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 Rise Of Full Stack Observability And Cisco’s Strategy To Fulfill It

The ability to monitor the IT stack, from the end-user application to the core network and infrastructure, is essential for IT to fix performance issues before affecting end-users and businesses. As more and more apps become “distributed,” it becomes more important to know exactly what is going on. This is called “observability”, on the of …

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Box Wants To Disrupt The ESignature Market With ‘Sign’

There are very few elements of business that have not significantly changed over the past decade. Many businesses now fully live on the internet, breathe in the internet, and would not exist without the internet. Box is a company that has made transitioning to the cloud much easier with its Cloud Content Management Platforms (CCM). …

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Intel Updates IDM 2.0 Strategy With New Node Naming And Transistor And Packaging Technologies

Back in March, Intel CEO Pat Gelsinger rolled out the company’s “IDM 2.0” strategy. You can find my write-up here. Net-net, the company announced two new fabs, seriously re-entered the foundry business with IFS, and provided more details on its technologies and partner-based manufacturing (TSMC, GF, Samsung) and partner-based technology approach with IBM. You can also …

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The Belgium Post Delivers Packages And On Digital Transformation

Postal companies worldwide are struggling with a similar set of challenges to be competitive. The traditional letter business has declined, and the parcel business has increased. But the parcel business is lower margin with competition from DHL, FedEx, UPS, and Amazon.  The Belgium Post Group, known as bpost group, delivers mail and parcels in Belgium and wants …

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NI Wants To Help Customers Bring Data Out Of Their Silos With New Offerings

This week NI (Formely National Instruments) held its annual “NI Connect” event where it talked about partnerships, products, and how NI is tackling data analytics. This may sound surprising given the company’s test equipment heritage, but it is clearly on a path to help its customers do more with data versus just capturing it. Therefore, it …

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Moor Insights & Strategy Weekly Update Ending August 6, 2021

I hope you all had a great week!   Last week, Melody attended American Banker: How one of America’s oldest banks is reshaping experiences in the digital age. Overall, public tech events are down as the world takes off for august. This week, I will be speaking at AWS-HCL Cloud event and attending an Oracle Live event with Matt. I will …

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Microsoft Announces Windows 365 Cloud Desktop At Its Inspire Partner Event

Microsoft recently held its annual partner event, Inspire, where it announced new features to its 365 suites. Many of these new changes are solutions to how the business world has pivoted over the last 18 months towards a remote-hybrid work environment across all business and enterprise areas. Last year’s Inspire event was in the middle of the COVID pandemic, and Microsoft’s focus was on returning to the …

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GlobalFoundries Rebrands At The Right Time, For The Right Reason

Today at an event in Malta, New York, GlobalFoundries (GF) made a series of announcements, one that it is rebranding itself to be the culmination of its transformation journey and the embodiment of what I’ll call “the new GF.” I follow GF closely and have written about the changes and challenges GF has been going …

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GlobalFoundries Building New Malta Fab And Expanding Current Capacity

Global Foundries (GF) has made many strategic changes over the past few years, many of which I have written about. The biggest of those was its strategic reset in 2018 to focus on 5G RF, IoT, automotive, and silicon photonics. GF is a big player in the semiconductor manufacturing market that is going through really …

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Amazon’s Gives Its Take Of An ‘Ambient’ Alexa Experience

Yesterday, Amazon hosted its 3rd annual Alexa Live event for its 900,000+ developers and countless Alexa device users. Last year’s Alexa Live event had many big changes that plotted the future for the Alexa ecosystem. Alexa Live is joined by developers, device makers, startups, entrepreneurs, press, and analysts to see what Alexa has next for its community.  One …

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Yes, The World Does Need Another Consumer Digital Security Offering

Last month, Digital Security Company Aura launched its new consumer security and identity theft protection service to the public. Over the past 25 years of consumer technology, the general public has had its fair share of computer security and virus protection services. Grudgingly you might be thinking of Norton or McAfee software services that are …

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Dell Technologies Shares Environmental Sustainability Report Card

As a record heat wave broils the Pacific Northwest and the region braces itself for another harrowing wildfire season, climate change has once again been dominating the headlines. The barrage of bizarre, extreme weather events we’ve witnessed in the recent past, including the freak blizzard that hit my home base of Austin, TX in February, …

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Zoom Set To Acquire Intelligent Cloud Contact Center Pioneer Five9

This week, popular video conferencing platform Zoom announced its intentions to acquire Five9, Inc., a pioneer in cloud contact centers, in an all-stock transaction valued at $14.7 billion. The acquisition will mark Zoom’s official entry into the already teeming CCaaS space (contact center as a service), where it will have to contend with heavyweights such …

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Moor Insights & Strategy Two Week Update Ending July 30, 2021

I hope you all had a great couple of weeks!   Over the last couple of weeks, I attended Alexa Live, N.I. Connect and Intel Accelerated.  Melody attended LenditFintech: Trust is a Must for Fintechs.   This week, Melody is attending American Banker: How one of America’s oldest banks is reshaping experiences in the digital age. Our MI&S team published 39 deliverables:  16 (Forbes and eWEEK) columns  14 MI&S blogs …

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RESEARCH PAPER: AMD FidelityFX Super Resolution: A Real Game Changer

PC and console gaming drives graphics innovation like few other applications, but the very pace of technology improvements creates barriers for players and developers alike. Games running in native 4K resolution require powerful and expensive graphics cards and screens with high refresh rates but still can suffer from low frames-per- second (FPS) performance rates and …

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T-Mobile And Halo Team Up To Launch 5G Semi-AV Taxi Service

This week, Halo Launched its driverless car service in Las Vegas, Nevada, one of the first forms of semi-Autonomous vehicle services to launch. With the help of T-Mobile and its nationwide 5G network, Halo will begin driving on Las Vegas’ public roads earlier this year. I have said in other blogs that I believe Autonomous …

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Oracle Updates Fusion Cloud ERP And EPM, Racking Up New Customers In The Process

The great thing about the Software-as-a-Service (SaaS) model is that the innovation keeps rolling with updates delivered quarterly in the cloud to every customer. This latest quarterly update from Oracle is very consistent with previous updates: new integrations across the suite, machine learning features and user experience enhancements.  I have been following the progress of Oracle Fusion …

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Why I Have To State The Obvious: The Snapdragon Insider Smartphone Was Made For Insiders

Qualcomm designed a new limited-edition smartphone made specifically for its Snapdragon Insider Community. Qualcomm is a company that I am very familiar with because of its involvement in various technologies, most notably its involvement in the 5G mobile ecosystem and expanding into automotive, PC and the IoT space. I also recently wrote a piece on …

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Zoho Updated Its BI And Analytics Suite For Its Unique Full Stack

As a tech analyst, one of the perks of living in one of America’s most prominent tech hubs outside of Silicon Valley is the proximity to the companies I cover. When people think of Austin tech, they typically think of Dell Technologies, National Instruments, or, more recently, Oracle. Another perhaps less familiar name is Zoho, …

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New Qualcomm CEO Cristiano Amon On The Future Of Qualcomm, Tech And 5G

Years from now, when we look back at the technologies that shaped and impacted us the most, on a grand and magnificent scale, I believe we will recognize the importance of the push and adoption of wireless technologies like 5G. Qualcomm had been involved in virtually every major 5G launch globally, helping with the swift …

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