Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

The Good, Bad And The Ugly Of Apple’s Mac Launch With M1 Processors

In my over 30 years in tech, I’ve spent approximately an equal amount of time as a hardware OEM, a chipmaker, and now, as industry analyst. So you can imagine how much interest I would have with Apple (an OEM) using a new processor (M1) in their new line of Macs. I have been impressed …

The Good, Bad And The Ugly Of Apple’s Mac Launch With M1 Processors Read More »

Moor Insights & Strategy Analyst Weekly Update Ending November 20, 2020

I hope you all had a great week!   As we head into the U.S. holiday, Thanksgiving, the Moor Insights & Strategy team has so much to be thankful for, and we appreciate you.  We wish you a healthy and happy holiday season as we reach an end to this 2020 year. We continue to attend conferences …

Moor Insights & Strategy Analyst Weekly Update Ending November 20, 2020 Read More »

What Apple Is Promising With The New MacBooks And Its Smartphone-Derived Silicon

As I reported in June, Apple announced at its WWDC that it is moving the Mac lineup of PCs from Intel processors to its own home-grown mobile SoCs. The company says it will manage a multi-year transition from Intel-based systems over two years, and it will leverage its Bionic line of IP for its new designs. This …

What Apple Is Promising With The New MacBooks And Its Smartphone-Derived Silicon Read More »

Qualcomm’s Fiscal Q4 2020 Earnings Signify A New Company Chapter

Qualcomm announced its fiscal Q4 2020 and full-year earnings report last week, and the market liked it, its stock soaring up to 13%. While I usually don’t write about a company’s earnings as an industry analyst, I will write when I believe those earnings signify some kind of milestone for the company, management or product …

Qualcomm’s Fiscal Q4 2020 Earnings Signify A New Company Chapter Read More »

Oracle’s Larry Ellison Hosts ‘Future Of CX’ Event Today And Salesforce Is Looking Increasingly Complex

The enterprise SaaS market is a hard one with no true dominant player. Maybe that’s what makes it so competitive. At the end of September, I wrote a couple of notes describing how Oracle has quietly become an essential cloud applications company. While Oracle and “quiet” usually don’t blend, I believe that’s exactly what is happening …

Oracle’s Larry Ellison Hosts ‘Future Of CX’ Event Today And Salesforce Is Looking Increasingly Complex Read More »

A Chat With Qualcomm’s New Automotive Leader, Nakul Duggal, Driving An $8B Backlog

As I’ve said many times before, I believe fully autonomous vehicles will be one of the most impactful technological innovations in our lifetimes. As the industry grows and autonomous vehicles become more advanced and ubiquitous, there will be an immense market opportunity for those involved in making these automobiles tick. One tech company that has …

A Chat With Qualcomm’s New Automotive Leader, Nakul Duggal, Driving An $8B Backlog Read More »

Moor Insights & Strategy Analyst Two- Week Update Ending November 13, 2020

I hope you all had a great couple of weeks! We continue to attend conferences virtually.  This week, I will be attending Lenovo IAC and the Flex Supplier Summit.  Karl will be attending Supercomputing ’20.  Steve will be attending Druva DxP, Palo Alto Networks Ignite’20 ( with Chris), and Red Hat Analyst Day(with Rhett). Last week, I attended an Apple event and Oracle Cloud CX Event.  Paul attended Quantum Techniques …

Moor Insights & Strategy Analyst Two- Week Update Ending November 13, 2020 Read More »

Surface Laptop Go Review: Premium Notebook On A Budget

Since 2012, Surface has led the way as the Microsoft PC brand. Microsoft Surface offers a range of premium notebooks, including the Surface Book, Surface Laptop, and as of earlier this month, the newest addition, the Surface Laptop Go. The Surface Laptop Go is Microsoft’s lightest and most affordable notebook it has ever launched at …

Surface Laptop Go Review: Premium Notebook On A Budget Read More »

Project APEX Pushes Dell’s IT Services To New Heights At Dell Tech World 2020

This week I tuned into Dell Technologies’ annual Dell Tech World conference, held virtually like all other major tech events this year. The shindig is Dell’s big chance to showcase the latest and greatest from its extensive family of companies, so I always make a point of attending (see my coverage of last year’s conference here if …

Project APEX Pushes Dell’s IT Services To New Heights At Dell Tech World 2020 Read More »

It’s Official- Marvell Acquiring Inphi For $10B That Boosts Its Cloud And 5G Opportunities

I had the chance to talk last night with Marvell CEO Matt Murphy and optics leader Inphi CEO Dr. Ford Tamer on its deal valued at $10B, which considerably expands Marvell’s market opportunity in the cloud data center and 5G end markets. Marvell has been growing incredibly over the past three years, which I documented here after …

