Futurum’s Daniel Newman and Fred McClimans break down first quarter results for fiscal 2022 from Dell Technologies. Dell delivered both record revenue and adjusted earnings above consensus estimates.
Cloudera Will Go Private in a Private Equity Deal Valued at $5.3 Billion
Cloudera, in a $5.3 billion deal is going private, which should provide the company runway to focus on innovation and shifting cloud demand.
Salesforce Kicks Off Its Fiscal 2022 Campaign With a Big Q1
Salesforce continued its FY 21 momentum with a strong first quarter for its fiscal 2022 campaign touting growth in Tableau and MuleSoft.
Microsoft Build Updates: Power Platform, Power FX, and Azure Synapse Link
Recently Microsoft published it’s Book of News at Microsoft Build. It’s an annual guide to upgrades and enhancements that were announced at the event. These spanned the entire Microsoft developer platform including Visual Studio, GitHub, Microsoft Azure, Power Platform, Windows, and Microsoft 365.
Apple’s Privacy Updates Push CMOs Into A Cookie-Less World
Apple’s changes to its opt-in policy is shifting the landscape of tracking users and leveraging 3rd party data. This shift means CMOs have a big task in front of them to continue to deliver best of class customer experiences.
Oracle Cloud Infrastructure Exercises the Right to Bear Arm
Oracle unveiled its first Arm-based compute offering OCI Ampere A1 Compute, aiming to guide the porting of open source projects to Arm technology for price-performance and efficiency gains. Futurum’s Ron Westfall analyzes why the Arm architecture is gaining a broader presence across data center server processor architectures, how OCI attains competitive differentiation through the new platform, and why OCI’s main rivals need to counter the move.
All Eyes are on Semiconductor Companies Amid Chip Shortage — Investors Should be Looking at These Four Lesser-known Names
Applied Materials and Micron Technology are among a quartet of companies that fly under the radar where semiconductors are concerned.
NVIDIA Keeps Its Record Breaking Run in its Fiscal Q1
NVIDIA followed up back to back record-breaking quarters with a third taking its datacenter and gaming numbers to new high on demand for AI and Gaming.
Microsoft Provides Developers New Tools For a Better Teams Experience
This year at Microsoft Build, the company provided a series of new tools to enable developers to deliver a better Microsoft Teams experience.
Nokia Smartens Up Mobile Site Design with Digital Twin Technology
Nokia showcases how application of digital twin technology, in combination with AI/ML engines, can streamlines 5G site deployments. Futurum’s Ron Westfall explore how Nokia’s application of digital twin technology to intelligent site engineering counters the digital twinning moves of key mobile networking rivals Huawei and Ericsson as well as a potential alliance with NVIDIA can further strengthen its mobile and digital twin ecosystem credentials.