Archives: Insights

March 8, 2021

Ron Westfall

Research Note

HPE’s Formation of HPE CTG Validates Organization-wide Commitment to Open 5G Mission

HPE CTG sharpens HPE’s overall Open 5G proposition aimed at the CSP and enterprise realms. HPE CTG offers the broad 5G portfolio, professional services, and telco portfolio pedigree and expertise needed to power ecosystem-wide adoption of open, cloud-native 5G implementations on a secure, confident basis across cloud environments. In combination with in-house resources such as HPE GreenLake/Ezmeral, HPE CTG now has the competitive foundation to consistently differentiate its solutions against both 5G infrastructure suppliers and public cloud providers. I anticipate and look forward to HPE CTG and Open 5G prospects gaining momentum and advancing during the course of 2021.

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

March 8, 2021

Olivier Blanchard

Research Note

Qualcomm’s Snapdragon Insiders Program Launch Puts Snapdragon Brand Front-and-Center

Qualcomm’s Snapdragon Insiders Program puts the Snapdragon brand front and center in a clever initiative that might well make the Snapdragon brand a household name among the hundreds of millions of technology enthusiasts whose devices are already powered by the Snapdragon platform.

5G, Processors

March 6, 2021

Camberley Bates

Analyst Insight

Battle For Cloud Dominance – Who Comes After Jassy At AWS? – Forbes Blog by John Webster

Data Infrastructure

March 5, 2021

Daniel Newman

Six Five Webcast

We Have Ignition – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech new stories that made headlines this week including earnings reports from Zoom, HPE and Marvell, a recap of Zoho Days, and an overview of the announcements from MS Ignite.

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

March 5, 2021

Ron Westfall

Research Note

Marvell Octeon DPU Family Boards the Burgeoning Evenstar Initiative

Marvell enlarges its OpenRAN ecosystem credentials by providing a 4G/5G OpenRAN design for Evenstar. The move boosts its OpenRAN support credibility with both OEMs and operators, which is critical for Marvell to win both mind and market share in the already hotly contested OpenRAN segment. The Evenstar initiative is key to Marvell’s overall competitiveness as the company reported in its Q4 2020 results that its quarterly growth mostly came from its Networking business, which benefitted from accelerating 5G builds and Cloud’s continued strength. The overall growth for the Networking business was 22%. As such, I expect Marvell’s goal to support having Evenstar equipment ready for network operator trials by next year takes on more importance in assuring the company’s long-term competitiveness.

5G, Communications Networks, Digital Transformation

March 5, 2021

Fred McClimans

Research Note

Yac Inc. Raises $7.5M from GGV Capital & Slack for Voice-Based Collaboration

Yac, a provider of voice-based collaboration tools, has raised a new round of investment from GGV Capital and the Slack Fund. Futurum’s Fred McClimans discusses the potential of voice-based messaging as part of enterprise collaboration and why this approach is worth exploring further.

Workplace Collaboration

March 5, 2021

Olivier Blanchard

Research Note

European Smartphone Market Down 14% YoY in 2020, Xiaomi and Oppo Appear To be Gaining on Samsung

The European smartphone market is down 14% year over year in 2020, and Xiaomi and Oppo appear to be gaining on Samsung. Futurum’s Olivier Blanchard takes a look at the numbers, the market, and what’s ahead.

5G, Communications Networks

March 4, 2021

Olivier Blanchard

Research Note

What Voice Assistants Trained to Understand Atypical Speech Mean to The Future of Work

As remote collaboration continues to become the new bedrock of digital collaboration, voice-processing technologies are increasingly embedding themselves in the very platforms that organizations depend on for those types of communications. Improving the accuracy of voice-processing technologies by applying lessons learned from adapting to atypical speech will have significant impact across the board. Futurum’s Olivier Blanchard takes a look at what voice assistants trained to understand atypical speech mean to the future of work as well as a dive into some of the projects currently underway.

Digital Home, Workplace Collaboration

March 4, 2021

Daniel Newman

Research Note

Cloud and 5G Strength Drive Marvell to Four Consecutive Growth Quarters

Marvell delivered its fourth consecutive growth quarter as the company's focus on cloud, 5G, and automotive are upping demand for its products

Semiconductors and Components

March 3, 2021

Daniel Newman

Research Note

Splunk Fiscal Q4 and Full Year Builds on Cloud and ARR Momentum

Splunk delivered a strong fiscal Q4 as its IT, Security, and Observability bets and new subscription model continue to pay off.

Cloud, Hybrid Cloud, Infrastructure, and Operations

March 3, 2021

Shelly Kramer

Research Note

DoD Partners with GLOBALFOUNDRIES to Manufacture Secure Chips

In a recently announced strategic partnership, the U.S Department of Defense (DoD) will partner with GLOBALFOUNDRIES, one of the world’s leading specialty foundries, to provide a secure and reliable supply of semiconductor solutions that will be manufactured at Fab 8 in Malta, New York., the company’s most advanced manufacturing facility. The DoD’s partnership with GLOBALFOUNDRIES is both about reliability and security and occurring at a time when there is a global semiconductor shortage and whole industries are feeling the pressure. This move to provide the security needed by the Pentagon for its sensitive military and aerospace needs is part of a concerted effort to on-shore U.S. microelectronics capabilities.