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Category: Digital Transformation

Qualcomm Q2 2024 Earnings
Olivier Blanchard
Daniel Newman & Olivier Blanchard

Qualcomm Q2 2024 Earnings

Strong Automotive Growth Ahead of Snapdragon X PC Launches
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage for Qualcomm’s next growth cycle.
Oracle Database 23ai: Taking Enterprise AI to the Next Level
Ron Westfall & Steven Dickens

Oracle Database 23ai: Taking Enterprise AI to the Next Level

Oracle Databases 23ai Unleashes Breakthrough Enterprise AI Capabilities Across AI Vector Search, App Dev Acceleration, and Mission-Critical Data Domains
The Futurum Group’s Ron Westfall and Steven Dickens examine why Oracle's comprehensive suite of enhancements in Oracle Database 23ai positions it uniquely in the marketplace.
Ron Westfall

Market Insight Report: AI RAN

In our latest offering, Market Insight Report: AI RAN, focuses on the nascent AI RAN market, sharpening the definition of the category’s addressable market and market sizing data specific to the AI RAN market segment as it evolves.
Market Insight Report: AI RAN
Ron Westfall

Market Insight Report: Industrial IoT Platform 2024

In our latest deliverable, Market Insight Report: Industrial IoT Platform 2024 assesses the state of the IIoT platform market in 2024 and the integral role IIoT solutions play in enabling organizations to improve operational efficiency and business outcomes by ensuring granular and detailed data in real-time.
Prioritizing EX and CX Via Digital Transformation and AI
Keith Kirkpatrick

Prioritizing EX and CX Via Digital Transformation and AI

In our latest research brief, Prioritizing EX and CX Via Digital Transformation and AI, done in partnership with GoTo, we explore the value proposition of such a transformation, the challenges faced by mid-market and SMBs, best practices for modernization initiatives, and the key considerations when selecting vendors to enable successful digital transformations of contact centers.
Lattice Q1 2024: Outpacing FPGA Rivals While Battling Headwinds
Ron Westfall & Daniel Newman

Lattice Q1 2024: Outpacing FPGA Rivals While Battling Headwinds

Lattice Semiconductor Q1 2024 Experienced Broad Declines Battling Industry Cyclical Headwinds But Robust Margins Show Solid Positioning for Long-Term Gains
The Futurum Group’s Ron Westfall and Daniel Newman review Lattice Semiconductor’s Q1 2024 results and why it remains the FPGA player to watch in the low and mid-tier segments of the market.
T-Mobile Q1 2024: Breakthrough Service Revenue and Profitability
Ron Westfall & Daniel Newman

T-Mobile Q1 2024: Breakthrough Service Revenue and Profitability

T-Mobile Raises 2024 Guidance Driven by Q1 2024 Service Revenue, Profitability, and High-Speed Internet Breakthroughs Plus Record Low Postpaid Phone Churn
The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its rivals across important mobile network service categories.
Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat
Ron Westfall & Daniel Newman

Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat

Intel Showed Progress in Q1 2024 Results Led by Double-Digit Growth in Intel Products and Intel Foundry Delivering Breakthrough Intel 3 Production
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the Intel enterprise AI proposition.
HPE Galvanizes Wi-Fi 7 with Launch of New Breakthrough APs
Ron Westfall

HPE Galvanizes Wi-Fi 7 with Launch of New Breakthrough APs

HPE Aruba Networking Launches High-Capacity Wi-Fi 7 Access Points Delivering Breakthrough Innovations Across Enterprise Security, AI, and IoT Capabilities
The Futurum Group’s Ron Westfall examines why the new HPE Aruba Networking 730 Series Campus APs provide the performance and efficiency breakthroughs essential to improving business and operational outcomes.
IBM Data Product Hub: Simplify Data Sharing and Discovery
Ron Westfall

VMware Telco Cloud Platform Ready to Spur Network Transformation

VMware Telco Cloud Platform Release 4.0 Aims Directly at Using a Horizontal Infrastructure to Ease VNF/CNF Implementation Complexity Across 5G Networks
The Futurum Group’s Ron Westfall examines why VMware Telco Cloud Platform Release 4.0, alongside VMware Telco Cloud Platform RAN 4.0, can fulfill the highest priority telco VNF and CNF demands across their 5G networks.
Cerebras CS-3: Bring on the NVIDIA Blackwell Competition
Ron Westfall

Cerebras CS-3: Bring on the NVIDIA Blackwell Competition

Cerebras CS-3 Powered by 3rd Gen WSE-3 Delivers Breakthrough AI Supercomputer Capabilities Matching Up Very Favorably Against the NVIDIA Blackwell Platform
The Futurum Group’s Ron Westfall assesses why the Cerebras CS-3, powered by the WSE-3, can be viewed as the fastest AI chip across the entire AI ecosystem including the NVIDIA Blackwell platform.
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