It’s Official- Marvell Acquiring Inphi For $10B That Boosts Its Cloud And 5G Opportunities Read More »

Cisco Unveils Targeted Webex Solutions To Support Governmental Operations

Though tech companies across the board have made strides to help the world acclimate to the pandemic, there’s a few whose efforts have risen above the rest. One of these companies is the networking powerhouse Cisco—no surprise there, considering its impressive track record in CSR. Earlier this year, the company pledged to contribute at least $225 …

Cisco Unveils Targeted Webex Solutions To Support Governmental Operations Read More »

FTC’s Case Against Qualcomm Dealt Mortal Wound With Recent Ruling

Yesterday, the 9th Circuit Court of Appeals denied the FTC’s request to rehear its case against Qualcomm which leaves intact the Appeals Court ruling that found Qualcomm not guilty on all counts of anti-competitive behavior.  As you would expect, Qualcomm was elated. “The fact that not one judge on the Ninth Circuit thought it necessary to …

FTC’s Case Against Qualcomm Dealt Mortal Wound With Recent Ruling Read More »

Lenovo And SAP Tie The Knot, Again, At Tech World 2020

Lenovo Tech World 2020, scheduled for Oct. 28-29, brought together several Lenovo events, including an event for partners.  Conferences, often timed with product announcements, allow us to hear the company strategy and focus from Lenovo’s leadership. I’ll hit the key learnings from this announcement and then my opinion at the end. Lenovo has a laser …

Lenovo And SAP Tie The Knot, Again, At Tech World 2020 Read More »

Google Wants To Accelerates Chrome OS Adoption With New Additions To Support Enterprise Workforce

In 2011, the first Chromebook notebook systems launched sporting a new Chrome OS. The platforms were typically lighter on specs like CPU power, RAM, and storage but focused on running cloud applications and storing data in the cloud. Since the introduction of Chrome OS, we now have Chromebooks, Chromebox, and Chromebase, which cover notebooks, desktops, …

Google Wants To Accelerates Chrome OS Adoption With New Additions To Support Enterprise Workforce Read More »

The Future of 5G Network Infrastructure and Edge Computing

On this episode of The Six Five – Insiders Edition Patrick Moorhead and I are joined by Daniel Rodriguez, Corporate Vice President for the Network Platforms Group for Intel. Dan is leading the global organization that aims to drive network transformation through both 5G network build-out and edge computing — both are hot topics right now …

The Future of 5G Network Infrastructure and Edge Computing Read More »

AMD Acquiring Xilinx In Bold, $35B Semiconductor Mega-Deal

I talked to AMD CEO Lisa Su last night and got the download on what could be a historic, $35B semiconductor deal to acquire Xilinx. AMD had a monster Q3 and guide and has been on a growth tear for years, executing brilliantly on differentiated processor architectures for the PC, datacenter, and game console markets. It is …

AMD Acquiring Xilinx In Bold, $35B Semiconductor Mega-Deal Read More »

Exploring the New Frontier: Container-as-a-Service with HPE and Splunk

On this episode of The Six Five – Insiders Edition Patrick Moorhead and I are joined by Keith White, Senior Vice President for HPE GreenLake and Skip Bacon, Vice President of Product Management at Splunk. Both guests are actively involved in helping customers with digital transformation initiatives through their product and service offerings. Splunk and …

Exploring the New Frontier: Container-as-a-Service with HPE and Splunk Read More »

HP ZBook Create G7 Notebook PC Review- A Workstation For Prosumer Creators

Since 2013, HP has been offering mobile workstations under the Z Workstation brand, including the popular ZBook. Mobile workstations are becoming more popular for creators and gamers who need to game and create while on the go or away from their primary PC. This has been especially true during the time of Covid-19. Thanks to …

HP ZBook Create G7 Notebook PC Review- A Workstation For Prosumer Creators Read More »

No More Batteries, No More Cords: The Perks Of IoT Energy Harvesting

Connected devices—if you look around, they’re everywhere. Every year, more and more devices become intelligent through connection to the Internet, from smart thermostats in homes to multitudes of sensors in large industrial environments. As we march towards a brave new world, such as smart cities, autonomous vehicles, telehealth, building automation, agricultural IoT and more, this …

No More Batteries, No More Cords: The Perks Of IoT Energy Harvesting Read More »

What Apple MacOS Developers Need To Consider Before Investing In The New Processor Platform

In June, Apple announced at its WWDC that it is moving the Mac lineup of PCs to its own home-grown mobile SoCs. The company says it will manage a multi-year transition from Intel-based systems, and it will leverage its Bionic line of IP and smartphone processors for its new designs.  Unrelated to this, early this …

What Apple MacOS Developers Need To Consider Before Investing In The New Processor Platform Read More »