Futurum analysts Daniel Newman and Todd R. Weiss share their insights on the news that Oracle Q1 revenue is up 18% to $11.4B as cloud revenue rises, which the company hopes to boost even more through its recent $28.4 billion acquisition of electronic hospital records vendor, Cerner.
Futurum’s principal analyst Shelly Kramer explores Google Cloud’s announcement of the launch of its new Retail Search, a tool designed to help ecommerce retailers address and mitigate cart abandonment and level up on the customer experience front. In combination with Google Cloud’s other retail tools, this is a smart move for Google Cloud as it continues to try and gain traction in the cloud wars.
Arm is showcasing Arm Neoverse ecosystem momentum through Microsoft’s preview of VMs on its Azure cloud platform powered by Arm-based Ampere Altra server CPUs. Futurum’s Ron Westfall assesses why the preview of VMs on Microsoft Azure using Arm-based Ampere Altra processors boosts Arm’s sales and marketing momentum as well as the influence of the Arm Neoverse ecosystem after the dissolution of the $40 billion NVIDIA acquisition and before parent company Softbank’s plan to take the company public.
Microsoft reported better-than-expected earnings and revenue for the fiscal second quarter. Futurum’s principal analyst Daniel Newman takes a look at how the company did.
Futurum Research Senior Analyst, Steven Dickens provides his take on the latest announcements coming out of Kyndryl on its multi-year relationship refresh with Viewpointe. The announcement from recently NYSE listed Kyndryl highlights the company’s ecosystem and strategic partnership focus evidenced by a shift to the Microsoft Azure stack.
Microsoft shares edged 2% higher in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates. Futurum’s principal analyst Daniel Newman dives into the Q1 results.
Microsoft Cloud for Healthcare expanded its health data services to enable the exchange of multiple data types in the FHIR format, branding the new capability Azure Healthcare APIs. Futurum’s Ron Westfall examines why Azure Healthcare APIs meets growing demand across the healthcare and life sciences fields for unified data that generates a consummate patient record with real-time data, collected and persisted in a consistent way according to common health data standards across multiple types of health data. Moreover, the new offering enables Microsoft to preserve its time to market advantages over key rivals AWS and Google Cloud in delivering FHIR support capabilities and Healthcare API innovations.
At its recent Inspire event, Microsoft announced Windows 365 and Cloud PC offering. Futurum’s Shelly Kramer walks through the benefits of the offering and highlights security as one of the most attractive features. For more of her insights, check out the article.
Microsoft and NEC have established a new multi-year strategic alliance, that synthesizes Azure, Microsoft 365, NEC’s IT and network portfolio resources, including 5G assets, and both companies AI and IoT capabilities to power customer digital transformation missions across the public and private realms. Futurum’s Ron Westfall assesses why the expanded partnership enhances Microsoft Azure’s competitive prospects across the operator and enterprise realms, coming on the heels of winning AT&T’s 5G mobile business, and how both companies are better positioned to drive organization-wide digital transformation on a vertical-specific basis.
Rackspace introduces Rackspace Elastic Engineering to meet expanding customer demand for on-demand access to a dedicated pod of cloud engineers that align with their specific cloud implementation requirements as well as improving business outcomes and optimizing DevOps frameworks. Futurum’s Ron Westfall analyzes the competitive benefits of the new Rackspace Elastic Engineering proposition and why it bolsters Rackspace’s managed cloud services credentials, especially in multi-cloud environments, as well as the competitive impact on Rackspace’s key foes.