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Tag: Broadcom

Steven Dickens

VMware Posts Solid Q2 Earnings Ahead of Broadcom Acquisition

Futurum senior analyst Steven Dickens provides his take on the VMware Q2 FY23 earnings and the Broadcom acquisition that is still pending. As customers look to pivot from on-premises virtualization to hybrid cloud operations, VMware is trying to stay their partner of choice. Solid numbers from VMware show the company is making progress ahead of the Broadcom acquisition that should close in 2023.
Daniel Newman

The Main Scoop, Episode 01: z16 The Road Ahead

Welcome to The Main Scoop — a new monthly webcast series done in partnership with Broadcom hosted by Greg Lotko, SVP and GM, Mainframe Software and Daniel Newman, Principal Analyst at Futurum Research. On this first episode they are joined by Christian Jacobi, Fellow, CTO System Architecture and Design zSystems at IBM to discuss the z16 release. Greg and Daniel also discuss The Main Scoop series and what listeners can expect from future episodes.
tweiss@futurumresearch.com

Dell Q1 2023 Revenue Up 16%, Topping Analyst Estimates

Futurum analysts Daniel Newman and Todd R. Weiss review Dell Technologies’ latest Q1 2023 earnings report, which shows a healthy record Q1 revenue jump of 16 percent to $26.1 billion as well as increases in revenue for its critical server and networking and business and consumer PC divisions.
Daniel Newman

Seeking Diversification, Broadcom Reportedly in Talks to Acquire Cloud Service Provider VMware

Futurum’s principal analyst Daniel Newman reacts to breaking news of talks between Broadcom and VMware surrounding a potential acquisition that would have considerable implications for Broadcom as well as the cloud computing and enterprise software spaces.
Steven Dickens

Reimagining Financial Systems

In our latest report, Re-imagining Financial Systems — created in collaboration with Broadcom — we explore the shifting landscape for financial institutions and the benefits of modernizing the mainframe.
Steven Dickens

Futurum Live! From the Show Floor with Broadcom at SHARE Dallas 2022

Futurum Research Senior Analyst and VP of Sales Steven Dickens talks with Michael Daubman, Director of Product Management, Broadcom Mainframe Software at Broadcom, about the company's MRI software and how it gives clients a look at the health of their system.
Steven Dickens

IBM Z Launches on IBM Cloud Simplifying Hybrid Cloud App Modernization

Futurum’s Steven Dickens provides his take on the latest announcements this week from IBM’s mainframe team. With the IBM Z team bringing to market the capability for customers to develop and test z/OS workloads to the IBM Cloud, Dickens examines the wider competitive landscape and the implications for IBM’s overall cloud growth.
Olivier Blanchard
Olivier Blanchard

Part Two of Series: More on 5G RFFE and Why It’s Part of the 5G Puzzle

What is RF Front End (RFFE), and what part does this critical mobile technology play in delivering advanced RF-Modem systems? These are just the first two answers that Futurum senior analyst Olivier Blanchard answers in this three-part series about how RFFE is already solving the growing engineering complexities of 5G, perhaps chief among them how to elegantly solve mmWave challenges, deliver high performance solutions like Qualcomm’s X65 modem-RF system, and provide high speed, low latency connectivity to mobile devices, vehicles, and IOT devices.
Olivier Blanchard
Olivier Blanchard

The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen US Technology Leadership – Part 3

Who tried to take down Qualcomm? What were they after? Why didn’t they prevail? What does Qualcomm’s resilience mean for the future? These are the questions that Futurum Senior Analyst, Olivier Blanchard dives into in the second episode of this 3-part series, in which Apple weaponized the courts in an attempt to weaken the value of Qualcomm’s technology portfolio, and Broadcom took advantage of a moment of perceived vulnerability to try and acquire Qualcomm outright. Both Apple and Broadcom would ultimately fail.
Steven Dickens

Mainframe Ecosystem Mobilizes for Common Good with Congress, Micro Focus, and Broadcom Providing Encouraging News

Futurum’s Steven Dickens provides his take on an interesting week in the mainframe space. Congressman Matt Cartwright (D-PA-08) looks to get support for the Grace Hopper Code for Us Act in the House to fund higher ed training for IT jobs and addressing the shortage of professionals with a background in older coding languages needed to maintain and modernize critical government IT systems. Micro Focus plays a significant role in that initiative, and Broadcom looks to transform the mainframe landscape through Open Source with The Linux Foundation, Open Mainframe Project. Very interesting times ahead for the mainframe industry.
Broadcom Purchasing SAS Would Propel the Company into the Big Leagues
Daniel Newman

Broadcom Purchasing SAS Would Propel the Company into the Big Leagues

A deal to purchase SAS would diversify Broadcom’s prospects as a real player in software, which it has struggled to achieve.
Olivier Blanchard
Olivier Blanchard

The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen U.S. Technology Leadership – Part Two

Who tried to take down Qualcomm? What were they after? Why didn’t they prevail? What does Qualcomm’s resilience mean for the future? These are the questions that Futurum Senior Analyst, Olivier Blanchard, dives into in the second episode of this 3-part series, in which Apple weaponized the courts in an attempt to weaken the value of Qualcomm’s technology portfolio, and Broadcom took advantage of a moment of perceived vulnerability to try and acquire Qualcomm outright. Both Apple and Broadcom would ultimately fail.
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