This week Microsoft acquired a small but strategic company, Peer 5, to address the growing demand for live video streaming in Teams.
Oracle MySQL HeatWave Melts Snowflake with Unparalleled Price and Performance Advantages
Oracle introduces MySQL HeatWave immediately providing the extensive automation, unparalleled performance, scalability, lower costs, and blended OLTP/OLAP workload optimization advantages that completely snow under any Snowflake database service offering. Futurum’s Ron Westfall examines why MySQL HeatWave compares so favorably against Snowflake across key performance and price/performance metrics that gives Oracle a virtually insurmountable competitive edge.
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.
Square Announces Afterpay Acquisition, Potentially Disrupting Everyone
Futurum Research Senior Analyst, Steven Dickens provides his take on payments provider Square’s acquisition of Buy-Now-Pay-Later leader Afterpay. With the landscape for payments and fintech being disrupted daily, this acquisition will disrupt everyone from the credit card providers, to banks, as well as the wider digital payments landscape.
Cisco Launches Vidcast, a New Video Solution to Increase Flexibility and Productivity in the Workplace
Futurum lead analyst Shelly Kramer covers Cisco’s launch of Vidcast, a new video solution that’s squarely aimed at increasing both flexibility and productivity, and making team collaboration even easier, and better, than ever. Vidcast is the first innovation to come out of Webex Leap, an accelerator program also launched this last week, designed to drive ideas and bring products to the Webex Suite faster. Here’s why getting on that Vidcast beta wait list might need to be on your to-do list.
Teradata’s Earnings, Pivot to as-a-Service, and the Road Ahead
Futurum Research Senior Analyst, Steven Dickens provides his take on Q2 earnings from industry veteran Teradata. In a congested market with formidable competitors, Teradata is making a pivot from on-premises deployments to a hybrid cloud model. Can they make the pivot quickly enough to remain a market leader?
Marvell Ups Its Cloud Data Center Game with $1.1 Billion Acquisition of Innovium
Marvell buys Innovium for $1.1 billion swiftly adding Innovium’s cloud-scale date center semiconductor assets to augment its overall Ethernet switch semiconductor portfolio. Futurum’s Ron Westfall examines why the Marvell’s acquisition of Innovium strengthens Marvell’s competitive hand in the Ethernet switching chip market segment and channel presence in meeting burgeoning hyperscaler demand for high-speed cloud scale networking capabilities.
Plus Completes Driverless Semi Truck Demonstration on Public Roads
Plus (formerly Plus.ai) completed a driverless semi demonstration in China with zero remote or in-cabin human intervention.
Red Hat Partners with Nutanix to Put Squeeze on VMware
Futurum’s Steven Dickens provides his take on news of the partnership between Red Hat and HCI provider Nutanix and what this might mean for the increasingly complex cloud landscape. This partnership looks to bring choice and deployment simplification to the company’s respective customers.
Rakuten’s Acquisition of Altiostar is a 5G Game Changer
Rakuten acquires Altiostar for $1 billion in a bid to accelerate global deployment and adoption of cloud native open and interoperable mobile infrastructure, especially open, virtual RAN technology. Futurum’s Ron Westfall examines why the Rakuten’s acquisition of Altiostar provides a massive boost to the Open RAN cause, alters the competitive mix across the entire 5G landscape, and provides a template for CSPs serious about fulfilling their Open 5G mission.