Insight Type: Research Note

Paul Nashawaty and Steven Dickens highlight how Broadcom’s strategic investments post-acquisition, particularly in the CA Technologies mainframe software portfolio, challenge the prevailing narrative of asset milking. They suggest that VMware could similarly benefit from a focused, long-term innovation strategy under Broadcom’s ownership.
Camberley Bates, Chief Technology Advisor at The Futurum Group, shares insights on Solidigm’s expansion of its SSD portfolio, focusing on the impact of the new D7-PS1010 and D7-PS1030 SSDs on AI data pipelines and energy efficiency, highlighting future industry trends.
Krista Case, Research Director at The Futurum Group, explores Accenture's and AWS's collaboration on a new Responsible AI Platform designed to help organizations scale AI while maintaining ethical standards and compliance.
Krista Case, Research Director at The Futurum Group, analyzes AWS's latest security advancements, highlighting how machine learning and global collaboration reshape cloud security. Uncover the implications for businesses relying on cloud services.
Insights from Google Cloud Security Summit 2024
Krista Case, Research Director with The Futurum Group, covers announcements and takeaways from Google Cloud Security Summit 2024.
Qualcomm’s Snapdragon 7s Gen 3 Mobile Platform Brings Premium AI-Enabled Features to More Budget-Friendly Tier Just Weeks Ahead of Flagship Tier Snapdragon 8’s Next Refresh
Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas.
New Fixed-Camera Shelf Scanning Could Boost Store Efficiency, But It Is Crucial To Address Customer Privacy Concerns
The Futurum Group’s Steven Dickens and Keith Kirkpatrick share their insights on Scandit’s acquisition of MarketLab’s fixed-camera scanning solutions, and discuss the steps retailers should take to ensure privacy issues do not derail its use.
Focus on Driving Better Patient Care and Operational Efficiency Through Modern Infrastructure
Keith Kirkpatrick, Research Director at The Futurum Group, provides insights on Oracle’s partnership with King’s College Hospital London to enhance their EHR system using Oracle Cloud Infrastructure, highlighting the impact on healthcare operations and Oracle’s strategic growth in the sector.
New Capabilities Aid Legal Teams with eDiscovery, Document Review, Analysis, and Litigation Strategies
Keith Kirkpatrick, Research Director at The Futurum Group, dives deep into OpenText's AI-driven Axcelerate with Aviator, showcasing its potential to revolutionize legal eDiscovery through advanced analytics and automation.
AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems
Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand its leadership in high-growth AI-driven IT market segments.
Ring Launches Easy-to-Install Battery Doorbell, Featuring Head-to-Toe Video, Seamless Installation, and More
Olivier Blanchard, Research Director at The Futurum Group, provides a competitive overview of Ring’s new Battery Doorbell offering, and discusses its balance of pricing and features for three critical customer segments: renters, landlords, and customers looking to equip multiple access points.
Synopsys Posts a Solid Third Quarter in Fiscal Year 2024, Reporting Robust Revenue Growth, Yet Faces Potential Challenges in Sustaining Momentum Across Its Core Business Units
Synopsys, Inc.’s record Q3 earnings reflect the company’s advancements in design automation and AI-driven IP solutions. These innovations support the growth of AI, 5G, and IoT technologies, aligning with the sustained demand that fueled their strong financial performance.

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