Category: Digital Leadership & CIO

August 10, 2023

Mark Beccue

Market Coverage

CoreWeave Secures $2.3 Billion in Debt Financing, Challenges for AI Compute

Designed for AI-Specific Compute Loads, Newcomer Could Disrupt Cloud Vendors

Mark Beccue, Research Director at The Futurum Group, examines CoreWeave’s announcement of $2.3 billion in debt financing, and the ways in which the company has the potential to disrupt leading cloud service providers.

AI Platforms, Digital Leadership & CIO

August 10, 2023

Daniel Newman

Market Coverage

Amazon to Meet with FTC Amid Claims of New Antitrust Lawsuit

The Futurum Group’s Daniel Newman shares his insight on news that Amazon is set to meet with the US Federal Trade Commission ahead of a potential antitrust lawsuit the federal government may bring against the company.

Digital Leadership & CIO, Sustainability, Markets, and Policy

August 10, 2023

Ron Westfall & Steven Dickens

Market Coverage

Oracle Compute Cloud@Customer: Disrupting the Hybrid Cloud Landscape

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.

Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

August 10, 2023

Alex Gaw

Industry News

CX Wins for Freshworks, Amperity, Salesforce, Mitel, and mParticle

Partners Include Styli, Shiseido Americas, Nibav Home Lifts, Sourcewell, and Sweaty Betty

Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest customer wins for CX firms and their partners. In this edition, he examines initiatives from CX providers Freshworks, Amperity, Salesforce, Mitel, and mParticle.

Digital Leadership & CIO, Enterprise Software, & Digital Workflows, Intelligent Devices

August 9, 2023

Ron Westfall & tweiss@futurumresearch.com

Video Research Note

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.

Digital Leadership & CIO

August 9, 2023

Ron Westfall & tweiss@futurumresearch.com

Video Research Note

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.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

August 9, 2023

Ron Westfall & tweiss@futurumresearch.com

Video Research Note

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.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

August 9, 2023

Ron Westfall

Market Coverage

Nokia Brings Fiber Manufacturing to the US to Advance BEAD Vision

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.

AI Platforms, Digital Leadership & CIO, Enterprise Software, & Digital Workflows, Hybrid Cloud, Infrastructure, and Operations

August 9, 2023

Sherril Hanson

Market Coverage

Medallia and Cogito Partner; Medallia Reaches AI Milestone

Partnership Promises Data Flow To Support Both Agents and Customers; Medallia Makes It Clear They Are No Newcomer To AI in Experience Management

Sherril Hanson, Senior Analyst at The Futurum Group shares her insights on two recent Medallia announcements, including the company’s reveal that its sizeable financial investments in AI over the past 2 years has yielded strong results, with more than 1 million weekly active AI users on its platform.

AI Platforms, Digital Leadership & CIO, Enterprise Software, & Digital Workflows

August 9, 2023

Daniel Newman & Ron Westfall

Market Coverage

GlobalFoundries Q2: Robust Performance in the Face of Macro Concerns

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.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

August 9, 2023

tweiss@futurumresearch.com

Market Coverage

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.