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Insight Type: Research Note

Shelly Kramer

Intel’s COMPUTEX 2021 Announcements Focus on Post-Pandemic Life and an Ongoing Commitment to Driving Innovation

Intel’s Michelle Johnston Holthaus’s keynote at the virtual COMPUTEX 2021 event focused on post-pandemic life and Intel’s ongoing commitment to driving innovation. The digitization of everything has been spurred by a pandemic and sped up innovation, as well as brought strains on supply chain. Futurum’s Shelly Kramer covers key announcements made by Intel at the Computex event and takes a look at what Intel is doing to meet the capacity needs of people and businesses moving forward.
Daniel Newman

C3 AI Finishes Fiscal ’21 at 17% Annual Growth as Q4 Outpaces

C3 AI had a modest overall fiscal year as the AI leader delivered growth of 17% for the year and 26% for Q4 while also touting customer growth
Daniel Newman

Big ARR Growth Highlights Robust FY ’22 Q1 for Splunk

Splunk's first quarter for FY '22 was highlighted by big growth in ARR, Large Customers and net new logos as revenue grew but EPS lagged.
Ron Westfall

Marvell Takes Data Center Flash Storage to the Next Level with Bravera SC5 SSD Controller Debut

Marvell launches its new Bravera SC5 controller family aimed at delivering Cloud SSD agility with any NAND vendor, in support of any NAND type, and across any form factor that fulfill the emerging scalability, performance, architectural flexibility, security, and data protection demands of the storage server and compute server data center market segments. Futurum’s Ron Westfall examines how the new Marvell Bravera SC5 solution delivers the PCIe 5.0 & NVMe 1.4b SSD Controller, 16Ch ES.1 Form Factor, flexible usage model, and Elastic SLA Enforcer capabilities that are key to driving data center flash storage innovation across the demanding cloud SSD controller space.
Daniel Newman

HPE Sees Strong Q2 Growth Led By XaaS and Edge

Daniel Newman

Zoom Unsurprisingly Delivers Another Triple Digit Growth Quarter

In what has become the norm, Zoom delivered another massive beat to the top and bottom line while adding big to its TTM $100,000 customer base
Daniel Newman

Dell Delivers Record Revenue for FY 2022

Futurum’s Daniel Newman and Fred McClimans break down first quarter results for fiscal 2022 from Dell Technologies. Dell delivered both record revenue and adjusted earnings above consensus estimates.
Daniel Newman

Cloudera Will Go Private in a Private Equity Deal Valued at $5.3 Billion

Cloudera, in a $5.3 billion deal is going private, which should provide the company runway to focus on innovation and shifting cloud demand.
Daniel Newman

Salesforce Kicks Off Its Fiscal 2022 Campaign With a Big Q1

Salesforce continued its FY 21 momentum with a strong first quarter for its fiscal 2022 campaign touting growth in Tableau and MuleSoft.
Daniel Newman

Microsoft Build Updates: Power Platform, Power FX, and Azure Synapse Link

Earlier this week, Microsoft published it’s Book of News at Microsoft Build. It’s an annual guide to upgrades and enhancements that were announced at the event. These spanned the entire Microsoft developer platform including Visual Studio, GitHub, Microsoft Azure, Power Platform, Windows, and Microsoft 365.
Ron Westfall

Oracle Cloud Infrastructure Exercises the Right to Bear Arm

Oracle unveiled its first Arm-based compute offering OCI Ampere A1 Compute, aiming to guide the porting of open source projects to Arm technology for price-performance and efficiency gains. Futurum’s Ron Westfall analyzes why the Arm architecture is gaining a broader presence across data center server processor architectures, how OCI attains competitive differentiation through the new platform, and why OCI’s main rivals need to counter the move.
Daniel Newman

NVIDIA Keeps Its Record Breaking Run in its Fiscal Q1

NVIDIA followed up back to back record-breaking quarters with a third taking its datacenter and gaming numbers to new high on demand for AI and Gaming.
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