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Insight Type: Market Coverage

James Kobielus

BMC Strengthens AIOps Through Compuware Acquisition

BMC’s Compuware acquisition is a clear sign that the mainframe era is winding down. Recognizing that their enterprise customers are distributing IT assets across clouds and need tooling to automate management of it all, they have wisely hitched wagons and beefed up their focusing on self-managing closed-loop IT operations management.
Olivier Blanchard
Olivier Blanchard

Zoom Q4 Results: Strong Growth Trajectory, and Guidance for Exactly the Right Product at Exactly the Right Time

Zoom Q4 results showed a strong growth trajectory and guidance, for what is pretty much exactly the right product at exactly the right time.
Ron Westfall

Cisco Prepares Service Providers to Follow the 5G Money in the Cloud

Cisco announced a new lineup of cloud software and hardware solutions for mobile networks. 5G will lay the foundation for service providers to achieve profitability from their 5G infrastructure.
Sarah Wallace

AT&T Launches AT&T TV

As AT&T launches its AT&T TV service nationwide, is the ability to easily toggle between live TV and streaming applications worth the inevitable price jump?
James Kobielus

Deepfake Technology Loses Its Stigma Amid Socially Redeeming Uses

As governments everywhere grapple with issues surrounding use of AI-driven facial recognition, they’ll have to consider how to factor facial deepfaking into their regulatory frameworks. Even if there were a surefire way to identify deepfakes, banning them would run afoul of free-speech guarantees in democratic nations.
Daniel Newman

Splunk’s Transformation to Cloud Continues With Strong Q4

Splunk delivered a strong 4th quarter as its business pivoted to more than 35% cloud and saw 50% ARR growth showing long term promise to investors.
Daniel Newman

HPE is Executing its Strategy Well Despite Mixed Q1 Earnings

HPE's FY20 Q1 earnings came in mixed but despite soft revenue there are clear signs of a well executed strategy to increase margins and recurring services.
Daniel Newman

Microsoft’s Power Automate Nears GA Propelling RPA Forward

Microsoft announced Power Automate will include UI flows in the coming weeks along with a new pricing structure strongly positioning Microsoft in RPA.
Ron Westfall

2020 Outlook: Operators Must Implement Hardware-to-Software (HW2SW) Transformation or Risk 5G Implosion

Futurum Research, in partnership with Intel, completed a global research study of 465 business and technology professionals helping to shape, implement, and support these initiatives to better comprehend the Hardware-to-Software (HW2SW) journeys service providers must undertake to successfully navigate digital transformation.
Daniel Newman

Honeywell Drives Quantum Forward With New Roadmap and Partnerships

Today Honeywell touted a new quantum computer, expansion of quantum volume and partnerships that show the practical application of quantum computing
Cisco Collaboration Analyst Summit Reveals a Critical and Necessary Shift
Daniel Newman

Cisco Expands Free Webex Offering as COVID-19 Scare Continues

As COVID-19 dominates headlines leaving events cancelled and people worried about going to work, Webex is offering Free Webex to aid communication.
Shelly Kramer

Amazon’s AWS Doubles Down on Sales Growth, Offering Deeper Tech Expertise

Amazon’s AWS doubles down on sales growth, expanding its sales team to offer deeper tech expertise including cybersecurity, AI, and data analytics. With Microsoft (and others) nipping at its heels, Amazon is reportedly doubling its sales team and shifting from its early focus on servers and storage to what it is customers need today — sales expertise and guidance around intelligent cloud offerings.
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