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Featured Person: Ron Westfall

Daniel Newman

Lenovo Q3 2022-2023: Diverse Growth Engines Aid Weathering Global PC Downturn

Futurum’s Daniel Newman and Ron Westfall assess Lenovo’s third quarter 2022-2023 and why they believe the company’s ability to grow its non-PC businesses, now more than 41% of total group revenue, aids its overall organization-wide resilience in working through the worldwide downturn in PC demand during 2022 and provides the foundation for improved results in the remainder of calendar year 2023.
Ron Westfall

HP Debuts New Z by HP Performance Desktops and Capabilities that Take Workflows to the Next Level

Futurum’s Ron Westfall examines why the new HP Z solution set can swiftly improve HP’s competitive stance in the tightly contested workstation market segment, compelling main rivals Dell and Lenovo to counter with their own portfolio development and marketing moves.
Ron Westfall

MWC 2023: Qualcomm Dramatically Raises 5G FWA Game with FWA Platform Gen 3

Futurum’s Ron Westfall explores why the Qualcomm 5G FWA Gen 3 platform is a boon to the 5G ecosystem by improving the 5G FWA experience for CSPs, partners, and customers alike through innovations such as Qualcomm QTM567 mmWave Antenna Module designed to provide reliable and extended mmWave coverage as well as WiFi 7 with 10G Ethernet, developed to deliver multi-gigabit speeds and fixed access-like latency to virtually every device in the home or facility.
Ron Westfall

MWC 2023: Nokia Goes All-In with In-Line Acceleration for Cloud RAN

Futurum’s Ron Westfall explores why Nokia’s adoption of the In-Line Acceleration approach can help accelerate and broaden market acceptance of Cloud RAN, including multi-sector macrocell base stations, microcell base stations, intelligent radio heads, and O-RAN vDUs as well as advancing ecosystem outcomes such as Vodafone/Nokia collaboration to spread Open RAN across Europe and broadening O-RAN Alliance support.
Daniel Newman

Cisco Q2 2023: Delivers Earnings and Revenue Beat on Enterprise Momentum and Lifts Guidance

Futurum’s Daniel Newman and Ron Westfall examine Cisco’s Q2 2023 results and why they believe Cisco can continue playing a strong hand in the areas where it saw success in Q2 2023, especially across the enterprise space and key segments such as software, web-scale infrastructure, cloud management, security, and IoT, throughout the rest of 2023.
Snapdragon Chip Outperforms MediaTek in Xiaomi Phone Cameras
Ron Westfall

Qualcomm Announces its Snapdragon x75 5G Modem-RF

Futurum analysts Ron Westfall and Michael Diamond discuss Qualcomm’s Snapdragon x75 5G Modem-RF that will offer its vendors the ability to create products that take advantage of the next era of 5G connectivity, strengthening customer centricity and improving digital transformation initiatives.
Ron Westfall

MWC 2023: New Ericsson Mobility Report Shows Greater 5G Uptake Catalyzing CSP Revenues

Futurum’s Ron Westfall examines the new Ericsson Mobility Report and its indications of a brighter 5G future for CSPs across key objectives, such as generating greater 5G revenue and advancing 5G monetization capabilities, and why 5G real-world use cases, such as Day-1 connectivity for fixed and temporary sites, FWA coverage across rural areas, improved connectivity for distributed workforces, and fleet vehicle management, will significantly deliver improvements over 4G implementations, paving the way for a wider array of use cases to turbocharge the 5G value proposition in 2023.
Ron Westfall

Intel Arc: Reinvigorates GPU Prop with Performance, Bundling, and Pricing Enhancements

Futurum’s Ron Westfall examines why Intel is making the right moves to stir up competition in the gaming GPU market segment by following through on its commitment to deliver price performance advances to its Arc A750 product in Q1 2023.
Ron Westfall

LoRa Alliance Annual Report Validates IoT LPWAN Market Progress with More to Come

Futurum’s Ron Westfall explores why the LoRa Alliance is on a roll including 93 new members in 2022, 66% growth in public LoRaWAN network operators over the past three years and broadening IoT adoption by enabling communication over long ranges while using scant power. Networks with LoRa, including the LoRaWAN standard, fill the technology gap of cellular, WiFi, and Bluetooth Low Energy (BLE) networks that require high bandwidth or high power, have limited range, or the inability to penetrate deep indoor environments.
Daniel Newman

MySQL HeatWave on AWS Sizzles with New and Remarkable Price Performance Breakthroughs

Our newest white paper, MySQL HeatWave on AWS Sizzles with New and Remarkable Price Performance Breakthroughs — done in partnership with Oracle — offers a look into the MySQL HeatWave on AWS solution and its incredible price performance advantages, including outperforming Amazon’s own top tier cloud databases, as well as delivering major data plane, control plane, ETL avoidance, and interactive console innovations for AWS customers.
Ron Westfall

Ericsson, Intel, and Microsoft Form Laptop Network Slicing Power Trio

Futurum’s Ron Westfall explores why the Ericsson, Intel, and Microsoft demo of end-to-end SA network slicing capabilities on a Windows laptop provides the trio critical sales and marketing momentum in the lead up to MWC 2023 and incentivizes CSPs to confidently accelerate their 5G SA network expansion and broaden their 5G monetization ambitions.
Ron Westfall

Alphabet Q4 & FY 2022 Revenue Up YoY Although Macro Issues Persist

Futurum’s Ron Westfall and Daniel Newman assess Alphabet’s Q4 2022 and FY 2022 results and why Alphabet/Google can adapt swiftly to the evolving competitive landscape as it executes ongoing post-pandemic portfolio and organizational adjustments by finding a way to use its considerable AI assets to counter new competitive threats from key rivals like Microsoft and help reinvigorate its fiscal performance.
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