Archives: Insights

August 9, 2023

Ron Westfall

Market Coverage

Nokia Brings Fiber Manufacturing to the US to Advance BEAD Vision

Nokia Partners With Sanmina Corporation To Manufacture Products in the US At the Sanmina Pleasant Prairie Facility in Kenosha County, Wisconsin

The Futurum Group’s Ron Westfall assesses why Nokia’s manufacturing partnership with Sanmina swiftly bolsters its channel presence and market credibility for US fiber builds financed by the BEAD program, especially toward meeting the society-wide national goal of bridging the digital divide across unserved and underserved communities.

Artificial Intelligence Software and Tools, CIO Insights, Enterprise Applications, Hybrid Cloud, Infrastructure, and Operations

August 9, 2023

Sherril Hanson

Market Coverage

Medallia and Cogito Partner; Medallia Reaches AI Milestone

Partnership Promises Data Flow To Support Both Agents and Customers; Medallia Makes It Clear They Are No Newcomer To AI in Experience Management

Sherril Hanson, Senior Analyst at The Futurum Group shares her insights on two recent Medallia announcements, including the company’s reveal that its sizeable financial investments in AI over the past 2 years has yielded strong results, with more than 1 million weekly active AI users on its platform.

Artificial Intelligence Software and Tools, CIO Insights, Enterprise Applications

August 9, 2023

Mitch Lewis

Market Coverage

Are SSDs Really More Sustainable Than HDDs?

Evaluating the Overall Sustainability of Storage Devices

Mitch Lewis, Research Associate at The Futurum Group, shares his insights on the sustainability differences of HDD and SSD devices, including both the differences in energy efficiency and the emissions caused by manufacturing.

Data Management & Analytics, Environmental, Social, Governance

August 9, 2023

Craig Durr

Market Coverage

Zoom’s Changes Cause Confusion on When Data Is Used To Train AI

Under New Terms of Service, Zoom Clarifies That Customers Can Opt Out of Sharing Data and Still Have Advanced AI Features

Craig Durr, Senior Analyst at The Futurum Group, shares his insights on Zoom's recent updates to its terms of service and the confusion they have caused in the market regarding the training of Zoom’s AI features The note examines the different types of data that Zoom collects, how it is used to train AI features, and how Zoom's terms of service compare to those of other SaaS companies.

Artificial Intelligence Software and Tools, Enterprise Applications

August 9, 2023

Daniel Newman & Ron Westfall

Market Coverage

GlobalFoundries Q2: Robust Performance in the Face of Macro Concerns

GlobalFoundries Q2 2023 Earnings Proved Solid, Particularly as China and Other Recessionary Concerns Loom

The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q2 2023 results show it is primed for growth with both broad geographic manufacturing capabilities and process specialization across important legacy nodes.

Artificial Intelligence Software and Tools, CIO Insights, Hybrid Cloud, Infrastructure, and Operations

August 9, 2023

tweiss@futurumresearch.com

Market Coverage

Teradata Revenue for Q2 2023 Reaches $462 Million, Up 7%

Teradata Also Beat Q2 Analyst Revenue Estimates of $445 Million

Senior Analyst Todd R. Weiss of The Futurum Group shares his insights as Teradata revenue for Q2 2023 reaches $462 million, up 7% from $430 million YoY. The multi-cloud enterprise data analytics vendor beat analyst estimates of $445 million for its Q2 revenue.