Futurum’s Daniel Newman and Ron Westfall examine Cisco’s Q4 2022 and FY 2022 results and why they see the Q4 results as impressive since Cisco beat on both top and bottom accented by a strong top line beat as well as exhibiting the competitive foundation required to power continued investments in innovation throughout its networking, security, collaboration, and optimized applications portfolios.
Lenovo Q1 2022-2023: Finding New Engines to Drive Growth and Profitability
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.
NEC Aspires to Accelerate Open RAN 5G Integration
Futurum’s Ron Westfall assesses why NEC’s acquisition of Aspire Technology strengthen its hand in the nascent Open RAN market segments, boosts sales and marketing prospects for Netcracker, and can help advance integration and interoperability assurances across intricate Open RAN 5G environments.
Qualcomm Buys Cellwize in Move that Rapidly Boosts 5G Infrastructure Portfolio Credentials
Futurum’s Ron Westfall examines why Qualcomm’s acquisition of Cellwize can swiftly elevate Qualcomm’s 5G infrastructure proposition by integrating Cellwize’s cloud-native, multi-vendor RAN automation technology across its extensive 5G silicon portfolio, using AI-driven RAN automation and orchestration capabilities to help spur mobile network operator deployments in areas such as private networks and Open RAN.
Lenovo Posts $71.6B Record FY2021/22 Revenue, Up 18% YoY
Futurum analysts Daniel Newman and Todd R. Weiss examine Lenovo’s $71.6B record FY2021/22 revenue, up 18% YoY as the Chinese computer, storage, software, services, and HPC vendor unveils its latest earnings numbers.
Cisco Q3 Revenue Hits $12.8B, Flat Year-over-Year, While Non-GAAP EPS Up 5%, as Financial Impacts Arrive Due to Covid-19 Lockdowns in China and the War in Ukraine
Futurum analysts Daniel Newman and Todd R. Weiss examine Cisco’s Q3 results, with revenue hitting $12.8B, which was flat year-over-year, as financial impacts arrive due to Covid-19 lockdowns in China and the war in Ukraine.
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.
Dell Technologies World: Dell and Snowflake Seek to Simplify Data Access and Spur Insights in the Multi-cloud Era
Futurum’s Ron Westfall explores why the Dell and Snowflake alliance bolsters Dell’s overall multi-cloud vision and portfolio including increased flexibility for users operating throughout multi-cloud environments and fulfilling data workload optimization as well as how both partners can strengthen their alliance by putting more portfolio development and marketing emphasis on ML capabilities.
As Apple Releases its New Line of Macs, the Biggest Beneficiary May be Microsoft
Apple is set to launch its next generation of MacBooks. For the first time since the surprise 2005 announcement by Steve Jobs that Apple was moving from PowerPC to Intel (x86), the company is set to take on chip-making responsibility for the Mac.
Space Tech: What Do Private Space Efforts Mean for the Tech Sector?
What do private space efforts mean for the tech sector? As Elon Musk forges ahead with his plans to colonize Mars and private space exploration becomes a reality, there are both challenges and opportunities ahead. Here are my predictions on what tech sectors could experience a paradigm shift and new revenue streams fueled by private space exploration.
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