Insight Type: Research Note

February 26, 2021

Daniel Newman

Research Note

Salesforce Finishes Fiscal Growing 24% Year Over Year

Salesforce finished its year delivering 20% growth for the quarter and 24% for the year. Going forward it anticipates similar growth in FY 21

5G, CRM

February 25, 2021

Daniel Newman

Research Note

Dell Technologies Delivers Record Year Despite Covid-19 Pandemic

Riding high on the growth in demand for PCs, Dell Technologies was able to deliver a record top and bottom line year in 2020.

PCs and Devices

February 24, 2021

Daniel Newman

Research Note

Record Breaking Quarter and Year Wraps Up NVIDIA Fiscal 2021

NVIDIA capped off a strong fiscal 2021 with record revenue and earnings despite global chip shortages and economic headwinds.

Semiconductors and Components

February 24, 2021

Olivier Blanchard

Research Note

Apple Search for Automotive LiDAR Supplier Fuels New Rumors About Project Titan

Futurum’s Olivier Blanchard on Apple’s search for automotive LiDAR supplier fueling new rumors about Project Titan. While it may make more sense for Apple to stay in its consumer electronics lane, where it could focus on building a first rate Smart Home ecosystem to displace Alphabet and Amazon, and make XR cool enough to displace Microsoft, Oculus (Facebook), and potentially other consumer electronic giants like Samsung, Sony, HTC, and more, the real flex play for Apple this decade, its boldest hard swing for the fences, lies in entering the automotive market to take on Tesla.

PCs and Devices

February 23, 2021

Daniel Newman

Research Note

Apple M1 Vulnerability Opens Debate on Homegrown Silicon Risk

Apple M1 vulnerability "Silver Sparrow" has opened discussions as to the M1 and Apple's security risks as it moves to homegrown chips.

PCs and Devices, Security

February 23, 2021

Ron Westfall

Research Note

Juniper Commits Automatically to Experience First Networking Strategy

Juniper’s debut of Paragon Automation demonstrates the ability to execute on its Experience-First Networking strategy. The formation of Paragon Automation indicates Juniper has the blueprint to bolster its portfolio through a well-executed acquisition strategy that most recently includes 128T and Apstra. Futurum’s Ron Westfall views the formation of Juniper Paragon Automation as boding well for Juniper’s prospects in further assimilating its 128T assets to make deeper inroads into the AI-driven enterprise realm as well as successfully integrating its Apstra assets to alter the competitive dynamics within the automated cloud DC realm. Through Paragon Automation, Juniper is ready to win new mind share and move the needle across the automated WAN, AI-driven enterprise, and automated cloud DC market realms.

Automation, Communications Networks

February 22, 2021

Olivier Blanchard

Research Note

Microsoft’s 3 New Versions of Office Aim to Meet Customers Where They Are

Microsoft finally optimizing its unified Office mobile app for Apple’s iPad devices isn’t just great news for iPad users – it’s also a clear signal from Microsoft that it intends to be more proactive about servicing segments of its ecosystem that may have, until now, been under-prioritized. Microsoft has also designed for specific segments of the Office User ecosystem, which is impressive. This ability to understand the user preferences and nuances involved in these unique segments of its ecosystem makes it clear that Microsoft has spent time and resources learning what these users’ needs are and that it has developed solutions so as to best to meet them.

Digital Transformation, Workplace Collaboration

February 20, 2021

Olivier Blanchard

Research Note

Qualcomm’s new Fixed Wireless Access Platform to Bring mmWave 5G Performance to the Network Edge in 2022

Futurum’s Olivier Blanchard takes a dive into Qualcomm’s new Fixed Wireless Access platform, which is expected to bring mmWave 5G performance to the network edge in 2022. Until now, the prevailing expectation surrounding mmWave cell deployments was that network operators would focus mostly on high density markets like urban centers, stadiums, airports, highly industrialized areas, and so on, and that therefore, suburban and rural areas would mostly miss out on ultra-fast mmWave 5G performance. Qualcomm’s introduction of its new mmWave 5G FWA CPE platform changes things. By extending mmWave 5G performance to the network edge, many suburban and rural markets that until now fell just out of reach of the best that 5G has to offer will soon have access to mmWave 5G performance just like densely populated markets.

5G, Communications Networks

February 19, 2021

Ron Westfall

Research Note

Verizon Business Strengthens SD-WAN Proposition through Cisco Alliance Expansion

Verizon Business and Cisco are meeting the growing enterprise demand for SD-WAN services and easing their adoption path or improving the overall agility of their existing SD-WAN implementation, particularly across multi-cloud environments. I anticipate both Verizon and Cisco are now better positioned to meet growing enterprise SD-WAN demand and drive SD-WAN adoption on a more secure and agile path, also providing the foundation for SASE assimilation as workforces become ever more distributed and virtual.

Communications Networks

February 19, 2021

Shelly Kramer

Research Note

Delta IBM Cloud Migration Partnership Takes Flight

The Delta IBM cloud partnership takes flight, with an announcement on Thursday of the acceleration of the airline’s digital transformation strategy and expansion of the partnership between the companies. IBM will transform Delta’s computing environment to run on a hybrid cloud architecture built on Red Hat OpenShift, provide services and training, and make further inroads in its big bet on cloud.