Futurum Research senior analyst Steven Dickens provides his take on the financial impact that the launch of IBM z16, a new mainframe, will have on the wider IBM. IBM is a different company from when the last mainframe was launched, and the new system has the opportunity to further drive the company’s growth trajectory in the coming quarters.
Red Hat Lowers Barrier to AI Adoption and Updates Core OpenShift Platform
Futurum’s Steven Dickens provides his take on the recent announcements from Red Hat. As the Kubernetes landscape becomes ever more competitive, Red Hat strengthens its partnership with industry leader NVIDIA to reduce the barriers to adoption of AI and ML workloads. Dickens also covers Red Hat’s announcements of core updates to OpenShift 4.10.
SUSE Announces Solid Q1 Earnings and Updates on Rancher Growth — Are They Becoming an Acquisition Target?
Futurum analyst Steven Dickens provides his take on the recently announced Q1 earnings from SUSE. With SUSE having recently acquired Rancher Labs and NeuVector, this set of numbers goes a long way toward demonstrating proficiencies on both execution and growth. What’s ahead? SUSE’s continued growth may well make the company show up on the radar of mega-cap IT titans as they look to add growth to the mix and freshen up their approach to hybrid cloud.
SiFive Raises Series F, Sells Core Assets, Reaches Multi-Billion Dollar Valuation
Futurum’s Daniel Newman and Steven Dickens provide their take on the recent announcements from SiFive. As the geopolitical landscape becomes ever more dynamic and supply constraints impact the semiconductor space, SiFive has made strategic moves to position itself as a credible open-source powered alternative to the established incumbents.
Breaking Down President Biden’s Executive Order Focused on the Crypto Sector
Futurum’s Steven Dickens provide this take on the recent Biden Administration Executive Order focused on crypto. As the geopolitical landscape becomes ever more dynamic, the role of cryptocurrencies and DeFi has been thrust into the spotlight. In a much-anticipated move, it appears the U.S. President is keen to explore a digital dollar and better understand the role and impact of non-sovereign digital currencies such as Bitcoin.
Cisco Pivots to Software and Posts Solid Q2 Results
Futurum principal analyst Daniel Newman provides his take on the Q2 earnings of Cisco. Under Chuck Robbins’ leadership, the company is making a strategic pivot to become a more software-focused company and this set of numbers is an indicator of the success of this mission. Newman explores the fundamentals of the business and looks beyond the Splunk acquisition rumors and what’s ahead.
IBM Z Launches on IBM Cloud Simplifying Hybrid Cloud App Modernization
Futurum’s Steven Dickens provides his take on the latest announcements this week from IBM’s mainframe team. With the IBM Z team bringing to market the capability for customers to develop and test z/OS workloads to the IBM Cloud, Dickens examines the wider competitive landscape and the implications for IBM’s overall cloud growth.
IBM Refreshes Storage Portfolio and Brings Enhanced Security Features to the FlashSystem Line
Futurum analyst Steven Dickens provides his take on the recently announced updates to IBM’s Storage Portfolio. With IBM rightly focused on addressing the burgeoning requirements for enhanced security of data the company launches the Cyber Vault solution across the FlashSysetm portfolio and also delivers a raft of other updates to the portfolio.
Twilio Sees Revenue Accelerate in Q4, Edges Closer to Profitability
Twilio has released the financial results for its fourth quarter and full-year ending December 31, 2021, delivering strong earnings. Futurum’s Daniel Newman and Steven Dickens provide insights into how the company did and what to expect going forward.
SUSE Announces Full Year ’21 Earnings and Q4 Results — Busy Year Ends in Solid Performance
Futurum analyst Steven Dickens provides his take on the recently announced Q4 and full year 2021 earnings from SUSE. With SUSE having had a busy year with the acquisitions of NeuVector and Rancher Labs, the company had a lot to digest. SUSE showed strong growth and positive signals across all areas of the business, including hyperscaler cloud adoption, and continued to demonstrate that the company’s strategic investments in marketing and sales execution are paying off.