DZS launched the DZS Helix Edge Access portfolio that showcase carrier-grade edge access solutions ready to leverage DZS Cloud Service Management Intelligence and Orchestration to deliver an augmented broadband experience and improved operational efficiencies. Futurum’s Ron Westfall examines why the Helix Edge Access portfolio strengthens the overall competitiveness of DZS, especially in competing against major rivals ADTRAN and Calix, and the key role DZS Cloud can play in shepherding CSP migration toward software-centric networks and powering adoption of intelligent edge capabilities.
Contentful Secures $175 Million in Series F Round of Funding
Contentful raised $175 million in its Series F as its unique approach to CMS gains momentum taking its valuation above $3 billion.
Qualcomm Blows Past Estimates on 5G and Growth Plays
Qualcomm delivered an outstanding Q3 result on the strength of 5G and its investments in IoT, Automotive, and RFFE all paying off.
Tech Outperforms This Quarter Led by AMD, Apple, Microsoft, Alphabet
Tech names AMD, Apple, Google, and Microsoft all saw their results significantly outperform guidance and expectations this week.
New Futurum Research Report: Why Intel’s Portfolio Key to Powering Ecosystem-wide 5G Innovation
In our research paper “Intel: 5G Trailblazer Powering 5G Ecosystem-wide Innovation”, we conclude that operator 5G decision makers must prioritize considering Intel as their primary trusted advisor in driving their 5G network journeys, since Intel provides the extensive portfolio capabilities and channel expertise (i.e., Intel Network Builders) across the most strategic 5G technology areas, such as network cloudification, 5G edge, 5G core, vRAN, and 5G ecosystem, needed to meet the highest priority 5G business objectives.
36 States Sue Google Over Aggressive Terms As Big Tech Remains In Focus
This summer has seen a wave of antitrust lawsuits and proposed bills targeting Big Tech—and there are no signs of slowing. Google is now the target of 36 states that are suing the company for its aggressive app store terms.
Microsoft Sees Overall Revenue Growth Pass 20% in Q4
Microsoft delivered strong results in its fiscal Q4 with its best YoY growth in three years as Cloud and business app growth remains robust.
Intel Provides its Multi-Year Roadmap Beyond 3nm to 20A
Intel CEO Pat Gelsinger has charted a path to expand Intel’s leadership in both semiconductor design and fabrication, including the new RibbonFET transistor architecture, the PowerVia power delivery system, and a revamped node framework that sets the stage for a shift from Nanometer to Angstrom terminology. Our Futurum analysts break it down and explain why this, and the new Intel Foundry Services (IFS), are key to Intel achieving process performance parity by 2024 and leadership by 2025.
Honeywell Q2 Highlighted by Strong Execution and EPS Expansion
Honeywell saw a strong Q2 result highlighted by building, safety, and materials segments all outperforming as margin increased and EPS grew.
Five9 Announces Updates to Practical AI Solutions for Low-Code Developments for Contact Centers
While it’s been an exciting week for Five9 with news of its impending Zoom acquisition, the company has made some important updates to practical AI solutions for low-code developments for contact centers that are newsworthy as well. Futurum’s Shelly Kramer walks through the updates and provides her analysis here.