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Coherent Sees Strong Q4 Growth in AI-Driven Datacom and OLED Markets, Bolstered by Strategic Innovation and Robust Product Demand
Ron Westfall, Research Director at The Futurum Group, shares insights on Coherent Corp.’s Q4 2024 financial results, highlighting the company’s strategic growth in AI-driven Datacom transceivers and OLED markets. Discover how these factors influenced Coherent’s performance.
Steven Dickens emphasizes that the recent Google antitrust ruling could signal a pivotal shift in how regulators approach big tech companies, potentially leading to more aggressive enforcement actions across the industry. They suggest that this case, along with ongoing investigations into companies such as Apple and Meta, could reshape the competitive landscape and set new precedents for digital market regulation.
Acquisition Will Strengthen Cloud-Based Security Offerings for DNS and DDoS
Dr. Bob Sutor of The Futurum Group examines DigiCert’s planned acquisition of Vercara. He looks at the security capabilities in the new, expanded portfolio. For good measure, Bob discusses DigiCert’s post-quantum cryptography activities in light of the new standards from the US National Institute of Standards and Technology (NIST).
Google’s Pixel 9 Launch Drops Hints About How Google Intends to Use its Hybrid AI Strategy to Disrupt Apple’s Market Share in Mobile
The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt Apple's mobile market share.
Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.
Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insight on Twilio's Second Annual SIGNAL event.
SiFive RISC-V Chip Targets Data Centers, Vehicles, and Embedded Systems
Dr. Bob Sutor and Steven Dickens of The Futurum Group examine the strategic significance of SiFive’s new P870-D processor in addressing the growing demand for scalable, power-efficient solutions in AI-driven data centers. The analysts note that SiFive’s focus on flexibility and industry-standard protocols positions the company to compete effectively in the evolving landscape dominated by traditional players such as AMD and Intel.
Paul Nashawaty of The Futurum Group examines the recent announcement of HPE acquisition of Morpheus Data
Arrcus Gains $30 Million Investment with NVIDIA Chipping In, T-Mobile Seeks Reduction in 5G Laptop and FWA Barriers, and Ericsson Sees Differentiated 5G Ahead
Guy Shanny, Global Data Security Leader, and Matthew Shriner share their insights on the crucial task of securing AI against emerging threats, showcasing IBM and Polar Security's innovative approaches.
Cisco Q4 and FY 2024 Results Included Robust FY 2024 Gross Margins and Greater Q4 Portfolio Focus on AI, Security, and Cloud to Pave 2025 Return to Growth
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 2024 and FY 2024 results and why Cisco’s portfolio consolidations focused its AI, security, and cloud capabilities pave the way to better capitalize on the AI megatrend and organization-wide security and cloud implementations.
In this episode of Infrastructure Matters, we delve into the Future of Memory and Storage Summit, discussing advancements in AI-related memory technology and Intel's ongoing challenges. We also highlight Palantir's commercial growth and Cloudera's role in data management for AI, while underscoring efforts to support women in the tech industry through the SuperWomen of FMS initiative.
Kristian Dell'Orso, Vice President at Flexera, joins Paul Nashawaty to share insights on the journey towards becoming an SRE-driven organization, emphasizing the shift from SLAs to SLOs and its profound impact on reliability and customer satisfaction in partnership with Nobl9.
