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Insight Type: Research Note

Ron Westfall

Oracle Support Rewards Entices Customer Acceleration of Cloud Journey

Oracle introduces Oracle Support Rewards developed to enable customers reduce their Oracle technology license support bill by up to 33 cents for every dollar spent on Oracle Cloud Infrastructure (OCI). Futurum’s Ron Westfall analyzes why the new Oracle Support Rewards program further differentiates OCI against hypescaler foes and Oracle’s applications portfolio against key enterprise application rivals, bolsters the defense of its extensive Applications Unlimited customer base, and provides tremendous value to customers.
Olivier Blanchard
Olivier Blanchard

New Report Points to Samsung and Vivo as World’s Fastest Growing 5G Smartphone Vendors in Q1 2021

A new report from Strategy Analytics indicates that Samsung and Vivo were the fastest growing 5G smartphone vendors in Q1 2021, but Apple still leads the charge in net units with over 40 million 5G phones shipped to Samsung’s 17 million units. Futurum’s Olivier Blanchard breaks down four key 5G smartphone market trends confirmed by this report and shares his insights on what these Q1 numbers suggest for the market segment FY2021.
Steven Dickens

HPE Announces New Vertically Optimized GreenLake Cloud Services at HPE Discover

HPE announces new vertically optimized GreenLake cloud services at HPE Discover. Futurum analyst Steven Dickens breaks down the three highlighted areas from the HPE announcement, along with thoughts on the growing importance of hybrid solutions in highly regulated verticals such as healthcare and banking, as well as the emergence and co-located solutions as prevalent approaches in the industry.
Ron Westfall

Accenture Accents Industry X Services Capabilities with umlaut Acquisition

Accenture acquires umlaut adding more than 4,200 engineers and consultants across 17 countries to Accenture’s Industry X services. Futurum’s Ron Westfall assesses analyzes why the deal swiftly strengthens Accenture’s Industry X services unit to drive more digital transformation business in key verticals and shrewdly prevents major rivals from locking in umlaut’s valuable digital workforce skills and talent.
Daniel Newman

Adobe Outperforms Q2 Expectations on Strong Portfolio Demand

Adobe delivered a robust top and bottom line outperform on rapidly growing demand for its digital experience and creative offerings.
Daniel Newman

HPE Acquires Determined AI to Accelerate ML Training Capabilities

On Day 0 of HPE Discover, HPE announced the acquisition of Determined AI to augment and accelerate its AI training capabilities.
Shelly Kramer

C3 AI Snowflake Partnership Aimed at Delivering Next Gen Enterprise AI Apps at Scale — and Expanding Market Presence

The C3 AI Snowflake partnership is another example of founder and CEO Tom Siebold doing exactly what he said he would do: expand his company’s market presence by way of partnerships. Futurum analyst Shelly Kramer breaks down the details of the C3 AI Snowflake partnership, why it’s a huge win for Snowflake customers, and why smart, strategic partnerships are the path forward.
Olivier Blanchard
Olivier Blanchard

The Problem with Congress’s 5 New Antitrust Bills Aimed at Reining In U.S. Big Tech

Last Friday, House Democrats introduced five new antitrust-style bills aimed at curtailing the market dominance of U.S. technology companies. Futurum’s Olivier Blanchard breaks down the nuances of the bills, outlines the problems with each, and shares thoughts on the challenges ahead.
Ron Westfall

Intel Changing Data Center Stakes with Debut of Infrastructure Processing Unit

Intel introduces its vision for the IPU (Infrastructure Processing Unit) focusing on improving data center manageability and efficiency, purpose-developed in close collaboration with hyperscale cloud partners. Futurum’s Ron Westfall examines and analyzes why Intel’s IPU proposition is clearly differentiated and why Intel is now better positioned to expand its influence and presence across burgeoning intelligent data center architectures.
Olivier Blanchard
Olivier Blanchard

U.S. Government Launches National Artificial Intelligence Research Resource Task Force

The U.S. Government’s launch of the National Artificial Intelligence Research Resource Task Force is an effort to help improve U.S. competitiveness in the AI research race, which many have referred to as the next iteration of an “arms race” or “space race” between superpowers. Here’s a look by Futurum’s Olivier Blanchard on why that’s better late than never, but sooner would’ve been better.
Daniel Newman

Oracle Growth Accelerates in Fiscal Q4 on Strengthening Cloud Performance

Oracle saw its revenues grow 8% and its EPS saw a big jump a the company continues to gain momentum in its cloud and applications business.
Ron Westfall

Guavus Revs Up Open NWDAF to Spur Automated Multi-vendor 5G Networks

Guavus launched its Guavus-IQ NWDAF solution to provide open NWDAF across operator 5G Core environments to power the service orchestration and closed-loop network automation key to elastically scaling and monetizing new 5G services. Futurum’s Ron Westfall examines why the standard-based 3GPP Network Data Analytics Function (NWDAF) is integral to producing the real-time operational intelligence key to handling the complexities of open, multi-vendor 5G networks and delivering the statistical and predictive analytics processing designated for emerging 5G use cases.
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