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Making Markets EP29: Zoom Continues to Grow and Delight Despite Market Gyrations – With CFO Kelly Steckelberg. A new Making Markets episode with Daniel Newman.
Futurum’s principal analyst Daniel Newman discusses the expanded partnership between Qualcomm, BMW, and Arriver, focusing on how this partnership will help Qualcomm further its automotive strategy and ambitions.
Oracle had a tremendous run in 2021 as the company fired on all cylinders and saw material sentiment change as its cloud business found footing surpassing $10 billion a year in run rate revenue. Futurum's principal analyst Daniel Newman dives into the results and his expectations for the company moving forward.
Futurum analyst Michael Diamond discusses key takeaways from Honeywell’s Investor Day, including but not limited to the fact that it’s clear that Honeywell remains laser focused on expanding its share of the market while also diligently ensuring it is operating profitably for its investors.
Marvell enters the data center interconnects market segment to capitalize on expanding AI accelerator and growing networking bandwidth demands across data center environments. Futurum’s Ron Westfall assesses why Marvell’s Alaska A PAM4 DSP family for AECs is meeting an urgent market demand for serial 100G short-reach interconnect solutions and broadens its ability to meet a diverse range of technology demands for customers.
Futurum’s principal analyst Shelly Kramer explores Mitel’s move to subscription-based models for its flagship platforms. She explores the implications of the move for both customers and for Mitel’s bottom line and how this first of what will likely be many offerings fits perfectly into Mitel’s strategy of meeting customers where they are, serving their present needs, and helping to futureproof their organizations moving forward.
Futurum analyst Todd R. Weiss looks at NVIDIA’s acquisition of software-defined storage vendor, Excelero, and what the move will mean for NVIDIA’s technology stack.
Nokia unveils it Liquid Cooling baseband solution that is now available across the latest Nokia AirScale product roster. Futurum’s Ron Westfall delves in how the new solution underscores Nokia’s commitment to advancing its own sustainability and clean energy goals and aligns with the net-zero objectives of key mobile operators as well as gaining a marketing boost from AT&T’s Philadelphia pilot.
Rakuten Symphony acquires Robin.io and makes new alliance moves with Qualcomm, AT&T, Cisco, and Nokia to raise its profile at MWC 2022. Futurum’s Ron Westfall explores how the moves bolster Rakuten Symphony’s influence across the mobile ecosystem and positions the company to advance the buildout of mobile networks underpinned by the principles of open interfaces, virtualization, and interworking.
Futurum analyst Lauren Kirkpatrick explores the Fisker Ocean, an all-electric SUV that made its European debut at MWC 2022. She highlights the sustainably-made features and the company’s overall eco-friendly vision for the future.
At Mobile World Congress 2022, Six Five hosts Daniel Newman and Patrick Moorhead are joined by Masum Mir, Cisco's Vice President and General Manager, and Shaun McCarthy, Cisco's VP, World Wide Sales, MIG. Their conversation centers on Cisco's focus and continued move into private 5G.
Six Five host Patrick Moorhead sits down with Accenture's Syed Alam, Managing Director and Global Lead, Semiconductor Practice, to discuss the company's presence at Mobile World Congress 2022.
