Archives: Insights

March 1, 2023

Daniel Newman

Six Five Webcast

Swisscom’s Embrace of the Cloud

On this episode of The Six Five – In The Booth, hosts Daniel Newman and Patrick Moorhead welcome AWS's Fabio Cerone and Swisscom's Mark Düsener to talk about Swisscom’s 5GC test run on the AWS Cloud, and how this collaboration fits into Swisscom’s vision for their network and customers.

5G, Cloud, Communications Networks, Hybrid Cloud, Infrastructure, and Operations, Workplace Collaboration

March 1, 2023

Daniel Newman

Six Five Webcast

IBM Consulting and Samsung Partnering to Create Future of Enterprise Mobility Solutions

On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome John Granger, Senior Vice President of IBM Consulting, and K.C. Choi, Corporate EVP & Head of Group & Global Mobile B2B Team at Samsung Electronics to talk about IBM Consulting’s strategic partnership with Samsung, enterprise mobility solutions, and the unique portfolio their collaboration enables.

5G, Communications Networks, Digital Transformation, Workplace Collaboration

February 28, 2023

tweiss@futurumresearch.com

Research Note

Zoom Revenue in Q4 Hits $1.12B, up 4% YoY, Beating Estimates

Futurum analyst Todd R. Weiss shares his insights about how Zoom revenue in Q4 hit $1.12B, up 4% YoY, beating estimates as the video conferencing, cloud contact center, and collaboration vendor reported its earnings on February 27, including a 24 percent rise in its enterprise business to $2.41 billion from one year ago.

Unified Communications, Workplace Collaboration

February 28, 2023

Daniel Newman

Analyst Insight

Uber Goes Big With Google And Oracle As Cloud Architecture Debate Continues

Uber Technologies Inc. announced it will make seven-year deals with both Alphabet Inc.’s Google Cloud and Oracle Corp to eliminate its reliance on the global hardware supply chain and turn to cloud for its future growth as the debate between on-prem and public cloud continues on.

Cloud, Hybrid Cloud, Infrastructure, and Operations

February 28, 2023

Ron Westfall

Research Note

MWC 2023: HPE Shrewdly Acquires Athonet to Bolster Overall Private 5G Fortunes

Futurum’s Ron Westfall explores why HPE now has the unified private 5G/WiFi portfolio key to catalyzing private 5G wireless uptake by enterprises and CSPs and can disrupt the 5G wireless competitive landscape to its advantage.

5G, Cloud, Communications Networks, Hybrid Cloud, Infrastructure, and Operations

February 28, 2023

Daniel Newman

Making Markets

Making Markets EP43: OpenText CEO and CTO Mark Barrenechea on Market Growth, the Macro Economy, and Information Management

In this episode of Making Markets, host Daniel Newman sits down with Mark Barrenechea, CEO and CTO of OpenText, to talk about the company's recent acquisition of Micro Focus and what it means for their customers, their strategy on information management and systems integrations, and his outlook on the current macroeconomic environment.

Customer Experience, Data Infrastructure

February 28, 2023

Randy Kerns

Analyst Insight

Panasas, Hammerspace, and StorMagic Featured in London at A3 Communications Technology Live!

Randy Kerns, senior strategist at Evaluator Group, part of The Futurum Group family of companies, shares insights from A3 Communications Technology Live! event in London, featuring presentations by Panasas, Hammerspace, and StorMagic.

Storage

February 28, 2023

Shelly Kramer

Research Note

MWC 2023: Qualcomm’s Customers are Adding Snapdragon Satellite to their Devices

Futurum analysts Shelly Kramer and Michael Diamond discuss Qualcomm’s announcement at MWC 2023 that its smartphone customer partners are planning to incorporate Qualcomm’s Snapdragon Satellite capabilities in their devices, which will be beneficial to consumers and businesses alike in a variety of situations.

Processors

February 28, 2023

Daniel Newman

Research Note

NVIDIA Revenue for Q4 2023 Hits $6.05B, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as NVIDIA revenue for Q4 2023 hits $6.05B, beating estimates as the GPU, AI, HPC, and supercomputing vendor reported improving Q4 and full FY2023 earnings numbers.

AI, Machine Learning, Metaverse, Processors, Semiconductors and Components

February 27, 2023

tweiss@futurumresearch.com

Research Note

Qualcomm Snapdragon Latest Auto 5G Modem-RF Unveiled at MWC

Futurum analyst Todd R. Weiss shares his insights on the Qualcomm Snapdragon latest auto 5G modem-RF unveiled at MWC as advancements bring improved in-vehicle 5G performance and services, including all-new support for satellite two-way messaging communications.

5G, Communications Networks

February 27, 2023

Steve Vonder Haar

Research Note

Kaltura Reports Fourth Quarter Gain, Capping a Tumultuous 2022

Steve Vonder Haar, senior analyst at Wainhouse Research, part of The Futurum Group family of companies, covers Kaltura’s most recently reported earnings and explores what he sees happening in the enterprise video streaming market as a whole.