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Insight Type: Market Coverage

Amazon to Meet with FTC Amid Claims of New Antitrust Lawsuit
Daniel Newman

Amazon to Meet with FTC Amid Claims of New Antitrust Lawsuit

The Futurum Group’s Daniel Newman shares his insight on news that Amazon is set to meet with the US Federal Trade Commission ahead of a potential antitrust lawsuit the federal government may bring against the company.
Oracle Compute Cloud@Customer: Disrupting the Hybrid Cloud Landscape
Ron Westfall & Steven Dickens

Oracle Compute Cloud@Customer: Disrupting the Hybrid Cloud Landscape

Oracle Is Disrupting the Public Cloud On-Premises Market With a True, Purpose-Built Extension of the Cloud to the Customer’s Premises
The Futurum Group’s Ron Westfall and Steven Dickens share their insights on the Oracle Compute Cloud@Customer launch, propelling OCI as a formidable contender in the distributed cloud domain, and mounting an enduring challenge to AWS, GCP, and Azure.
NVIDIA AI Workbench Could Simplify Generative AI Builds
Mark Beccue

NVIDIA AI Workbench Could Simplify Generative AI Builds

Toolkit Streamlines Gen AI Elements for Developers
Mark Beccue, Research Director at The Futurum Group, examines the announcement of NVIDIA AI Workbench, a toolkit designed to streamline the generative AI application building process for developers, and a move that is intended to accelerate the AI market.
Nokia Brings Fiber Manufacturing to the US to Advance BEAD Vision
Ron Westfall

Nokia Brings Fiber Manufacturing to the US to Advance BEAD Vision

Nokia Partners With Sanmina Corporation To Manufacture Products in the US At the Sanmina Pleasant Prairie Facility in Kenosha County, Wisconsin
The Futurum Group’s Ron Westfall assesses why Nokia’s manufacturing partnership with Sanmina swiftly bolsters its channel presence and market credibility for US fiber builds financed by the BEAD program, especially toward meeting the society-wide national goal of bridging the digital divide across unserved and underserved communities.
Medallia and Cogito Partner; Medallia Reaches AI Milestone
Sherril Hanson

Medallia and Cogito Partner; Medallia Reaches AI Milestone

Partnership Promises Data Flow To Support Both Agents and Customers; Medallia Makes It Clear They Are No Newcomer To AI in Experience Management
Sherril Hanson, Senior Analyst at The Futurum Group shares her insights on two recent Medallia announcements, including the company’s reveal that its sizeable financial investments in AI over the past 2 years has yielded strong results, with more than 1 million weekly active AI users on its platform.
Zoom’s Changes Cause Confusion on When Data Is Used To Train AI
Craig Durr
Craig Durr

Zoom’s Changes Cause Confusion on When Data Is Used To Train AI

Under New Terms of Service, Zoom Clarifies That Customers Can Opt Out of Sharing Data and Still Have Advanced AI Features
Craig Durr, Senior Analyst at The Futurum Group, shares his insights on Zoom's recent updates to its terms of service and the confusion they have caused in the market regarding the training of Zoom’s AI features The note examines the different types of data that Zoom collects, how it is used to train AI features, and how Zoom's terms of service compare to those of other SaaS companies.
GlobalFoundries Q2: Robust Performance in the Face of Macro Concerns
Daniel Newman & Ron Westfall

GlobalFoundries Q2: Robust Performance in the Face of Macro Concerns

GlobalFoundries Q2 2023 Earnings Proved Solid, Particularly as China and Other Recessionary Concerns Loom
The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q2 2023 results show it is primed for growth with both broad geographic manufacturing capabilities and process specialization across important legacy nodes.
Teradata Revenue for Q2 2023 Reaches $462 Million, Up 7%
tweiss@futurumresearch.com

Teradata Revenue for Q2 2023 Reaches $462 Million, Up 7%

Teradata Also Beat Q2 Analyst Revenue Estimates of $445 Million
Senior Analyst Todd R. Weiss of The Futurum Group shares his insights as Teradata revenue for Q2 2023 reaches $462 million, up 7% from $430 million YoY. The multi-cloud enterprise data analytics vendor beat analyst estimates of $445 million for its Q2 revenue.
Einstein Studio: Salesforce Introduces No-Code Model Integration
Mark Beccue

Einstein Studio: Salesforce Introduces No-Code Model Integration

Zero-ETL Integration Allows Enterprises to Bring Their Own Models to Their Salesforce Data
Mark Beccue, Research Director at The Futurum Group, examines Salesforce’s general availability launch of Einstein Studio. One of the reasons for Salesforce’s clear AI leadership is that the company understands the value of the clean, machine-readable data it stewards for its customers.
Zoom Announces Developer Ecosystem Framework
Keith Kirkpatrick

Zoom Announces Developer Ecosystem Framework

Support for Integrations to Help Customers Run Best-in-Breed Applications With Zoom Functionality
Keith Kirkpatrick, Research Director at The Futurum Group covers Zoom’s newly announced Developer Ecosystem Framework, and discusses how it will be used to support current customer application preferences while also setting the table for future platform sales opportunities.
Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften
Daniel Newman & tweiss@futurumresearch.com

Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften

Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
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