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Category: Hybrid Cloud, Infrastructure, and Operations

Ron Westfall

OFC 2022: Marvell Adds Unique Touch to New Cloud-Optimized 400G/800G PAM4 DSPs

Marvell enters the data center interconnects market segment to capitalize on expanding AI accelerator and growing networking bandwidth demands across data center environments. Futurum’s Ron Westfall assesses why Marvell’s Alaska A PAM4 DSP family for AECs is meeting an urgent market demand for serial 100G short-reach interconnect solutions and broadens its ability to meet a diverse range of technology demands for customers.
Daniel Newman

HPE Revenue Up 2% in Q1 to $7B As Customer Demand Continues to Build in Edge, HPC and AI

HPE’s Q1 FY2022 results are again solid following similarly positive results in the last two quarters of FY2021. As Q1 closes, HPE is continuing its pivot from requiring a CapEx-heavy investment from customers to a focus more on an Annualized Recurring Revenue that is changing the way the stalwart company is doing business with customers.
Shelly Kramer

Kyndryl Reports Q4 and FY 2021 Revenue Down as Company Takes its First Solo Steps as Independent Unit

Futurum analysts Shelly Kramer and Todd R. Weiss dissect the first earnings report for managed IT services vendor Kyndryl, spun out of IBM in November 2021. Q4 and full year 2021 earnings dropped by single digits compared to one year ago when it was owned by Big Blue. They explore the company’s culture shift post spinoff, as well as its early moves in forming strategic alliances and cloud technology partnerships, as well as establishing training and certification initiatives and what’s ahead.
Ron Westfall

MWC 2022: Amdocs Digital Services Expansion Accentuates Amdocs Mission to Spur Cloud Journeys

Amdocs expands Amdocs Digital Services capabilities with the aim of assisting and accelerating communications service provider and media organization cloud journeys. Futurum’s Ron Westfall assesses why Amdocs Digital Services expansion, including the recent acquisition of cloud services specialist DevOpsGroup, aligns with increasing use of professional services by organizations to advance their cloud journeys and puts competitive pressure on rivals to up their DevSecOps credentials.
Daniel Newman

Lenovo Group on the Upswing: Posts Its First $20B Quarter for Revenue and a 62% YoY Increase in Net Income to a Record $640M

Futurum Research analysts Daniel Newman and Todd R. Weiss dive into Lenovo's recent Q3 2021/2022 earnings report and look at how the Chinese company has established a solid business footing for a successful 2022.
Daniel Newman

Lenovo Earnings Report

The Six Five team dives into the latest Lenovo earnings report.
Daniel Newman

Talking MWC, $DELL, Qualcomm Partnerships, Lenovo, $TMUS, $HPE and More – The Six Five Webcast

Talking MWC, $DELL, Qualcomm Partnerships, Lenovo, $TMUS, $HPE and More. A new episode of The Six Five Webcast with hosts Patrick Moorhead and Daniel Newman.
Ron Westfall

Spectrum Enterprise Enhances MNE Solution, Uses Cisco Meraki to Strengthen Digital Workforce Capabilities

Spectrum Enterprise bolsters is Managed Network Edge solution with enhancements designed to improve productivity for office, remote, and mobile workforces through new managed network solution options. Futurum’s Ron Westfall assesses why using the Cisco Meraki platform strengthens the Spectrum Enterprise MNE solution in countering rival offerings and meeting the distinct demands of distributed workforces.
Daniel Newman

Dell Technologies Posts Another Earnings Record with Full Year Fiscal 2022 Revenue of $101.2B

Futurum analysts Daniel Newman and Todd R. Weiss cover Dell Technologies’ Q4 and Full Year Fiscal 2022 earnings. The company again brings in record revenue at $101.2B for the year and shows strong performances across its business units and customer markets.
Daniel Newman

Groq Explores Cloud Opportunity, Adds Former Amazon Leader to Board of Directors

Futurum’s principal analyst Daniel Newman breaks down the news of Groq’s appointment of former Amazon leader, Raju Gulabani, to its Board of Directors. Newman also shares insights on what this means for the future of the startup.
Steven Dickens

IBM Z Launches on IBM Cloud Simplifying Hybrid Cloud App Modernization

Futurum’s Steven Dickens provides his take on the latest announcements this week from IBM’s mainframe team. With the IBM Z team bringing to market the capability for customers to develop and test z/OS workloads to the IBM Cloud, Dickens examines the wider competitive landscape and the implications for IBM’s overall cloud growth.
Ron Westfall

Oracle Database API for MongoDB: Running MongoDB Workloads on Oracle Cloud Infrastructure

Oracle unveils Oracle Database API for MongoDB targeted at easing the running of MongoDB on Oracle Cloud Infrastructure. Futurum’s Ron Westfall explores why the new API helps deliver modern document-centric development benefits, proven enterprise functionality, and a wide range of Autonomous DB benefits such as elasticity, security, and availability to MongoDB users.
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