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Category: Edge Networking

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.
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.
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.