In this episode of Infrastructure Matters, hosts Steve Dickens and Camberley Bates take on earnings, IPOs and business growth: Rubrik, IBM, Google, and Oracle.
Lattice Semiconductor Q1 2024 Experienced Broad Declines Battling Industry Cyclical Headwinds But Robust Margins Show Solid Positioning for Long-Term Gains
The Futurum Group’s Ron Westfall and Daniel Newman review Lattice Semiconductor’s Q1 2024 results and why it remains the FPGA player to watch in the low and mid-tier segments of the market.
The Acquisition of OpenText’s AMC Business Enhances Rocket Software’s Position as a Leader in the Mainframe Modernization Space
Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides insights on the transformative impact of Rocket Software’s recent acquisition of OpenText’s Application Modernization and Connectivity division.
NVIDIA AI Enterprise on Oracle Cloud Infrastructure Supercluster Sets a New Standard for Governmental Digital Transformation
Steven Dickens, VP and Practice Leader, comments on the strategic importance of Oracle's integration of NVIDIA AI Enterprise into Oracle’s U.S. Government Cloud, which supercharges their sovereign cloud capabilities.
T-Mobile Raises 2024 Guidance Driven by Q1 2024 Service Revenue, Profitability, and High-Speed Internet Breakthroughs Plus Record Low Postpaid Phone Churn
The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its rivals across important mobile network service categories.
Bedrock’s New Enhancements Are Designed to Streamline the Development of Advanced Generative AI Applications
Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides his insights into the announcements from AWS on the enhancements to Amazon Bedrock, including Custom Model Import, Model Evaluation, and advanced Guardrails.
In a discussion that spans significant financial movements and strategic acquisitions to innovative product launches in cybersecurity, hosts Camberley Bates, Krista Macomber, and Steven Dickens share their insights on the current dynamics and future prospects of the industry.
Steven Dickens, Vice President and Practice Lead, at The Futurum Group, provides his insights into IBM’s earnings and how the announcement of the HashiCorp acquisition is playing into continued growth for the company.
HPE Aruba Networking Launches High-Capacity Wi-Fi 7 Access Points Delivering Breakthrough Innovations Across Enterprise Security, AI, and IoT Capabilities
The Futurum Group’s Ron Westfall examines why the new HPE Aruba Networking 730 Series Campus APs provide the performance and efficiency breakthroughs essential to improving business and operational outcomes.
Mark Lohmeyer, VP & GM at Google Cloud, shares insights on how Google Cloud's strategy is revolutionizing infrastructure options for diverse workloads through system-level optimizations and the introduction of leading-edge solutions like the Axion CPU.
VMware Telco Cloud Platform Release 4.0 Aims Directly at Using a Horizontal Infrastructure to Ease VNF/CNF Implementation Complexity Across 5G Networks
The Futurum Group’s Ron Westfall examines why VMware Telco Cloud Platform Release 4.0, alongside VMware Telco Cloud Platform RAN 4.0, can fulfill the highest priority telco VNF and CNF demands across their 5G networks.
Leostream Desktop Connection Broker Centralizes Multi-Cloud Desktops for Large Organizations
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on the importance of a connection broker, such as Leostream, to provide multi-vendor virtual desktops in a multi-cloud enterprise.
