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Insight Type: Market Coverage

Shelly Kramer

Cisco at ISE 2023: Multiple Webex Announcements Around Advancing the Hybrid Work Experience With Audio AI Innovations

Futurum principal analyst Shelly Kramer takes a look at the new collaboration devices and interoperability features Webex by Cisco unveiled at Integrated Systems Europe (ISE) 2023 held in Barcelona this past week. The innovations show Cisco’s strategy in continuing to innovate and endeavoring to meet the needs of hybrid workers, delivering more inclusivity and choice for meetings, while improving the manageability, configuration, and security required by IT.
Daniel Newman & tweiss@futurumresearch.com

Qualcomm Revenue in Q1 Up 58% in Automotive, as IoT Gains 7%

Futurum analysts Daniel Newman and Todd R. Weiss describe how Qualcomm revenue in Q1 is up 58% in automotive, as IoT gains 7% as the mobile processor, 5G, RF systems, and Wi-Fi vendor proves its mettle in challenging times as difficult macroeconomic conditions continue around the globe.
mdiamond@futurumresearch.com

NXP Semiconductor Q4 2022 Revenues, up 9 Percent YoY – and Thoughts on What’s Ahead for the Semiconductor Manufacturer

Futurum analyst Michael Diamond covers NXP Semiconductor’s most recent quarterly earnings and shares thoughts on what these results mean for the company moving forward.
Daniel Newman

Honeywell Revenue Hits $9.2B in Q4, up 6% from Q4 2021

Futurum analysts Daniel Newman and Todd R. Weiss provide their insights as Honeywell revenue hits $9.2B in Q4, up 6% from Q4 2021, as the diversified technology and consumer products vendor unveils solid Q4 and FY2022 earnings numbers.
mdiamond@futurumresearch.com

Samsung Continues to Embrace Right-to-Repair to Include New Galaxy Devices

Futurum analyst Michael Diamond discusses Samsung’s moves in the right to repair arena, with the expansion of its Samsung self-repair program, which now includes the Galaxy S22 family of smartphones along with its Galaxy Pro notebooks. Samsung’s moves here clearly focus on promoting a circular economy and minimizing e-waste. Based on the company’s sizeable marketshare in the worldwide smartphone market, the extension by Samsung of the program to Galaxy devices is key.
Shelly Kramer

Neat Introduces Neat Pulse, a Comprehensive Offering of Support and Management Services to Deliver Complete Video Device Control

Futurum principal analyst Shelly Kramer explores Neat’s newly announced Neat Pulse offering, a comprehensive offering of support and management services that is designed to provide businesses easy, efficient, and reliable control over all their Neat devices, including when it will be available and the exclusive way in which it will be sold.
Ron Westfall

T-Mobile Q4 2022 & FY 2022: Smashing Milestones and Competition

Futurum’s Ron Westfall and Daniel Newman assess T-Mobile’s Q4 2022 and FY 2022 results and why the attainment of its highest ever postpaid account net additions as well as postpaid and broadband growth that continue to outflank Verizon and AT&T provide the warrant for its robust 2023 outlook. Factor in T-Mobile for Business’s substantial revenue upside and we find that T-Mobile is solidly positioned to meet new competitive challenges, as well as sufficiently handle any macroeconomic uncertainties that may arise on the horizon.
Ron Westfall

Juniper Q4 2022 and FY 2022 Earnings: Momentum is on Juniper’s Side

Futurum’s Ron Westfall and Daniel Newman assess Juniper’s financial results for the fourth quarter and full year of fiscal 2022 and why they validate the company is sustaining market-wide momentum and executing its strategic vision under CEO Rami Rahim’s leadership. From their perspective, the results are impressive as Juniper delivered a second consecutive quarter of double-digit YoY growth, a record performance by the enterprise business, and its second-highest cloud revenue quarter.
Shelly Kramer

NetApp Sustainability Commitment Continues with an EcoVadis Gold Rating

Futurum principal analyst Shelly Kramer explores news out of NetApp on the company’s sustainability initiatives, including the company’s award of an EcoVadis Gold rating, and why this is not only a significant accomplishment, but one that will deliver big benefits to NetApp’s customers.
Daniel Newman & tweiss@futurumresearch.com

AMD Revenue Hits $5.6B in Q4, Up 16% YoY, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as AMD revenue hits $5.6B in Q4, up 16% YoY, beating estimates as the chip maker heads into FY2023 following its 2022 acquisition of embedded chip vendor Xilinx.
Ron Westfall

Red Hat and Oracle Strengthen Relationship: Red Hat Enterprise Linux Now Runs on OCI

Futurum’s Ron Westfall reviews the new multi-stage framework of the Red Hat and OCI alliance and why the availability of Red Hat Enterprise Linux running on certified configurations of OCI flexible virtual machines can advance their joint customers’ future-forward computing journeys on Red Hat Enterprise Linux while also protecting existing IT investments.
Ron Westfall

Amdocs Launches Subscription Marketplace to Boost CSP Entertainment and Digital Services Packages

Futurum’s Ron Westfall examines why the SaaS-driven ecosystem of Amdocs Subscription Marketplace diversifies the pre-integrated digital services choices of CSPs to broaden ecosystem collaboration in developing and monetizing more flexible, creative service packages including business/WFH, enhanced entertainment, streaming, security, and storage applications.
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