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Insight Type: Research Note

Ron Westfall

Pluribus Takes Network Visibility for Cloud Native Apps to the Next Level and Commits to 400 GbE

Pluribus Networks unveiled three new fabric offerings, FlowTracker, KubeTracker, and Virtualized Network Packet Broker, as well as Netvisor ONE support on Dell 400 GbE PowerSwitch technology, as integral capabilities in release 7 of its Netvisor ONE OS and Adaptive Cloud Fabric portfolio. Futurum’s Ron Westfall explores why the new Pluribus solutions fulfill the burgeoning demand for comprehensive visibility for all network flows across distributed cloud native applications, especially across container environments, and strengthens Pluribus’ competitive standing against key rivals such as Cisco, Juniper, Arista, and Extreme.
Daniel Newman

Citrix Systems will be Acquired in Deal Valued at $16.5 Billion

Futurum’s principal analyst Daniel Newman breaks down Citrix’s acquisition news. Offering insight into what the deal, valued at $16.5 billion will mean for investors and the market place as a whole.
Ron Westfall

Juniper Unleashes Trio 6 and Express 5 Chipsets Strengthening Experience-First Networking and MX/PTX Solutions

Juniper Networks introduced its Trio 6 chipsets purpose-developed for the MX series and edge networking applications and the Express 5 chipsets purpose-made for the PTX series and core networking environments. Futurum’s Ron Westfall explores why the new Trio 6 and Express 5 chipsets improve Juniper’s overall edge and core networking portfolio in areas such as throughput, logical scaling, deterministic performance, and power efficiencies as well as boosts Juniper’s competitive positioning against key rivals Cisco and Nokia.
Ron Westfall

HPE Raises HPE GreenLake Cloud Cred with New CDW Deal

HPE GreenLake is selected by CDW to strengthen the CDW ServiceWorks proposition by giving customers elastic operations scaling, flexible DaaS consumption models, and unified administration of organization-wide security policies across hybrid workforce environments. Futurum’s Ron Westfall examines why the new CDW ServiceWorks deal positions HPE GreenLake and CDW to capitalize on growing DaaS adoption in the post-pandemic era as well as expand mind share and competitive prospects across the rapidly evolving cloud ecosystem.
Daniel Newman

ServiceNow Q4 Reiterates Strength and Points to Strong Year Ahead

ServiceNow announced its Q4 earnings today, reiterating its position among fast-growing companies in the technology sector. Futurum's principal analyst Daniel Newman explores the earnings and predicts a favorable year ahead for the company.
Daniel Newman

Intel Delivers Record Full Year Revenue and Beat in Q4

Intel recently reported fiscal fourth-quarter earnings. Shares dropped as much as 3% in volatile extended trading before recovering. Futurum's principal analyst Daniel Newman shares his thoughts on the results and what this means going forward.
Shelly Kramer

FedEx and Microsoft Team Up on New Cross-Platform Logistics Solution for e-Commerce

Futurum’s lead analyst Shelly Kramer explores FedEx and Microsoft’s latest announcement: a new cross-platform logistics solution for e-commerce. She also offers insight on how this logistics-as-a-service offering will change the retail industry.
Daniel Newman

NVIDIA is Reportedly Preparing to Walk Away from Arm Acquisition

NVIDIA is reportedly preparing to walk away from its Arm acquisition, a deal that was valued around $40 Billion. Futurum's principal analyst Daniel Newman gives his take on what this means for NVIDIA's future.
Daniel Newman

No Tech Wreck Here as Microsoft Delivers Big in Q2

Microsoft reported better-than-expected earnings and revenue for the fiscal second quarter. Futurum's principal analyst Daniel Newman takes a look at how the company did.
Daniel Newman

Leaner and More Focused IBM Reports Q4 Earnings and Full Year 2021 Results

Futurum’s Daniel Newman covers IBM’s earnings, which show a leaner, more focused IBM delivering better than expected results and good news kicking off earnings week.
Steven Dickens

SUSE Announces Full Year ’21 Earnings and Q4 Results — Busy Year Ends in Solid Performance

Futurum analyst Steven Dickens provides his take on the recently announced Q4 and full year 2021 earnings from SUSE. With SUSE having had a busy year with the acquisitions of NeuVector and Rancher Labs, the company had a lot to digest. SUSE showed strong growth and positive signals across all areas of the business, including hyperscaler cloud adoption, and continued to demonstrate that the company’s strategic investments in marketing and sales execution are paying off.
Daniel Newman

Luminar and Mercedes-Benz Team Up to Advance Development of Automated Driving Technology

Luminar is teaming up with Mercedes-Benz to accelerate the development of automated driving technologies for Mercedes’ passenger cars. Futurum's principal analyst Daniel Newman dives into the partnership and what it brings to the automotive landscape.
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