Category: Semiconductors, Supply Chain, & Emerging Tech

November 9, 2022

Daniel Newman & tweiss@futurumresearch.com

Market Coverage

Qualcomm Revenue Hits $11.39B for Q4, $44.2B for Fiscal 2022

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm revenue hits $11.39B for Q4, $44.2B for fiscal 2022 as the diversified processor, modem, RF systems, 5G, and connectivity powerhouse continues its healthy growth.

Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

November 7, 2022

Daniel Newman

Market Coverage

U.S. Army Cybersecurity Anomaly Detection Gets Huge Boost

A recent U.S. Army Validation Report found that cybersecurity anomaly detection using a GroqNode Server running Entanglement AI’s software detects threatening security anomalies three times faster than previous tests, with fewer false positives. Futurum's Daniel Newman takes a look at what this means and what we can expect going forward.

Cybersecurity & Resilience, Semiconductors, Supply Chain, & Emerging Tech

November 3, 2022

Daniel Newman

Six Five Webcast

The Six Five Insider Edition with Thy Tran, VP of DRAM Process Integration at Micron

Thy Tran joins The Six Five for Micron's announcement of 1-beta, its next DRAM process node, the world's most advanced DRAM tech.

Data Intelligence, Analytics, & Infrastructure, Semiconductors, Supply Chain, & Emerging Tech

November 3, 2022

Daniel Newman

Market Coverage

Honeywell Revenue Hits $8.95B in Q3 2022, Up 6% from Q3 2021

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Honeywell revenue hits $8.95B in Q3 2022, up 6% from Q3 2021 as the company shows earnings progress amid difficult macroeconomic conditions around the globe.

Semiconductors, Supply Chain, & Emerging Tech

November 2, 2022

Daniel Newman

Market Coverage

Lattice Semiconductor Delivers Excellent Q3 2022 Growth

Futurum analysts Daniel Newman and Michael Diamond explore Lattice Semiconductor’s earnings, its implications, and their outlook for the company moving forward.

Semiconductors, Supply Chain, & Emerging Tech

November 2, 2022

Daniel Newman

Video Research Note

Intel Earnings

The Six Five team dives into Intel's earnings for this episode of Earnings Palooza!

Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

November 1, 2022

Steven Dickens

Market Coverage

Google Cloud Launches Service to Simplify Mainframe Modernization

Futurum senior analyst Steven Dickens provides his take on the latest announcements from Google Cloud focused on mainframe modernization, which will rely on partnerships with the likes of Santander and Micro Focus. As enterprises look to address the challenges of digitally transforming systems of record and consider migration to the cloud, it’s not a simple process. Dickens covers some key things organizations need to consider when evaluating this next step in their digital transformation journeys.

Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations, Semiconductors, Supply Chain, & Emerging Tech

November 1, 2022

Daniel Newman

Market Coverage

Intel Q3 2022 Results: Return to Profitability Points to Progress in Turnaround

Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the third quarter of fiscal 2022 and why they believe the company is executing the strategy required to improve its overall financial situation, including focus on driving $3 billion in cost reductions in 2023, growing to $8 billion to $10 billion in annualized cost reductions and efficiency gains by the end of 2025, as well as making long game moves to boost prospects in key areas such as IFS and x86.

AI Platforms, Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

November 1, 2022

tweiss@futurumresearch.com

Market Coverage

SiFive RISC-V Chips Unveiled for Wearables, Smart Devices

Futurum analyst Todd R. Weiss looks at the latest SiFive RISC-V chips unveiled for wearables and smart devices as SiFive delivers smaller, more powerful chips that product designers can use to shrink devices.

Digital Leadership & CIO, Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

November 1, 2022

Daniel Newman

Main Scoop Webcast

The Main Scoop, Episode 04: Technology Strategies Driving the Evolution of Customer Experience

On this episode of The Main Scoop, co-hosts Greg Lotko and Daniel Newman are joined by April Hickel, Vice President of Intelligent z Solutions Strategy at BMC to discuss the success factors for reimagining the customer experience in driving growth and better business outcomes.

Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

October 31, 2022

Steven Dickens

Market Coverage

BMC Exchange 2022 Recap and Thoughts on What’s Ahead

Futurum senior analyst Steven Dickens provides his take on the latest announcements coming out of BMC Exchange 2022. As BMC looks to deliver solutions to address the challenges facing its enterprise customers, the company is well placed with robust offerings in service management, automation, and mainframe. Moving forward, the company just needs to further define its vision, and then be strategically vocal in how it articulates this vision to the C-Suite.