Insight Type: Market Coverage

Futurum’s Ron Westfall walks us through the Oracle Database 21c debut, which further differentiates the company’s converged database proposition, especially in key emerging technology areas such as Immutable Blockchain Tables and AutoML for In-Database ML. The new offering strengthens Oracle’s ability to bolster developer productivity in cultivating new applications and curating applications to fulfill top-priority business objectives. By including 200+ innovations across seven key technology areas in the new release, Ron is bullish on Oracle and sees this move as putting its major database rivals, such as IBM, SAP, Amazon, and Microsoft/Azure on the sales and marketing defensive in the near-term. He sees Oracle’s Database 21c sales and marketing zigging in marked contrast to the zagging of recent competitor marketing that continues to focus on requisite, somewhat bland feature sets such as cloud-based data management, putting Oracle in the driver’s seat to drive industry-wide converged database sales and marketing conversations at the onset of 2021.
Qualcomm saw its stock sell off despite posting a massive YoY growth in its fiscal first quarter with 5G, Automotive and RF leading the way.
Amazon broke $100 Billion in revenue in its 4th quarter, nearly doubling expectations for EPS, but Bezos' announced departure steals the day.
Microsoft Azure Quantum is now available for public preview allowing developers and researchers in all industries to experiment with the quantum computing platform. The preview is to help launch the quantum computing service as well as spur innovation in a variety of fields.
Poly announced a new line of personal collaboration tools along with new services to deepen its hybrid and remote work offerings.
Honeywell is investing in a new series of partnerships to accelerate the deployment of Covid-19 Vaccinations in the Charlotte area.
Cisco’s new Catalyst products, aimed at seeding 5G and SASE across the WAN edge, bolster its competitive prospects in the SD-WAN/SASE market segment and the WAN Edge realm against formidable foes such as VMware, Fortinet, Versa, HPE, and Juniper. The move also boosts industry awareness of the company’s pivotal role in accelerating 5G adoption across enterprise environments. Futurum’s Ron Westfall covers why that’s a smart, strategic move.
Google is the colossus in the worldwide search engine market segment and possesses the market might to stare down regulators in places like Australia. Rivals, such as Bing, DuckDuckGo, and Yahoo, now have a distinct opportunity to take advantage of Google’s ongoing tilt Down Under to elevate market awareness, including especially among government decision makers, that they are compelling alternatives to Google. Even if Google and Australia’s government eventually come to an agreement on a compensation model for the country’s publishing industry, rivals need to remind the market and government authorities Google’s threats could arise again in their other potential initiatives to defend various industry verticals. Now is a good time to rev up the marketing engines in the search engine competitive landscape.
Honeywell capped off a challenging 2020 year with another outperformance heavily influenced by its diversification and tech pivot.
Juniper closed out its 4th quarter beating top and bottom line expectations on strong demand for networking expected to carry over to 2021.
Microsoft has announced the launch of Microsoft Cloud for Retail at NRF 2021, adding to the roster of the big cloud players’ vertical-specific platforms. The announcement highlights Microsoft’s focus on and commitment to helping brands enable ‘intelligent retail.’

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