Corporate

Six Five Live Ep 40- Build Toward The Future (Citing Microsoft, HPE, NVIDIA, Google, Apple, Splunk, Intel)

You can find the Six Five Podcast here. Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six …

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Cisco’s Country Digital Acceleration Program Is All About Trust

I am always skeptical of big technology companies when they pose programs that sound like “tech for good” and I do extra levels of research to get underneath the motive and gauge trust. Maybe it is my Midwest upbringing or maybe it’s having been an executive for over 20 years at tech companies that elicits …

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CBS 60 Minutes Segment About Amazon Only Tells Part Of The Story

Today, I watched a 60 Minutes segment by Lesley Stahl on Amazon about the working conditions at its wide array of sites across the country. I thought it was classic 60 Minutes, starting off with a theory and then showing only what it can fit in 13 minutes that validates the show’s preconceived point of view. …

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HPE’s Peter Ungaro Weighs In On HPC To Work In Fight Against COVID-19

Every month HPE’s independent analyst council, of which I am a part of, gets together to discuss a special topic. Obviously, the ongoing COVID-19 crisis is on the top of many people’s minds, and the tech industry continues to play a big part in how we, as a society, are managing the fallout and looking …

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Arm Courts Silicon Startups With Free Access To Popular Chip Designs

It’s an exciting time in the tech industry, with a raft of new technologies—namely AI, IoT, and 5G—all advancing and converging with the promise of enabling a multitude of new use applications. One company, in particular, stands out in its efforts to position itself at the center of what it calls “the 5th wave of computing,” …

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Amazon Neither Winning Or Profiting From COVID-19

Some news outlets here and here have reported that Amazon is “winning” from the COVID-19 crisis. These reporters suggest that Amazon is set up to profit from peoples’ needs like online shopping, media entertainment streaming, and whole foods, while they are legally obligated to stay at home. I want to make the argument, based on the company’s recent earning, …

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Dell Technologies Services Goes To Bat In The Fight Against COVID-19

Coronavirus has turned the world upside down, disrupting businesses, workers, and our healthcare system in ways never before seen in our lifetimes. As a tech analyst, one silver lining I’ve seen in the way things have unfolded over the last few months is the way many tech companies have really stepped up to address these …

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Dell Unveils $9B Financing Program To Insulate Customers From COVID-19 Fallout

It’s an understatement to say that the COVID-19 outbreak is putting a strain on business. Throughout the country and world, people are being told to stay home, and aside from businesses deemed “essential” (e.g. groceries, pharmacies, and liquor stores) pretty much everything else is closed indefinitely. The government has swooped in with the Paycheck Protection …

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HPE Offers $2 Billion Towards Customers In Need

Last week, HPE announced that HPE Financial Services (HPEFS) is offering $2 billion in financing and new programs for customers and partners who are taking a considerable hit in the quarantine and beyond. In the past few weeks and into the rest of the month, companies are moving employees to WFH, revenue is going to …

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ON Semiconductor Leans Into Energy Reducing Semis And Helps The Environment In The Process

One of the companies that have really caught my eye over the last few years is ON Semiconductor. After spinning out from Motorola in 1999, I believe the company distinguished itself with its portfolio of power and signal management, discrete, logic and other custom technology across a variety of industries. Of late, though, it has …

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Dual screen and foldable devices SAMSUNG

COVID-19 has affected every part of the tech industry. From the manufacturing of products and the use of services to the way company employees work. Thank God we have these companies because they have done a tremendous job of coming together to fight this epidemic. We hear a lot in the news of COVID-19’s impact …

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ZOHO: The Most Successful SaaS Company You May Have Never Heard Of

I had the chance to attend Zoho’s annual analyst day which it held in Austin, TX, a few months back. I have been remiss in writing this up, but honestly, COVID19 and a few other things got in the way of knocking it out. Rather than give my readers a specific take on what I …

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Key Takeaways From AMD’s Financial Analyst Day

Before the proverbial “you know what” hit the fan with COVID-19, AMD hosted the company’s 2020 Financial Analyst Day at its headquarters in Sunnyvale, California. I am ridiculously tardy in getting this out, but to be honest, I don’t know too many who would have read it.   Historically, the event has been used to recap AMD’s financial growth, communicate financial …

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Intel’s Role in Critical Infrastructure in the Fight Against COVID-19 – The Six Five Insiders Edition

On this special episode of The Six Five – Insiders Edition hosts Daniel Newman and Patrick Moorhead welcome Jeff Rittener, Chief Governmental Affairs Officer for Intel and Darcy Ortiz, General Manager of Corporate Services for Intel, to discuss business continuity and Intel’s response to COVID-19. Intel’s Role in Critical Infrastructure Intel is the world’s largest semiconductor chip maker. Their …

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Embracing the New Reality — The Six Five Insider’s Edition with HP’s Alex Cho

On this special episode of The Six Five Insider Edition, hosts Patrick Moorhead and Daniel Newman welcomed Alex Cho, President of Personal Systems Business for HP, to discuss business continuity in the age of COVID-19, how HP is supporting partners, customers and employees, why this is the right time to innovate, and how we are all pushing …

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Cloudera Looks Like A Hidden Gem In The World Of Data Cloudification

Data never dies. Its lifecycle extends from creation through a never-ending stream of business cycles. At the same time, enterprises are swimming in data that ranges broadly from customer-generated information, financial transactions, edge-generated data, and even operational IT server logs. Understanding how to mine an organization’s data for maximum impact, securely and in compliance with a …

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FTC Once Again Failed To Make Its Case Against Qualcomm On Appeal

One of the more interesting behind-the-scenes sagas of the past several years has been that of Qualcomm versus the FTC, in which the latter has attempted to make the, in my opinion, flimsy case that the former is a monopolist who suppressed competitors in the wireless chip market. Specifically, the FTC sought to prove that …

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HPE Bolsters Cloud-Native Security Expertise With Scytale Acquisition

HPE is a company that I follow very closely. The infrastructure, edge and now hybrid cloud company has really differentiated itself over the past several years with its very serious approach to infrastructure security (see more background here if interested), which, for HPE, starts all the way down at the hardware level. HPE was an early pioneer …

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Marvell Shows Off ‘The New Marvell’ At Its First Industry Analyst Event

Everybody loves a good comeback story. In December, I attended Marvell’s first industry analyst day at its corporate HQ and believe that the company is well on its way to reinventing itself in a big and very positive way. The growth opportunities look immense, as well as I believe the company is poised to take …

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How Qualcomm Approaches Its Automotive Business, With $6.5B In Design Wins

Qualcomm is a semiconductor company best known for its efforts in the realm of smartphone connectivity with its popular Snapdragon brand of modems, application processors and now RF. While smartphones are undoubtedly the company’s bread-and-butter, Qualcomm plays significantly in a number of other areas. A great example of this is its $6.5 billion (backlog) automotive …

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