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Insight Type: Market Coverage

Daniel Newman

Splunk Revenue Rises in Q2 to $798.7M, Up 32% Year-Over-Year

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Splunk revenue rises in Q2 to $798.7M, Up 32% Year-Over-Year, as the data security and observability vendor reported its latest fiscal year 2023 earnings.
Steven Dickens

VMware Posts Solid Q2 Earnings Ahead of Broadcom Acquisition

Futurum senior analyst Steven Dickens provides his take on the VMware Q2 FY23 earnings and the Broadcom acquisition that is still pending. As customers look to pivot from on-premises virtualization to hybrid cloud operations, VMware is trying to stay their partner of choice. Solid numbers from VMware show the company is making progress ahead of the Broadcom acquisition that should close in 2023.
Daniel Newman

Zoom Earnings Hit $1.09B in Q2, Up 8% YoY from Q2 2021

Futurum analysts Daniel Newman, Shelly Kramer, and Todd R. Weiss share their insights as Zoom earnings hit $1.09B in Q2, up 8 % YoY from Q2 2021 as the video conferencing, cloud contact center, and chat company faces a changing future as workers begin to return to their offices post Covid-19.
Daniel Newman

Marvell Sustains Impressive Market Momentum with Robust Q2 Fiscal 2023 Financial Results

Futurum’s Ron Westfall and Daniel Newman examine Marvell Technologies financial results for the second quarter of fiscal year 2023 and why they confirm Marvell as a major player across the semiconductor space that exercises considerable ecosystem influence and is impressively adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G/operator, enterprise, and auto market segments which help power the company’s long-term investment and growth prospects.
Daniel Newman

Intel Introduces First-of-its-Kind Semiconductor Co-Investment Program

This week, Intel introduced a first-of-its-kind semiconductor co-investment program. Futurum's principal analyst Daniel Newman takes a look at the program and gives his thoughts on how this will help Intel.
Daniel Newman

Qualcomm Reportedly Returning to Server Market with a New Chip

Qualcomm is returning to the server market with a new chip, which would be a result of the acquisition of chip startup Nuvia. Futurum's principal analyst Daniel Newman takes a dive into this announcement, and what it could mean for Qualcomm going forward.
mdiamond@futurumresearch.com

OnePlus Launches its OnePlus 10T 5G Smartphone Powered by Qualcomm

Futurum analyst Michael Diamond discusses OnePlus’s new OnePlus 10T 5G smartphone leveraging Qualcomm’s Snapdragon 8+1 Gen 1 system-on-chip targeted at premium smartphone users at a compelling price.
Ron Westfall

Cradlepoint Sees the Point of 5G, SD-WAN, and Zero Trust Harmonization

Futurum’s Ron Westfall examines why Cradlepoint’s NetCloud Exchange cloud-native solution provides the policy-driven, zero-trust capabilities that can augment emerging enterprise 5G experiences and WAN services with SD-WAN and Zero Trust through the flexible delivery of multiple SD-WAN and security services bolstered by the backing of Ericsson’s 5G portfolio expertise and global channel resources.
mdiamond@futurumresearch.com

Samsung Galaxy Unpacked Recap: Get into the Fold and Watch Out

Futurum analyst Michael Diamond discusses announcements at the recent Samsung Galaxy Unpacked event, where Samsung launched its next-generation foldable smartphones, the Samsung Galaxy Z Fold 4 and Samsung Galaxy Z Flip 4, along with its new Galaxy Buds 2 Pro and Galaxy Watch 5, and Galaxy Watch 5 Pro. When it comes to foldables, the competition had best be paying attention — Samsung has officially thrown down the gauntlet.
Daniel Newman

Cisco Q4 2022 and FY 2022: Delivering Business Momentum and Beating Expectations

Futurum’s Daniel Newman and Ron Westfall examine Cisco’s Q4 2022 and FY 2022 results and why they see the Q4 results as impressive since Cisco beat on both top and bottom accented by a strong top line beat as well as exhibiting the competitive foundation required to power continued investments in innovation throughout its networking, security, collaboration, and optimized applications portfolios.
mdiamond@futurumresearch.com

Teradata Q2 2022 Public Cloud ARR was up $234 Million, an Increase of 68 Percent

Futurum analyst Michael Diamond examines Teradata’s Q2 2022 earnings and how he expects the organization to perform in the future as organizations want to leverage analytics to build competitive advantage in the future.
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