Corporate

Over the last few weeks, I attended Cisco Systems’ virtual DevNet Create and Partner Summit events. The networking infrastructure giant made several key announcements—let’s take a closer look.     DevNet Create Typically held in Mountain View, CA, DevNet Create is Cisco’s signature developer event. Cisco founded its DevNet developer community back 2014. Led by executive Susie Wee, …

Cisco Strengthens Portfolios And Programs At Two Key Virtual Events Read More »

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 »

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 »

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 »

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 »

It is no secret that I have been critical of Juniper Networks in the past. Historically, the networking infrastructure provider was overly focused on the service provider market, limiting its reach and top-line revenue. However, things began to change with Juniper’s acquisition of Mist Systems one and a half years ago. Mist’s focus on artificial …

Juniper Networks And Its Automation Journey Read More »

IBM has been making a flurry of improvements to position the company to better take advantage of the cloud opportunity.  In the past year, IBM acquired Red Hat, deeply integrated many of its products, and installed new CEO Arvind Krishna and President Jim Whitehurst. The company isn’t done. Yesterday, IBM announced that it will spin …

IBM Spinning Off Infrastructure Managed Services Group To Focus On Cloud Is A Good Move Read More »

VMworld, VMware’s annual customer conference, happened virtually from September 29th to October 1st, 2020. It has been a busy year for VMware. The strategy to deliver a comprehensive portfolio of products and services to help customers modernize applications and infrastructure led to a successful first fiscal quarter 2021 ended May 1st, despite the coronavirus pandemic, with …

Analyst Learnings From VMworld 2020 Read More »

Arm held its annual developer conference team this week and many of the Moor Insights & Strategy team tuned in virtually. I got the chance to spend time with Rene Haas, Arm President in charge of its IP business, which was nice as the conference was virtual. I wanted to spend some time on what …

Arm’s Inaugural DevSummit Starts With Big Developer Announcements And Updates Read More »

The Oracle Live Applications event is this week, and yesterday, I discussed in this article how Oracle has quietly become an essential cloud applications company. Oracle utilizes a SaaS model to rapidly evolve the software suite in both breadth and depth of offerings with hundreds of new features delivered quarterly to thousands of customers in the cloud. Oracle …

Oracle Doubles Down On Customer Experience (CX) Management With New Zoom Integration Read More »

Earlier this week, I published my first coverage of the virtual Microsoft Ignite 2020 conference, in which I did a flyby over a wide range of product areas—Teams, Power Platform, Azure, and more. While I did touch on some of the Power Platform announcements, today, I will continue my coverage with a more in-depth look …

Microsoft Ignite 2020 Lights Up Power Platform With Updates Read More »

Oracle has been on a bit of a roll as of late. The company that I thought was cloud-challenged is now winning cloud deals left and right. I believe its Dedicated Region Cloud@Customer (here) is the easiest hybrid cloud solution to understand, it won both Zoom, 8×8, and even TikTok. It is winning on the …

Oracle Has Quietly Become An Essential Cloud Applications Company Read More »

Every year, Globalfoundries makes a series of big announcements at its annual Global Technology Conference known as GF (short for Globalfoundries) GTC. This year Globalfoundries held GF GTC North America 2020 virtually; like many others, we’ve grown accustomed to attending virtually in place of being there in-person due to COVID. Globalfoundries took a slightly different angle …

Globalfoundries Global Technology Conference 2020 Sets The Stage For Growth Read More »