Quick Take: Qualcomm’s Diversification Strategy is Paying Off
Qualcomm’s fiscal Q4 2025 results tell a story that extends far beyond the smartphone chips that built the company. While the guidance-busting earnings numbers, $11.3 billion in revenue and $3.00 EPS, are impressive, it’s not the full story.
Research Brief: Oracle Database 26ai Delivers Fully Integrated AI
Oracle released its Oracle Database 26ai at its recent AI World event in Las Vegas. The update makes the database an integrated platform that embeds artificial intelligence capabilities across data management, development, and analytics operations.
The platform integrates vector search capabilities with traditional database functions, supports agentic AI workflows through in-database tools and MCP servers, and extends analytics capabilities through Iceberg table format support. Oracle also bundles in advanced AI features, including AI Vector Search, at no additional cost.
Research Brief: Cisco Partner Summit Infrastructure Announcements
At its 2025 Partner Summit in San Diego this week, Cisco announced three interconnected infrastructure initiatives to address the operational, connectivity, and edge-computing requirements of AI workloads.
The announcements span network management simplification through AgenticOps workflows, GPU-as-a-Service connectivity via SD-WAN integration with Megaport AI Exchange, and a new converged edge computing platform called Unified Edge.
From DoD to Enterprise: Future Technologies and the New Era of Trust in Mission-Critical Wireless
FT is transforming from a specialized, sector-focused systems integrator into a well-capitalized P5G Market Accelerator and Consolidator.
Beyond the Captive Portal: Why Passpoint and Private Cellular Are the Only Seamless Options
At its core, Passpoint replaces the insecure web login with certificate-based, enterprise-grade authentication.