Category: Edge Networking

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

December 14, 2023

Olivier Blanchard

Research Note

Semtech Q3 FY 2024 Earnings

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.

Business Information, Data Center, Edge Networking, IIoT, IoT, IoT Devices, IoT Security, IT Infrastructure, Processors, Semiconductors and Components

December 13, 2023

Mitch Lewis

Research Note

DataCore Announces Enhancements to SANsymphony and Swarm

Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on the latest updates to DataCore’s SANsymphony and Swarm storage solutions.

Edge Networking, Storage

November 22, 2023

Daniel Newman

Six Five Webcast

VMware Acquisition Close: Q&A with Sanjay Uppal, VP & GM, Software-Defined Edge Division – Six Five Insider

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.

Cloud, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, Innovation, Mergers and Acquisitions, Semiconductors and Components

November 14, 2023

Steven Dickens & Dave Raffo

Research Note

Mirantis Says Its k0smotron Kubernetes Management Is Enterprise-Ready

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.

Cloud, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, IoT

November 13, 2023

Mitch Lewis

Research Note

Qumulo Announces Azure Native Qumulo and Scale Anywhere Platform

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.

Business Information, Cloud, Data Management, Data Storage and SAN, Edge Networking, Hybrid Cloud, Infrastructure, and Operations

November 13, 2023

Steven Dickens & Dave Raffo

Research Note

SUSE Primes the Pump for Commercial Enterprise Rancher

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.

Cloud, Digital Transformation, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, Security

November 8, 2023

Steven Dickens

Research Note

Red Hat Announces General Availability of Device Edge

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.

Edge Networking, Hybrid Cloud, Infrastructure, and Operations

November 6, 2023

Daniel Newman & Olivier Blanchard

Research Note

Qualcomm Q4 2023 Earnings Reflect Start of Device Market Recovery

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.

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

Category: Edge Networking

The Futurum Group

Welcome to The Futurum Group

Thank you, we received your request, a member of our team will be in contact with you.