Category: 5G

March 17, 2021

Ron Westfall

Research Note

Clearfield Clearview Blue Cassette: Ready for Full-Fiber Prime Time with Double the Capacity and Greater Density

Clearfield’s upgraded Clearview Blue Cassette proposition will oblige key fiber management rivals, Commscope and Corning, to allocate increased portfolio development and marketing resources to counter the new 48-port option. Futurum’s Ron Westfall discusses the update and the impact on Clearfield’s fiber management portfolio, along with the challenges he anticipates ahead.

5G, Communications Networks

March 16, 2021

Daniel Newman

Research Note

IBM’s Newest Hybrid Initiative Goes GA With Cloud Satellite

IBM has been aggressively pursuing its hybrid cloud story and has gone GA with its Cloud Satellite offering adding to its hybrid arsenal.

5G, Cloud, Hybrid Cloud, Infrastructure, and Operations

March 16, 2021

Olivier Blanchard

Research Note

The U.S. Tightens Restrictions on 5G-related Technology Sales to Huawei

The Biden administration’s tightening of restrictions on 5G related technology sales to Huawei could be seen as a move toward a more uniform application of prohibitions, rather than the prior administration’s more inconsistent application and management of restrictions against Huawei. For technology companies, there are pros and cons to this, which are covered here by Futurum’s Olivier Blanchard, along with what is likely ahead.

5G, Communications Networks

March 15, 2021

Olivier Blanchard

Research Note

Gogo’s Plan to Bring 5G Connectivity to Air Travel Scheduled For 2022

Futurum’s Olivier Blanchard discusses Gogo’s plan to bring 5G connectivity to air travel, scheduled for 2022. The promise of faster internet and more bandwidth in flight opens up a solid opportunity for Gogo to reframe the value of in-flight connectivity.

5G, Communications Networks

March 15, 2021

Olivier Blanchard

Research Note

$100 Billion High-Speed Broadband Bill Reintroduced by Rep James Clyburn Aimed at Closing the Digital Divide

The $100 billion high speed broadband bill reintroduced by Rep James Clyburn is aimed at closing the digital divide. This is both timely and significant, as the FCC estimates at least 21 million Americans currently may not have access to high speed internet, including as many as 1 in 4 rural households and 1 in 3 households on tribal lands. This puts students and workers in those areas at a severe disadvantage through no fault of their own. That is the digital divide that H.R.1783 aims to correct over the next five years.

5G, Communications Networks

March 10, 2021

Olivier Blanchard

Research Note

T-Mobile WFX Unlimited 5G Plans Take on Verizon and AT&T in The Enterprise

With the launch of T-Mobile WFX unlimited 5G plans, it’s clear that T-Mobile is taking on Verizon and AT&T in the enterprise. Futurum’s Olivier Blanchard walks through the T-Mobile offering and T-Mobile’s clear move to take this opportunity to reduce friction and provide businesses with a relatively pain-free alternative and an enterprise-grade unlimited data plan.

5G, Communications Networks

March 8, 2021

Ron Westfall

Research Note

HPE’s Formation of HPE CTG Validates Organization-wide Commitment to Open 5G Mission

HPE CTG sharpens HPE’s overall Open 5G proposition aimed at the CSP and enterprise realms. HPE CTG offers the broad 5G portfolio, professional services, and telco portfolio pedigree and expertise needed to power ecosystem-wide adoption of open, cloud-native 5G implementations on a secure, confident basis across cloud environments. In combination with in-house resources such as HPE GreenLake/Ezmeral, HPE CTG now has the competitive foundation to consistently differentiate its solutions against both 5G infrastructure suppliers and public cloud providers. I anticipate and look forward to HPE CTG and Open 5G prospects gaining momentum and advancing during the course of 2021.

5G, Cloud, Communications Networks, Hybrid Cloud, Infrastructure, and Operations

March 8, 2021

Olivier Blanchard

Research Note

Qualcomm’s Snapdragon Insiders Program Launch Puts Snapdragon Brand Front-and-Center

Qualcomm’s Snapdragon Insiders Program puts the Snapdragon brand front and center in a clever initiative that might well make the Snapdragon brand a household name among the hundreds of millions of technology enthusiasts whose devices are already powered by the Snapdragon platform.

5G, Processors

March 5, 2021

Daniel Newman

Six Five Webcast

We Have Ignition – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech new stories that made headlines this week including earnings reports from Zoom, HPE and Marvell, a recap of Zoho Days, and an overview of the announcements from MS Ignite.

5G, Cloud, Hybrid Cloud, Infrastructure, and Operations, Unified Communications, Workplace Collaboration

March 5, 2021

Ron Westfall

Research Note

Marvell Octeon DPU Family Boards the Burgeoning Evenstar Initiative

Marvell enlarges its OpenRAN ecosystem credentials by providing a 4G/5G OpenRAN design for Evenstar. The move boosts its OpenRAN support credibility with both OEMs and operators, which is critical for Marvell to win both mind and market share in the already hotly contested OpenRAN segment. The Evenstar initiative is key to Marvell’s overall competitiveness as the company reported in its Q4 2020 results that its quarterly growth mostly came from its Networking business, which benefitted from accelerating 5G builds and Cloud’s continued strength. The overall growth for the Networking business was 22%. As such, I expect Marvell’s goal to support having Evenstar equipment ready for network operator trials by next year takes on more importance in assuring the company’s long-term competitiveness.

5G, Communications Networks, Digital Transformation

March 5, 2021

Olivier Blanchard

Research Note

European Smartphone Market Down 14% YoY in 2020, Xiaomi and Oppo Appear To be Gaining on Samsung

The European smartphone market is down 14% year over year in 2020, and Xiaomi and Oppo appear to be gaining on Samsung. Futurum’s Olivier Blanchard takes a look at the numbers, the market, and what’s ahead.