NVIDIA continues to expand its focus and customer value as it rolls out software solutions and service offerings designed to help its customers accelerate their own internal application development and digital transformation initiatives. Futurum Research analyst Fred McClimans breaks down two key announcements from COMPUTEX Taipei 2021.
AMD CEO Lisa Su shrewdly leveraged the Computex Keynote to promote AMD’s latest portfolio-wide innovations and capabilities including especially its first application of 3D chiplet technology. Futurum’s Ron Westfall assesses how AMD’s foray into 3D chiplet technology is key to advancing ecosystem-wide semiconductor development and how its new portfolio solutions strengthen AMD’s ability to fulfill customer demands across the auto, mobile, gaming, PC, and data center server market segments.
Intel’s Michelle Johnston Holthaus’s keynote at the virtual COMPUTEX 2021 event focused on post-pandemic life and Intel’s ongoing commitment to driving innovation. The digitization of everything has been spurred by a pandemic and sped up innovation, as well as brought strains on supply chain. Futurum’s Shelly Kramer covers key announcements made by Intel at the Computex event and takes a look at what Intel is doing to meet the capacity needs of people and businesses moving forward.
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 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.
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, in a $5.3 billion deal is going private, which should provide the company runway to focus on innovation and shifting cloud demand.
Salesforce continued its FY 21 momentum with a strong first quarter for its fiscal 2022 campaign touting growth in Tableau and MuleSoft.
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.
Applied Materials and Micron Technology are among a quartet of companies that fly under the radar where semiconductors are concerned.