Vertical Insights

The Futurum Group’s analysts cover topics from a variety of industry verticals. Here you can narrow down our insights by industry or vertical. If you prefer to filter by specific technologies, you can do that here.

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Qualcomm saw its stock sell off despite posting a massive YoY growth in its fiscal first quarter with 5G, Automotive and RF leading the way.
Amazon broke $100 Billion in revenue in its 4th quarter, nearly doubling expectations for EPS, but Bezos' announced departure steals the day.
Microsoft Azure Quantum is now available for public preview allowing developers and researchers in all industries to experiment with the quantum computing platform. The preview is to help launch the quantum computing service as well as spur innovation in a variety of fields.
Poly announced a new line of personal collaboration tools along with new services to deepen its hybrid and remote work offerings.
Honeywell is investing in a new series of partnerships to accelerate the deployment of Covid-19 Vaccinations in the Charlotte area.
Cisco’s new Catalyst products, aimed at seeding 5G and SASE across the WAN edge, bolster its competitive prospects in the SD-WAN/SASE market segment and the WAN Edge realm against formidable foes such as VMware, Fortinet, Versa, HPE, and Juniper. The move also boosts industry awareness of the company’s pivotal role in accelerating 5G adoption across enterprise environments. Futurum’s Ron Westfall covers why that’s a smart, strategic move.
In this episode of the Futurum Tech Webcast, analysts Shelly Kramer and Olivier Blanchard explore the role that chips play in everything from mobile devices to the automotive industry. They touch on Honor’s recently announced partnerships with chipmakers and what’s likely ahead there (and the role we suspect Qualcomm might play). They explored news out of Qualcomm’s two-day Automotive Redefined: Technology Showcase 2021 and what we see happening with regard to Qualcomm’s Automotive sector strategy. And they wound up the last part of the show exploring the very real issue of supply chain as it relates to semiconductors, what is causing the current global chip shortage, and how that is impacting the Automotive industry.
Google is the colossus in the worldwide search engine market segment and possesses the market might to stare down regulators in places like Australia. Rivals, such as Bing, DuckDuckGo, and Yahoo, now have a distinct opportunity to take advantage of Google’s ongoing tilt Down Under to elevate market awareness, including especially among government decision makers, that they are compelling alternatives to Google. Even if Google and Australia’s government eventually come to an agreement on a compensation model for the country’s publishing industry, rivals need to remind the market and government authorities Google’s threats could arise again in their other potential initiatives to defend various industry verticals. Now is a good time to rev up the marketing engines in the search engine competitive landscape.
Honeywell capped off a challenging 2020 year with another outperformance heavily influenced by its diversification and tech pivot.
Juniper closed out its 4th quarter beating top and bottom line expectations on strong demand for networking expected to carry over to 2021.

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