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Archives: Insights

What Investors are Missing About Qualcomm, an Oft-misunderstood Chip Company
Daniel Newman

What Investors are Missing About Qualcomm, an Oft-misunderstood Chip Company

Qualcomm announces a change in CEO and positions the company for massive revenue and profit growth as the chip maker diversifies.
Daniel Newman

Intel Finishes Year on Record Note, Beating Q4 Estimates

Despite what has been presented as a tumultuous year for Intel, the company delivered record revenue and a strong beat for its 2020 Q4.
Daniel Newman

IBM Delivers Strong Beat on EPS, But Top Line Falls Short for Q4

IBM managed operations strongly yielding an EPS beat despite another soft revenue quarter with Red Hat as its lone bright spot.
Olivier Blanchard
Olivier Blanchard

GSMA Intelligence Report: Mobile Operators May Still be Underestimating the ROI of 5G mmWave Deployments

In the new GSMA Intelligence report published today, it’s clear that mobile operators may still be underestimating the ROI of 5G mmWave deployments. The comprehensive report shows various inflection points where mmWave begins to become profitable in areas where demand for capacity is concentrated (like dense urban areas, large buildings, airports, advanced manufacturing plants, and stadiums), and where 3.5 GHz networks can no longer keep up with demand, with and without the deployment of FWA solutions. Most importantly, the report illustrates that overcoming misconceptions about mmWave’s financial viability faster than other operators may be the ultimate competitive advantage in a maturing 5G economy.
6 Key Themes Driving Headlines At CES 2021
Daniel Newman

6 Key Themes Driving Headlines At CES 2021

There were several key themes that drove headlines throughout this year's CES, which for the first time went fully virtual. Here are six of the key themes and announcements and analysis to back why these themes were so pervasive throughout this year's event.
Daniel Newman

A Diverse Approach to AI has AWS Uniquely Positioned for Growth

Over the past few years, Amazon's AWS has been staunchly focused on building a complete set of tools to deliver AI at scale.
Shelly Kramer

Women In Tech: A Dive into Dell Technologies’ Project APEX with Dell’s Akanksha Mehrotra – Futurum Tech Webcast Interview Series

In this new episode of her Futurum Tech Webcast, Women in Tech Series, Shelly Kramer sits down with Dell Technologies’ Akanksha Mehrotra for a conversation about Dell’s Project APEX, the nuances of the offering, and the trend to everything-as-a-service and end-to-end aaS that we’re starting to see a lot of in the marketplace.
Camberley Bates
Camberley Bates

Gelsinger Waves Farewell – Can VMware Navigate The Course Ahead? – Forbes Blog by John Webster

Daniel Newman

Citrix To Acquire Wrike: Strengthening The Modern Digital Workspace

In a $2.25 Billion move to stratify its modern digital workspace business, Citrix has reached a definitive agreement to acquire Wrike.
Here’s What’s in Store for Marvell Technology, Qualcomm and Other Semiconductor Companies This Year
Daniel Newman

Here’s What’s in Store for Marvell Technology, Qualcomm and Other Semiconductor Companies This Year

Here’s What’s in Store for Marvell Technology, Qualcomm and Other Semiconductor Companies This Year
Olivier Blanchard
Olivier Blanchard

Mobile News from CES: Qualcomm Powers Samsung’s Galaxy S21 Lineup, Featuring the Snapdragon 888 5G Platform

Qualcomm’s Snapdragon 888 5G platform powering the Galaxy S21 lineup confirms Samsung’s focus on remaining leader in premium mobile experiences. It is reassuring to note that Samsung chose not to cut corners by selecting a slightly lower-tiered mobile platform for its S21 lineup. Samsung clearly wants to remain a leading player in the premium Android space and isn’t beyond potentially cutting into its own margins this year to protect its enviable market-share in order to achieve that goal. Equally as important, the biggest winners here are obviously consumers, who will not only enjoy best-in class 5G, Wi-Fi, and Bluetooth connectivity, but also mind-blowing professional quality photo and video features, elite-level mobile gaming, and a long list of true premium mobile experiences no longer guaranteed to be offered by all Samsung competitors. This is also a win for Qualcomm, which gets to showcase its new Snapdragon 888 5G platform in Samsung’s latest Galaxy S-series phones, which are likely to set the standard for the rest of the mobile industry in 2021. Exciting times, to be sure!
Shelly Kramer

The Vaccination Credential Initiative: Oracle, Microsoft, Salesforce and Healthcare Majors Partner to Develop Vaccination Passport

The Vaccination Credential Initiative (VCI) announced Thursday brings together a number of stakeholders including tech giants Oracle, Microsoft, and Salesforce, the Commons Project Foundation, MITRE, along with healthcare major players like Cerner, Epic, Mayo Clinic, CARIN Alliance, Safe Health, Change Healthcare, Evernorth to develop a vaccine “passport” that enables individuals vaccinated for COVID-19 to access their vaccination records in a secure, verifiable, privacy-preserving way.
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