Marvell may not be a household name, but the growing semicondutor company is a key supplier to growth areas like 5G, Enterprise and Edge Computing.
Dell Tech Q2 Performance: A Deeper Look At Last Weeks Earnings
Dell Tech announced earnings last week. This article dives deeper into a strong Q2 performance as Dell beats on revenue and earnings.
Ciena Reports Robust Q3 2019 Results, Sees Competitive Edge against Huawei
Ciena reports robust Q3 2019 results, highlighting what they perceive as a competitive edge against Huawei, one of its key rivals. While perhaps somewhat self-serving, this perspective has resonance due to the mounting geopolitical pressure to exclude Huawei from strategic operator 5G-IoT build-outs and using the company’s AI engines.
Qualcomm Propels 5G With New Snapdragon Announcements at IFA 2019
At IFA 2019 Qualcomm announced a series of important announcements including the launch of 5G support for the 6 and 7 series Snapdragon Platform.
Huawei on 5G: Asia-Pacific is the Early Pace Setter
Huawei’s standing in the nascent worldwide 5G market is solid as it has secured over fifty 5G commercial contracts and shipped over 200,000 Massive MIMO AAUs. The timing of this update is critical as Huawei must contend with mounting geopolitical pressure to exclude its portfolio from a multitude of 5G network build-outs due primarily to national security concerns. Even with geopolitical restrictions and mounting concern over its supply chain stability, Huawei is fulfilling ongoing 5G customer demands.
HPE and VMware Deliver VMware Cloud Foundation as a Service
HPE and VMware have partnered to leverage HPE’s Greenlake and Composable infrastructure capabilities to deliver VMware Cloud Foundation as a Service.
Nutanix Q4 Earnings Pop Putting A Halt To Its Naysayers
Coming off of a difficult quarter where many pundits and analysts were predicting the demise of Nutanix, the company has had a strong bounceback in FY19 Q4.
IBM Wisely Goes Open Source With Its Power CPU Architecture
IBM has slowly lost ground as a supplier of CPUs to third parties, but still builds a promising CPU that could benefit open source developers. By going open source, with its Power CPU reference architecture, the company is well positioned to address those that embrace open stack and aid in the development of more processors to run open stack.
HPE Q3 Earnings: Mixed Results Suggest A Bright Future
HPE earnings for Q3 showed mixed results, but with several positives and strong leadership the company looks well poised to grow in the mid to long term.
Salesforce Delivers Strong Q2, But Questions Still Loom Over SaaS Giant
Salesforce has had a steady drumbeat of strong earnings performances over the past few years, but has their innovation run its course?