Will Townsend, Patrick Moorhead

Live From Denver: The Big 5G Event 2021

Last week, I attended the Light Reading Big 5G Event in Denver, CO, my first live in-person event since the pandemic began. Let’s jump into my key takeaways from the event, which, interestingly, featured two different tracks depending on whether or not you attended virtually or in-person. Big 6G? The first day of the in-person …

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Intel Plants An Infrastructure Flag With Mount Evans

It is no secret that Intel is under new leadership with Pat Gelsinger, given his return to the iconic Silicon Valley company earlier this year, where he spent the first thirty years of his career. The semiconductor giant is subsequently making waves with several recent announcements. One caught my attention at last week’s Intel Architecture Day – …

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Three Companies To Watch In Cybersecurity

Cybersecurity is a hot topic these days on many fronts. Hacks related to SolarWinds, in an ironic twist, exposed FireEye, considered a perennial security provider. The Colonial Pipeline hack also raised significant concerns. As a result, the Biden administration issued an executive order in May and an additional memorandum in late July that aims to provide guidelines for addressing …

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Baltic Disruptors Connect The Dots With Cellular Infrastructure

I have had the opportunity to visit the Baltic Region of Europe twice in the past. Composed of Estonia, Latvia and Lithuania, the Baltics have become a hotbed for technology development. Startups Printful and Bolt, who I’ve written about in the past, both found entrepreneurial successes in the region. Similarly, much of Skype’s coding occurred in Estonia. I …

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Gee Rittenhouse And Cisco’s Vision To Democratize Security

When one thinks of Cisco, it is typically in regard to networking infrastructure and the associated products, software and services. However, I wanted to learn more about the company’s focus on security, an area where I have recently expanded my coverage as an analyst. The other day I had the opportunity to speak with Gee …

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RESEARCH PAPER: Dell Technologies Is Open for Networking

The deployment and management of enterprise networking can be a daunting task for IT operators. Disaggregation of hardware and software and the adoption of software- defined networking (SDN) tools aim to lower capital and operational expenses. However, these new architectural approaches tend to introduce networking complexities. The need to support both campus and remote workers …

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Hewlett Packard Enterprise Aims High For 5G Automation

Last month, I spent time with Hewlett Packard Enterprise (HPE) telco executives ahead of Mobile World Congress (MWC) Barcelona. The company recently underwent a reorganization that it claims will better enable the development of solutions to support mobile operator 5G deployments globally. HPE also announced at MWC a handful of enhancements to its 5G automation …

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AT&T Puts Its 5G Future In The Azure Cloud

As an analyst, I follow all the tier one mobile network operators on the globe. Each is unique in regard to their subscriber base, vertical market focus and investment areas, and AT&T is no exception. The operator’s investment in research and development is impressive, as demonstrated by its Bell Labs efforts and Linux Foundation networking …

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Marvell Extends Its 5G Leadership With Next-Generation Silicon

I have written about Marvell extensively in the past, and I continue to be impressed with its leadership in 5G silicon. The company’s DPU announcement this week during Mobile World Congress Barcelona, in my mind, furthers its momentum. My firm was recently briefed by Marvell executives and I would like to share my takeaways. New …

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Celona Aims To Ease Private 5G Enterprise Deployment

For many enterprises, cellular infrastructure is an intimidating subject. I recently sat down virtually with Ozer Dondurmacioglu, VP of Marketing at Celona. Celona is a start-up offering a private 5G cellular networking platform as a service. Celona’s goal is to make cellular as easy to manage as Wi-Fi within the enterprise. I want to share my …

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Dell Technologies’ Renewed Telecom Push To 5G

While Telecom is not a new vertical focus for Dell Technologies, I would argue it has not been a priority in the past. From my perspective, that changed this month at Dell’s virtual telecom event on June 9th. Not surprisingly, the underlying theme was 5G’s ability to bridge the unconnected and accelerate enterprise and service provider …

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Zscaler – In Zero We Trust

Earlier this week, I attended the fourth annual Zscaler Zenith Live event. RSA Conference is regarded by many as the perennial annual cybersecurity event, but I honestly found Zenith Live more informative on several fronts. Today, I would like to share my insights into what I found most compelling at the event. Three components to …

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Dell Technologies World 2021 Delivers On Security And Networking

I attended the virtual Dell Technologies World 2021 event last week along with fellow Moor Insights & Strategy analysts Steve McDowell, Matt Kimball and firm President, Patrick Moorhead. The big news centered on the APEX IT-as-a-service offerings aimed at helping enterprises simplify the consumption and deployment of technology. However, I discovered some interesting announcements related to my …

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Jonathan Davidson And Cisco’s Vision Of The Internet For The Future

Following Cisco’s signature Live! 2021 event in late March, I recently had the opportunity to speak with Jonathan Davidson, who leads the company’s Mass Scale Infrastructure (MIG) group. During our one-on-one, we discussed several topics, including the recent Acacia acquisition, 5G and its private cellular networking opportunity and the book he co-wrote nearly 20 years …

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HPE Aruba And Its Edge To Cloud Vision

Last week, I attended the second digital version of HPE Aruba’s annual Atmosphere event. Aruba demonstrated what I thought was a great blend of use cases and enhancements to the company’s Edge Services Platform (ESP) launched at last year’s event. I also had the opportunity to spend time with executives in a highly interactive Q&A …

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Cisco Meraki Helps Bay State College With A Safe Return To Campus

Bay State College is a private school located in downtown Boston near the Charles River. It is also a stone’s throw to the iconic Cheers bar made famous in the 1980s by the television show. With a student population of close to 1,000 students, the school felt it could reopen its campus more safely than …

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Three Companies To Watch In Private Cellular Networking

I write pretty extensively about private cellular networking. The platform is poised to accelerate digital transformation within enterprise information technology (IT) environments and connect the non-carpeted operational technology (OT) ones. For a quick explanation, IT typically refers to the computer hardware and software in the traditional office environment. OT, on the other hand, is involved …

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Cisco Live! 2021 Takes Security And Networking To New Heights

Last year marked the first virtual Cisco Live! event and now that the end of the pandemic appears to be in sight, I am hoping this week’s virtual event was the final one. Like many of my technology analyst colleagues, I am ready to be back on the road again! With that said, the company’s signature event …

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Marvell Furthers Its 5G Push With Fujitsu And Facebook Connectivity

Marvell is a silicon leader for the datacenter and the edge enabling the deployment of the largest cloud players, the enterprise and enabling carriers to deploy 5G globally. The company is in the midst of a renaissance that took years and Wall Street is taking notice. Since CEO Matt Murphy’s arrival in 2016, the stock …

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Cisco Seeks To Enable An Inclusive Covid-19 Recovery

As we begin to put the pandemic in the rearview mirror, there are a number of networking infrastructure and telecom companies that continue to stand out in my mind for their proactive efforts. Cisco is one that I’ve written about in the past (you can find that article here), and I had the good fortune to …

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