Recapping the Year of Change and Looking at What’s to Come, a Conversation with Pega’s Alan Trefler

On this episode of The Six Five – Insiders Edition Patrick Moorhead and I are joined by Alan Trefler, Founder and CEO of Pegasystems. Alan has been a guest on the podcast before and we are so excited to welcome him back and talk about what has happened since we last spoke in 2020. Spoiler alert …

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Moor Insights & Strategy Two-Week Update Ending on March 26, 2021

I hope you all had a great couple of weeks!   Last week, I attended Oracle Live Fusion Cloud and Intel Unleashed events.  Melody was a speaker at the Lendit Fintech Conference and American Banker’s Leader Forum on Collaboration of Fintechs and Incumbents. This week, several of us will be attending Cisco Live (myself, Matt, Steve, and Will).  Will will be attending CCA Mobile Carriers Show. Anshel Sag …

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AWS Expands Its Elastic File System Offerings With ‘One Zone’ For 47% Less

Every infrastructure vendor sells against the vision of data as a utility. Data is the lifeblood of any enterprise, they will honestly tell you, and our solution will make sure that your business-critical applications aren’t starved waiting for that data. The storage world has never been as rich with solutions as it is today.  The latencies …

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Can Dreamium Labs Become Master Of The Metaverse?

Within the next five years, augmented and virtual reality (AR/VR) applications are expected to dramatically accelerate in popularity. This phenomenon will gain traction with mainstream users in particular. Spurred on by the latest generations of smartphone and mobile devices equipped with powerful “computational” camera technology that can capture and digitize 3D images with stunningly photorealistic …

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The “Edge-To- Cloud” Race Heats Up With IBM Cloud Satellite

Five years ago, the industry was debating whether the hybrid cloud was real or not. I was an early hybrid cloud supporter the past decade, but I rode the wrong platform horse, OpenStack. For mass deployment across different verticals and sophistication levels, OpenStack was not robust enough, and required a lot of work to stand …

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GlobalFoundries And Bosch Partner On MmWave Radar, Reinforcing Silicon Is Strategic

For a tech industry analyst like me, the automotive market is interesting given the electrification, safety and self-driving intelligence added to today’s models as well as commitments by automakers to aggressive roadmaps. Cars of the future will be datacenters on wheels, software-defined, connected by 5G, and with gobs of compute, storage and networking silicon. Given …

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HPE GreenLake Cloud Services—Coming To 100,000 Technology Providers Near You

Earlier this week, HPE announced a series of updates to its HPE GreenLake cloud services portfolio, including new capabilities and partnerships.  HPE GreenLake cloud service is HPE’s hybrid cloud X-as-a-Service offering, delivered via a more flexible consumption model. HPE GreenLake is designed to combine the cloud’s simplicity and agility with the governance, compliance, and visibility of …

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Lattice Semiconductor Updates Solutions Stack With MVision 2.0 And Sentry 2.0

As I said when I first wrote about Lattice Semiconductor and its new management team at its May 2019 Financial Investor Day here, one of CEO Jim Anderson’s many goals was to increase velocity of new products, provide more of a solution, and leverage key market trends like the need more increased security and improved machine …

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T-Mobile Goes After Businesses And AT&T And Verizon Should Be Concerned

T-Mobile has gone through numerous changes in the last few years, one being that the “Uncarrier” has expanded the aperture beyond consumer. For years, T-Mobile has focused on bringing disruption to the consumer segment, but it chose not to balance its business services efforts.  The good news is that T-Mobile’s acquisition of Sprint brought many …

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Amazon And Bernie Sanders Now Have One Big Thing In Common

At first blush, you might be hard-pressed to find one thing on which the progressive wing of the Democratic party and Amazon, the corporation, agree. Vermont Senator Bernie Sanders has railed against major corporations such as Amazon and its “wealthy” CEOs (or, in Jeff Bezos’ case, recently departed ex-CEO) for many years. One perhaps surprising …

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Microsoft’s Most Impactful Announcements At Ignite 2021

Between pre-briefs, executive Q&As and the live event, I attended around twenty hours of Ignite 2021.  Typically, Microsoft holds three focused events each year: one for developers (Build), channel partners (Inspire) and end customers (Ignite). There’s always crossover between events—end customers, of course, also involve developers and channel partners. In this column I’ll share my …

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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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Microsoft’s Mesh Platform For Mixed Reality Puts Microsoft At The Forefront Of XR Collaboration

Moor Insights & Strategy has long considered Microsoft as one of the major platform players in the XR space with its HoloLens AR headset and Windows MR VR headsets, and Windows Mixed Reality platform. While many of Microsoft’s competitors are vertically integrated, like Facebook and Apple, Microsoft’s approach is far more ecosystem-focused, spreading the opportunity …

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RESEARCH PAPER: HPE and AMD Deliver a Compelling Portfolio for the Modern Business

The modern business is undergoing digital transformation to be faster and more responsive to the market’s needs. And the outbreak of COVID-19 has expanded the scope of many transformation projects to support an increasingly remote workforce. Indeed, digital transformation is more than a trend – it is a fundamental shift both operationally and organizationally – and it’s rooted …

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Moor Insights & Strategy Weekly Update Ending March 12, 2021

I hope you all had a great week!   This week, I attended VMware Analyst Summit (with Steve), HPE Greenlake Day, and T-Mobile Analyst Day (with Will).  Will attended AT&T Analyst Day. Next week, Matt will be attending AMD Datacenter Launch Event.  Melody will be attending Powering the Intelligence and eCommerce Revolutions. Our MI&S team published 15 deliverables last week:  5 Forbes columns  5 MI&S blogs 4 podcasts    1 research paper The press …

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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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How Qualcomm Plans To Make AR Viewers Smarter And More Useful

To facilitate the acceleration of AR, this week Qualcomm released a reference design for its Snapdragon XR1 Smart Viewer. Co-developed in partnership with Chinese partners BOE and Goertek, experts in display and XR technologies, this reference design is capable of simultaneously running multiple advanced features and high-quality graphics. Let’s take a closer look at the …

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Pure Storage’s Steady Hand: Fiscal Q4 And Product Updates

It’s been a rough year in the enterprise IT market. The effects of a global pandemic have disrupted everyone’s plans, with spending down across nearly every segment. We have seen declines in both the server and storage markets. It takes a steady hand to guide a company through such an uncertain time.  Charlie Giancarlo, Pure …

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HP Inc. Acquires HyperX PC Gaming Accessories Maker For $425M

I had the chance to chat last night with HP Inc. Personal Systems President Alex Cho about its acquisition of HyperX for $425M. Cho, before Covid-19, called the PC “essential” and forecasted industry growth based on end user research the company conducted. And he was right. HP has seen growth this year driven in part …

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IBM Smoothing The Road To Hybrid Cloud With Expanded Red Hat Capabilities On IBM Power Systems

Today, IBM announced a new array of products and services to help enterprises manage the hybrid cloud, modernize existing applications and build new cloud-native applications.  This article will highlight what I think are the most exciting elements of this announcement enterprises can use whether the company is already on the hybrid journey with IBM or …

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