Insight Type: Research Note

This year at Microsoft Build, the company provided a series of new tools to enable developers to deliver a better Microsoft Teams experience.
Nokia showcases how application of digital twin technology, in combination with AI/ML engines, can streamlines 5G site deployments. Futurum’s Ron Westfall explore how Nokia’s application of digital twin technology to intelligent site engineering counters the digital twinning moves of key mobile networking rivals Huawei and Ericsson as well as a potential alliance with NVIDIA can further strengthen its mobile and digital twin ecosystem credentials.
The X65 5G Modem-RF system will now feature support for 200 MHz carrier bandwidth in the mmWave spectrum, as well as mmWave support in standalone (SA) mode. With mmWave commercial deployments currently underway around the world (over 150 global operators are already investing in these high-band frequencies), including all major operators in the U.S. and Japan, these new capabilities make sense as a next step to enable global mmWave deployments, particularly as China and other markets invested in 5G SA mode look to begin scaling their mmWave deployments.
Qualcomm’s new Snapdragon 7c Gen 2 compute platform brings a major upgrade to budget laptops. The platform’s specs on the whole look to be raising the bar for entry-level mobile compute platform performance and features.
Futurum’s Olivier Blanchard on why the European Commission’s antitrust case against Apple is a lot more dangerous to the tech sector than it seems.
Amdocs acquires Sourced Group for its cloud migration platform and expertise, burnishing its overall cloud native portfolio. Futurum’s Ron Westfall assesses how the acquisition boosts Amdocs’s cloud native products and cloud support proposition across the telecommunications, media, and financial services verticals as well as market presence in the Asia-Pacific, North America, and Oceania regions, especially in supporting multi-cloud migration strategies.
Cisco delivered 7% revenue growth and 5% EPS growth YoY on strengthened demand for on-prem IT and continued growth of its software and ARR.
SAP and Honeywell announced this week a new Real Estate software partnership to bring ERP analytics and building analytics closer together.
In this new episode of the Futurum Tech Webcast, Futurum analysts Ron Westfall and Shelly Kramer delve into the expansion of the AWS and Ericsson alliance with AWS certifying Ericsson Telecom BSS for AWS. We discussed the industry-wide impact of the AWS announcement including the operational and business benefits CSPs gain from the cloud native Ericsson Telecom BSS portfolio and the topmost considerations CSPs need to understand in advancing their cloud journeys.
Splunk announced the acquisition of TruSTAR to strengthen its security offering and to improve efficiency in threat detection and remediation
Juniper debuts its Security Cloud Director, the cloud-based portal developed to aid customers in migrating securely to a SASE architecture by protecting users, applications, and infrastructure amidst cloud journeys and organization-wide transformation. Futurum’s Ron Westfall explores the capabilities and competitive benefits of the Juniper Security Director Cloud solution and how it bolsters Juniper’s overall Connected Security strategy, especially in emerging SASE frameworks, as well as Juniper’s near-term competitive positioning.
Cisco’s acquisition of Socio Labs points to the future of hybrid event management services. Futurum’s Olivier Blanchard walks through what this will add to the Cisco Webex offering and why it’s attractive.

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