A quick run through of some of this week’s biggest tech stories including NVIDIA, Arm, Oracle Earnings Preview and Apple’s Privacy Woes?
Marvell’s Q1 Earnings Results Are, Well, Pretty Marvelous, In Spite of Everything
Marvell Technology has released its first quarter results for fiscal year 2022, delivering an impressive beat for both revenue of $832 million versus $807 million expected and earnings of $0.29 per share (non-GAAP diluted) versus $$0.27 per share expected. Futurum Research breaks down the numbers and Marvell’s extremely strong guidance for the upcoming quarter.
The Fear Mongering About Amazon Sidewalk is Nothing More Than a Big, Fat Nothing Burger
Futurum’s Daniel Newman takes on the fear mongering that’s dominated the media about Amazon Sidewalk in the simplest of terms: it’s a big, fat nothing burger. Here’s why.
Honeywell and Cambridge Team Up to Form New Vanguard Quantum Company
Honeywell Quantum Solutions and Cambridge Quantum Computing combine to form a new quantum computing company that offers the planet’s highest-performing quantum computer and agile quantum software, including the trailblazing quantum operating system. Futurum’s Daniel Newman examines how Honeywell and Cambridge’s formation of the new quantum compute company establishes a one-stop shop essential to powering quantum innovation and driving the investment required to assure quantum computing’s lasting commercial success.
Why You Need a Customer Data Platform for First-Party Data
Increasing pressure on data privacy is putting more necessity on enterprise CMOs and leaders to facilitate first-party data and CDP solutions will be key to enabling enterprises to unlock customer data and experiences without being intrusive or relying on no longer available third-party data.
C3 AI Finishes Fiscal ’21 at 17% Annual Growth as Q4 Outpaces
C3 AI had a modest overall fiscal year as the AI leader delivered growth of 17% for the year and 26% for Q4 while also touting customer growth.
Big ARR Growth Highlights Robust FY ’22 Q1 for Splunk
Splunk’s first quarter for FY ’22 was highlighted by big growth in ARR, Large Customers and net new logos as revenue grew but EPS lagged.
HPE Sees Strong Q2 Growth Led By XaaS and Edge
HPE saw a big swing to the black as it grew 9% YoY and saw its recurring revenue jump more than 30% showing strength in its strategy.
Zoom Unsurprisingly Delivers Another Triple Digit Growth Quarter
In what has become the norm, Zoom delivered another massive beat to the top and bottom line while adding big to its TTM $100,000 customer base
Dell Delivers Record Revenue for FY 2022
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.