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Insight Type: Research Note

Daniel Newman

Lenovo Group on the Upswing: Posts Its First $20B Quarter for Revenue and a 62% YoY Increase in Net Income to a Record $640M

Futurum Research analysts Daniel Newman and Todd R. Weiss dive into Lenovo's recent Q3 2021/2022 earnings report and look at how the Chinese company has established a solid business footing for a successful 2022.
Daniel Newman

Treasure Data Releases a Customer Journey Orchestration Solution

Futurum's principal analyst Daniel Newman covers Treasure Data's launch of the Treasure Data Journey Orchestration tool offering insights into how this will help marketers make the most of their customer data.
Ron Westfall

MWC 2022: Ericsson 5G Energy Efficiency Portfolio Updates Validates Energy Efficiency as Key Selling Point for 5G Networking Solutions

Ericsson evolves its RAN portfolio with seven new products and solutions that aim to power sustainable, smart, and slim 5G networks. Futurum’s Ron Westfall assesses why Ericsson’s portfolio development emphasis on 5G energy efficiency advances aligns with CSP sustainability and ESG goals and boosts competitive prospects across 5G network builds.
Ron Westfall

Spectrum Enterprise Enhances MNE Solution, Uses Cisco Meraki to Strengthen Digital Workforce Capabilities

Spectrum Enterprise bolsters is Managed Network Edge solution with enhancements designed to improve productivity for office, remote, and mobile workforces through new managed network solution options. Futurum’s Ron Westfall assesses why using the Cisco Meraki platform strengthens the Spectrum Enterprise MNE solution in countering rival offerings and meeting the distinct demands of distributed workforces.
Daniel Newman

Dell Technologies Posts Another Earnings Record with Full Year Fiscal 2022 Revenue of $101.2B

Futurum analysts Daniel Newman and Todd R. Weiss cover Dell Technologies’ Q4 and Full Year Fiscal 2022 earnings. The company again brings in record revenue at $101.2B for the year and shows strong performances across its business units and customer markets.
Ron Westfall

MWC 2022: Dell Intros New Open Telco Solutions and Works with Marvell to Spur Open RAN

Dell Technologies introduces new telco solutions and services, including Dell Telecom Multi-Cloud Foundation and Dell Open RAN Accelerator, to strengthen the open telecom ecosystem cause and CSP transitions toward open, cloud-native networks. Futurum’s Ron Westfall examines why Dell’s new solutions and services can boost CSP confidence in using distributed server capabilities across multi-cloud architectures, including especially working with Marvell to deliver open, virtualized 5G RAN architectures that are key to accelerating broader open 5G networking.
Daniel Newman

Five9 Q4 2021 Revenue Hits Record $173.6M, Shows Growing Traction for Cloud Contact Center Services

Futurum’s Daniel Newman and Todd R. Weiss cover Five9 Q4 2021 earnings. The company hits a record $173.6 million, illustrating the growing power of cloud services, especially in the contact center arena.
Shelly Kramer

PSA Certified’s 2022 Security Report Shows Turning Point for IoT Security

Futurum’s principal analyst Shelly Kramer explores PSA Certified’s newly released 2022 Security Report, which showcases a comprehensive measure of industry perceptions and intentions around IoT security. Kramer breaks down key findings and offers insights on how the IoT security might change this year.
Daniel Newman

Groq Explores Cloud Opportunity, Adds Former Amazon Leader to Board of Directors

Futurum’s principal analyst Daniel Newman breaks down the news of Groq’s appointment of former Amazon leader, Raju Gulabani, to its Board of Directors. Newman also shares insights on what this means for the future of the startup.
Ron Westfall

MWC 2022: Qualcomm and HPE Prep Virtual Distributed Units for 5G Prime Time

Qualcomm and HPE team up to provide virtual distributed unit technology aimed at lowering operator TCO costs and streamlining vRAN/Open RAN deployments. Futurum’s Ron Westfall explores how the collaboration between Qualcomm and HPE provides the technical differentiators, business relations, and ecosystem influence to help spur Open RAN adoption and put competitive pressure on rivals to up their TCO returns across their RAN portfolios.
tweiss@futurumresearch.com

WalkMe Q4 Full and Year 2021 Earnings Report Sees Q4 Revenue Increase 37% as Subscription Revenue Rises 39%

Futurum Analysts Shelly Kramer and Todd R. Weiss cover WalkMe’s latest earnings report for Q4 2021 and FY2021, analyzing WalkMe’s results following a pivot to an enterprise focus and how that’s paying off, and sharing insights on what’s likely ahead in this growing market segment for Digital Adoption Platforms.
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