Quarterly Revenue Total and Beat Analyst Estimates on Revenue and EPS for Q3
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as Adobe revenue for Q3 2023 again sets a record at $4.89 billion.
5G Factor VRN: Nokia Driving Key PON-related 5G/Small Cell Innovations
Ron Westfall & tweiss@futurumresearch.com

5G Factor VRN: Nokia Driving Key PON-related 5G/Small Cell Innovations

Nokia Announced Key Fiber Optic Portfolio Developments That Strengthen Its Competitive Position For BABA-related Funding Program As Well As 5G Builds
The Futurum Group’s Ron Westfall and Todd Weiss examine why Nokia’s fiber optics portfolio moves have a significant bearing on 5G network capabilities such as 5G small cell backhaul and transport applications.
5G Factor VRN: Ciena xHaul Routers Getting Advanced Timing Features
Ron Westfall & tweiss@futurumresearch.com

5G Factor VRN: Ciena xHaul Routers Getting Advanced Timing Features

Ciena Meeting the Needs of Mobile Operators By Delivering Improved Network Timing Distribution Capabilities to Complement Global Navigation Satellite Systems at Cell Sites
The Futurum Group’s Ron Westfall and Todd R. Weiss share their insights about how Ciena’s xHaul router feature and performance boosts are critical to delivering improved capabilities for 5G mobile operators to boost 5G networks and innovation.
5G Factor VRN: Calix Mobile Backhaul Products Meeting 5G Demand
Ron Westfall & tweiss@futurumresearch.com

5G Factor VRN: Calix Mobile Backhaul Products Meeting 5G Demand

Calix’s AXOS E5 Ethernet Service Access Nodes integrate Carrier Ethernet 10G and 1G UNI Service Demarcation and Ethernet Aggregation Capabilities
The Futurum Group’s Ron Westfall and Todd R. Weiss examine how Calix mobile backhaul products are meeting the growing demands of 5G carriers and their customers as small cells are proliferating and network traffic and competition are growing.
Honeywell’s Ionic Energy Storage Getting Built-in Battery Management
tweiss@futurumresearch.com

Honeywell’s Ionic Energy Storage Getting Built-in Battery Management

The Upcoming Ionic Battery Energy Storage System Will Include Battery Management Through a Partnership With Nuvation Energy
Todd R. Weiss, an analyst with The Futurum Group, shares his insights as Honeywell’s Ionic energy storage is getting built-in battery management through a partnership with Nuvation Energy. Ionic storage systems will be available by early 2024.
Broadcom Revenue in Q3 2023 Hits $8.88 Billion, Beating Estimates
Daniel Newman & tweiss@futurumresearch.com

Broadcom Revenue in Q3 2023 Hits $8.88 Billion, Beating Estimates

Broadcom’s Revenue Increase for Q3 Was Up 5% Year-over-Year
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Broadcom revenue in Q3 2023 hits $8.88 billion, beating estimates. Now Broadcom waits to see if it gains approval for its proposed $61B VMware acquisition.
5G Factor: Fiber’s Vital Role in 5G
Ron Westfall & tweiss@futurumresearch.com

5G Factor: Fiber’s Vital Role in 5G

A Review Of The Key Fiber Technology Advances That Are Powering 5G Ecosystem Innovations Across xHaul, Mobile Backhaul, And RAN Technologies
The Futurum Group’s Ron Westfall and Todd Weiss examine fiber’s vital role in 5G builds and innovation, including how Nokia, Ciena, and Calix fiber portfolio capabilities boost 5G deployments and capabilities.
HPE Revenue Hits $7 Billion in Q3 2023, Beating Analyst Estimates
Daniel Newman & tweiss@futurumresearch.com

HPE Revenue Hits $7 Billion in Q3 2023, Beating Analyst Estimates

It Was a Solid Quarter for HPE, With Continuing Growth in Its Intelligent Edge Market
Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as HPE revenue hits $7 billion in Q3 2023, beating analyst estimates. Overall, it was a solid quarter for HPE with continuing growth in its intelligent edge market.
5G Factor Video Research Note Samsung Intel Expand vRAN Collaboration
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: Samsung Intel Expand vRAN Collaboration

Samsung Will Integrate its vRAN 3.0 Software with 4th Gen Intel Xeon Scalable Processors Plus Intel vRAN Boost to Advance its vRAN Solutions
The Futurum Group’s Ron Westfall and Todd Weiss assess why Samsung’s integration of its vRAN 3.0 software into Intel Xeon CPUs with vRAN Boost boosts Samsung’s vRAN proposition by supporting more cells per server and bringing power/cost savings.
IBM Is Selling The Weather Company Assets to Francisco Partners
tweiss@futurumresearch.com

IBM Is Selling The Weather Company Assets to Francisco Partners

IBM Will, However, Continue to Access and Use The Weather Company’s Meteorological Data in its Sustainability Software Business
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights as IBM sells The Weather Company’s digital assets to private equity firm Francisco Partners for an undisclosed price. The sale of the unit has been rumored since April.
Zoom Revenue for Q2 Hits $1.14 Billion, Up 3.6% YoY, Beating Estimates
Craig Durr
tweiss@futurumresearch.com & Craig Durr

Zoom Revenue for Q2 Hits $1.14 Billion, Up 3.6% YoY, Beating Estimates

It Was a Solid Q2 for Zoom’s Video Conferencing, Cloud Contact Center, and Collaboration Software Products
Todd R. Weiss and Craig Durr, analysts at The Futurum Group, share their insights as video conferencing, cloud contact center, and collaboration vendor Zoom reported that its Q2 FY2024 revenue rose to $1.14 billion, up 3.6% from $1.1 billion YoY.
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