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Insight Type: Market Coverage

Daniel Newman

Luminar Q4 2022 Earnings: Committing to Triple-Digit Revenue Growth for the next Five Years

Futurum Chief Analyst Daniel Newman looks at Luminar’s Q4 2022 earnings and associated announcements and what it means for the company moving forward.
Ron Westfall

MWC 2023: Ericsson and Aeris Ready to Accelerate and Secure IoT with Joint Solutions

Futurum’s Ron Westfall assesses why the combined capabilities of Aeris’ and Ericsson’s IoT business can accelerate the launch and management of IoT programs on a global basis, especially in supporting CSP managed IoT services, as well as improving IoT security across both IT and OT environments.
Daniel Newman

Salesforce Q4 2023 Revenues, up 14% YoY

Futurum Chief Analyst Daniel Newman looks at Salesforce’s Q4 2023 earnings that handily beat analyst estimates and what it means for the company moving forward.
Daniel Newman

Marvell Fiscal Q4 2023 & FY 2023: Delivers Record Revenue in Fiscal 2023; Cloud-led Data Center Revenue Flourishes

Futurum’s Daniel Newman and Ron Westfall assess why Marvell turned in a solid quarter against a tough semiconductor market as post-pandemic inventory adjustments continue across key segments and believe that the company is shrewdly playing in the right market segments needed to work though the recent headwinds and fulfill its guidance of improved performance in fiscal 2024.
Steve Vonder Haar

Wainhouse Releases 2023 Market Sizing and Forecast for Enterprise Streaming Market

Steve Vonder Haar, senior analyst with Wainhouse Research, part of The Futurum Group family of companies, recaps the recently published Wainhouse annual review of revenue trends for enterprise streaming solutions and services.
Ron Westfall

MWC 2023: Azure for Operators Offers New Solutions and Services to Spur Telco to Techco Journey

Futurum’s Ron Westfall explores why Azure for Operators is now better positioned to expand its mobile ecosystem influence and win more telco mind share through the introduction of the next wave of its solutions and services, including Azure Operator Nexus, targeted at transforming telco to techco.
tweiss@futurumresearch.com

Fujitsu and Microsoft Running 5G, Edge Connectivity Trials

Futurum analyst Todd R. Weiss shares his insights about Fujitsu and Microsoft running 5G, edge connectivity trials since July 2022 to find innovative new ways to create easier to manage private 5G business networks for private network users including businesses, third-party providers, and others.
tweiss@futurumresearch.com

Red Hat and NVIDIA Partner to Expand 5G Cloud RAN Networks

Futurum analyst Todd R. Weiss shares his insights as Red Hat and NVIDIA partner to expand 5G cloud RAN networks that will create and grow new AI, 5G, and other services across hybrid and multicloud environments using industry-standard servers.
mdiamond@futurumresearch.com

Intel Demonstrates a Green PC that has 90 Percent Recyclability

Futurum analyst Michael Diamond discusses the collaboration between Intel, Tsinghua Tongfang, and Acer as they worked together to develop a Green PC that should be attractive to consumers and organizations seeking more eco-friendly solutions for sustainability efforts.
Shelly Kramer

MWC 2023: Qualcomm Technologies Unveils the Qualcomm Aware Platform, Designed to Help Enterprises Drive Operational Efficiencies

Futurum principal analyst Shelly Kramer provides coverage from MWC 2023 in Barcelona with news of the launch of the Qualcomm Aware platform, designed to help enterprises drive operational efficiencies by powering the intelligent connected edge. The initial focus of the Qualcomm Aware platform will be on supply chain, helping to enable companies to better manage their supply chain, providing real-time visibility, and the ability to easily customize to meet their business needs.
tweiss@futurumresearch.com

Zoom Revenue in Q4 Hits $1.12B, up 4% YoY, Beating Estimates

Futurum analyst Todd R. Weiss shares his insights about how Zoom revenue in Q4 hit $1.12B, up 4% YoY, beating estimates as the video conferencing, cloud contact center, and collaboration vendor reported its earnings on February 27, including a 24 percent rise in its enterprise business to $2.41 billion from one year ago.
Ron Westfall

MWC 2023: HPE Shrewdly Acquires Athonet to Bolster Overall Private 5G Fortunes

Futurum’s Ron Westfall explores why HPE now has the unified private 5G/WiFi portfolio key to catalyzing private 5G wireless uptake by enterprises and CSPs and can disrupt the 5G wireless competitive landscape to its advantage.
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