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Insight Type: Market Coverage

Olivier Blanchard
Olivier Blanchard

Qualcomm’s Automotive Sector Strategy Shifts into High Gear this Week With a Bevy of Announcements

Qualcomm’s automotive sector strategy shifts into high gear this week with a bevy of announcements combining powerful SOCs, homogeneous system design and 5G to deliver best-in-class technology solutions to global automakers.
Daniel Newman

AMD Outperforms for Q4 and Year Delivering Strong Growth

AMD finished the year out with a big result seeing significant QoQ and YoY growth as it heads into 2021 with strong momentum behind it.
Daniel Newman

Microsoft Q2 Delivers on Strength Across its Portfolio

Microsoft saw an immediate positive market response based upon 17% growth in its fiscal Q2. Unpacking the results and a look ahead.
Olivier Blanchard
Olivier Blanchard

Moving on from Huawei, Honor May Find The Perfect 5G Mobile Platform Partner In Qualcomm

In the wake of becoming independent from Huawei last year, the company is now free to work with U.S. chipmakers. While the company reports multiple partnership with key global chipmakers, Futurum’s Olivier Blanchard has his eye on Honor and Qualcomm and the ability of Qualcomm’s mid-range and budget SOCs as early as next year. Why? The Snapdragon platform’s ability to deliver mmWave-ready modems and complete SOCs across a range of price-points is an advantage that may prove difficult for Mediatek to overcome.
Ron Westfall

Intel and Red Hat Aim to Streamline 5G Deployment and Adoption Process

The extension of the Intel-Red Hat alliance will ease the pain and suffering of service providers as well as enterprises in accelerating their adoption of cloud-native capabilities to rapidly boost the agility and flexibility of 5G implementation journeys. Intel and Red Hat have the portfolios and deployment expertise to reduce the complexity of 5G deployments, particularly in areas such as assuring interworking of open source Open RAN and 5GC technologies in hybrid and multi-cloud environments. As to what’s ahead, now Intel and Red Hat need to show they can outpace their key rivals in providing the comprehensive platforms required to accelerate service provider 5G build and monetization while enabling enterprises to gain business value from the orchestration and unified management of 5G edge and cloud capabilities.
Fred McClimans

CES 2021: The Mudra Band and how Wearable Devices Defining the Future of Immersive Customer Experiences

From consumer CX to industrial applications, from creating more immersive experiences to bringing accessibility to people with disabilities, the Mudra Band was one of the highlights of this year’s virtual CES show for Futurum’s Fred McClimans. He writes, “I think this tech has tremendous potential and expect it to play a significant role in our daily lives, perhaps sooner than many might have anticipated.”
Daniel Newman

Intel Finishes Year on Record Note, Beating Q4 Estimates

Despite what has been presented as a tumultuous year for Intel, the company delivered record revenue and a strong beat for its 2020 Q4.
Daniel Newman

IBM Delivers Strong Beat on EPS, But Top Line Falls Short for Q4

IBM managed operations strongly yielding an EPS beat despite another soft revenue quarter with Red Hat as its lone bright spot.
Olivier Blanchard
Olivier Blanchard

GSMA Intelligence Report: Mobile Operators May Still be Underestimating the ROI of 5G mmWave Deployments

In the new GSMA Intelligence report published today, it’s clear that mobile operators may still be underestimating the ROI of 5G mmWave deployments. The comprehensive report shows various inflection points where mmWave begins to become profitable in areas where demand for capacity is concentrated (like dense urban areas, large buildings, airports, advanced manufacturing plants, and stadiums), and where 3.5 GHz networks can no longer keep up with demand, with and without the deployment of FWA solutions. Most importantly, the report illustrates that overcoming misconceptions about mmWave’s financial viability faster than other operators may be the ultimate competitive advantage in a maturing 5G economy.
Daniel Newman

A Diverse Approach to AI has AWS Uniquely Positioned for Growth

Over the past few years, Amazon's AWS has been staunchly focused on building a complete set of tools to deliver AI at scale.
Daniel Newman

Citrix To Acquire Wrike: Strengthening The Modern Digital Workspace

In a $2.25 Billion move to stratify its modern digital workspace business, Citrix has reached a definitive agreement to acquire Wrike.
Olivier Blanchard
Olivier Blanchard

Mobile News from CES: Qualcomm Powers Samsung’s Galaxy S21 Lineup, Featuring the Snapdragon 888 5G Platform

Qualcomm’s Snapdragon 888 5G platform powering the Galaxy S21 lineup confirms Samsung’s focus on remaining leader in premium mobile experiences. It is reassuring to note that Samsung chose not to cut corners by selecting a slightly lower-tiered mobile platform for its S21 lineup. Samsung clearly wants to remain a leading player in the premium Android space and isn’t beyond potentially cutting into its own margins this year to protect its enviable market-share in order to achieve that goal. Equally as important, the biggest winners here are obviously consumers, who will not only enjoy best-in class 5G, Wi-Fi, and Bluetooth connectivity, but also mind-blowing professional quality photo and video features, elite-level mobile gaming, and a long list of true premium mobile experiences no longer guaranteed to be offered by all Samsung competitors. This is also a win for Qualcomm, which gets to showcase its new Snapdragon 888 5G platform in Samsung’s latest Galaxy S-series phones, which are likely to set the standard for the rest of the mobile industry in 2021. Exciting times, to be sure!
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