Category: Data Networking

Q2 Revenue and Margin Expansion Driven by AI-Powered Data Center Demand, Telecom Recovery, and Industrial Resilience
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
Daniel Newman and Patrick Moorhead discuss Broadcom’s AI networking surge, Marvell’s pivot to AI-driven infrastructure, and NVIDIA’s regulatory challenges in China and how these advancements and obstacles shape the future of tech innovation.
Strong Performance in Security and Observability Offsets a Decline in Legacy Networking Products as Cisco Navigates a Shifting IT Landscape
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q1 FY2025 earnings. AI investments and Splunk integration boost security and observability growth, and decreased networking revenue signals shifting IT priorities across organizations.
A Detailed Look at How AI-Driven Data Solutions, Advanced Materials, and Innovative Laser Technology Powered Coherent’s Q1 FY2025 Growth
Olivier Blanchard, Research Director at The Futurum Group, discusses how Coherent’s Q1 FY2025 earnings were driven by AI-enabled Datacom transceivers and advanced laser innovations, positioning the company for growth across data and industrial markets.
T-Mobile Reports Record Postpaid Growth, Rising Profits, and Expanded 5G Leadership in Q3 2024
Ron Westfall, Research Director at The Futurum Group, shares insights on T-Mobile's Q3 2024 earnings, focusing on its record postpaid growth, profitability, and how innovations like 5G on Demand and expanded broadband services are driving future success.
Nokia’s Event-Driven Automation Platform Designed to Minimize Network Disruptions and Service Downtime by Eliminating Human Error in Network Operations
Futurum’s Ron Westfall assesses why the introduction of the Nokia EDA platform can accelerate network automation and innovation throughout data center environments.
A Comprehensive View of LM Cost Optimization, Enhanced Networking Capabilities, and Their Implications for Developers and the Market
The Futurum Group’s Paul Nashawaty and Sam Holschuh share their insights on LogicMonitor's latest innovations, examining the impact of LM Cost Optimization and enhanced networking capabilities on IT operations and the market landscape.

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