Insight Type: Research Note

This week at the Microsoft Business Applications Summit, a new integration between Customer Insights and Microsoft Advertising was announced
Lattice Semiconductor has beaten earnings and topped revenue consensus for the fourth consecutive quarter on demand for low power FPGAs.
We believe that with AWS entering the Confidential Computing space, the bigger message here is that Big Tech is increasingly addressing data security in novel and important ways by addressing the entire data chain to ensure that organizations are able to pass on that security to their customers. We expect big things ahead in the Confidential Computing space and AWS, as always, is on the forefront.
Benu Networks debuts it cloud-native Broadband Network Gateway (cnBNG) using the Red Hat OpenShift K8 container platform, as well as disaggregated routing techniques to ease operator delivery of broadband and 5G edge services and swiftly augment user experiences. Futurum’s Ron Westfall delves into the competitive benefits of the new Benu cnBNG solution and why it bolsters Benu’s cloud-native and 5G ecosystem credentials, especially in hybrid/multi-cloud environments and the service edge, as well as the market potential for advancing broadband provider edge service innovation.
IBM announced the launch of its new LinuxONE III Express, which will enable the company to compete more aggressively on Linux Servers.
Marvell introduces its new automotive multi-gig automotive Ethernet PHY, the 88Q4346, to advance the availability of smarter, secure, safer, and environmentally sound vehicles as well as bolster its IVN market influence. Futurum’s Ron Westfall explores the competitive advantages of the new Marvell 10G Ethernet PHY offering and why it strengthens Marvell’s automotive Ethernet portfolio, especially in areas like security, power operations, and speed, as well as Marvell’s influence across the automotive networking industry.
The Sevis Systems eCallme! Platform continues to evolve with new call security and customer engagement features that are designed for enterprises. These are much-needed, especially in the enterprise space, as it relates to protecting against the spoofed call process and providing identity protection assurance for customers.
Qualcomm delivered another quarter well above guidance as the company's 5G business gains momentum and its IoT and Automotive pick up steam.
Alphabet, parent to Google, had a blowout result as advertising outperformed and the cloud business grew while narrowing losses.
Microsoft delivered a beat on top and bottom line and grew across all of its segments in a Q3 route, however, investors sold off on the news.
Zoom has added several new features to improve the experience on its platform including a more immersive view and Alexa integration.
Rackspace introduces Rackspace Elastic Engineering to meet expanding customer demand for on-demand access to a dedicated pod of cloud engineers that align with their specific cloud implementation requirements as well as improving business outcomes and optimizing DevOps frameworks. Futurum’s Ron Westfall analyzes the competitive benefits of the new Rackspace Elastic Engineering proposition and why it bolsters Rackspace’s managed cloud services credentials, especially in multi-cloud environments, as well as the competitive impact on Rackspace’s key foes.

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