Category: Edge Networking

March 14, 2025

Olivier Blanchard

Research Note

Samsara’s Post-Earnings Drop: Understanding Market Reactions

Strong ARR and Margin Expansion, but Investor Concerns Over CapEx and AI-Driven Shifts Remain

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven edge computing. How will these factors shape Samsara’s growth?

AI and Data Analytics, Cloud, Digital Transformation, Edge Networking, IoT

February 12, 2025

Richard Gordon

Research Note

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline

Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.

AI and Data Analytics, Automation, Cybersecurity, Edge Networking, Semiconductors and Components

February 6, 2025

Richard Gordon

Research Note

Arm Reports Record Q3 Revenue as Armv9 and CSS Adoption Accelerates

The Latest Earnings Reinforce Arm’s Competitive Momentum, Driven by the Increasing Integration of Its Technology in AI Workloads and High-Performance Computing

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations.

AI, AI and Data Analytics, Computing, Data Center, Edge Networking

February 4, 2025

Ron Westfall

Research Note

DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?

Antitrust Suit Challenges HPE’s Bid to Acquire Juniper, Raising Questions on Competition, Innovation, and Market Dynamics

Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal benefits Cisco more than the market.

AI and Data Analytics, Communications Networks, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, Mergers and Acquisitions

December 12, 2024

Daniel Newman & Six Five Media

Research Note

Insights from Dell, Qualcomm & More – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.

AI and Data Analytics, Data Infrastructure, Edge Networking, IT Infrastructure, Semiconductors and Components

November 14, 2024

Olivier Blanchard

Research Note

Coherent Q1 FY2025 Earnings: Driven by AI and Advanced Laser Innovation

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.

AI and Data Analytics, Data Center, Data Infrastructure, Data Networking, Edge Networking

November 8, 2024

Dr. Bob Sutor

Research Note

Lattice Semiconductor Q3 2024 Earnings: Still Fighting Industry Headwinds

An Analytical Look at Lattice’s Q3 FY2024 Earnings, Strategic Cost Reductions, and the Company’s Focus on Long-Term Market Expansion

Bob Sutor, VP and Practice Lead of Emerging Technologies at The Futurum Group analyzes Lattice Semiconductor's Q3 2024 results, examining the company's strategic cost reductions, AI-PC partnerships, and leadership transition to drive long-term growth.

Advanced Computing, AI and Data Analytics, Computing, Edge Networking, Semiconductors and Components

October 2, 2024

Keith Kirkpatrick

Research Note

Zoho Launches Low-Code IoT Platform with Industry-Specific Solutions

Zoho’s Customizable IoT Platform Drives Operational Efficiency and Customer Experience Through Tailored Solutions for Industries Such as Manufacturing, Energy Management, and Smart Buildings

Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on Zoho's new low-code IoT platform, highlighting its four vertical-specific solutions in manufacturing and energy industries to enhance efficiency and customer experiences.

Automation, Digital Transformation, Edge Networking, Industrial Devices, IoT

July 25, 2024

Olivier Blanchard

Research Note

Ford Pro Delivers Another Record Quarter, Highlighting Importance of Software-Enabled Vehicle Opportunity

Why Software-Enabled Vehicle Technologies and Their Services Attach Revenues are a Better Measure of Automaker Success Than EV Sales in This Period of Automotive Tech Disruption.

Olivier Blanchard, Research Director at The Futurum Group, digs into the Ford Motor Company’s Q2 2024 earnings, shares his insights on why EV sales might be a red herring, and makes the case for why software-enabled vehicles and the services-attach opportunity they create, illustrated by Ford Pro’s continuing success, is a better measure of how well automakers are adapting to technology disruption in the segment.

Business Information, Data Infrastructure, Data Management, Digital Transformation, Edge Networking, Environmental, Social, Governance

May 3, 2024

Olivier Blanchard

Research Note

Ford Q1 2024 Earnings Show Ford Pro’s Momentum Is Accelerating

Ford Pro Continues to Drive EV Adoption and New Services Revenue in the Commercial Segment

Olivier Blanchard, Research Director at The Futurum Group, shares his insights into the methodology behind Ford Pro’s accelerating success in driving EV adoption and software services subscriptions in the commercial segment, and discusses the importance of its strategy to the Ford brand’s expanding ecosystem.

Business Information, Data Infrastructure, Data Management, Digital Transformation, Edge Networking, Environmental, Social, Governance

March 12, 2024

Daniel Newman

Six Five Webcast

Navigating the 2nd Wave of 5G Deployment: Exploring Innovation and the Future of 5G Networks with Yossi Cohen, CEO of Ericsson North America at MWC

On this episode of The Six Five – On The Road, join hosts Daniel Newman and Patrick Moorhead for a conversation with Yossi Cohen, President and CEO at Ericsson North America at MWC 2024 on the future of 5G networks.

5G, AI, Edge Networking, Emerging Technologies, Innovation

February 5, 2024

Daniel Newman & Olivier Blanchard

Research Note

Qualcomm Q1 2024 Earnings

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.

5G, AI, AR/VR, Communications Networks, Customer Experience, Devices, Digital Home, Edge Networking, IoT, Metaverse, Mobile Devices, PCs and Devices, Processors, Semiconductors and Components

Category: Edge Networking

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