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.
Microsoft Revenue Hits $51.9B for Q4 2022, $198B for FY2022
Futurum analysts Daniel Newman and Todd R. Weiss report as Microsoft revenue hits $51.9B for Q4 2022, $198B for FY2022, still boosting its numbers in a market roiled by uncertainty and world events.
Intel MediaTek Chip Partnership Will Drive Global Production
Futurum analyst Todd R. Weiss explores the newly-announced Intel MediaTek chip partnership that will drive global production of smart edge device chips by Intel for use by MediaTek’s device-making customers.
CHIPS Act Delay Creates a Snowball for US Based Chip Manufacturing
Futurum principal analyst Daniel Newman discusses how Congress coming to an impasse with the proposed CHIPS Act may set Intel back nearly $100 billion as the development of their new U.S.-based semiconductor manufacturer could come to a pause.
ESG Transparency from CEOs Dropped Conspicuously During Covid
Futurum’s principal analyst Shelly Kramer reacts to the downward trend in ESG transparency revealed by the results of ShareAction’s Workforce Disclosure Initiative survey with a call for greater accountability and progress.
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.
Dell Technologies’ Making Real Progress on ESG and People-Focused Initiatives
Dell Technologies released its annual suit of ESG and social impact reports, Futurum’s Shelly Kramer takes a look at what the company has accomplished over the course of the last year.
Exploring The Role Of Supply Chain In Recovery And Digital Transformation Investments
The global semiconductor shortage has help to raise awareness of the importance of the supply chain. With much to learn from the shortage, we explore what happened, and what companies should be thinking about to get out in front of future supply chain challenges and execute on growth opportunities.
IBM Deepens Its Commitment To Blockchain As Part of New Supply Chain Partnership
IBM is deepening their commitment to blockchain by being part of the Trust Your Supplier network built on the IBM Blockchain Platform. Why this partnership is important to the company’s bets on blockchain.
3 Ways Blockchain Can Help Combat Fraud
Blockchain was originally developed to prevent fraud in digital currency exchanges. But fast forward to 2018, and many industries are finding that blockchain serves endless protective and even disruptive use cases for their businesses—ones that could change processes and wipe out both fraud and “the middle man” altogether. Let’s take a look at three ways Blockchain can help combat fraud. …
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