Archives: Insights

Microsoft and NEC have established a new multi-year strategic alliance, that synthesizes Azure, Microsoft 365, NEC’s IT and network portfolio resources, including 5G assets, and both companies AI and IoT capabilities to power customer digital transformation missions across the public and private realms. Futurum’s Ron Westfall assesses why the expanded partnership enhances Microsoft Azure’s competitive prospects across the operator and enterprise realms, coming on the heels of winning AT&T’s 5G mobile business, and how both companies are better positioned to drive organization-wide digital transformation on a vertical-specific basis.
With yet another acquisition, this time Bluetab, IBM is clearly tripling down on building its cloud services business. Futurum’s Steven Dickens provides his analysis on the spending spree IBM is on to build a post Kyndryl services business that can support the company’s ambitions in hybrid cloud. A pattern is emerging in the acquisition strategy of IBM in the services business to focus on the deployment of hybrid cloud solutions.
Futurum Research Senior Analyst, Steven Dickens provides his take on developments coming out of VDI vendor Nerdio. As remote work accelerates the need for increased deployment of remote desktops, VDI has exploded. Nerdio is hyper focused on the issues around the deployment of VDI architectures either within MSP’s looking to service the SMB marketplace or large enterprises looking to manage their desktop fleet.
In this new episode of the Futurum Tech Podcast – Interview Series, Futurum co-founder Daniel Newman talks with SAP’s Craig Kindleman and Intel’s Noe Garcia about the changes we are seeing in the oil and gas industry and the technologies and strategies that can make a difference.
In this episode of the Futurum Tech Webcast, analysts Daniel Newman, Shelly Kramer, and Fred McClimans discuss the reports of Intel Corp being in talks to buy semiconductor manufacturer Global Foundries for about $30 billion. There’s no doubt the silicon industry is in the midst of a crisis — limited fab capabilities and supply chain disruptions (due to trade conflicts and the ongoing pandemic) have impacted chip companies, their customers, and end consumers the world over. Would an acquisition of this nature rock the chip industry or make it better? What are the potential hurdles? Would it ever actually happen?
Futurum analyst Steven Dickens provides his take on the first set of earnings announcements from SUSE as a public company. With SUSE having recently acquired Rancher Labs and IPO’ing the business in May, this first set of numbers was crucial to the market sentiment around this open source leader. SUSE showed strong growth and positive signals across all areas of the business, including Cloud adoption.
Amazon and Facebook have filed petitions asking for the recusal of FTC Chair Lina Khan from cases in which the company's are involved.
In this new episode of the Futurum Tech Webcast – Interview Series, Futurum co-founder Daniel Newman talks with Poly CEO Dave Shull about the future of the pro-grade tech market.
In this new episode of the Futurum Tech Podcast – Interview Series, Futurum co-founder Daniel Newman talks with SAP’s Leslie Casson Stevens and Intel’s Darren Pulsipher about the changes we are seeing in the public sector and the technologies and strategies that can make a difference.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including Microsoft losing the JEDI contract, President Biden's new order focusing on Big Tech, HPE acquires Ampool and more topics you won't want to miss.

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