The News: Salesforce shares rose as much as 3% in extended trading on Wednesday after the enterprise software maker reported fiscal second-quarter earnings and forward guidance that exceeded analysts’ estimates. Here’s how the company did: Earnings: $1.48 per share, adjusted, vs. 92 cents per share as expected by analysts, according to Refinitiv. Revenue: $6.34 billion, vs. $6.24 billion as expected by analysts, according …
Google Cloud’s BeyondCorp Enterprise Zero Trust Enhancements Are Designed to Boost Customer Trust
Google Cloud introduced three new BeyondCorp Enterprise features designed to fortify customer zero-trust capabilities including providing their users with simple and secure access to key applications. Futurum’s Ron Westfall examines why the new features align with meeting growing ecosystem demand for zero-trust, can help drive SASE adoption, and strengthens Google Cloud’s competitive hand against rivals such as HPE GreenLake and Azure as well as especially AWS.
GlobalFoundries files for an IPO, But Don’t Rule Intel Out Just Yet
Futurum Research Principal Analyst, Daniel Newman provides his take on news coming out of GlobalFoundries today about the company’s plans to IPO as early as later this year. As the saga continues with chip shortages and bifurcation of global supply chains, the twists and turns of big tech mergers and acquisitions play out in the mainstream media. Today’s news about the GlobalFoundries IPO is just another chapter in the story.
AWS Advances Amazon EC2 with new Xeon-powered Amazon EC2 M6i Instances
AWS announced the availability of new general-purpose Amazon EC2 M6i instances that offer up to 15% improvement in price/performance in comparison to fifth-generation instances. Futurum’s Ron Westfall examines why expanding the sixth-generation offerings to include x86 instances strengthens the overall Gravitron2 processor proposition, bolsters AWS’ supply chain stability, and advances Amazon’s overall sustainability & ESG goals as well as boost the competitive edge AWS has over Azure and Google Cloud in the custom silicon realm.
What is Really Going on With CentOS Stream?
Futurum Research Senior Analyst, Steven Dickens provides his take on what is really going on with CentOS Stream. After a rocky last eight months and lots of loud voices in the community calling for Red Hat’s head, I got the chance to get an inside track on what is really going on with CentOS Stream, and I was impressed with the hard work of community governance that is going on.
Microsoft Boosts Competitive Health of Microsoft Cloud for Healthcare with Azure Healthcare APIs
Microsoft Cloud for Healthcare expanded its health data services to enable the exchange of multiple data types in the FHIR format, branding the new capability Azure Healthcare APIs. Futurum’s Ron Westfall examines why Azure Healthcare APIs meets growing demand across the healthcare and life sciences fields for unified data that generates a consummate patient record with real-time data, collected and persisted in a consistent way according to common health data standards across multiple types of health data. Moreover, the new offering enables Microsoft to preserve its time to market advantages over key rivals AWS and Google Cloud in delivering FHIR support capabilities and Healthcare API innovations.
HPE GreenLake Organizational and Leadership Changes Announced This Week Clearly Raises the HPE GreenLake Tide
HPE President and CEO Antonio Neri unveiled new HPE GreenLake organizational and leadership changes all targeted at making further inroads into the hybrid cloud space. Futurum’s Ron Westfall explores why the new HPE GreenLake changes, such as the formation of the HPE GreenLake Platform Development team, the HPE GreenLake Cloud Service Services group, SRE and Cloud Services Operations teams, all strengthen HPE’s hand in competing against hyperscalers AWS, Azure, and Google Cloud as well as enterprise-savvy cloud players IBM/RedHat, VMware, and Oracle.
Cisco Wraps Fiscal 2021 With Strong Growth and Optimistic Guidance
Cisco had its strongest quarter of Fiscal 2021 with 8% growth while guiding to what should be a strong FY 2022.
NVIDIA Continues its Record Breaking Run With a Huge Q2 Result
NVIDIA continued its spree of record-breaking quarters in its Fiscal Q2 delivering high growth across the board led by gaming and datacenter.
T‑Mobile’s Massive Data Breach Impacts 100 Million+ T-Mobile USA Customers
Futurum analysts Steven Dickens and Shelly Kramer take a look at the massive T-Mobile data breach affecting some 100+ million T-Mobile USA customers. Their analysis includes a look at how the news broke, who has claimed responsibility for the attack and why, how an allegedly insecure backup server is the claimed point of entry and where and how customer data is being sold.