Insight Type: Research Note

July 30, 2021

Fred McClimans

Research Note

AMD Q2 2021 Earnings: The 99% Solution?

AMD has released its Q2 2021 financial results, solidly beating consensus estimates with revenue of $3.85 billion (versus $3.62 billion expected) and earnings of $0.63 (versus $0.54 expected). This is the fourth consecutive quarter of record revenues including a 99 percent Y/Y increase from Q2 2020.

Processors, Semiconductors and Components

July 30, 2021

Daniel Newman

Research Note

Twilio Growth Accelerates in Q2 Growing 67% on Strong Demand

Twilio saw its best quarterly growth in more than two years as demand for customer engagement tools continues to surge.

5G, Customer Experience

July 30, 2021

Daniel Newman

Research Note

Citrix Pivots Attention to ARR and That’s a Good Thing!

Citrix saw its critics come out after a down revenue quarter and slowing growth, but it has a brighter future if it can make its ARR pivot.

Cloud, Hybrid Cloud, Infrastructure, and Operations

July 29, 2021

Daniel Newman

Research Note

Amazon Q2 Is Very Good Even Though Some Suggest Otherwise

The market reaction to Amazon: Only in these times would 27% growth for a company doing over a $100 billion a quarter be frowned upon.

Cloud, Digital Home, Hybrid Cloud, Infrastructure, and Operations

July 29, 2021

Ron Westfall

Research Note

Fiber Connect 2021: DZS Enlightens the Edge with DZS Helix Edge Access Portfolio Launch

DZS launched the DZS Helix Edge Access portfolio that showcase carrier-grade edge access solutions ready to leverage DZS Cloud Service Management Intelligence and Orchestration to deliver an augmented broadband experience and improved operational efficiencies. Futurum’s Ron Westfall examines why the Helix Edge Access portfolio strengthens the overall competitiveness of DZS, especially in competing against major rivals ADTRAN and Calix, and the key role DZS Cloud can play in shepherding CSP migration toward software-centric networks and powering adoption of intelligent edge capabilities.

5G, Digital Transformation, Edge Networking, IoT

July 29, 2021

Daniel Newman

Research Note

Contentful Secures $175 Million in Series F Round of Funding

Contentful raised $175 million in its Series F as its unique approach to CMS gains momentum taking its valuation above $3 billion.

Workplace Collaboration

July 28, 2021

Daniel Newman

Research Note

Qualcomm Blows Past Estimates on 5G and Growth Plays

Qualcomm delivered an outstanding Q3 result on the strength of 5G and its investments in IoT, Automotive, and RFFE all paying off.

5G, Communications Networks

July 28, 2021

Ron Westfall

Research Note

New Futurum Research Report: Why Intel’s Portfolio Key to Powering Ecosystem-wide 5G Innovation

In our research paper “Intel: 5G Trailblazer Powering 5G Ecosystem-wide Innovation”, we conclude that operator 5G decision makers must prioritize considering Intel as their primary trusted advisor in driving their 5G network journeys, since Intel provides the extensive portfolio capabilities and channel expertise (i.e., Intel Network Builders) across the most strategic 5G technology areas, such as network cloudification, 5G edge, 5G core, vRAN, and 5G ecosystem, needed to meet the highest priority 5G business objectives.

5G, Communications Networks, Digital Transformation

July 28, 2021

Daniel Newman

Research Note

Tech Outperforms This Quarter Led by AMD, Apple, Microsoft, Alphabet

Tech names AMD, Apple, Google, and Microsoft all saw their results significantly outperform guidance and expectations this week.

Processors

July 27, 2021

Daniel Newman

Research Note

Microsoft Sees Overall Revenue Growth Pass 20% in Q4

Microsoft delivered strong results in its fiscal Q4 with its best YoY growth in three years as Cloud and business app growth remains robust.

Cloud, Hybrid Cloud, Infrastructure, and Operations

July 27, 2021

Daniel Newman

Research Note

Intel Provides its Multi-Year Roadmap Beyond 3nm to 20A

Intel CEO Pat Gelsinger has charted a path to expand Intel’s leadership in both semiconductor design and fabrication, including the new RibbonFET transistor architecture, the PowerVia power delivery system, and a revamped node framework that sets the stage for a shift from Nanometer to Angstrom terminology. Our Futurum analysts break it down and explain why this, and the new Intel Foundry Services (IFS), are key to Intel achieving process performance parity by 2024 and leadership by 2025.