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Insight Type: Research Note

Shelly Kramer

Amazon Web Services Re-Awarded $10 Billion ‘Wild and Stormy’ NSA Contract After Microsoft Dispute

Futurum principal analyst Shelly Kramer reacts to Amazon Web Services being re-awarded a $10 Billion contract from the National Security Agency — despite contestation by Microsoft — with insight into the implications of AWS’s victory.
Daniel Newman

Intel Q1 2022 Earnings Beats on Top and Bottom Line, But Guidance Continues to Be a Sticking Point

Intel announced Q1 2022 Earnings on Thursday, beating projections but offered a lower than expected forecast for the future. Futurum's Daniel Newman explores the earnings report and offers insight into future projections. ntel Q1 2022 Earnings Beats on Top and Bottom Line, But Guidance Continues to Be a Sticking Point
mdiamond@futurumresearch.com

Meta and Ray-Ban Stories Announce Smart Glasses Rolling Out in New Markets and New Colors

Futurum analysts Shelly Kramer and Michael Diamond explore the announcement by Meta and Ray-Ban Stories that Ray-Ban smart glasses are rolling out in new markets, with new color offerings, and more importantly, why this is an important move for Meta in its quest to remain relevant with a younger creator/influencer demographic.
tweiss@futurumresearch.com

ServiceNow Q1 Total Revenue of $1.76B Up 29% YoY, Subscription Revenue of $1.67B Up 29% YoY, as ServiceNow Beats Analyst Revenue and EPS Estimates

Futurum analysts Todd R. Weiss and Daniel Newman dive into ServiceNow Q1 financials, which saw ServiceNow’s total revenue rise to $1.76B, up 29 percent YoY, and subscription revenue rise to $1.67B, up 29 percent YoY, as the workflow automation platform vendor beat analyst revenue and EPS estimates for the quarter.
Jared Klee

Fidelity’s Digital Assets Account Offering Enables 401K Retirement Savers to Invest in Bitcoin

Futurum Analyst in Residence Jared Klee analyzes Fidelity’s announcement of its Digital Assets Account offering. Fidelity’s DAA is an industry-first offering for bitcoin in 401(k)s and Klee considers the impact 401(k) retirement savers who can invest in bitcoin will have on the market, how this is similar to the massive impact the first gold ETFs had on gold investing, and what this means for Fidelity’s competitive positioning.
Ron Westfall

HPE RAN Automation Targets CSP Automation and Multi-vendor Challenges for Any RAN Environment

Futurum’s Ron Westfall assesses why the new HPE RAN Automation solution fulfills top-priority operator demand for multi-vendor management and automation across increasingly intricate RAN environments and shows how HPE can make inroads across emerging cloud-native, open source 5G environments by supporting RAN automation in alignment with managing overall edge infrastructure.
Daniel Newman

Qualcomm Earnings Deliver Above Expectations in Q2 as Diverse Strategy Pays Off

Shelly Kramer

Newly Unveiled Google Cloud Consumption Packs are Designed to Accelerate Cloud Adoption

Futurum’s principal analyst Shelly Kramer takes a look at Google Cloud’s release of nine consumption packs designed to accelerate cloud adoption for partners and their clients, and the impact of Google Cloud’s facilitation of the journey to the cloud.
Daniel Newman

Microsoft Q3 Outpaces Expectations and Continues String of Record Quarters

Microsoft announced Q3 earnings, exceeding analyst expectations. Futurum's principal analyst Daniel Newman dives into the earnings report and offers insight on what the company should expect going forward.
Ron Westfall

Casa Systems Scores 5G Marketing Coup with Verizon 5G Core Win and Equity Investment

Futurum’s Ron Westfall assesses why Casa Systems supplying 5G Core Network Functions to support Verizon’s public MEC service offering coupled with Verizon’s $40 million equity investment in Casa Common Stock bolster Casa Systems overall 5G ecosystem credibility and demonstrates how 5G openness and architecture can give operators more supplier flexibility in building out their 5G networks.
tweiss@futurumresearch.com

IBM’s The Weather Company Max Platform Gains Rich Video Storytelling Tools and On-Air Severe Weather Alerts to Bolster Broadcast Weather Coverage

Futurum analyst Todd R. Weiss looks at IBM’s The Weather Company Max platform, which is gaining new video storytelling tools and on-air severe weather alert capabilities to give broadcasters improved ways to share critical weather updates.
Shelly Kramer

T-Mobile Seeks Authorization for 6 GHz Band Wi-Fi Testing

Futurum’s principal analyst Shelly Kramer responds to T-Mobile’s initiative to test Wi-Fi capabilities and performance within unlicensed portions of the 6 GHz band spectrum, with analysis of the company’s intentions and innovative potential.
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