Login

Author: tweiss@futurumresearch.com

5G Factor Video Research Note: Intel vRAN Boost Ready to Boost vRAN
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: Intel vRAN Boost Ready to Boost vRAN

Intel Injects New Competitive Dynamic Across the vRAN realm with Introduction of Intel vRAN Boost Fully Integrating vRAN Acceleration Directly into CPU
The Futurum Group’s Ron Westfall and Todd Weiss examine why Intel’s vRAN Boost, providing full integration of vRAN acceleration directly into the CPU, reduces complexity, improves energy efficiency, and alters vRAN competitive landscape.
5G Factor Video Research Note: Marvell OCTEON Delivers vRAN Innovation
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: Marvell OCTEON Delivers vRAN Innovation

Built in a PCIe Card Form Factor, the OCTEON Fusion vRAN Accelerator is Supported by Multiple RAN and Server Segment OEMs
The Futurum Group’s Ron Westfall and Todd R. Weiss assess Marvell Technology’s position in the RAN marketplace and how its Marvell OCTEON Fusion vRAN Accelerator delivers high performance with broad flexibility to 5G mobile operators.
5G Factor: Intel, Marvell, Ericsson, Samsung, Nokia Advance vRAN
Ron Westfall & tweiss@futurumresearch.com

5G Factor: Intel, Marvell, Ericsson, Samsung, Nokia Advance vRAN

A Look into Recent vRAN Developments and How Key Players such as Marvell, Intel, Ericsson, Samsung, and Nokia Have Juiced vRAN Innovation
The Futurum Group’s Ron Westfall and Todd Weiss assess the major developments across vRAN technology including Intel’s vRAN Boost innovation, Samsung committing to vRAN Boost, Ericsson using Intel 18A, and Marvell/Nokia moves.
Talking Open Source: Why a Software Bill of Materials Is Business-Critical
tweiss@futurumresearch.com

Talking Open Source: Why a Software Bill of Materials Is Business-Critical

A Software Bill of Materials Can Dramatically Boost Enterprise IT Security
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights after talking with Red Hat security expert Vincent Danen at Open Source Summit 2023 about maintaining a Software Bill of Materials for critical applications they are using.
IBM Is Building an AI Center of Competence With Wintershall Dea
tweiss@futurumresearch.com

IBM Is Building an AI Center of Competence With Wintershall Dea

New Center With the European Oil and Gas Company Is Designed to Promote the Scaling and Use of AI Technologies Inside Enterprises
Todd R. Weiss, Senior Analyst at The Futurum Group, shares his insights about IBM building an AI Center of Competence with European oil and gas vendor Wintershall Dea to empower enterprise AI users and help scale enterprise AI projects.
5G Factor Video Research Note: 2023 CapEx Trends for T-Mobile, AT&T, Verizon
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: 2023 CapEx Trends for T-Mobile, AT&T, Verizon

The impact of key CSP CapEx spending expectations in the U.S. plus China and Europe
The Futurum Group analysts Ron Westfall and Todd R. Weiss share a Communications Service Provider CapEx snapshot by looking at AT&T, T-Mobile, and Verizon CapEx trends for the rest of 2023 and implications for the 5G U.S. market as well as the CapEx trend for key CSPs in China and Europe.
5G Factor Video Research Note: T-Mobile Unveils New Four-Carrier Aggregation Capabilities
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: T-Mobile Unveils New Four-Carrier Aggregation Capabilities

T-Mobile has started rolling out four-carrier aggregation for customers, boosting speeds on its 5G SA network
The Futurum Group’s Ron Westfall and Todd Weiss examine T-Mobile’s new 5G four-carrier aggregation capabilities, which allows it to combine multiple 5G channels, or carriers, to deliver greater speed and performance as well as the benefits customers can gain from the new capabilities, particularly for 5G SA environments, as well as the competitive implications for the U.S. mobile network operator market.
5G Factor Video Research Note: AT&T, T-Mobile, Verizon Q2 Earnings Beat
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: AT&T, T-Mobile, Verizon Q2 Earnings Beat

T-Mobile, AT&T, and Verizon all showed positive takeaways from Q2 2023 earnings
The Futurum Group’s Ron Westfall and Todd Weiss assess the recent Q2 earnings reports from the Big Three U.S. mobile operators, AT&T, T-Mobile, and Verizon, and their implications for the 5G ecosystem.
Teradata Revenue for Q2 2023 Reaches $462 Million, Up 7%
tweiss@futurumresearch.com

Teradata Revenue for Q2 2023 Reaches $462 Million, Up 7%

Teradata Also Beat Q2 Analyst Revenue Estimates of $445 Million
Senior Analyst Todd R. Weiss of The Futurum Group shares his insights as Teradata revenue for Q2 2023 reaches $462 million, up 7% from $430 million YoY. The multi-cloud enterprise data analytics vendor beat analyst estimates of $445 million for its Q2 revenue.
Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften
Daniel Newman & tweiss@futurumresearch.com

Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften

Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves
Ron Westfall & tweiss@futurumresearch.com

5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves

A delve into recent CSP developments including the 2023 CapEx outlook, T-Mobile’s new 5G four-carrier aggregation capabilities, and Q2 2023 financial results
The Futurum Group’s Ron Westfall and Todd Weiss examine the key developments across the communications service provider (CSP) market with a dive into 2023 and future CapEx trends, T-Mobile’s addition of new 5G four-carrier aggregation capabilities, and the implications of the fiscal Q2 2023 results from AT&T, T-Mobile, and Verizon.
AMD Revenue Hits $5.4 Billion in Q2, Down 18% YoY, But Beats Estimates
Daniel Newman & tweiss@futurumresearch.com

AMD Revenue Hits $5.4 Billion in Q2, Down 18% YoY, But Beats Estimates

AMD’s Q2 Revenue Was Hit by Weaker PC and Gaming Markets
Chief analyst Daniel Newman and senior analyst Todd R. Weiss of The Futurum Group share their insights as AMD revenue hits $5.4 billion in Q2, down 18% YoY, but beats estimates. The CPU, GPU, and AI chip vendor saw revenue affected by weaker PC and gaming markets and global supply chain inventory corrections.
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.