Futurum analysts Daniel Newman and Todd R. Weiss cover Dell Technologies’ Q4 and Full Year Fiscal 2022 earnings. The company again brings in record revenue at $101.2B for the year and shows strong performances across its business units and customer markets.
MWC 2022: Dell Intros New Open Telco Solutions and Works with Marvell to Spur Open RAN
Dell Technologies introduces new telco solutions and services, including Dell Telecom Multi-Cloud Foundation and Dell Open RAN Accelerator, to strengthen the open telecom ecosystem cause and CSP transitions toward open, cloud-native networks. Futurum’s Ron Westfall examines why Dell’s new solutions and services can boost CSP confidence in using distributed server capabilities across multi-cloud architectures, including especially working with Marvell to deliver open, virtualized 5G RAN architectures that are key to accelerating broader open 5G networking.
Five9 Q4 2021 Revenue Hits Record $173.6M, Shows Growing Traction for Cloud Contact Center Services
Futurum’s Daniel Newman and Todd R. Weiss cover Five9 Q4 2021 earnings. The company hits a record $173.6 million, illustrating the growing power of cloud services, especially in the contact center arena.
PSA Certified’s 2022 Security Report Shows Turning Point for IoT Security
Futurum’s principal analyst Shelly Kramer explores PSA Certified’s newly released 2022 Security Report, which showcases a comprehensive measure of industry perceptions and intentions around IoT security. Kramer breaks down key findings and offers insights on how the IoT security might change this year.
Groq Explores Cloud Opportunity, Adds Former Amazon Leader to Board of Directors
Futurum’s principal analyst Daniel Newman breaks down the news of Groq’s appointment of former Amazon leader, Raju Gulabani, to its Board of Directors. Newman also shares insights on what this means for the future of the startup.
MWC 2022: Qualcomm and HPE Prep Virtual Distributed Units for 5G Prime Time
Qualcomm and HPE team up to provide virtual distributed unit technology aimed at lowering operator TCO costs and streamlining vRAN/Open RAN deployments. Futurum’s Ron Westfall explores how the collaboration between Qualcomm and HPE provides the technical differentiators, business relations, and ecosystem influence to help spur Open RAN adoption and put competitive pressure on rivals to up their TCO returns across their RAN portfolios.
T-Mobile Hits 100% Renewable Energy Goal: Boosts Sustainability Credentials of Mobile Industry
T-Mobile fulfilled its ambitious objective of running 100% of its total electricity usage with renewable energy by the end of 2021. Futurum Research senior analyst Ron Westfall assesses why T-Mobile RE100 accomplishment can elevate clean energy considerations in the evaluation of mobile operators, including especially 5G services, aid organizations in their pursuit of ESG goals, and how the milestone puts more competitive pressure on rivals.
WalkMe Q4 Full and Year 2021 Earnings Report Sees Q4 Revenue Increase 37% as Subscription Revenue Rises 39%
Futurum Analysts Shelly Kramer and Todd R. Weiss cover WalkMe’s latest earnings report for Q4 2021 and FY2021, analyzing WalkMe’s results following a pivot to an enterprise focus and how that’s paying off, and sharing insights on what’s likely ahead in this growing market segment for Digital Adoption Platforms.
Cisco Pivots to Software and Posts Solid Q2 Results
Futurum principal analyst Daniel Newman provides his take on the Q2 earnings of Cisco. Under Chuck Robbins’ leadership, the company is making a strategic pivot to become a more software-focused company and this set of numbers is an indicator of the success of this mission. Newman explores the fundamentals of the business and looks beyond the Splunk acquisition rumors and what’s ahead.
Intel Takes Bold Step with $5.4B Acquisition of Tower Semiconductor
Futurum analyst Todd R. Weiss dives into Intel Corp.’s $5.4 billion acquisition of Israeli chip fab Tower Semiconductor and explains how this deal perfectly suits CEO Pat Gelsinger’s vision of the new Intel.