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Category: Edge Networking

A Return to Growth and a Validation of the Company’s Diversification Strategy
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company.
Bloated Inventories Still Saddle Recovery with Growth Asymmetries
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.
Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on the latest updates to DataCore’s SANsymphony and Swarm storage solutions.
On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Sanjay Uppal for an inside look at how the now combined Broadcom and VMware are approaching opportunities at the edge, including the need for infrastructure, management and security.
Kubernetes in Kubernetes Has Two Support Options
Steven Dickens and Dave Raffo of The Futurum Group discuss Mirantis’ announcement that k0smotron is now enterprise-ready for production-grade Kubernetes management and is offering two support options for the Kubernetes in Kubernetes solution.
Qumulo Announces New Azure Solution and Edge-to-Core-to-Cloud Strategy
Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on Qumulo’s new Azure Native Qumulo and Scale Anywhere platform.
SUSE Announces Updates to Rancher and Rancher Prime at KubeCon North America
Steven Dickens and Dave Raffo of The Futurum Group analyze SUSE’s KubeCon launches, including new versions of its flagship Rancher and emerging Rancher Prime open source platforms for Kubernetes.
Red Hat Device Edge Advances Edge Computing with Kubernetes
The Futurum Group’s Steven Dickens shares his insights on Red Hat's announcement of Device Edge, which represents a strategic leap in edge computing, delivering a platform that seamlessly integrates into diverse and resource-sensitive environments.
Despite YoY Revenue Losses, Qualcomm Q4 2023 Earnings Beat Expectations
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.
On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Qualcomm’s CEO, Cristiano Amon, during Snapdragon Summit for an inside look at Qualcomm’s vision for AI, and how the company is approaching developing Generative AI at the edge.
The Futurum Group’s Camberley Bates, Steven Dickens and Krista Macomber provide an earnings and events season recap with highlights from NetApp Insight, Lenovo Tech World with discussions on AI, data security, and modern data architecture.
Hewlett Packard Enterprise Targets High-Growth Areas Such as AI and Edge Computing To Boost Shareholder Value, as Revealed in Its Recent NYSE Securities Analyst Meeting
The Futurum Group’s Steven Dickens discusses the HPE Securities Analyst Meeting. HPE is well positioned to benefit from the burgeoning AI and edge markets, which was reflected in a positive outlook for the company.