Insight Type: Market Coverage

Verizon Business and Cisco are meeting the growing enterprise demand for SD-WAN services and easing their adoption path or improving the overall agility of their existing SD-WAN implementation, particularly across multi-cloud environments. I anticipate both Verizon and Cisco are now better positioned to meet growing enterprise SD-WAN demand and drive SD-WAN adoption on a more secure and agile path, also providing the foundation for SASE assimilation as workforces become ever more distributed and virtual.
The Delta IBM cloud partnership takes flight, with an announcement on Thursday of the acceleration of the airline’s digital transformation strategy and expansion of the partnership between the companies. IBM will transform Delta’s computing environment to run on a hybrid cloud architecture built on Red Hat OpenShift, provide services and training, and make further inroads in its big bet on cloud.
Drafting off of the demand for crypto and supply constraints for graphics cards, NVIDIA has released its CMP line for Ethereum Miners.
Twilio had an explosive YoY growth quarter led by demand for customer engagement solutions that reach consumers in real-time.
6G technology will have a big impact on devices, the market, and on communications in remote areas and beyond and Futurum’s Shelly Kramer takes a quick look at the market and some of the players. While we’re a ways away from the realities of 6G, it’s exciting to think about what’s ahead. It’s also exciting to see many leaders in Big Tech already making progress and getting involved. Some early industry players in the 6G space include Nokia, who heads project Hexa-X, the European Commission’s flagship 6G research initiative, and Ericsson, who will manage the technical aspects of the program. Other partners (today anyway) include Siemens, Intel, Telefonica, TIM, and Orange. 5G’s all the buzz today, but 6G, that’s going to be a whole different ballgame.
Oracle’s expansion of its Hybrid Cloud Portfolio, especially through the Oracle Roving Edge Infrastructure offering, strengthens its overall competitive standing in the public cloud and ruggedized edge server domains. Oracle counters competitive offerings such as HPE’s Edgeline series as well as the AWS Snow Family, bolstering OCI’s ability to sell more into verticals and environments, such as agriculture, energy, mining, and factories, where conditions can be vigorous and tough and network connectivity is limited or lacking. Here’s what Futurum’s Ron Westfall has to say about the Oracle Cloud VMware Solution, the key differentiators it provides, and what this move by Oracle compels its rivals to do moving forward.
Qualcomm’s upgradable new Snapdragon X65 modem promises to bring 10gbs speeds to 5G phones as early as this year. Next-gen 5G phones with 10 gigabit per second speeds, all-day battery life, and smart AI-optimized mmWave antennas are coming — and quickly. By delivering not only an upgradeable 10gbs 5G modem but complete RF/RFFE solutions optimized to support global sub-6GHz and mmWave bands, Qualcomm manages yet again to give major OEMs a compelling reason to build their premium and flagship 5G devices around Snapdragon modem-RF systems.
This week Oracle announced a series of updates to its CX platform highlighting b2b selling and service opportunities.
Segment released its 2021 CDP report focusing on the momentum and growth of CDP as companies look to do more with their customer data.
Cisco came in with its Q2 numbers flat YoY as the company continues to fight headwinds from the pandemic and supply chain issues.
Accelerating cloud adoption for BSS is essential for communication service providers (CSPs) to attain and maintain profitable services. CSPs can ill-afford to lose their influence across digital value chains and their top priority investments in the 5G-IoT ecosystem. Through cloud, CSPs deliver the virtualized, on-demand service delivery platform to ensure the creation of new, profitable services and sustaining innovation through collaboration with ecosystem partners and developers. In order for CSPs to successfully execute their BSS journey to cloud, regardless of their progress to date, CSPs need to give top consideration to cloud and its role in adapting BSS to COVID-19 exigencies and the post pandemic reality as the world shifts to new business models enabled by 5G and IoT.
Could Microsoft Viva’s plan to humanize the workplace be the key to boosting employee productivity, creativity, and retention? Seeing technology now being used to re-humanize the workplace, humanize workflows, and give people rather than systems more agency and initiative, seems to Futurum’s Olivier Blanchard to be a very positive and welcome change in the enterprise. Microsoft’s new Viva employee experience platform certainly appears to be aiming to deliver on that vision.

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