Insight Type: Research Note

In the most recent quarter, Honeywell came in above guidance and flat YoY on revenue as the company is continuing its pivot to software.
Intel delivered a solid beat against expectations while being relatively flat on a YoY basis in its first quarter under CEO Pat Gelsinger.
NVIDIA’s Omniverse Enterprise platform has the potential to reshape the future of manufacturing and collaboration. Futurum’s Fred McClimans walks through the key elements of the Omniverse and explains why it might well be transformational for businesses well beyond the manufacturing sector.
Juniper unveils its Cloud Metro vision advocating that operators need to refresh their approach to metro architectures to assure an indispensable and prime influential role in the scale out and monetization of swiftly expanding 5G, IoT, and edge services. Futurum’s Ron Westfall analyzes how operators can use Juniper’s portfolio to build massively scalable IP fabrics, embedded service intelligence, and automated, service-assured network slicing to deliver the premium, differentiated services key to determining their own ecosystem destiny in the 5G digital era, as well as the competitive implications for Juniper’s rivals.
IBM returned to a slim 1% YoY growth during its first quarter of the fiscal year giving reason for encouragement.
NVIDIA’s AI-on-5G addresses expanding 5G ecosystem demand for collaboration in offering 5G-enabled AI to industry verticals. Futurum’s Ron Westfall appraises NVIDIA’s AI-on-5G collaboration initiative and why it bolsters NVIDIA’s ability to target verticals across the mobile ecosystem by expanding 5G and AI monetization opportunities for CSPs and partners, as well as why NVIDIA needs to counter Intel more directly in the AI meets 5G realm.
Dell has officially announced its spin-off of VMware as the company sets to unlock value that has been trapped in its 81% holding of VMware.
Oracle Cloud Lift Services addresses growing customer demand to alleviate the complexity and costs of workload migration to Oracle Cloud Infrastructure (OCI). Futurum’s Ron Westfall assesses the benefits of the new program in emerging applications areas such as GPU-based Kubernetes management and why customers and prospects need to onboard onto Oracle Cloud Lift Services
Pluribus Networks new Freedom 9000 Series switches expand Pluribus’ addressable market in the data center networking realm and bolster the company’s open source ecosystem influence through their listing on the OCP Solution Provider Marketplace. Futurum’s Ron Westfall analyzes the new Freedom 9000 Series switch offerings and why they strengthen Pluribus Network’s mission to deliver disaggregated scale-out networking for single site and multi-site private and public cloud environments, as well as implications for the competitive landscape.
Zoho has announced the launch of Qntrl, a new division of the company designed to focus on the growing need for intelligent automation.
At this year's NVIDIA GTC 21, the company made a plethora announcements including a new CPU for the Datacenter and updates to DGX.
Futurum’s Olivier Blanchard covers by Microsoft’s $21 billion IVAS XR contract with the U.S. Army is a much bigger deal than meets the eye.

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