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 Historic Q3 Delivers Record Breaking Performance
The News: Dell Technologies reported 3rd quarter results for fiscal 2022 after the market closed on November 23, 2021, delivering both record revenue and profitability. Here’s a quick breakdown of the headline numbers: Second quarter revenue record of $28.4B, up 21%, Operating income was a third quarter record of $1.3 billion, a 19% increase over the same period the prior …
ServiceNow Acquires DotWalk with Aims to Speed up Platform Upgrades
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.
Why MediaTek’s New Dimensity 9000 May Not Be a Legitimate Premium Mobile Chipset After All
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.
Zoom’s Q3 Results Solid, But the Market Clearly Wants More
Zoom reported better-than-expected quarterly earnings, 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.
Cisco’s Q1 FY2022 Shows a Positive Trend
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.
Amazon Trains Drivers and Transport Employees in Effort to Fight Human Trafficking
Futurum lead analyst Shelly Kramer weighs in on Amazon’s commitment to train drivers and transport employees, and other strategic partnerships the company has forged, in an effort to help combat human trafficking and modern slavery and forced labor.
Lucid Stock Soars Eclipsing Auto Giants GM and Ford
Lucid Group stock soared to new heights recently, closing out the day with a market cap higher than General Motors and Ford. Futurum’s lead analyst Shelly Kramer explores what this means for the future of EV production and the auto industry as a whole.
NVIDIA GTC 2021: Cloudera and NVIDIA Expand Partnership, Look to RAPIDly Advance Data Scientist Adoption of GPUs
Cloudera and NVIDIA are now offering RAPIDS Edition ML Runtimes to make it simpler for data scientists to use Cloudera Machine Learning to work with NVIDIA GPUs, bypassing the impediments of needing to configure CUDA drivers and library dependencies. Futurum’s Ron Westfall delves into how the augmented Cloudera NVIDIA alliance could expand data science community adoption of running more data science pipelines on NVIDIA GPU infrastructure to improve their data-driven operations over CPU implementations, particularly for massive cloud data workload applications and scaling out for large processes.
Qualcomm’s Fiscal Wraps Q4 With Strong Growth Across its Segments
Qualcomm stock rose more than 6% at one point in extended trading Wednesday after the company reported its fiscal fourth-quarter earnings, which exceeded analyst expectations. Futurum’s principal analyst Daniel Newman dives into the results and expectations for Q1.