Insight Type: Research Note

Microsoft Azure Quantum is now available for public preview allowing developers and researchers in all industries to experiment with the quantum computing platform. The preview is to help launch the quantum computing service as well as spur innovation in a variety of fields.
Poly announced a new line of personal collaboration tools along with new services to deepen its hybrid and remote work offerings.
Honeywell is investing in a new series of partnerships to accelerate the deployment of Covid-19 Vaccinations in the Charlotte area.
Cisco’s new Catalyst products, aimed at seeding 5G and SASE across the WAN edge, bolster its competitive prospects in the SD-WAN/SASE market segment and the WAN Edge realm against formidable foes such as VMware, Fortinet, Versa, HPE, and Juniper. The move also boosts industry awareness of the company’s pivotal role in accelerating 5G adoption across enterprise environments. Futurum’s Ron Westfall covers why that’s a smart, strategic move.
Google is the colossus in the worldwide search engine market segment and possesses the market might to stare down regulators in places like Australia. Rivals, such as Bing, DuckDuckGo, and Yahoo, now have a distinct opportunity to take advantage of Google’s ongoing tilt Down Under to elevate market awareness, including especially among government decision makers, that they are compelling alternatives to Google. Even if Google and Australia’s government eventually come to an agreement on a compensation model for the country’s publishing industry, rivals need to remind the market and government authorities Google’s threats could arise again in their other potential initiatives to defend various industry verticals. Now is a good time to rev up the marketing engines in the search engine competitive landscape.
Honeywell capped off a challenging 2020 year with another outperformance heavily influenced by its diversification and tech pivot.
Juniper closed out its 4th quarter beating top and bottom line expectations on strong demand for networking expected to carry over to 2021.
Microsoft has announced the launch of Microsoft Cloud for Retail at NRF 2021, adding to the roster of the big cloud players’ vertical-specific platforms. The announcement highlights Microsoft’s focus on and commitment to helping brands enable ‘intelligent retail.’
Qualcomm’s automotive sector strategy shifts into high gear this week with a bevy of announcements combining powerful SOCs, homogeneous system design and 5G to deliver best-in-class technology solutions to global automakers.
AMD finished the year out with a big result seeing significant QoQ and YoY growth as it heads into 2021 with strong momentum behind it.
Microsoft saw an immediate positive market response based upon 17% growth in its fiscal Q2. Unpacking the results and a look ahead.
In the wake of becoming independent from Huawei last year, the company is now free to work with U.S. chipmakers. While the company reports multiple partnership with key global chipmakers, Futurum’s Olivier Blanchard has his eye on Honor and Qualcomm and the ability of Qualcomm’s mid-range and budget SOCs as early as next year. Why? The Snapdragon platform’s ability to deliver mmWave-ready modems and complete SOCs across a range of price-points is an advantage that may prove difficult for Mediatek to overcome.

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