Category: Cloud

July 27, 2023

Steven Dickens

Research Report

Breaking Down the Myths on Broadcom-VMware

In our latest research brief, Breaking Down the Myths on Broadcom-VMWare — done in partnership with Broadcom — we explore some of the synergies and potential pitfalls as Broadcom and VMware navigate the acquisition, as well as shed light on some of the myths surrounding the same.

Cloud, Hybrid Cloud, Infrastructure, and Operations, Mergers and Acquisitions

July 27, 2023

Daniel Newman & Steven Dickens

Research Note

Alphabet’s Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth

Google Earnings Provide Insights Into Cloud Growth

The Futurum Group analysts Daniel Newman and Steven Dickens share their insights on Q2 earnings from Alphabet, parent company of Google. Alphabet's Q2 earnings surpassed expectations, driven by strong advertising and Google Cloud growth. The company reported a substantial increase in YouTube ads revenue and a record operating income for Google Cloud, indicating a positive trajectory for future growth. Additionally, CEO Sundar Pichai highlighted the growing adoption of generative AI among startups, signaling a promising trend for AI adoption and revenue growth for the Google Cloud Platform in the future.

Business Information, Cloud, Hybrid Cloud, Infrastructure, and Operations

July 27, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

ServiceNow Revenue Up in Q2 2023 to $2.15 Billion, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss examine ServiceNow’s increase in revenue during Q2 2023 to $2.15 billion, beating estimates, as the cloud digital workflow automation software vendor announced its latest earnings on July 26. ServiceNow is bringing powerful new generative AI features to its offerings, which will be a big lever of growth for ServiceNow as customers seek these new capabilities.

Business Information, Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

July 27, 2023

Keith Kirkpatrick

Research Note

Salesforce Announces New Commerce Cloud Features

SaaS Giant Unveils Pay Now, Snapchat for Commerce, Reorder Portal, and Order Support Features to Enable the Efficient Creation of Purchasing Experiences Across Channels

Keith Kirkpatrick, Research Director at The Futurum Group, covers Salesforce’s enhancements to its Commerce Cloud offering, which include support for in-channel purchasing experiences, AI-driven reordering tools, AI-powered service-to-commerce tools, and the ability to create Snapchat ads on the platform, and discusses how these tools can drive additional revenue.

AI, AI and Data Analytics, Cloud, Customer Experience, Digital Transformation

July 27, 2023

Ron Westfall

Research Note

Network Resilience Coalition Debuts to Boost Data and Network Security

The Futurum Group’s Ron Westfall assesses why the formation of the Network Resilience Coalition can advance improvements in the updating of hardware and software on a more consistent and systematic basis on a global basis, including supporting organizations in attaining the end-to-end visibility key to bolstering network hardware and software resilience that can advance overall cybersecurity capabilities across their networks.

AI, AI and Data Analytics, Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning

July 27, 2023

Ron Westfall & Clint Wheelock

The 5G Factor

5G Factor: AI Rising! Qualcomm’s Hybrid AI Vision, Nokia Puts the AI in AirScale, and NVIDIA Softbank Pair Up for Gen AI & 5G Apps

The Futurum Group’s Ron Westfall and Clint Wheelock examine the impact 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 5G innovation, why Nokia’s new AI-infused AirScale portfolio boosts its O-RAN and Cloud RAN proposition and 5G Advanced readiness, and NVIDIA and Softbank’s collaboration on a platform for generative AI and 5G/6G apps based on the NVIDIA GH200 Grace Hopper Superchip.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning

July 26, 2023

Ron Westfall & Clint Wheelock

Video Research Note

5G Factor Video Research Note: Juniper’s New Beyond Labs Aims to Solve Biggest Challenges of Experience-First Networking Era

Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem sharing their views on how Juniper and Intel working together on Juniper’s Beyond Labs initiative can foster and accelerate ecosystem-wide 5G transformation.

5G, Cloud, Communications Networks, Edge Networking, IoT

July 26, 2023

Ron Westfall & Clint Wheelock

Video Research Note

5G Factor Video Research Note: Qualcomm Promotes the 5G Standalone Cause

Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem including Qualcomm’s advocacy of operators accelerating their 5G Standalone implementations to swiftly broaden developer support as well as spur 5G application innovation.

5G, Cloud, Communications Networks, Edge Networking, IoT

July 26, 2023

Ron Westfall & Clint Wheelock

Video Research Note

5G Factor Video Research Note: Samsung Electronics and MediaTek Demonstrate 5G Uplink Capabilities with Three Transmit Antenna

Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem taking a look at Samsung and Mediatek demonstrating 3Tx antenna capabilities that can be key to spurring 5G uplink performance and experience.