Futurum’s Daniel Newman and Ron Westfall examine Lenovo’s first quarter 2022/23 results that produced improved profitability and revenue for the ninth consecutive quarter and why Lenovo’s strategic vision, R&D prioritization, portfolio development commitments, and operations have enabled the company to make notable strides across its three main SSG, IFG, and IDG business units.
Intel Vision 2022: Intel Augments its Silicon, Software, and Services Portfolio Vision
Futurum’s Ron Westfall scrutinizes why Intel’s expanded silicon, software, and services portfolio vision boosts its ecosystem influence in powering AI workload optimization and adoption of key emerging applications as well as improve its competitive standing against key rivals.
IBM to Acquire BoxBoat, Doubles Down on Hybrid Cloud Services
Futurum’s Steven Dickens provides his insight on news coming out of IBM yesterday on the acquisition of Kubernetes and container focused services business BoxBoat. This acquisition, although not significant in revenue terms, clearly shows IBM’s strategic intent to build a hybrid cloud focused services business post spinoff of Kyndryl.