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Zoom, NVIDIA, Dell, All Goes Well, Even When the Market Disagrees. A new episode of Making Markets podcast with host Daniel Newman.
Ericsson enters into agreement for $6.2 billion cash offer to acquire Vonage, a provider of cloud-based communications, propelling Ericsson’s strategy to boost its wireless enterprise channel influence and broaden its global offerings. Futurum’s Ron Westfall assesses why Ericsson’s $6.2 billion acquisition of Vonage can disrupt the crowded CPaaS market segment, spur API-driven 5G/4G innovation across the enterprise wireless realm, and provide the foundation to advance ecosystem-wide open network innovation.
Dell Technologies reported 3rd quarter results for fiscal 2022 after the market closed delivering both record revenue and profitability.
ServiceNow acquired DotWalk, a company that automates testing and upgrades for the Now Platform with the aim of making it easier for customers to stay on top of technology maintenance. Futurum’s lead analyst Daniel Newman breaks down this announcement and what it means for the future of ServiceNow.
Futurum senior analyst Olivier Blanchard examines MediaTek’s claim that its new Dimensity 9000 mobile SOC can compete against Qualcomm’s Snapdragon 888 in the premium tier. In addition to outlining some of the key industry hurdles facing MediaTek in its efforts to finally break into the premium tier, Blanchard outlines critical areas in which Dimensity 9000 appears to fall short of delivering premium mobile experiences for OEMs and their customers, namely modem/connectivity, camera/computer vision, AI, and mobile gaming.
Futurum Research believes that the HPE GreenLake platform is the best solution to meet the growing demand across organizations to balance their workloads across colocation, on-premises, public cloud, and private cloud environments. For many organizations, the cloud journey has proven challenging, and HPE GreenLake with colocation provides the practical capabilities and solutions needed to advance digital transformation, while meeting business outcomes and sustainability goals.
In this episode of The 5G Factor, our weekly webcast focused on all things 5G, analysts Shelly Kramer and Ron Westfall talk news out of Qualcomm’s Investor Day 2021 event, the bipartisan Infrastructure bill and what that means for expanding broadband and 5G connectivity across the nation, as well as data out of the GSMA report: 2021 The Mobile Economy North America and the impact 5G technologies is making and will continue to make moving forward.
Zoom reported better-than-expected quarterly earnings on Monday, while warning investors of a revenue slowdown at the video-chat company as the pandemic comes to an end. Futurum's principal analyst Daniel Newman dives into the Q3 results.
In the conclusion of this three-part series, Futurum Senior Analyst Olivier Blanchard dives deeper into more of Qualcomm’s latest research milestones and how they help expand 5G mmWave deployments, applications, and impact on wide area 5G foundations. Blanchard’s analysis outlines how these over-the-air (OTA) test networks, prototypes, and system simulations help advance 5G research and product development across a breadth of industries. These breakthrough snapshots are especially timely in the wake of the expansive technology roadmap outlined by Qualcomm during its Investor Day presentations just a few days ago and help shed more light on where Qualcomm is with regard to critical R&D milestones.
Cisco announced their Q1 FY2022 and showed a continuation of a positive trend. Futurum's Daniel Newman remains positive on the company’s prospects, and more widely, thinks this bodes well for other industry OEM’s in the months ahead.
New data from the Adobe Digital Economy Index, one of the most comprehensive reports of its kind, shows that consumers are ready to spend big this holiday season, but the delays and backlogs felt across the global supply chain will cause headaches for everyone.
In Part Two of this three-part series, Futurum Senior Analyst Olivier Blanchard dives deeper into four of Qualcomm’s latest research milestones: C-V2X sidelink, Industry 4.0, extended reality (XR), and green networks. Blanchard’s analysis outlines how these over-the-air (OTA) test networks, prototypes, and system simulations help advance 5G research and product development across a breadth of industries. These breakthrough snapshots are especially timely in the wake of the expansive technology roadmap outlined by Qualcomm during its Investor Day presentations just a few days ago and help shed more light on where Qualcomm is with regard to critical R&D milestones.
