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Confluent Q2 2022 Revenue Up 58% to $139M as Growth Continues

In Technology News by Steven DickensLeave a Comment

Futurum senior analyst Steven Dickens provides his take on Confluent’s Q2 earnings. As clients look to innovate and integrate data flows as part of digital transformation efforts, Kafka is playing a significant role. Confluent is providing robust and wide-ranging solutions on top of these open source layers that are gaining traction with customers, especially in the cloud.

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Ericsson, Nokia, and Samsung Do Airtel New 5G Deals in India

In 5G by Ron WestfallLeave a Comment

Futurum’s Ron Westfall assesses how Airtel’s new 5G pacts with Ericsson, Nokia, and Samsung affirm the rising competitive prospects for the trio across the global 5G ecosystem, including especially 5G RAN solutions, due to factors such as Airtel and the India’s entry into the 5G market, the wide-ranging ban on China-made equipment in key markets, and Open RAN’s evolving readiness for prime time 5G deployments.

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Arista Acquires Pluribus Networks to Raise Cloud Networking Proposition to the Next Sphere

In Cloud by Ron WestfallLeave a Comment

Futurum’s Ron Westfall assesses why Arista’s acquisition of Pluribus Networks strengthen its hand in the fast-evolving cloud networking realm, boosts sales & marketing prospects and portfolio differentiation for its Converged Cloud Fabric and new Arista Unified Cloud Fabric proposition, strengthen its NVIDIA relationship, and can help advance adoption and deployment across the NetOps, DevOps, and CloudOps domains of intricate cloud networking environments.

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SUSE’s Innovation Engine Roars: SUSE Rancher Now on IBM zSystems and LinuxONE – New Futurum Research Report

In Technology News by Ron WestfallLeave a Comment

In this research report, Futurum Research explores why the SUSE Rancher solution and SUSE Rancher deployed on IBM zSystems and LinuxONE can deliver on the need for enhanced security, performance, and availability while simplifying IT operations and efficiency as organizations expand their adoption of microservices architectures and use of Kubernetes orchestration to enable DevOps and IT infrastructure teams to accelerate digital transformation initiatives.

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Intel Q2 2022: The Good, The Bad, and the CHIPS Act

In Technology News by Daniel NewmanLeave a Comment

Futurum’s Daniel Newman and Ron Westfall examine Intel’s Q2 2022 financial results including the bad, the good, and the implications of the CHIPs Act passage. Intel’s CCG and DCAI units reported substantial declines that contributed directly to missing consensus outlooks related to its Q2 top-line and bottom-line expectations and revising full-year guidance, however progress in the NEX, AXG, and Mobileye units along with advancement of the CHIPs Act in the U.S. Congress indicate how Intel can mount a much-needed comeback before near-term and long-term.