As a tech analyst, I cover many different topics related to the industry. While the technology itself will always be my main focus, I also pay close attention to company culture and corporate ESG programs. I’ve found there to be significant overlap between those who excel at a technological and financial level and those who …
I recently had the opportunity to spend two days with AT&T executives and its senior management team in New Orleans during the Men’s NCAA Final Four Tournament. AT&T is a sponsor of March Madness. I loved how the company ran a series of television spots involving spokesperson Lily interviewing her possible “substitutions” while she attended …
Fiber Is Foundational For AT&T’s Long-Term Success Read More »
I hope everyone can agree that any competition is good competition. In more cases, than not, drives innovation and growth within the industry. There isn’t a lot of competition in discrete merchant graphics in PC gaming, commercial, workstation, and datacenter- there’s AMD and NVIDIA. I have always believed that three vendors are better for a …
After A 24-Year Absence, Intel Re-Enters The Discrete GPU Market With Arc Read More »
Qualcomm is best known for its handsets business, but the past two years the company has embarked on a business diversification process adding RF, IoT and automotive to the mix. In FY21 the revenue from RF, Auto and IoT represented 38% of total QCT revenues and the automotive business is on a $1B annual run …
Qualcomm Deepens Commitment To The Metaverse With $100 Million Snapdragon Metaverse Fund And Square Enix Partnership At GDC 2022, Qualcomm came out guns blazing with two significant announcements, and both focused on the growth of content in the Extended Reality (XR) industry. Qualcomm has already made big splashes in the XR content space by announcing …
I recently attended HPE Aruba’s annual Atmosphere (ATM) event (in person, no less!) in Las Vegas. It was refreshing to be back physically post-pandemic. A lot has changed for the networking infrastructure provider. Former founders and CEO Keertie Melkoke and CTO Partha Narasimhan left the company mid-last year, and new leadership is in place at …
Aruba Atmosphere 2022 Showcases HPE’s NaaS Journey Read More »
American adults have been feeling the changing economic pressures in 2022. We feel the actual impacts of inflation in rising prices of consumer goods, interest rates, and groceries. Economics is often thought of as high in the sky and out of our control, but it impacts our lives. Tech companies especially must pay close attention …
Qualcomm Chief Economist Explains How Global Economics And Geopolitics Affect Innovation Read More »
Anyone who has ridden in an elevator has at some point, consciously or unconsciously, stared at the KONE logo. KONE Corporation is an elevator, escalator, and automatic building doors manufacturing company with aspirations for much more. I am continually amazed by the level and potential of innovation enabled by digital transformation, even across seemingly “old school” (also …
KONE Elevates People Flow Through Digital Transformation Read More »
Now five years into Honeywell CEO’s tenure, it is evident that Darius Adamczyk’s leadership has put the company on a new trajectory. The company, operating in many different and important market segments, has reflected on its CEO’s vision for ‘BTIs’, – Breakthrough Initiatives. The five publicly known BTIs share a common path: incubation of innovation …
AWS re: Invent is Amazon Web Services (AWS) annual user conference that focuses on cloud strategies and operations, security and developer productivity, and IT architecture and infrastructure. Top industry analysts at Moor Insights & Strategy cover AWS’s most impactful announcements in the categories of Enterprise Networking, Datacenter compute, AI and ML, and silicon. You can download the …
RESEARCH PAPER: Moor Insights & Strategy Coverage Of AWS Re:Invent 2021 Read More »
Mobile World Congress (MWC) was held in Barcelona, Spain, and was attended by top analysts at Moor Insights & Strategy, including Anshel Sag, Will Townsend, and Patrick Moorhead. Moor Insights & Strategy analysts covered the top tech areas, including mobile device and chipset announcements, networking, 5G, edge, carrier services, and IoT. You can download the …
RESEARCH PAPER: Moor Insights & Strategy coverage of Mobile World Congress 2022 Read More »
In this era, it’s very hip for businesses to have environmental sustainability programs in place. Most, if not all, include the goal of reducing carbon and other greenhouse gas (GHG) emissions to help curb the worst potential effects of climate change. Already, we see bigger, stronger and more devastating weather events that are hard not …
Momentum For Amazon’s Climate Pledge Continues To Snowball Read More »
There are many different ways technology companies can innovate: they can do it organically, partner, invest or acquire. Qualcomm does all the above and is one of the last remaining companies on the planet that invests in technology research. I am taking an increasingly deeper look at how technology companies are doing this. Qualcomm is …
Max Verstappen and the Red Bull Racing team ended last season on the ultimate high with an F1 title win in Abu Dhabi. Before that race, Oracle had provided Red Bull Racing with billions of race simulations that gave the team insight on the track. Christian Horner, CEO of the new Oracle Red Bull Racing …
Oracle Forms Formula 1 Team In Partnership With Red Bull Racing Read More »
Intel has made a considerable amount of strategic announcements in the past month, whether it be its Tower Semi acquisition, its $20B Ohio investment or numerous disclosures at its recent investor day. I wanted to make sure another announcement it made didn’t slip through the cracks with Ventana Micro Systems. Ventana Micro Systems Inc announced …
Last week I did a deep dive on Tokyo-based Renesas Electronics Corporation, the world’s largest supplier of microcontrollers, or MCUs. While a well-established company with a decades-long record of market success (particularly in automotive), Renesas is not necessarily a household name. However, the company’s recent push into the Industrial Internet of Things (IIoT) and Infrastructure space has been …
Renesas Showcases Company Culture, Financial Growth At Analyst Day 2022 Read More »
Qualcomm is a company that I follow very closely across multiple market segments, including 5G, smartphones, laptops, and automotive. Last week I attended Mobile World Congress (MWC) 2022 in Barcelona, Spain, where Qualcomm’s CEO, Cristiano Amon, announced new products, demonstrating to me that Qualcomm is still very much the leader in smartphone wireless connectivity. It …
Qualcomm Showing It Is Very Much Still In The 5G Leadership Position Read More »
This morning, AMD announced its completion of its Xilinx acquisition, the largest semiconductor deal ever and the second largest tech acquisition ever at its $49B value. I had the chance to catch up with AMD CEO Lisa Su this weekend to talk about Day One of the combined AMD and Xilinx. It was a good …
It’s Day One For The Combined AMD And Xilinx And CEO Lisa Su Is Energized Read More »
Intel announced this morning that it was acquiring Tower Semiconductor for $5.4B. To say Intel has been busy the past year with huge IDM 2.0 strategy moves would be an understatement. A mere eight days ago on February 7th, the company launched a $1B foundry innovation fund and an accelerator program with EDA, design, and IP companies, …
This week, NVIDIA and Jaguar Land Rover announced their partnership to equip all Jaguar and Land Rover cars with NVIDIA’s full-stack NVIDIA DRIVE Hyperion 8 platform. The DRIVE Hyperion 8 was announced at NVIDIA’s GTC 2021 event back in November, targeting level 4 (L4) self-driving capabilities. Jaguar Land Rover is the second vehicle manufacturer to adopt NVIDIA’s …
