Category: Digital Transformation

August 4, 2023

Ron Westfall & tweiss@futurumresearch.com

The 5G Factor

5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves

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.

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

August 3, 2023

Ron Westfall & Clint Wheelock

Video Research Note

5G Factor Video Research Note: Nokia Unveils Airscale Baseband Capabilities That Bring AI to Mobile Networks

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.

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

August 3, 2023

Ron Westfall & Clint Wheelock

Video Research Note

5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps

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.

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

August 3, 2023

Ron Westfall & Clint Wheelock

Video Research Note

5G Factor Video Research Note: Qualcomm: The Future of AI is Hybrid

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.

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

August 2, 2023

tweiss@futurumresearch.com

Industry News

Talking Open Source With Intel’s Arun Gupta at Open Source Summit 2023

Open Source Success Means Tying Open Source to Your Core Business at Every Step

Todd R. Weiss, senior analyst with The Futurum Group, shares his insights after talking open source with Intel’s Arun Gupta at Open Source Summit 2023, including what enterprise IT leaders must analyze about how their developers should participate in contributing code to open source development projects.

Business Information, Digital Transformation, Enterprise Applications, Open Source

August 1, 2023

Ron Westfall

Research Note

Calix: Decisive Player in ALLO’s New Sustainable Financing

Sustainable Finance Is an Investment That Considers ESG Factors

The Futurum Group’s Ron Westfall assesses the key role Calix’s broadband platform played in the securing of ALLO Communications $650 million in new sustainability funding. This move raises the industry-wide profile of Calix and its corporate social responsibility unit in gaining greater channel influence toward advancing operator sustainability missions by actively supporting customers in acquiring sustainable financing based on their green initiatives.

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

July 31, 2023

Keith Kirkpatrick

Research Note

ServiceNow Announces AI Lighthouse Program to Fast-Track GenAI Adoption

New Program Combines an AI Front End, Development and Compute Resources, and AI Transformation Services

Keith Kirkpatrick, Research Director at The Futurum Group covers the announcement of AI Lighthouse, a program launched by ServiceNow, Nvidia, and Accenture, to help clients quickly develop and scale generative AI, and ponders whether this offering could be viewed as a “generative-AI-in-a-box” offering, albeit a complex and customizable one.

AI, AI and Data Analytics, Contact Center, Customer Experience, Digital Transformation, Employee Experience

July 30, 2023

Ron Westfall & Daniel Newman

Research Note

Juniper Q2 2023 Earnings: Enterprise and AI Deliver Solid Performance

The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q2 2023 financial performance and why the results demonstrate disciplined execution of the company’s strategic vision across the Enterprise, Service Provider, and Cloud markets. The company’s Q2 momentum was directly bolstered by the expansion of its Enterprise business, registering a record quarter as it has become the company’s largest and fastest growing segment for a third consecutive quarter.

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

July 30, 2023

Ron Westfall & Daniel Newman

Research Note

Intel Q2 2023 Results: Return to Profitability Energizes Turnaround

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s fiscal Q2 2023 and why they see Intel executing on its strategy across its portfolio, including advancing its five processes in 4 years on time as well as positive indications around foundry, reinforced by the robust revenue growth registered by IFS. As such, Q2 2023 marked a positive inflection and can be flagged as a potential turning point after several very tough quarters.

AI, Business Information, Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning

July 28, 2023

Keith Kirkpatrick

Research Note

Valence Releases Its 2023 State of SaaS Security Report

Vendor Highlights Main Types of SaaS Breaches, Provides 14 SaaS Security Recommendations, and 3 Future Predictions

Keith Kirkpatrick, Research Director at The Futurum Group, covers the release of Valence’s 2023 State of SaaS Security report, and details the best practices for mitigating risk by tightening access procedures, even at the risk of creating more worker friction.

AI, Cybersecurity, Data Protection, Digital Transformation, Security

July 27, 2023

Clint Wheelock

Research Note

Qualcomm Announces Snapdragon 8 Gen 2 for Samsung Galaxy Z Fold5, Galaxy Z Flip5, and Galaxy Tab S9 Series

Expanded Capabilities Include AI-Powered Enhancements, Desktop-Level Gaming, and Professional-Grade Photography

Clint Wheelock, Chief Research Officer at The Futurum Group, examines the recent announcement by Qualcomm Technologies that its Snapdragon 8 Gen 2 Mobile Platform for Galaxy is now powering the Samsung Galaxy Z Fold5 and Galaxy Z Flip5, along with Samsung Galaxy Tab S9 Series devices.

Business Information, Collaboration Devices and Services, Digital Transformation, Mobile Devices, PCs and Devices

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

Category: Digital Transformation

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