NVIDIA has many levers of growth, and its standout performance may earn it inclusion in the Dow Jones Industrial Average.
The Problem with Congress’s 5 New Antitrust Bills Aimed at Reining In U.S. Big Tech
Last Friday, House Democrats introduced five new antitrust-style bills aimed at curtailing the market dominance of U.S. technology companies. Futurum’s Olivier Blanchard breaks down the nuances of the bills, outlines the problems with each, and shares thoughts on the challenges ahead.
Oracle Growth Accelerates in Fiscal Q4 on Strengthening Cloud Performance
Oracle saw its revenues grow 8% and its EPS saw a big jump a the company continues to gain momentum in its cloud and applications business.
HP and Samsung See Fastest Growth in Q1 as US PC Shipments Explode
Contextualizing the most recent PC shipment numbers from Canalys. HP and Samsung grew fastest in Q1 on increased demand for Chromebooks.
Guavus Revs Up Open NWDAF to Spur Automated Multi-vendor 5G Networks
Guavus launched its Guavus-IQ NWDAF solution to provide open NWDAF across operator 5G Core environments to power the service orchestration and closed-loop network automation key to elastically scaling and monetizing new 5G services. Futurum’s Ron Westfall examines why the standard-based 3GPP Network Data Analytics Function (NWDAF) is integral to producing the real-time operational intelligence key to handling the complexities of open, multi-vendor 5G networks and delivering the statistical and predictive analytics processing designated for emerging 5G use cases.
Week of June 14: Hot Takes on NVIDIA Arm, Oracle Earnings, and Apple Privacy
A quick run through of some of this week’s biggest tech stories including NVIDIA, Arm, Oracle Earnings Preview and Apple’s Privacy Woes?
EU to Introduce Digital Wallet Initiative Ahead of US, Sets First Major Milestone for 2022
The EU will introduce a digital wallet initiative ahead of the US, setting a first major milestone for 2022. Futurum’s Olivier Blanchard covers the many nuances of that initiative, including Qualcomm’s prescient 2019 updates to its Snapdragon 855 Mobile Platform and subsequent security clearance, what’s likely ahead there, as well as whether the EC will back down at all in its crusade against major US tech companies, whose assistance will no doubt be needed here.
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.
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.
New Qualcomm-Microsoft Snapdragon Developer Kit Announcement Signals Growing Enterprise Buy-In for Always-Connected Compute Platform
The new Qualcomm-Microsoft Snapdragon developer kit announcement signals growing enterprise buy-in for an always-connected compute platform. Futurum analyst Olivier Blanchard breaks down why the market is hungry for good enough performance laptops and explains Microsoft’s interest in Qualcomm’s Snapdragon compute platform.