Futurum’s principal analyst Daniel Newman reacts to breaking news of talks between Broadcom and VMware surrounding a potential acquisition that would have considerable implications for Broadcom as well as the cloud computing and enterprise software spaces.
What Twitter Going Private Could Mean for the Evolution of Social Media
Futurum’s Steven Dickens provides his take on what Elon Musk’s move to take Twitter private could mean to the underlying technology stack of social media platforms.
Zendesk Fields Takeover Advances Amid Announcing Impressive Q4 Earnings
Futurum’s Daniel Newman dives into the recent news that Zendesk has rejected several takeover advances from private equity firms. He also offers insight on the recently announced Q4 and FY21 earnings.
PayPal and Pinterest in Potential Tie-up
Futurum Research senior analyst, Steven Dickens provides his take on the potential $45 billion acquisition by PayPal of social media platform Pinterest. With social media platforms under the microscope of U.S. and EU regulators and their traditional business models under threat from privacy concerns, they are increasingly turning to the world of finance. The tie up of PayPal and Pinterest would streamline the online shopping journey for 454 million global users and would set the combined company up to be a leader in the nascent world of the metaverse.
GlobalFoundries files for an IPO, But Don’t Rule Intel Out Just Yet
Futurum Research Principal Analyst, Daniel Newman provides his take on news coming out of GlobalFoundries today about the company’s plans to IPO as early as later this year. As the saga continues with chip shortages and bifurcation of global supply chains, the twists and turns of big tech mergers and acquisitions play out in the mainstream media. Today’s news about the GlobalFoundries IPO is just another chapter in the story.
Square Announces Afterpay Acquisition, Potentially Disrupting Everyone
Futurum Research Senior Analyst, Steven Dickens provides his take on payments provider Square’s acquisition of Buy-Now-Pay-Later leader Afterpay. With the landscape for payments and fintech being disrupted daily, this acquisition will disrupt everyone from the credit card providers, to banks, as well as the wider digital payments landscape.
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.
Microsoft and Discord — Could a Discord Acquisition Bring Harmony to Microsoft?
Microsoft and Discord are rumored be discussing a potential acquisition with a price tag in the $10 billion range. Futurum’s Fred McClimans discusses the dynamics of this potential deal, why it may be a better option than an IPO for Discord, and how the combination could significantly boost Microsoft’s reach into the non-Microsoft gaming community.