Category: Cloud

Oracle Is Disrupting the Public Cloud On-Premises Market With a True, Purpose-Built Extension of the Cloud to the Customer’s Premises
The Futurum Group’s Ron Westfall and Steven Dickens share their insights on the Oracle Compute Cloud@Customer launch, propelling OCI as a formidable contender in the distributed cloud domain, and mounting an enduring challenge to AWS, GCP, and Azure.
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.
Nokia Partners With Sanmina Corporation To Manufacture Products in the US At the Sanmina Pleasant Prairie Facility in Kenosha County, Wisconsin
The Futurum Group’s Ron Westfall assesses why Nokia’s manufacturing partnership with Sanmina swiftly bolsters its channel presence and market credibility for US fiber builds financed by the BEAD program, especially toward meeting the society-wide national goal of bridging the digital divide across unserved and underserved communities.
GlobalFoundries Q2 2023 Earnings Proved Solid, Particularly as China and Other Recessionary Concerns Loom
The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q2 2023 results show it is primed for growth with both broad geographic manufacturing capabilities and process specialization across important legacy nodes.
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.
The Futurum Group’s Camberley Bates, Steven Dickens and Krista Macomber cover IT infrastructure consumption models, cloud computing, hybrid approaches, as well as enterprise pricing, procurement, data protection, disaster recovery, security, and compliance.
Strong Revenue Growth Driven by Healthy Enterprise Cloud Bookings and Rising ARR
Steven Dickens, VP and Practice Leader and Keith Kirkpatrick, Research Director at The Futurum Group share their insights on OpenText’s Q4 and FY 2023 earnings. OpenText Inc. has reported strong Q4 and FY 2023 performance, driven by significant growth in ARR and cloud bookings. Notably, the company achieved its tenth consecutive quarter of organic growth in constant currency for both cloud and ARR. OpenText also launched a new version of its customer experience management platform, integrating technology from its acquisition of Micro Focus setting a target to return Micro Focus to organic growth in 2024.
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.
Q2 Earnings Report Provides a Positive Outlook for the Future, Insights Into AWS Cloud Growth
Daniel Newman, Chief Analyst and Steven Dickens, VP and Practice Leader at The Futurum Group share their insights on Amazon’s Q2 earnings. Amazon's Q2 2023 financial performance, marked by its largest earnings beat since Q4 2020, reflects the positive impact of CEO Andy Jassy's cost-cutting strategies and the success of AWS.
The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including why Nokia’s new AI-infused AirScale portfolio boosts its O-RAN and Cloud RAN proposition and 5G Advanced readiness.
The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including how the NVIDIA Softbank collaboration on Gen AI and 5G/6G Apps validates the key role of AI in driving generate AI and 5G/6G innovation.
The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem addressing Qualcomm’s view that the future of AI is hybrid with 5G Advanced making AI integral to ongoing and future 5G innovation.

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