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Featured Person: Ron Westfall

Ron Westfall

Oracle Autonomous Data Warehouse: Boosting the Multi-Cloud and Open Source Missions

The Futurum Group’s Ron Westfall examines why Oracle Autonomous Data Warehouse’s new capabilities, including implementation of open source Data Sharing protocol and building a collaborative platform with its new Data Sharing feature, enable Oracle to further distinguish and differentiate its overall cloud database portfolio vision and strategy, bolstering its multi-cloud and open source ecosystem missions.
Ron Westfall

5G Factor: Dishing about Slowing 5G Spending, Spectrum Auctions and the Politics Getting in the Way, and Qvantel BSS Availability on AWS

In this episode of The 5G Factor, The Futurum Group’s Shelly Kramer and Ron Westfall look at the recent developments in the 5G ecosystem including Dish slowing 5G spend and also attempting to throw a wrench in T-Mobile’s spectrum purchase, the politicization of the spectrum auctions and the impact on the 5G ecosystem, and the recent availability on AWS of Qvantel’s new Flexx BSS and how that is designed to help CSPs path to monetization.
Daniel Newman

GlobalFoundries Q1 2023 Financials: Meeting Macro Challenges to Assure Profitable Path

Futurum’s Daniel Newman and Ron Westfall assess why GlobalFoundries has the leadership team and portfolio diversity key to maintaining disciplined focus on profitability by managing costs while driving an augmented mix of business to its customers. GlobalFoundries’ continued investments in capacity can continue to drive its ability to fulfill new agreements, further differentiate solutions, as well as grow its end market mix.
Ron Westfall

Qvantel Makes Flex BSS Available in AWS Marketplace: Boosts No/Low Code BSS Cause

The Futurum Group’s Ron Westfall explores why Qvantel Flex BSS on AWS can enable CSPs to support a broader array of B2C, B2B, and B2B2X customers applications as well as hone the targeting of new vertical markets such as healthcare, enterprises, and smart cities that are gaining 5G SA use case traction.
Ron Westfall

Oracle Database Analyst Summit: Powering the Multi-Cloud Era and Liberating Developers

The Futurum Group’s Ron Westfall assesses the key takeaways from the Oracle Database Analyst event and examines why Oracle’s multi-cloud and developer breakthroughs strengthen the company’s competitive position in the unfolding multi-cloud era, especially as enterprise customers increase their demand for streamlined multi-cloud interconnectedness and developers takes advantage of Oracle Database 23c Free-Developer Release and JSON Relational Duality innovations.
Ron Westfall

T-Mobile Q1 2023: Once Again Excels in the Postpaid and Broadband Growth Categories to Fuel Q1 Service Revenues and Raise 2023 Outlook

The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q1 2023 results and why they expect T-Mobile to fulfill its uplifted 2023 guidance as the company is consistently outperforming its key rivals across the most important categories, including financial, technical, and customer attraction and retention. The acquisition of the Mint Mobile, Ultra Mobile, and Plum assets in accord with major collaboration initiatives involving key partners such as Deutsche Telekom and Cisco further strengthen T-Mobile’s competitive edge and warrant for raising its outlook through end of year.
Daniel Newman

Juniper Fiscal Q1 2023 Earnings: Solid Revenue Results Pave Way for Healthy 2023 Revenue Forecast

The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s financial results for fiscal Q1 2023, which showed solid revenue results, generating YoY growth across all customer solutions and all geographies as well as why Juniper’s strategic focus on advancing experience-first networking and cloud metro portfolio innovation can enable the company to expand its market influence and presence across key segments such as 5G, data center, and enterprise environments throughout 2023.
Daniel Newman

Intel Q1 2023 Results: Adversity Sharpens Focus on Turnaround Strategy

Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the first quarter of fiscal 2023, including $11.7 billion revenue, down 36% year over year, and why they believe the company is meeting the top challenge of executing a strategic plan that requires vigilance but also a great deal of patience, such as delivering on its IDM 2.0 roadmap as well as meeting process and product portfolio objectives that can entail or require a horizon beyond 2023 to bear more enduring fruit.
Shelly Kramer

5G Factor Video Research Note: T-Mobile Rumored to be Exploring Partnering with Samsung for 5G Network Equipment

Ron Westfall and Shelly Kramer explore why they see Nokia bolstering its overall competitive position, especially across the mobile ecosystem, through its six strategic pillars underpinned by key enablers, can help swiftly broaden Nokia’s overall digital ecosystem influence and presence.
Ron Westfall

5G Factor Video Research Note: Nokia Advances Company Vision and Strategy at MWC Barcelona

Ron Westfall and Shelly Kramer explore why they see Nokia bolstering its overall competitive position, especially across the mobile ecosystem, through its six strategic pillars underpinned by key enablers, can help swiftly broaden Nokia’s overall digital ecosystem influence and presence.
Daniel Newman

Alphabet Announces Q1 FY23 Results: Search and Cloud Lift Performance as Google Preps for AI Battles

The Futurum Group's Daniel Newman and Ron Westfall assess why Google is making the strategic moves necessary to meet macroeconomic uncertainties during 2023. Google’s strategic AI moves indicate that it is fully prepared to counter the looming Microsoft-backed ChatGPT threat as well as other AI competitive threats and make AI integral to invigorating revenue streams across its portfolio including Search and Cloud.
Ron Westfall

The 5G Factor: T-Mobile and Samsung, Nokia’s Revised Brand/Strategy, Vodafone and Raspberry Pi, and 5G Sustainability Report Overview

In this episode of The 5G Factor, Futurum’s Shelly Kramer and Ron Westfall cover what’s new in the 5G ecosystem, including news about T-Mobile and Samsung, Nokia’s refreshed brand and strategy and why that’s significant, Vodafone and Raspberry Pi, and a peek at our findings in our latest market insight report on 5G and Sustainability.
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