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Insight Type: Research Note

Ron Westfall

HPE Dazzles with Host of New HPE GreenLake Capabilities and Partnerships

HPE GreenLake unveiled greater edge to cloud platform capabilities through unified experience, new cloud services, and expanded partner ecosystem collaboration. Futurum’s Ron Westfall examines why HPE GreenLake’s addition of 12 new cloud services including NaaS, data services, HPC functions, and compute operations management along with a simplified experience that provides one view of all services edge to cloud strengthen HPE GreenLake’s overall competitiveness.
Daniel Newman

Adobe Q1 Delivers Record Revenue on Diverse Growth Across Segments

Adobe Inc. shares slipped 1% in extended trading Tuesday after the software company reported fiscal first-quarter revenue that surpassed Wall Street analysts’ lofty forecasts but offered tepid guidance. Futurum's principal analyst dives into the earnings report and what we can expect from the company going forward.
Steven Dickens

SUSE Announces Solid Q1 Earnings and Updates on Rancher Growth — Are They Becoming an Acquisition Target?

Futurum analyst Steven Dickens provides his take on the recently announced Q1 earnings from SUSE. With SUSE having recently acquired Rancher Labs and NeuVector, this set of numbers goes a long way toward demonstrating proficiencies on both execution and growth. What’s ahead? SUSE’s continued growth may well make the company show up on the radar of mega-cap IT titans as they look to add growth to the mix and freshen up their approach to hybrid cloud.
Shelly Kramer

Shure Announces Intellimix® Room for Microsoft Teams Rooms Expanded Certification

Futurum’s Shelly Kramer explores Shure’s expanded certification for its Intellimix Room for Microsoft Teams Rooms. The applicable use cases for the Intellimix Room are in instances where the Shure Microflex® Ecosystem is leveraged jointly with video conferencing products from Lenovo, Poly, Logitech, and Crestron. Kramer offers insight on the role that user experience is placing in selection of video conferencing and collaboration solutions and key themes coming out of Enterprise Connect 2022.
Daniel Newman

Luminar Acquires Freedom Photonics, Maker of High-Performance Laser Chips

Today Luminar announced it is acquiring Freedom Photonics, a high-performance laser chip manufacturer. Futurum’s Daniel Newman breaks down what this move means for Luminar and the autonomous driving market as a whole.
Ron Westfall

OFC 2022: Marvell Debuts CPO Platform to Spur Open Switch and Optics Integration

Marvell debuts its CPO technology platform aimed at enabling cloud data centers to meet rapidly expanding bandwidth demands driven by applications such as AI/ML engines and HPC clusters with improved energy efficiency benefits. Futurum’s Ron Westfall explores why Marvell’s CPO technology platform is poised to take advantage of broader ecosystem support for standards-based switch and optics integration, diversifies standardized silicon choice, and can help power adoption across cloud data center environments.
mdiamond@futurumresearch.com

Microsoft Surface Hub 2 Launches — the Company’s First AI-powered Smart Camera Designed to Improve the Collaboration Experience

Futurum analyst Michael Diamond discusses the launch of Microsoft’s new AI-infused smart camera, the Microsoft Surface Hub 2, designed for better collaboration experiences.
Ron Westfall

Arista Networks: Powering Swifter 400G Adoption Across Cloud and Enterprise Environments – New Futurum Research Report

Arista Networks is strategically focused on developing a portfolio that delivers optimized cloud performance, modular system innovation, telemetry/instrumentation advances, unique power reduction capabilities, and traffic management agility as justifying top priority consideration of the Arista portfolio in the selection of 400G solutions. Futurum Research explores why we believe the Arista products offer the optimal balance of cloud performance, cost saving, power efficiencies, single software image flexibility, and telemetry/instrumentation features throughout 400G data center, cloud, and enterprise environments.
Daniel Newman

Microsoft Faces Antitrust Scrutiny in Europe for Cloud Services

Microsoft faces antitrust scrutiny in Europe as a French cloud computing company filed a complaint with the European Commission alleging anticompetitive behavior. Futurum’s Daniel Newman breaks down the antitrust complaint and explores how it will potentially play out.
mdiamond@futurumresearch.com

Lenovo Announces New Additions to its ThinkPad Business Portfolio with Hybrid Work and Productivity in Mind

Futurum analyst Michael Diamond discusses Lenovo’s recent ThinkPad business updates portfolio aimed at the hybrid workforce with increased flexibility, processing power, and price points designed to suit a variety of budgets.
Daniel Newman

Amazon Closes MGM Merger Deal After Regulatory Waiting Period Ends

Futurum’s Daniel Newman explores Amazon’s blockbuster acquisition of MGM which was allowed to move forward after the regulatory waiting period expired. Newman offers insight on the current regulatory environment and what the deal means for the content streaming wars.
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