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Featured Person: Ron Westfall

Ron Westfall

Dell Shows Why AI and Sustainability Can Make for an Enduring Couple

Futurum’s Ron Westfall analyzes why Dell has elevated its overall sustainability credentials by putting product development and sales and marketing emphasis on AI’s key role in advancing customer sustainability initiatives, and why AI technology itself requires its own energy efficiency and sustainability program.
Ron Westfall

T-Mobile and Cisco Show Why a Distributed Nationwide Cloud Native 5G Core Gateway is Sexy

Futurum’s Ron Westfall examines why T-Mobile and Cisco’s collaboration on a distributed nationwide cloud native 5G core gateway enables T-Mobile to rapidly test and accelerate time to market for new 5G and IoT applications at scale including network slicing and Voice over New Radio (VoNR), streamlines operations, increases agility to help drive new services such as 5G Home Internet as well as provides Cisco a substantial 5G sales and marketing boost.
Daniel Newman

Why Edge-to-Cloud Platform? Why HPE?

In our latest research brief, Why Edge-to-Cloud Platform? Why HPE? — done in partnership with HPE — we analyze their Edge-to-Cloud platform to determine if it meets the intricate challenges of edge-to-cloud environments for IT leaders focusing on edge-to-cloud solutions.
Ron Westfall

Lattice Semiconductor Ready to Power Innovation across Mid-Range FPGA Market with Lattice Avant Debut

Futurum’s Ron Westfall assesses why the Lattice Avant launch sharpens Lattice’s ability to capture more mid-range FPGA business and drive innovation across the system and application developer communities, especially in addressing the growing demand for increased flexibility and efficiency in system and application design, while also delivering architectural advancements and capabilities that meet customers’ requirements in scaling and administering an expanding array of applications.
Ron Westfall

5G Factor Video Research Note: Cloud Battles for CSP 5G Business Intensifies

Ron Westfall and Shelly Kramer review the state of the telco cloud market during the early stages of the CSP transition toward 5G SA and 5G Advanced networks and their perspective on which cloud providers are performing well and have the most to gain across the evolving 5G ecosystem.
Ron Westfall

5G Factor Video Research Note: Qualcomm and Vodafone Strengthen Alliance to Spur and Commercialize Open RAN Builds in Europe

Ron Westfall and Shelly Kramer examine why Qualcomm and Vodafone joint solution designs aimed at catalyzing Open RAN deployments in Europe are ready to improve power consumption performance to reduce TCO and make networks more environmentally sustainable and why the alliance’s new initiative needs to make Open RAN deployments commercially viable in Europe by the end of 2023 to declare success.
Daniel Newman

Splunk Fiscal Q3 2023: Total Revenues and Cloud Revenue up Spurring Full Year Outlook Uptick

Futurum’s Daniel Newman and Ron Westfall assess Splunk’s fiscal Q3 2023 results highlighted by total revenues increasing 40% Y/Y to $930 million and cloud revenue 54% Y/Y to $374 million and why the company is solidly positioned to sustain long-term, durable growth as well as profitability through ongoing diversification of its high-value ARR streams which are key to fulfilling swiftly growing enterprise demand for intelligent observability and cybersecurity solutions.
Daniel Newman

Marvell Fiscal Q3 2023: Record Quarter Revenues and New Cloud Products Pave Way for Long-Term Growth

Futurum’s Daniel Newman and Ron Westfall evaluate Marvell’s fiscal Q3 2023 results highlighted by record revenue of $1.54 billion, growing 27% year over year, and why portfolio-wide innovations, such as across customized ASIC and Secure Deterministic Ethernet, provide the overall foundation to meet near-term storage inventory adjustments and macroeconomic headwinds in fulfilling its Q4 2023 outlook and returning to a broader and industry-wide growth trajectory.
Ron Westfall

AWS re:invent 2022: AWS Moves the AI/ML Chains for Enterprise Customers with CodeWhisperer Upgrade

Futurum’s Ron Westfall assesses why the new Amazon CodeWhisperer upgrades focused on easing administrator-led integration and expanding programming language support across the developer community advance AWS’ strategic commitment to use AI/ML to improve business outcomes, including augmenting the developer experience, optimizing business processes, and accelerating innovation.
Ron Westfall

Marvell Unleashes Custom ASIC Portfolio Innovations to Fulfill New Global Data Infrastructure Demands

Marvell Technologies continues to power innovation across its custom ASIC portfolio using 3nm, customization, and chiplet IP advances to provide optimized performance, power & area breakthroughs, and maximized returns on investments. Futurum’s Ron Westfall and Marvell’s Hugh Durdan explore why Marvell’s custom ASIC offerings fulfill the intricate, high-speed, high-performance silicon requirements of next generation 5G operators, cloud data centers, enterprises, and automotive applications as well as how Marvell’s custom capabilities provide the foundation for driving portfolio-wide innovation.
Daniel Newman

Cisco Q1 2023: Delivers Earnings Beat and Raise in Guidance on Enterprise Tech Strength

Futurum’s Daniel Newman and Ron Westfall examine Cisco’s Q1 2023 results and why they see the Q1 results validate factors such as supply chain easement and the increase of annualized recurring and software revenue provided the visibility and predictability foundation key to boosting its full year guidance and overall competitive prospects, despite uncertain macroeconomic conditions.
Ron Westfall

The 5G Factor: Qualcomm and Vodafone on 5G Open RAN, General Dynamics forms 5G and Edge Accelerator Coalition, AWS Nabs Lead in Telco Cloud, Smart Buildings on the Rise

In this episode of The 5G Factor, Futurum analysts Shelly Kramer and Ron Westfall talk Qualcomm and Vodafone on 5G Open RAN, General Dynamics’ new 5G and Edge Accelerator coalition, AWS nabbing the lead in the telco cloud wars, but Oracle and IBM are planting flags, too, and wrap the show with a look at the smart buildings market and what is powering that growth.
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