Futurum’s Ron Westfall considers the mobile ecosystem implications of the T-Mobile SpaceX Above and Beyond initiative and its potential role in advancing satellite-to-phone communications that seek to diminish dead zones across global mobile coverage.
Futurum’s Ron Westfall assesses why the Nokia Google collaboration to deliver network slicing capabilities to Android 13 devices, such as Google Pixel 6 (Pro), can provide the network slicing innovations key to unlocking CSP delivery of innovative use case-specific 4G/5G services and applications.
Futurum analyst Michael Diamond discusses OnePlus’s new OnePlus 10T 5G smartphone leveraging Qualcomm’s Snapdragon 8+1 Gen 1 system-on-chip targeted at premium smartphone users at a compelling price.
Futurum’s Ron Westfall and Daniel Newman examine Marvell Technologies financial results for the second quarter of fiscal year 2023 and why they confirm Marvell as a major player across the semiconductor space that exercises considerable ecosystem influence and is impressively adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G/operator, enterprise, and auto market segments which help power the company’s long-term investment and growth prospects.
Futurum’s Ron Westfall examines why Cradlepoint’s NetCloud Exchange cloud-native solution provides the policy-driven, zero-trust capabilities that can augment emerging enterprise 5G experiences and WAN services with SD-WAN and Zero Trust through the flexible delivery of multiple SD-WAN and security services bolstered by the backing of Ericsson’s 5G portfolio expertise and global channel resources.
Futurum analyst Michael Diamond discusses Lenovo’s partnership with Verizon that is now distributing the new Lenovo ThinkPad X13s, powered by the Qualcomm Snapdragon 8cx gen 3 chip. It’s a winner all the way around.
Futurum’s Ron Westfall assesses how Airtel’s new 5G pacts with Ericsson, Nokia, and Samsung affirm the rising competitive prospects for the trio across the global 5G ecosystem, including especially 5G RAN solutions, due to factors such as Airtel and the India’s entry into the 5G market, the wide-ranging ban on China-made equipment in key markets, and Open RAN’s evolving readiness for prime time 5G deployments.
Futurum’s Ron Westfall assesses why Arista’s acquisition of Pluribus Networks strengthen its hand in the fast-evolving cloud networking realm, boosts sales & marketing prospects and portfolio differentiation for its Converged Cloud Fabric and new Arista Unified Cloud Fabric proposition, strengthen its NVIDIA relationship, and can help advance adoption and deployment across the NetOps, DevOps, and CloudOps domains of intricate cloud networking environments.
Futurum’s Ron Westfall explores why the reaffirmation and expansion of the Qualcomm and Samsung partnership, including a seven-year patent licensing extension and Snapdragon platform collaboration in co-developing future Galaxy mobile devices, provides mobile ecosystem supply chain stability amidst recent turbulence due to global pandemic and geopolitical factors and provides a marked contrast to the Qualcomm Apple patent licensing relationship.
Futurum analysts Daniel Newman and Todd R. Weiss cover Qualcomm Q3 2022 earnings, where revenue hit $10.9B, beating estimates and leading the 5G and mobile chipmaker in a strong performance against growing market headwinds.