Insight Type: Research Note

Cisco’s rebrand of Webex, moving to Webex by Cisco is only part of the exciting changes afoot by the collaboration giant. Futurum’s Shelly Kramer explores the need for solutions that suit our move toward a hybrid workplace, along with thoughts on how Cisco’s focus on innovation, pricing, user experiences, security, and continually improving product innovations is both timely and strategic — and also also a necessary one.
Marvell launches new Atlas and 5nm Alaska chipsets developed to deliver unparalleled data center connectivity capabilities, including PAM4 innovations, key to dramatically improving data workload performance, scalability, and power efficiencies, particularly inside cloud data centers. Futurum’s Ron Westfall assesses why Marvell’s Atlas and Alaska offerings are clearly differentiated and why that are ready to deliver cloud data center connectivity breakthroughs.
Marvell Technology has released its first quarter results for fiscal year 2022, delivering an impressive beat for both revenue of $832 million versus $807 million expected and earnings of $0.29 per share (non-GAAP diluted) versus $$0.27 per share expected. Futurum Research breaks down the numbers and Marvell’s extremely strong guidance for the upcoming quarter.
Cisco natively integrates its ThousandEyes Internet and Cloud Intelligence capabilities throughout its SD-WAN portfolio, including the Catalyst 8300/8200 Series Edge Platforms and ISR 4000 Series, improving visibility and experience monitoring capabilities for customers. Futurum’s Ron Westfall explores and analyzes how Cisco’s assimilation of ThousandEyes technology expands Cisco’s influence in driving SD-WAN expansion across cloud, edge, and SaaS environments and why SD-WAN rivals need to counter Cisco’s move.
The EU will introduce a digital wallet initiative ahead of the US, setting a first major milestone for 2022. Futurum’s Olivier Blanchard covers the many nuances of that initiative, including Qualcomm’s prescient 2019 updates to its Snapdragon 855 Mobile Platform and subsequent security clearance, what’s likely ahead there, as well as whether the EC will back down at all in its crusade against major US tech companies, whose assistance will no doubt be needed here.
Microsoft has announced the rebranding of its Windows Virtual Desktop to Azure Virtual Desktop. Futurum Research analyst Fred McClimans dives into the reason behind this rebranding and how it reflects the new post-pandemic hybrid physical/virtual work model while also offering a new SaaS-based revenue stream for third-party application developers.
Oracle Autonomous Data Warehouse delivers the full spectrum of capabilities that organizations require to advance their cloud data warehouse journey without compromise. Futurum’s Ron Westfall analyzes and examines why the Oracle Autonomous Data Warehouse is clearly differentiated in relation to the Snowflake Cloud Data Platform solution, delivering a competitive edge across the key evaluation criteria areas of cost governance, real-time data warehouse workload agility, data integrity, and ML integration.
Honeywell Quantum Solutions and Cambridge Quantum Computing combine to form a new quantum computing company that offers the planet’s highest-performing quantum computer and agile quantum software, including the trailblazing quantum operating system. Futurum’s Daniel Newman examines how Honeywell and Cambridge’s formation of the new quantum compute company establishes a one-stop shop essential to powering quantum innovation and driving the investment required to assure quantum computing’s lasting commercial success.
Futurum’s Daniel Newman takes on the fear mongering that’s dominated the media about Amazon Sidewalk in the simplest of terms: it’s a big, fat nothing burger. Here’s why.
The new Qualcomm-Microsoft Snapdragon developer kit announcement signals growing enterprise buy-in for an always-connected compute platform. Futurum analyst Olivier Blanchard breaks down why the market is hungry for good enough performance laptops and explains Microsoft’s interest in Qualcomm’s Snapdragon compute platform.
NVIDIA continues to expand its focus and customer value as it rolls out software solutions and service offerings designed to help its customers accelerate their own internal application development and digital transformation initiatives. Futurum Research analyst Fred McClimans breaks down two key announcements from COMPUTEX Taipei 2021.
AMD CEO Lisa Su shrewdly leveraged the Computex Keynote to promote AMD’s latest portfolio-wide innovations and capabilities including especially its first application of 3D chiplet technology. Futurum’s Ron Westfall assesses how AMD’s foray into 3D chiplet technology is key to advancing ecosystem-wide semiconductor development and how its new portfolio solutions strengthen AMD’s ability to fulfill customer demands across the auto, mobile, gaming, PC, and data center server market segments.

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