Corporate

Cisco Strengthens Portfolios And Programs At Two Key Virtual Events

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, …

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What Apple Is Promising With The New MacBooks And Its Smartphone-Derived Silicon

As I reported in June, Apple announced at its WWDC that it is moving the Mac lineup of PCs from Intel processors to its own home-grown mobile SoCs. The company says it will manage a multi-year transition from Intel-based systems over two years, and it will leverage its Bionic line of IP for its new designs. This …

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Qualcomm’s Fiscal Q4 2020 Earnings Signify A New Company Chapter

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 …

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Project APEX Pushes Dell’s IT Services To New Heights At Dell Tech World 2020

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 …

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It’s Official- Marvell Acquiring Inphi For $10B That Boosts Its Cloud And 5G Opportunities

I had the chance to talk last night with Marvell CEO Matt Murphy and optics leader Inphi CEO Dr. Ford Tamer on its deal valued at $10B, which considerably expands Marvell’s market opportunity in the cloud data center and 5G end markets. Marvell has been growing incredibly over the past three years, which I documented here after …

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Cisco Unveils Targeted Webex Solutions To Support Governmental Operations

Though tech companies across the board have made strides to help the world acclimate to the pandemic, there’s a few whose efforts have risen above the rest. One of these companies is the networking powerhouse Cisco—no surprise there, considering its impressive track record in CSR. Earlier this year, the company pledged to contribute at least $225 …

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FTC’s Case Against Qualcomm Dealt Mortal Wound With Recent Ruling

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 …

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AMD Acquiring Xilinx In Bold, $35B Semiconductor Mega-Deal

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 …

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Juniper Networks And Its Automation Journey

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 …

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What Apple MacOS Developers Need To Consider Before Investing In The New Processor Platform

In June, Apple announced at its WWDC that it is moving the Mac lineup of PCs to its own home-grown mobile SoCs. The company says it will manage a multi-year transition from Intel-based systems, and it will leverage its Bionic line of IP and smartphone processors for its new designs.  Unrelated to this, early this …

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An Interview With Qualcomm’s Alex Rogers, EVP And President Of Its Technologies Licensing Business, On 5G IP

I’ve been following the Qualcomm 5G IP legal saga since the FTC filed an antitrust case against the company way back in 2017. Frankly, an entire screenplay could be written about the proceedings—in a dramatic turn of events, a district court in northern California ruled against Qualcomm in May of 2019. Now, despite the earlier …

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

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 …

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Analyst Learnings From VMworld 2020

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 …

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

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 …

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

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 …

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Microsoft Ignite 2020 Lights Up Power Platform With Updates

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 …

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Cisco Snags “World’s Best Workplace” Title Second Year Running

Last year, I was pleased but not surprised when networking giant Cisco received top honors on the 25 World’s Best Workplaces list, curated by workplace culture authority Great Place to Work Inc. and Fortune Magazine. As an analyst who covers all things tech, I’ve seen firsthand how seriously Cisco takes its social responsibility, both externally, …

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PULSE BRIEF: Amazon Boosts Beleaguered SMBs In Spite Of House Subcommittee Claims

While governments and pundits are debating how best to deal with COVID-19 since March, there is one thing everyone agrees with- it has been a rough ride for small businesses. The $525B Paycheck Protection Program (PPP) for small businesses is indicative of how dire it is without a clear end in sight. Since COVID-19 began, …

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Oracle Has Quietly Become An Essential Cloud Applications Company

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 …

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Globalfoundries Global Technology Conference 2020 Sets The Stage For Growth

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 …

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