Marvell delivered its fourth consecutive growth quarter as the company’s focus on cloud, 5G, and automotive are upping demand for its products.
Splunk delivered a strong fiscal Q4 as its IT, Security, and Observability bets and new subscription model continue to pay off.
In a recently announced strategic partnership, the U.S Department of Defense (DoD) will partner with GLOBALFOUNDRIES, one of the world’s leading specialty foundries, to provide a secure and reliable supply of semiconductor solutions that will be manufactured at Fab 8 in Malta, New York., the company’s most advanced manufacturing facility. The DoD’s partnership with GLOBALFOUNDRIES is both about reliability and security and occurring at a time when there is a global semiconductor shortage and whole industries are feeling the pressure. This move to provide the security needed by the Pentagon for its sensitive military and aerospace needs is part of a concerted effort to on-shore U.S. microelectronics capabilities.
Futurum’s Olivier Blanchard discusses UK consumer advocacy group Which?’s lawsuit against Qualcomm and the challenges it faces ahead.
HPE delivered a top and bottom line beat in its first fiscal quarter on the strength of its edge and GreenLake business despite being down YoY.
With its recent fundraising round, RPA giant UiPath has hit a $35 Billion post-money valuation. Futurum’s Fred McClimans walks through the big hits of 2020 for the company, as well as the role the global pandemic has played in the rise in popularity in general for automation software.
HPE is in a distinct position to upset the competitive balance in the open 5G space, including the Open RAN market segment. Futurum’s Ron Westfall discusses the specifics of the launch of HPE’s Open RAN Solution Stack and the fact that he believes it poses a serious competitive challenge to Open RAN specialists, as well as sets the stage for HPE to duel long-term with the incumbent RAN and mobile infrastructure players in determining the destination of the overall Open 5G ecosystem. Factor in HPE assets such as the formation of HPE CTG, HPE GreenLake/Ezmeral, and HPE 5G Core Stack, HPE is now in a strong position to become a prime influencer across the entire 5G ecosystem.
Salesforce finished its year delivering 20% growth for the quarter and 24% for the year. Going forward it anticipates similar growth in FY 21.
Riding high on the growth in demand for PCs, Dell Technologies was able to deliver a record top and bottom line year in 2020.
NVIDIA capped off a strong fiscal 2021 with record revenue and earnings despite global chip shortages and economic headwinds.