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Insight Type: Market Coverage

Steve Vonder Haar

Brightcove Launches Tool to Measure Viewer Experience

Steve Vonder Haar, senior analyst with The Futurum Group, covers news out of NAB last week of video technology provider Brightcove’s launch of its new analytics tool designed to measure and report on what Brightcove is calling “quality of experience” for viewers watching videos hosted on its platform.
Steven Dickens

GitLab and Oracle Partner to Accelerate AI/ML Development

The Futurum Group VP & Practice Leader Steven Dickens provides his take on the latest announcements from GitLab and Oracle Cloud around the company’s collaboration to accelerate AI and ML workloads. As DevOps matures and Platform Engineering becomes more widely adopted the likes of GitLab and Oracle are becoming natural bedfellows for enterprises looking to accelerate AI and ML development.
Steven Dickens

KubeCon 2023: SUSE Launches Rancher 2.7.2, Latest Version of Rancher

The Futurum Group VP & Practice Leader Steven Dickens provides his take on the latest announcements from open-source innovator SUSE. The German-based open-source company took the opportunity of KubeCon being on its doorstep to launch the latest version of Rancher. As cloud-native deployments start to reach maturity, enterprises are looking for increased certification, security and simplicity in how they manage their K8S deployments.
Steven Dickens

OpenText Uses its OpenText World EMEA Event to Break Cover

The Futurum Group VP & Practice Leader Steven Dickens provides his take on the latest announcements from OpenText. The company is using its OpenText World EMEA to break cover and more widely introduce its solution stack to the market post the closure of its Micro Focus acquisition.
Steven Dickens

VMware Doubles Down on Cross-Cloud Services

Futurum Group VP & Practice Leader Steven Dickens provides his take on the latest announcements from VMware as the company endeavors to continue to innovate in cross-cloud services. As hybrid multi-cloud becomes the default deployment for many enterprises, VMware is well-positioned to build on its huge installed base and technology stack.
Daniel Newman

AI is on Fire—New Broadcom AI Fabric Aims to Stoke the Flames

The Futurum Group's CEO Daniel Newman dives into the recent announcement coming out of Broadcom. The Broadcom Jericho3-AI, introduced this week, provides a high-performance ethernet for a 32,000 GPU cluster. Newman thinks this will hopefully improve workload balance and performance for AI operation.
mdiamond@futurumresearch.com

Amazon Fire TV: Battling for Center of Gravity in the Home

The Futurum Group analyst Michael Diamond explores Amazon Fire TV’s strategy that seeks to position Fire TV as the hub of the smart home. With 200 million Amazon Fire TV devices in use throughout the world, the company continues to innovate around serving up more personalized experiences for customers, and is also exploring ways for users to get more out of their smart devices by using their smart TVs as a hub for the home.
Shelly Kramer

Salesforce to Integrate Einstein GPT and Data Cloud Capabilities into Workforce Automation Suite Flow

The Futurum Group principal analyst Shelly Kramer examines the Salesforce announcement of the company’s intention to integrate Einstein GPT and Data Cloud into Flow, the company’s workflow automation suite, and explores what that means for users in terms of more rapidly being able to realize the benefits of generative AI and better serve customers in the process.
Ron Westfall

Marvell Breaks on Through to the 3nm Process Realm

The Futurum Group’s Ron Westfall explores why the Marvell and TSMC partnership to deliver Marvell’s new 3nm portfolio can broaden and catalyze data infrastructure ecosystem adoption of Marvell interconnect, SerDes, and parallel interface capabilities as computing system applications, such as cloud, AI, networking, 5G, automotive, and custom solutions, expand in scope, intricacy, and use case range.
mdiamond@futurumresearch.com

GroqDay: Groq Sets its Sights on Accelerating the Speed of Artificial Intelligence

The Futurum Group analyst Michael Diamond covers Groq’s recent GroqDay event and offers his thoughts on the company’s mission to disrupt the AI market by reducing the complexity and cost, while also speeding up the artificial intelligence process for its users.
Ron Westfall

Nokia Fiscal Q1 2023: India 5G, Optical, and Enterprise Shine

The Futurum Group’s Daniel Newman and Ron Westfall assess Nokia’s fiscal Q1 2023 results, highlighted by Nokia delivering a solid start to 2023 with Q1 net sales growing nine percent in constant currency due primarily to India 5G, Optical, and Enterprise delivering robust performance, as well as how ongoing portfolio-wide energy efficiency initiatives bolster Nokia’s strategic goal of turning ESG fulfillment into an enduring competitive edge.
Daniel Newman & tweiss@futurumresearch.com

IBM Q1 Revenue Hits $14.3B, up 0.4% YoY, EPS Beats Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as IBM Q1 revenue hits $14.3B, up 0.4% YoY, and EPS beats estimates as Big Blue continues to see its AI and hybrid cloud strategies playing out well in the market, with IBM maintaining a solid financial performance against a still-difficult macroeconomic environment around the world.
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