Archives: Insights

March 3, 2021

Daniel Newman

Analyst Insight

Honesty, Transparency, and Data Collection: Improving Customer Trust and Loyalty

Some companies are leading the push for better data privacy and are being rewarded with customer loyalty. Here are the standouts you might not have heard about.

Customer Experience, Data Protection, Digital Transformation

March 3, 2021

Olivier Blanchard

Research Note

UK Consumer Advocacy Group Which? Lawsuit Against Qualcomm Seems Doomed Already

Futurum’s Olivier Blanchard discusses UK consumer advocacy group Which?’s lawsuit against Qualcomm and the challenges it faces ahead.

Processors, Semiconductors and Components

March 2, 2021

Daniel Newman

Research Note

HPE Q1 Beats Expectations on Strong Edge and Consumption Revenues

HPE delivered a top and bottom line beat in its first fiscal quarter on the strength of its edge and GreenLake business despite being down YoY

Cloud, Hybrid Cloud, Infrastructure, and Operations

March 2, 2021

Fred McClimans

Research Note

UiPath Hits $35 Billion Post-Money Valuation in Recent Fundraising Round

With its recent fundraising round, RPA giant UiPath has hit a $35 Billion post-money valuation. Futurum’s Fred McClimans walks through the big hits of 2020 for the company, as well as the role the global pandemic has played in the rise in popularity in general for automation software.

Automation, Robotics

March 2, 2021

Daniel Newman

Research Note

The Zoom Boom Continues as Q4 Finishes Well Above Expectations

Zoom significantly outperformed the market in its fiscal Q4 beating estimates on the top and bottom line heading into the new year.

5G, Workplace Collaboration

March 1, 2021

Daniel Newman

Research Note

C3.ai Delivers 19% Top Line Growth in its Fiscal Third Quarter

After going public just 3 months ago, C3.ai is reporting its fiscal third quarter where it grew by 19% top line on growing demand for AI.

5G, AI

March 1, 2021

Shelly Kramer

Research Note

FCC’s Emergency Broadband Benefit Program Addresses Digital Divide with $50 Monthly Internet Subsidy — Sort Of

The FCC’s just announced Emergency Broadband Benefit program addresses the digital divide with a $50 monthly internet subsidy aimed at assisting low-income individuals gaining temporary internet access. Futurum’s Shelly Kramer explores the program, the benefits, and the challenges ahead in this initiative to breach the digital divide in the US.

Digital Transformation

March 1, 2021

Daniel Newman

Six Five Webcast

Tech Stonks and Earnings – 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 Salesforce, NVIDIA, Twilio, Pure Storage, Dell Technologies, and HP, and a quick review of HP’s HyperX acquisition.

High Performance Computing, Processors

February 26, 2021

Ron Westfall

Research Note

HPE Raises the Stacks in the Open RAN Realm

HPE is in a distinct position to upset the competitive balance in the open 5G space, including the Open RAN market segment. Futurum’s Ron Westfall discusses the specifics of the launch of HPE’s Open RAN Solution Stack and the fact that he believes it poses a serious competitive challenge to Open RAN specialists, as well as sets the stage for HPE to duel long-term with the incumbent RAN and mobile infrastructure players in determining the destination of the overall Open 5G ecosystem. Factor in HPE assets such as the formation of HPE CTG, HPE GreenLake/Ezmeral, and HPE 5G Core Stack, HPE is now in a strong position to become a prime influencer across the entire 5G ecosystem.