Technology Insights

The Futurum Group’s analysts cover a myriad of technologies across the technological landscape. Here you can narrow down our insights by technology category. If you prefer to filter by industry vertical, you can do that here.

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Oracle Is Disrupting the Public Cloud On-Premises Market With a True, Purpose-Built Extension of the Cloud to the Customer’s Premises
The Futurum Group’s Ron Westfall and Steven Dickens share their insights on the Oracle Compute Cloud@Customer launch, propelling OCI as a formidable contender in the distributed cloud domain, and mounting an enduring challenge to AWS, GCP, and Azure.
The impact of key CSP CapEx spending expectations in the U.S. plus China and Europe
The Futurum Group analysts Ron Westfall and Todd R. Weiss share a Communications Service Provider CapEx snapshot by looking at AT&T, T-Mobile, and Verizon CapEx trends for the rest of 2023 and implications for the 5G U.S. market as well as the CapEx trend for key CSPs in China and Europe.
T-Mobile has started rolling out four-carrier aggregation for customers, boosting speeds on its 5G SA network
The Futurum Group’s Ron Westfall and Todd Weiss examine T-Mobile’s new 5G four-carrier aggregation capabilities, which allows it to combine multiple 5G channels, or carriers, to deliver greater speed and performance as well as the benefits customers can gain from the new capabilities, particularly for 5G SA environments, as well as the competitive implications for the U.S. mobile network operator market.
T-Mobile, AT&T, and Verizon all showed positive takeaways from Q2 2023 earnings
The Futurum Group’s Ron Westfall and Todd Weiss assess the recent Q2 earnings reports from the Big Three U.S. mobile operators, AT&T, T-Mobile, and Verizon, and their implications for the 5G ecosystem.
Toolkit Streamlines Gen AI Elements for Developers
Mark Beccue, Research Director at The Futurum Group, examines the announcement of NVIDIA AI Workbench, a toolkit designed to streamline the generative AI application building process for developers, and a move that is intended to accelerate the AI market.
Nokia Partners With Sanmina Corporation To Manufacture Products in the US At the Sanmina Pleasant Prairie Facility in Kenosha County, Wisconsin
The Futurum Group’s Ron Westfall assesses why Nokia’s manufacturing partnership with Sanmina swiftly bolsters its channel presence and market credibility for US fiber builds financed by the BEAD program, especially toward meeting the society-wide national goal of bridging the digital divide across unserved and underserved communities.
Partnership Promises Data Flow To Support Both Agents and Customers; Medallia Makes It Clear They Are No Newcomer To AI in Experience Management
Sherril Hanson, Senior Analyst at The Futurum Group shares her insights on two recent Medallia announcements, including the company’s reveal that its sizeable financial investments in AI over the past 2 years has yielded strong results, with more than 1 million weekly active AI users on its platform.
Under New Terms of Service, Zoom Clarifies That Customers Can Opt Out of Sharing Data and Still Have Advanced AI Features
Craig Durr, Senior Analyst at The Futurum Group, shares his insights on Zoom's recent updates to its terms of service and the confusion they have caused in the market regarding the training of Zoom’s AI features The note examines the different types of data that Zoom collects, how it is used to train AI features, and how Zoom's terms of service compare to those of other SaaS companies.
GlobalFoundries Q2 2023 Earnings Proved Solid, Particularly as China and Other Recessionary Concerns Loom
The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q2 2023 results show it is primed for growth with both broad geographic manufacturing capabilities and process specialization across important legacy nodes.
Teradata Also Beat Q2 Analyst Revenue Estimates of $445 Million
Senior Analyst Todd R. Weiss of The Futurum Group shares his insights as Teradata revenue for Q2 2023 reaches $462 million, up 7% from $430 million YoY. The multi-cloud enterprise data analytics vendor beat analyst estimates of $445 million for its Q2 revenue.
The Six Five team discusses Lattice Semiconductor's latest earnings release.

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