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Category: Edge Networking

SUSE Primes the Pump for Commercial Enterprise Rancher
Steven Dickens and Dave Raffo

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.
Red Hat Announces General Availability of Device Edge
Steven Dickens

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.
Qualcomm Q4 2023 Earnings Reflect Start of Device Market Recovery
Daniel Newman and Olivier Blanchard

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.
The Six Five Insider with Cristiano Amon at Qualcomm Snapdragon Summit in Maui
Daniel Newman

The Six Five Insider with Cristiano Amon at Qualcomm Snapdragon Summit in Maui

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.
Earnings and Events Season Recap - Infrastructure Matters Episode 18
Steven Dickens, Camberley Bates and Krista Case

Earnings and Events Season Recap – Infrastructure Matters Episode 18

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.
HPE Strategic Leaps- A Promising Path to Exponential Shareholder Value
Steven Dickens

HPE Strategic Leaps: A Promising Path to Exponential Shareholder Value

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.
Cisco's Strategic Move: The $28 Billion Splunk Acquisition Unpacked
Steven Dickens

Cisco’s Strategic Move: The $28 Billion Splunk Acquisition Unpacked

Cisco’s Acquisition Announcement Signals a Strategic Pivot From Hardware to Software
The Futurum Group’s Steven Dickens discusses Cisco's proposed acquisition $28 billion acquisition of Splunk, signaling a strategic pivot from hardware to software. The deal is set to add $4 billion in annual recurring revenue.
Unlocking the Future of Edge Computing
Steven Dickens and Camberley Bates

Unlocking the Future of Edge Computing

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 Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag
Olivier Blanchard

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag

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.
Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften
Daniel Newman and tweiss@futurumresearch.com

Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften

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.
5G Factor Video Research Note: Juniper’s New Beyond Labs Aims to Solve Biggest Challenges of Experience-First Networking Era
Ron Westfall and Clint Wheelock

5G Factor Video Research Note: Juniper’s New Beyond Labs Aims to Solve Biggest Challenges of Experience-First Networking Era

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.
5G Factor Video Research Note: Qualcomm Promotes the 5G Standalone Cause
Ron Westfall and Clint Wheelock

5G Factor Video Research Note: Qualcomm Promotes the 5G Standalone Cause

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.
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