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On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech new stories that made headlines this week including earnings reports from Salesforce, NVIDIA, Twilio, Pure Storage, Dell Technologies, and HP, and a quick review of HP’s HyperX acquisition.
HPE is in a distinct position to upset the competitive balance in the open 5G space, including the Open RAN market segment. Futurum’s Ron Westfall discusses the specifics of the launch of HPE’s Open RAN Solution Stack and the fact that he believes it poses a serious competitive challenge to Open RAN specialists, as well as sets the stage for HPE to duel long-term with the incumbent RAN and mobile infrastructure players in determining the destination of the overall Open 5G ecosystem. Factor in HPE assets such as the formation of HPE CTG, HPE GreenLake/Ezmeral, and HPE 5G Core Stack, HPE is now in a strong position to become a prime influencer across the entire 5G ecosystem.
Salesforce finished its year delivering 20% growth for the quarter and 24% for the year. Going forward it anticipates similar growth in FY 21
Riding high on the growth in demand for PCs, Dell Technologies was able to deliver a record top and bottom line year in 2020.
NVIDIA capped off a strong fiscal 2021 with record revenue and earnings despite global chip shortages and economic headwinds.
Futurum’s Olivier Blanchard on Apple’s search for automotive LiDAR supplier fueling new rumors about Project Titan. While it may make more sense for Apple to stay in its consumer electronics lane, where it could focus on building a first rate Smart Home ecosystem to displace Alphabet and Amazon, and make XR cool enough to displace Microsoft, Oculus (Facebook), and potentially other consumer electronic giants like Samsung, Sony, HTC, and more, the real flex play for Apple this decade, its boldest hard swing for the fences, lies in entering the automotive market to take on Tesla.
Alphabet released cloud results for the first time. What's clear is that it isn't a shoo-in for No. 3 in the cloud business.
Apple M1 vulnerability "Silver Sparrow" has opened discussions as to the M1 and Apple's security risks as it moves to homegrown chips.
Companies around the world are dealing with not just digital transformation and growing customer expectations, but the continued pandemic, decreased budgets, and changing customer priorities.
Juniper’s debut of Paragon Automation demonstrates the ability to execute on its Experience-First Networking strategy. The formation of Paragon Automation indicates Juniper has the blueprint to bolster its portfolio through a well-executed acquisition strategy that most recently includes 128T and Apstra.
Futurum’s Ron Westfall views the formation of Juniper Paragon Automation as boding well for Juniper’s prospects in further assimilating its 128T assets to make deeper inroads into the AI-driven enterprise realm as well as successfully integrating its Apstra assets to alter the competitive dynamics within the automated cloud DC realm. Through Paragon Automation, Juniper is ready to win new mind share and move the needle across the automated WAN, AI-driven enterprise, and automated cloud DC market realms.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech new stories that made headlines this week including updates from NVIDIA, Qualcomm, and Amazon, a comparison of M1 Macbooks and Intel Evo notebooks, the news payment standoff in Australia, and the impact of the Texas weather on tech companies.
Microsoft finally optimizing its unified Office mobile app for Apple’s iPad devices isn’t just great news for iPad users – it’s also a clear signal from Microsoft that it intends to be more proactive about servicing segments of its ecosystem that may have, until now, been under-prioritized. Microsoft has also designed for specific segments of the Office User ecosystem, which is impressive. This ability to understand the user preferences and nuances involved in these unique segments of its ecosystem makes it clear that Microsoft has spent time and resources learning what these users’ needs are and that it has developed solutions so as to best to meet them.
