Insight Type: Market Coverage

Oracle saw its revenues grow 8% and its EPS saw a big jump a the company continues to gain momentum in its cloud and applications business.
Guavus launched its Guavus-IQ NWDAF solution to provide open NWDAF across operator 5G Core environments to power the service orchestration and closed-loop network automation key to elastically scaling and monetizing new 5G services. Futurum’s Ron Westfall examines why the standard-based 3GPP Network Data Analytics Function (NWDAF) is integral to producing the real-time operational intelligence key to handling the complexities of open, multi-vendor 5G networks and delivering the statistical and predictive analytics processing designated for emerging 5G use cases.
Contextualizing the most recent PC shipment numbers from Canalys. HP and Samsung grew fastest in Q1 on increased demand for Chromebooks.
A quick run through of some of this week's biggest tech stories including NVIDIA, Arm, Oracle Earnings Preview and Apple's Privacy Woes?
Cisco’s rebrand of Webex, moving to Webex by Cisco is only part of the exciting changes afoot by the collaboration giant. Futurum’s Shelly Kramer explores the need for solutions that suit our move toward a hybrid workplace, along with thoughts on how Cisco’s focus on innovation, pricing, user experiences, security, and continually improving product innovations is both timely and strategic — and also also a necessary one.
Marvell launches new Atlas and 5nm Alaska chipsets developed to deliver unparalleled data center connectivity capabilities, including PAM4 innovations, key to dramatically improving data workload performance, scalability, and power efficiencies, particularly inside cloud data centers. Futurum’s Ron Westfall assesses why Marvell’s Atlas and Alaska offerings are clearly differentiated and why that are ready to deliver cloud data center connectivity breakthroughs.
Marvell Technology has released its first quarter results for fiscal year 2022, delivering an impressive beat for both revenue of $832 million versus $807 million expected and earnings of $0.29 per share (non-GAAP diluted) versus $$0.27 per share expected. Futurum Research breaks down the numbers and Marvell’s extremely strong guidance for the upcoming quarter.
Cisco natively integrates its ThousandEyes Internet and Cloud Intelligence capabilities throughout its SD-WAN portfolio, including the Catalyst 8300/8200 Series Edge Platforms and ISR 4000 Series, improving visibility and experience monitoring capabilities for customers. Futurum’s Ron Westfall explores and analyzes how Cisco’s assimilation of ThousandEyes technology expands Cisco’s influence in driving SD-WAN expansion across cloud, edge, and SaaS environments and why SD-WAN rivals need to counter Cisco’s move.
The EU will introduce a digital wallet initiative ahead of the US, setting a first major milestone for 2022. Futurum’s Olivier Blanchard covers the many nuances of that initiative, including Qualcomm’s prescient 2019 updates to its Snapdragon 855 Mobile Platform and subsequent security clearance, what’s likely ahead there, as well as whether the EC will back down at all in its crusade against major US tech companies, whose assistance will no doubt be needed here.
Microsoft has announced the rebranding of its Windows Virtual Desktop to Azure Virtual Desktop. Futurum Research analyst Fred McClimans dives into the reason behind this rebranding and how it reflects the new post-pandemic hybrid physical/virtual work model while also offering a new SaaS-based revenue stream for third-party application developers.
Oracle Autonomous Data Warehouse delivers the full spectrum of capabilities that organizations require to advance their cloud data warehouse journey without compromise. Futurum’s Ron Westfall analyzes and examines why the Oracle Autonomous Data Warehouse is clearly differentiated in relation to the Snowflake Cloud Data Platform solution, delivering a competitive edge across the key evaluation criteria areas of cost governance, real-time data warehouse workload agility, data integrity, and ML integration.
Honeywell Quantum Solutions and Cambridge Quantum Computing combine to form a new quantum computing company that offers the planet’s highest-performing quantum computer and agile quantum software, including the trailblazing quantum operating system. Futurum’s Daniel Newman examines how Honeywell and Cambridge’s formation of the new quantum compute company establishes a one-stop shop essential to powering quantum innovation and driving the investment required to assure quantum computing’s lasting commercial success.

Thank you, we received your request, a member of our team will be in contact with you.