Category: Hybrid Cloud & Infrastructure

March 10, 2022

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...
March 3, 2022

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...
March 2, 2022

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...
March 1, 2022

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,...
March 1, 2022

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...
February 28, 2022

Lenovo Earnings Report

The Six Five team dives into the latest Lenovo earnings report....
February 28, 2022

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....
February 28, 2022

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...
February 28, 2022

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...
February 22, 2022

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...
February 15, 2022

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...
February 14, 2022

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...

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