Microsoft saw an immediate positive market response based upon 17% growth in its fiscal Q2. Unpacking the results and a look ahead.
Moving on from Huawei, Honor May Find The Perfect 5G Mobile Platform Partner In Qualcomm
In the wake of becoming independent from Huawei last year, the company is now free to work with U.S. chipmakers. While the company reports multiple partnership with key global chipmakers, Futurum’s Olivier Blanchard has his eye on Honor and Qualcomm and the ability of Qualcomm’s mid-range and budget SOCs as early as next year. Why? The Snapdragon platform’s ability to deliver mmWave-ready modems and complete SOCs across a range of price-points is an advantage that may prove difficult for Mediatek to overcome.
Intel and Red Hat Aim to Streamline 5G Deployment and Adoption Process
The extension of the Intel-Red Hat alliance will ease the pain and suffering of service providers as well as enterprises in accelerating their adoption of cloud-native capabilities to rapidly boost the agility and flexibility of 5G implementation journeys. Intel and Red Hat have the portfolios and deployment expertise to reduce the complexity of 5G deployments, particularly in areas such as assuring interworking of open source Open RAN and 5GC technologies in hybrid and multi-cloud environments.
CES 2021: The Mudra Band and how Wearable Devices Defining the Future of Immersive Customer Experiences
From consumer CX to industrial applications, from creating more immersive experiences to bringing accessibility to people with disabilities, the Mudra Band was one of the highlights of this year’s virtual CES show for Futurum’s Fred McClimans. He writes, “I think this tech has tremendous potential and expect it to play a significant role in our daily lives, perhaps sooner than many might have anticipated.”
Intel Finishes Year on Record Note, Beating Q4 Estimates
Despite what has been presented as a tumultuous year for Intel, the company delivered record revenue and a strong beat for its 2020 Q4.
IBM Delivers Strong Beat on EPS, But Top Line Falls Short for Q4
IBM managed operations strongly yielding an EPS beat despite another soft revenue quarter with Red Hat as its lone bright spot.
GSMA Intelligence Report: Mobile Operators May Still be Underestimating the ROI of 5G mmWave Deployments
In the new GSMA Intelligence report published today, it’s clear that mobile operators may still be underestimating the ROI of 5G mmWave deployments. The comprehensive report shows various inflection points where mmWave begins to become profitable in areas where demand for capacity is concentrated (like dense urban areas, large buildings, airports, advanced manufacturing plants, and stadiums), and where 3.5 GHz networks can no longer keep up with demand, with and without the deployment of FWA solutions. Most importantly, the report illustrates that overcoming misconceptions about mmWave’s financial viability faster than other operators may be the ultimate competitive advantage in a maturing 5G economy.
What Google’s Acquisition of Fitbit Means for Google’s Expanding Experience Ecosystem, the Future of Wear OS, and User Privacy
Futurum’s Olivier Blanchard covers Google’s acquisition of Fitbit and how it could deliver the missing piece in Google’s product ecosystem — and perhaps make Apple nervous in the process. Why? Aside from Google’s wearables business suddenly absorbing Fitbit’s nearly 30 million active users worldwide, Google also finally has the tools to become an implementer of its own Wear OS platform.
Mobile News from CES: Qualcomm Powers Samsung’s Galaxy S21 Lineup, Featuring the Snapdragon 888 5G Platform
Qualcomm’s Snapdragon 888 5G platform powering the Galaxy S21 lineup confirms Samsung’s focus on remaining leader in premium mobile experiences. It is reassuring to note that Samsung chose not to cut corners by selecting a slightly lower-tiered mobile platform for its S21 lineup. Samsung clearly wants to remain a leading player in the premium Android space and isn’t beyond potentially cutting into its own margins this year to protect its enviable market-share in order to achieve that goal.
The Vaccination Credential Initiative: Oracle, Microsoft, Salesforce and Healthcare Majors Partner to Develop Vaccination Passport
The Vaccination Credential Initiative (VCI) announced Thursday brings together a number of stakeholders including tech giants Oracle, Microsoft, and Salesforce, the Commons Project Foundation, MITRE, along with healthcare major players like Cerner, Epic, Mayo Clinic, CARIN Alliance, Safe Health, Change Healthcare, Evernorth to develop a vaccine “passport” that enables individuals vaccinated for COVID-19 to access their vaccination records in a secure, verifiable, privacy-preserving way.