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Insight Type: Research Note

Shelly Kramer

Zoom’s Zoomtopia 2021 — Zoom is Not Playing When it Comes to Conferences, Events, Contact Center and Leveling Up Collaboration Offerings

Futurum lead analyst Shelly Kramer breaks down the announcements from Zoom’s Zoomtopia 2021 event where it’s clear that Zoom is not playing when it comes to conferences, events, the contact center, and leveling up collaboration offerings to meet the needs of the hybrid workplace.
Daniel Newman

Oracle Cloud Surpasses $2.5 Billion in its Fiscal 2022 First Quarter

Oracle hit its target for EPS and came close on revenue as the company delivered a big update to its Cloud business encouraging investors.
Olivier Blanchard
Olivier Blanchard

Epic Games v. Apple — U.S. District Court Rules Apple Can No Longer Prohibit Devs From Directing Users Away From App Store

Futurum Senior Analyst Olivier Blanchard explains how the much anticipated U.S. District Court ruling in the Epic Games v. Apple case, along with the broader international push to combat potentially anti-competitive mechanisms built into popular operating systems, could fundamentally impact App Store revenue streams for tech giants like Apple and Alphabet’s Google starting this year.
Steven Dickens

Mastercard’s Acquisition of CipherTrace Will Bolster Crypto Capabilities

Futurum Research Senior Analyst, Steven Dickens provides his take on the acquisition by Mastercard of CipherTrace. As bitcoin and cryptocurrencies move more and more into the mainstream the legacy financial services players need to bolster their capabilities to process these new digital assets. The acquisition of on-chain analytics company Ciphertrace by Mastercard is a lead indicator that this trend will only increase.
Shelly Kramer

Zoom Adds $30 Million to its Investment in Neat, Video Device Vendor

Futurum’s lead analyst Shelly Kramer covers Zoom’s investment of an additional $30M in the video device and as-a-Service hardware offerings company. Zoom and Neat continue to ride the hybrid workplace trend that is clearly here to stay, and this move not only puts other Zoom hardware partners on notice, it provides a hedge against other providers’ vertical stacks.
Ron Westfall

MicroAI Debuts to Advance AI Edge Technology Across the Digital Ecosystem

MircoAI debuts as the rebrand of One Tech, fueled by the mission to deliver personalized AI across edge endpoints using its edge-native AI technology that embeds ML into connected endpoints. Futurum’s Ron Westfall examines why the overall MicroAI proposition, including MicroAI AtomML technology and new go-to-market products, can drive ecosystem-wide innovation of device-specific, personalized AI models that can advance predicted maintenance, IoT edge AI, endpoint device security capabilities as well as provide operational excellence for industrial manufacturing and processing applications.
Steven Dickens

Bitcoin Becomes Legal Tender in El Salvador — and What This Means for FinTech

Futurum Research Senior Analyst Steven Dickens provides his analysis of the adoption by El Salvador of bitcoin as legal tender and what this means for Fintech and the global payments and money transfer providers. In a historic move, the country of El Salvador has adopted the cryptocurrency bitcoin as legal tender.
Daniel Newman

Qualcomm, Google, and Renault Group Partner to Bring Immersive In-Vehicle Experiences to new Electric Vehicle

Futurum Research principal analyst Daniel Newman covers the announcement by Qualcomm, Google, and Renault Group on their partnership to bring immersive in-vehicle experiences to the new Mégane E-TECH Electric by 2022.
Daniel Newman

IAA Mobility 2021: Luminar and Intel Mobileye Partner on Robotaxi Service

This week at the IAA Munich event, Pat Gelsinger announced from the stage of his keynote a new partnership with Luminar on a Robotaxi Service
Daniel Newman

HPE Delivers Strong Q3 FY21 Numbers Fueled by Strengthening Demand and aaS Pivot

Futurum’s Daniel Newman covers HPE’s strong Q3 FY21 earnings, fueled by increased (and continued) demand, along with the company’s pivot to ARR and delivering on higher margin solutions that focus on serving customers from edge-to-cloud.
Ron Westfall

ADTRAN Takes a Chance on Adva to Capitalize on Burgeoning Fiber Networking Opportunities

ADTRAN buys Adva to strengthen its overall fiber networking proposition through the integration of Adva’s optical networking assets, obliging fiber and optical rivals to respond to the new deal. Futurum’s Ron Westfall explores why the ADTRAN acquisition of Adva enables ADTRAN to address a wider range of optical networking opportunities, puts fiber access rivals such as DZS and Calix on the defensive, and foments a more formidable competitor in the optical transport market segment.
Shelly Kramer

HPE Awarded $2B NSA Contract to Deliver HPC as-a-Service Through HPE GreenLake

Futurum Research analysts Steven Dickens and Shelly Kramer unpack the news coming out of HPE on the company’s selection by the NSA for an HPC as-a-Service offering based on HPE GreenLake, why this is attractive in instances where security dictates an on-prem deployment, along with thoughts on what’s ahead for the industry as a whole.
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