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Futurum Research Senior Analyst, Steven Dickens provides his take on the Q2 2021 results for IBM Systems. The headline results on the surface look troubling for Systems, however given the product life cycles of IBM Z and Power, and tough comparisons against Q2 2020, the business did surprisingly well and shows areas of growth and penetration in the marketplace.
IBM posted its best quarter in three years, but its data required a deeper look in between the lines to see where double-digit growth lies.
Who tried to take down Qualcomm? What were they after? Why didn’t they prevail? What does Qualcomm’s resilience mean for the future? These are the questions that Futurum Senior Analyst, Olivier Blanchard, dives into in the second episode of this 3-part series, in which Apple weaponized the courts in an attempt to weaken the value of Qualcomm’s technology portfolio, and Broadcom took advantage of a moment of perceived vulnerability to try and acquire Qualcomm outright. Both Apple and Broadcom would ultimately fail.
What is Radio frequency front end (RFFE), and what part does this critical mobile technology play in delivering advanced RF-Modem systems? These are just the first two answers that Futurum senior analyst Olivier Blanchard answers in this three-part series about how RFFE is already solving the growing engineering complexities of 5G, perhaps chief among them how to elegantly solve mmWave challenges, deliver high performance solutions like Qualcomm’s X65 modem-RF system, and provide high speed, low latency connectivity to mobile devices, vehicles, and IOT devices.
New broke this weekend that Zoom is going horizontal, turning its attention to the contact center, acquiring Five9 for nearly $15 billion.
At its recent Inspire event, Microsoft announced Windows 365 and Cloud PC offering. Futurum’s Shelly Kramer walks through the benefits of the offering and highlights security as one of the most attractive features. For more of her insights, check out the article.
PROS launches new SaaS editions of pricing platform, helping solve some serious challenges in the omnichannel commerce world. Futurum’s Shelly Kramer takes a look at the newest PROS offerings and breaks down how AI-powered price optimization and price configurating for quoting can deliver some serious benefits.
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.

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