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Insight Type: Market Coverage

Daniel Newman

Telesign Revenue Hits €107M in Q2, Up 39% From €77 YoY

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Telesign revenue hits €107M in Q2, Up 39% From €77 YoY, as the digital identity, verification and omnichannel communications vendor lays out its latest earnings results in a volatile market.
Daniel Newman

Zendesk Q2 Revenue Up 28% to $407M Just Before Going Private

Futurum analysts Daniel Newman and Todd R. Weiss share their insights on Zendesk Q2 revenue, which is up 28% to $407M just before going private, as the online customer service vendor prepares for its acquisition by the end of 2022.
Daniel Newman

Twilio Revenue Hits $943M in Q2 2022, Up 41% From 2021

Futurum analysts Daniel Newman and Todd R. Weiss provide their insights as Twilio revenue hits $943M in Q2 2022, up 41% from 2021, as the company seeks to bolster its position in a crowded marketplace.
Ron Westfall

Ericsson, Nokia, and Samsung Do Airtel New 5G Deals in India

Futurum’s Ron Westfall assesses how Airtel’s new 5G pacts with Ericsson, Nokia, and Samsung affirm the rising competitive prospects for the trio across the global 5G ecosystem, including especially 5G RAN solutions, due to factors such as Airtel and the India’s entry into the 5G market, the wide-ranging ban on China-made equipment in key markets, and Open RAN’s evolving readiness for prime time 5G deployments.
Steven Dickens

Confluent Q2 2022 Revenue Up 58% to $139M as Growth Continues

Futurum senior analyst Steven Dickens provides his take on Confluent’s Q2 earnings. As clients look to innovate and integrate data flows as part of digital transformation efforts, Kafka is playing a significant role. Confluent is providing robust and wide-ranging solutions on top of these open source layers that are gaining traction with customers, especially in the cloud.
Daniel Newman

Lattice Semiconductor Q2 2022 Revenue Hits Record $161M

Futurum analysts Daniel Newman and Todd R. Weiss report as Lattice Semiconductor Q2 2022 revenue hits record $161M, giving the low power programmable FPGA maker another successful quarter in a turbulent market.
Ron Westfall

Arista Acquires Pluribus Networks to Raise Cloud Networking Proposition to the Next Sphere

Futurum’s Ron Westfall assesses why Arista’s acquisition of Pluribus Networks strengthen its hand in the fast-evolving cloud networking realm, boosts sales & marketing prospects and portfolio differentiation for its Converged Cloud Fabric and new Arista Unified Cloud Fabric proposition, strengthen its NVIDIA relationship, and can help advance adoption and deployment across the NetOps, DevOps, and CloudOps domains of intricate cloud networking environments.
Daniel Newman

Five9 Q2 2022 Revenue Up 32% to $189.4M as Growth Continues

Futurum analysts Daniel Newman and Todd R. Weiss find Five9 Q2 2022 revenue up 32% to $189.4M as growth continues for the cloud contact center vendor amid challenging global events and markets.
Ron Westfall

SUSE’s Innovation Engine Roars: SUSE Rancher Now on IBM zSystems and LinuxONE – New Futurum Research Report

In this research report, Futurum Research explores why the SUSE Rancher solution and SUSE Rancher deployed on IBM zSystems and LinuxONE can deliver on the need for enhanced security, performance, and availability while simplifying IT operations and efficiency as organizations expand their adoption of microservices architectures and use of Kubernetes orchestration to enable DevOps and IT infrastructure teams to accelerate digital transformation initiatives.
Daniel Newman

ServiceNow Revenue Hits $1.75B in Q2 2022, Up 24% YoY

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as ServiceNow’s revenue hits $1.75B in Q2 2022, up 24% YoY, showing positive results during turbulent times in the markets.
Daniel Newman

Intel Q2 2022: The Good, The Bad, and the CHIPS Act

Futurum’s Daniel Newman and Ron Westfall examine Intel’s Q2 2022 financial results including the bad, the good, and the implications of the CHIPs Act passage. Intel’s CCG and DCAI units reported substantial declines that contributed directly to missing consensus outlooks related to its Q2 top-line and bottom-line expectations and revising full-year guidance, however progress in the NEX, AXG, and Mobileye units along with advancement of the CHIPs Act in the U.S. Congress indicate how Intel can mount a much-needed comeback before near-term and long-term.
Daniel Newman

Amazon Q2 2022 Revenue Rises to $121.2B, Up 7% From Q2 2021

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Amazon Q2 2022 revenue rises to $121.2B, up 7% from Q2 2021 leading the broadly-diversified company to a solid quarter.
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