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Insight Type: Market Coverage

Daniel Newman

The Zoom Boom Continues as Q4 Finishes Well Above Expectations

Zoom significantly outperformed the market in its fiscal Q4 beating estimates on the top and bottom line heading into the new year.
Daniel Newman

C3.ai Delivers 19% Top Line Growth in its Fiscal Third Quarter

After going public just 3 months ago, C3.ai is reporting its fiscal third quarter where it grew by 19% top line on growing demand for AI.
Shelly Kramer

FCC’s Emergency Broadband Benefit Program Addresses Digital Divide with $50 Monthly Internet Subsidy — Sort Of

The FCC’s just announced Emergency Broadband Benefit program addresses the digital divide with a $50 monthly internet subsidy aimed at assisting low-income individuals gaining temporary internet access. Futurum’s Shelly Kramer explores the program, the benefits, and the challenges ahead in this initiative to breach the digital divide in the US.
Ron Westfall

HPE Raises the Stacks in the Open RAN Realm

HPE is in a distinct position to upset the competitive balance in the open 5G space, including the Open RAN market segment. Futurum’s Ron Westfall discusses the specifics of the launch of HPE’s Open RAN Solution Stack and the fact that he believes it poses a serious competitive challenge to Open RAN specialists, as well as sets the stage for HPE to duel long-term with the incumbent RAN and mobile infrastructure players in determining the destination of the overall Open 5G ecosystem. Factor in HPE assets such as the formation of HPE CTG, HPE GreenLake/Ezmeral, and HPE 5G Core Stack, HPE is now in a strong position to become a prime influencer across the entire 5G ecosystem.
Daniel Newman

Salesforce Finishes Fiscal Growing 24% Year Over Year

Salesforce finished its year delivering 20% growth for the quarter and 24% for the year. Going forward it anticipates similar growth in FY 21
Daniel Newman

Dell Technologies Delivers Record Year Despite Covid-19 Pandemic

Riding high on the growth in demand for PCs, Dell Technologies was able to deliver a record top and bottom line year in 2020.
Daniel Newman

Record Breaking Quarter and Year Wraps Up NVIDIA Fiscal 2021

NVIDIA capped off a strong fiscal 2021 with record revenue and earnings despite global chip shortages and economic headwinds.
Olivier Blanchard
Olivier Blanchard

Apple Search for Automotive LiDAR Supplier Fuels New Rumors About Project Titan

Futurum’s Olivier Blanchard on Apple’s search for automotive LiDAR supplier fueling new rumors about Project Titan. While it may make more sense for Apple to stay in its consumer electronics lane, where it could focus on building a first rate Smart Home ecosystem to displace Alphabet and Amazon, and make XR cool enough to displace Microsoft, Oculus (Facebook), and potentially other consumer electronic giants like Samsung, Sony, HTC, and more, the real flex play for Apple this decade, its boldest hard swing for the fences, lies in entering the automotive market to take on Tesla.
Daniel Newman

Apple M1 Vulnerability Opens Debate on Homegrown Silicon Risk

Apple M1 vulnerability "Silver Sparrow" has opened discussions as to the M1 and Apple's security risks as it moves to homegrown chips.
Ron Westfall

Juniper Commits Automatically to Experience First Networking Strategy

Juniper’s debut of Paragon Automation demonstrates the ability to execute on its Experience-First Networking strategy. The formation of Paragon Automation indicates Juniper has the blueprint to bolster its portfolio through a well-executed acquisition strategy that most recently includes 128T and Apstra. Futurum’s Ron Westfall views the formation of Juniper Paragon Automation as boding well for Juniper’s prospects in further assimilating its 128T assets to make deeper inroads into the AI-driven enterprise realm as well as successfully integrating its Apstra assets to alter the competitive dynamics within the automated cloud DC realm. Through Paragon Automation, Juniper is ready to win new mind share and move the needle across the automated WAN, AI-driven enterprise, and automated cloud DC market realms.
Olivier Blanchard
Olivier Blanchard

Microsoft’s 3 New Versions of Office Aim to Meet Customers Where They Are

Microsoft finally optimizing its unified Office mobile app for Apple’s iPad devices isn’t just great news for iPad users – it’s also a clear signal from Microsoft that it intends to be more proactive about servicing segments of its ecosystem that may have, until now, been under-prioritized. Microsoft has also designed for specific segments of the Office User ecosystem, which is impressive. This ability to understand the user preferences and nuances involved in these unique segments of its ecosystem makes it clear that Microsoft has spent time and resources learning what these users’ needs are and that it has developed solutions so as to best to meet them.
Olivier Blanchard
Olivier Blanchard

Qualcomm’s new Fixed Wireless Access Platform to Bring mmWave 5G Performance to the Network Edge in 2022

Futurum’s Olivier Blanchard takes a dive into Qualcomm’s new Fixed Wireless Access platform, which is expected to bring mmWave 5G performance to the network edge in 2022. Until now, the prevailing expectation surrounding mmWave cell deployments was that network operators would focus mostly on high density markets like urban centers, stadiums, airports, highly industrialized areas, and so on, and that therefore, suburban and rural areas would mostly miss out on ultra-fast mmWave 5G performance. Qualcomm’s introduction of its new mmWave 5G FWA CPE platform changes things. By extending mmWave 5G performance to the network edge, many suburban and rural markets that until now fell just out of reach of the best that 5G has to offer will soon have access to mmWave 5G performance just like densely populated markets.
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