Futurum’s Ron Westfall and Daniel Newman examine Micron’s financial results for the fourth quarter 2022 and full year of fiscal 2022 and why they believe that Micron is making the strategic moves critical to address rapidly weakening consumer demand and significant customer inventory adjustments across all its end markets until macroeconomic and semiconductor segment conditions improve.
Futurum analyst Todd R. Weiss dives in as Lenovo debuts broad server, storage, edge, and cloud updates across its product portfolio in a major refresh that crosses over more than 50 of its hardware, software, and service offerings.
In this research report, Futurum Research explores why Dell’s Project Alpine enables customers to use the APIs and management tools they already use, avoiding the expense and complexity of refactoring applications or reskilling workforces to drive their multi-cloud journey. As such, customers can combine their preferred public cloud services with Dell Technologies’ enterprise data services to attain uncompromised connectivity and consistent experience deploying Dell assets such as PowerStore, PowerScale, PowerFlex and ObjectScale on-prem to optimize their multi-cloud data services.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $6.95B for Q3, up 1% YoY, beating estimates, as the edge-to-cloud, compute, HPC, AI and storage vendor details its Q3 FY2022 financial performance.
Futurum’s Ron Westfall and Daniel Newman examine Marvell Technologies financial results for the second quarter of fiscal year 2023 and why they confirm Marvell as a major player across the semiconductor space that exercises considerable ecosystem influence and is impressively adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G/operator, enterprise, and auto market segments which help power the company’s long-term investment and growth prospects.
Futurum’s Ron Westfall assesses Micron’s three-prong Embedded World 2022 announcement, consisting of new memory and storage portfolio innovation across its industrial and automotive offerings, such as the i400 microSD card, ASIL D certification for its LPDDR5 DRAM, and the expansion of its IQ Partner Program, and why it can bolster Micron’s competitive position in driving breakthroughs in key vertical areas such as video surveillance and automotive safety.
Futurum analysts Daniel Newman and Todd R. Weiss examine Lenovo’s $71.6B record FY2021/22 revenue, up 18% YoY as the Chinese computer, storage, software, services, and HPC vendor unveils its latest earnings numbers.
Futurum’s Daniel Newman and Ron Westfall examine Marvell Technologies financial results for the first quarter of fiscal year 2023 and why they validate Marvell as a major player across the semiconductor space who exercises considerable ecosystem influence and is exceptionally adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G, and auto market segments which help power the company’s long-term growth prospects.
Futurum principal analyst Daniel Newman shares his thoughts on Micron’s Investor Day 2022 with insights on what is to come for the memory and storage market.
