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Insight Type: Market Coverage

Daniel Newman

Cisco Pivots to Software and Posts Solid Q2 Results

Futurum principal analyst Daniel Newman provides his take on the Q2 earnings of Cisco. Under Chuck Robbins’ leadership, the company is making a strategic pivot to become a more software-focused company and this set of numbers is an indicator of the success of this mission. Newman explores the fundamentals of the business and looks beyond the Splunk acquisition rumors and what’s ahead.
tweiss@futurumresearch.com

Intel Takes Bold Step with $5.4B Acquisition of Tower Semiconductor

Futurum analyst Todd R. Weiss dives into Intel Corp.’s $5.4 billion acquisition of Israeli chip fab Tower Semiconductor and explains how this deal perfectly suits CEO Pat Gelsinger’s vision of the new Intel.
Daniel Newman

Cisco Reportedly Offers to Buy Splunk for $20 Billion

Futurum's principal analyst Daniel Newman explores the possibility of Cisco acquiring Splunk, which was leaked last week. He shares insights on what the potential deal would mean for both companies and why it would be good in the long run.
Steven Dickens

IBM Z Launches on IBM Cloud Simplifying Hybrid Cloud App Modernization

Futurum’s Steven Dickens provides his take on the latest announcements this week from IBM’s mainframe team. With the IBM Z team bringing to market the capability for customers to develop and test z/OS workloads to the IBM Cloud, Dickens examines the wider competitive landscape and the implications for IBM’s overall cloud growth.
Shelly Kramer

French Privacy Watchdog Finds Google Analytics Breaches GDPR

Futurum’s principal analyst Shelly Kramer dissects the latest ruling from French privacy watchdog CNIL on illegal trans-Atlantic data transfers through Google Analytics. Kramer breaks down the details of the ruling as well as offers insight on what this means for big tech in the EU.
tweiss@futurumresearch.com

Poly Q3 FY2022 Earnings Mixed, Revenue Falls Due to Continuing Supply Chain Challenges

Futurum analyst Todd R. Weiss dives into Poly’s Q3 FY2022 earnings performance and shares the company’s innovative move to fight supply chain challenges.
Ron Westfall

Intel Foundry Services Fully Launches IFS Accelerator to Speed Up Foundry Customer Benefits

Intel’s new Intel Foundry Services Accelerator is unveiled to bring together design ecosystem partners to deliver a complete spectrum of solutions and services for customers’ design requirements. Futurum’s Ron Westfall explores how IFA Accelerator combines EDA, IP, and design service capabilities can spur customer silicon innovation and further solidifies Intel’s ability to use its own foundry resources to strengthen its competitive prospects against key rivals like AMD and NVIDIA who must rely on third-party foundries.
Ron Westfall

Oracle Database API for MongoDB: Running MongoDB Workloads on Oracle Cloud Infrastructure

Oracle unveils Oracle Database API for MongoDB targeted at easing the running of MongoDB on Oracle Cloud Infrastructure. Futurum’s Ron Westfall explores why the new API helps deliver modern document-centric development benefits, proven enterprise functionality, and a wide range of Autonomous DB benefits such as elasticity, security, and availability to MongoDB users.
Daniel Newman

Zendesk Fields Takeover Advances Amid Announcing Impressive Q4 Earnings

Futurum’s Daniel Newman dives into the recent news that Zendesk has rejected several takeover advances from private equity firms. He also offers insight on the recently announced Q4 and FY21 earnings.
Ron Westfall

Juniper Unveils Juniper Secure Edge to Up SASE Proposition

Juniper unveils Juniper Secure Edge aimed at delivering new capabilities, such as Firewall-as-a-Service, that can ease organization migration to a SASE architecture. Futurum’s Ron Westfall delves into why Juniper Secure Edge provides the single-stack, cloud-delivered security and unified management and visibility key to engendering organization transitioning towards a SASE architecture as well as boosting Juniper’s competitive prospects against major security players like Fortinet, Palo Alto Networks, and Cisco.
Daniel Newman

Oracle Extends Partnership with Red Bull Racing to Bring Next Level Innovation to Formula One

Futurum’s principal analyst Daniel Newman explores the expanded partnership between Oracle and Red Bull Racing. He offers insights into the details of the partnership and how this will impact the future of Formula One.
Steven Dickens

IBM Refreshes Storage Portfolio and Brings Enhanced Security Features to the FlashSystem Line

Futurum analyst Steven Dickens provides his take on the recently announced updates to IBM’s Storage Portfolio. With IBM rightly focused on addressing the burgeoning requirements for enhanced security of data the company launches the Cyber Vault solution across the FlashSysetm portfolio and also delivers a raft of other updates to the portfolio.
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