Category: Edge Networking

Lenovo’s TruScale and ThinkEdge SE455 V3
The Futurum Group’s Steven Dickens and Camberley Bates discuss the launch of Lenovo’s enhanced edge capabilities. Lenovo expands its TruScale IaaS model to include edge AI servers, targeting efficient AI deployment at the network edge.
Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem sharing their views on how Juniper and Intel working together on Juniper’s Beyond Labs initiative can foster and accelerate ecosystem-wide 5G transformation.
Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem including Qualcomm’s advocacy of operators accelerating their 5G Standalone implementations to swiftly broaden developer support as well as spur 5G application innovation.
Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem taking a look at Samsung and Mediatek demonstrating 3Tx antenna capabilities that can be key to spurring 5G uplink performance and experience.
The Futurum Group’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem including Qualcomm advocacy of operators accelerating their 5G Standalone implementations to spur wider developer interest, Juniper and Intel working together on Juniper’s Beyond Labs initiative to foster 5G transformation, and Samsung and Mediatek demonstrating 3Tx antenna capabilities key to spurring 5G uplink performance and experience.
Futurum’s Ron Westfall and Steve Dickens examine why the cloud plays a major role across recent 5G ecosystem moves including Red Hat becoming the primary infrastructure platform for Nokia's core network applications, Azure for Operators 5G modern connected application at the edge push, and the completion of the HPE acquisition of Athonet.
The Futurum Group's Ron Westfall examines why Cisco can be the trusted partner that enterprises rely on to advance their AI-powered security cloud journey. Cisco Secure Access in combination with new security offerings such as Cisco Firewall 4200 Series, Cisco Multicloud Defense, and Panoptica, fulfill the topmost security priorities of enterprises, assuring that the security and IT teams can streamline their overall security implementations by delivering swifter detection and response, single cloud-managed console, and common access experience capabilities.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with Dell Technologies' Doug Schmitt, President of Dell Technologies Services, during Dell Tech World 2023.
The Futurum Group’s Chief Analyst Daniel Newman and Industry Analyst Michael Diamond explore Lenovo’s Q4 2023 and full year earnings and what it means for the company moving forward.
The Futurum Group’s Shelly Kramer covers news out of Dell Technologies World this week of Dell’s launch of its new Dell NativeEdge operations software platform and several other additions to Dell’s edge portfolio. Dell’s NativeEdge solution is designed to help companies simplify, secure, optimize, and automate their edge infrastructure deployments and helping to streamline edge operations across thousands of devices and locations from the edge to their core data centers and multiple clouds.