Welcome to this edition of our Weekly Analyst Insights roundup, which (normally) features key insights that our analysts have developed based on the past week’s events.
MI&S is an all-virtual firm, which is a great benefit for our clients because it means we can bring in the best talent without needing anyone to pick up and move their families. And even though several of us live in Austin or the surrounding area, during the year we’re more likely to see each other on the road at a conference.
That’s why I was glad to convene our full analyst and operations teams in Austin last week — for the second year in a row — to refine our strategy and tactics for the coming year. Each analyst went over the successes, challenges, and industry changes in their respective coverage areas (which we usually call “swimlanes”). Plus, we talked a lot about broader opportunities to grow the firm and evolve our practices, especially around AI, in 2026.
With everyone on our staff taking a well-deserved breather from travel and spending time with their loved ones over the holidays, we are not publishing swimlane-by-swimlane updates this week or next. But look for our annual tech trends edition to hit your inbox two weeks from now. (Here’s the version from a year ago to whet your appetite — and so you can see how well we predicted events in 2025!)
As we look ahead to the new year, we already have several events on the calendar. As you plan for 2026, please reach out if our paths are crossing so we can say hello face-to-face.
Over the last week, MI&S analysts were quoted in multiple international publications, including Fortune, SDxCentral, TechTarget, UC Today, InfoWorld, Mugglehead, and VoIP Review. The press wanted our insights on the Amazon OpenAI deal, Broadcom, Docker, enterprise collaboration, NVIDIA, Qualcomm, and Zoom.
Our MI&S team also published 10 deliverables — 1 Forbes article, 4 Research Notes, 2 Analyst Insights, and 4 Podcasts.
Check out the updates below for more from the MI&S team, including published content, press quotes, and calendar updates.
Have a great week!
Patrick Moorhead
Forbes Article Published
Research Notes Published
- T-Mobile Leverages Formula 1 to Push Next ‘Un-Carrier’ Move (Anshel Sag)
- BROADCAST ANALYSIS: Patrick Moorhead Discusses Intel’s New Cutting-Edge Fab on CNBC, December 19, 2025 (Patrick Moorhead)
- The iPhone 17 Pro — a Better Experience, but Not Yet Enhanced by AI (Anshel Sag)
- Qualcomm Gets Down to Nuts and Bolts with the Snapdragon X2 Elite Series (Anshel Sag)
Analyst Insights Published
- IBM Targets Quantum Advantage by 2026 With New Processors and Tools (Paul Smith-Goodson)
- MI&S Weekly Analyst Insights — Week Ending December 12, 2025 (MI&S Analyst Team)
Podcasts Published
Press Citations
Intel / Intel’s future, chips, 18a / Patrick Moorhead
Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance
Amazon / OpenAI Deal / Anshel Sag / Fortune
Experts say Amazon is playing the long game with its potential $10 billion OpenAI deal: ‘ChatGPT is still seen as the Kleenex of AI’
Broadcom / CPO / Patrick Moorhead / SDxCentral
Broadcom CEO Hock Tan cautious on silicon photonics, CPO need
Docker / Jason Andersen / TechTarget
Free Docker Hardened Images challenge Chainguard
Enterprise Collab / Melody Brue / UC Today
Why Verticalised UC Will Define Enterprise Collaboration in 2026
NVIDIA / NeMo Gym / Jason Andersen / InfoWorld
Nvidia bets on open infrastructure for the agentic AI era with Nemotron 3
Qualcomm / CPU / Patrick Moorhead / Mugglehead Magazine
Qualcomm leans into server market with Ventana acquisition
Zoom / Zoom Ahead / Melody Brue / UC Today
Does Zoom’s ‘Zoom Ahead’ Ad Tell the Right Story?
Zoom / Zoom Ahead / Melody Brue / VoIP Review
Zoom Reinvents Itself as a Work Hub
Other Video Appearances
Expert Predictions / AI / Melody Brue / UC Today
UC Today’s 12 Trends of Christmas: Expert Predictions for 2026
Press Release Quotes / Vendor Blogs
Cloudera / Data & AI / Patrick Moorhead / Cloudera Blog
Patrick Moorhead Insights: Overinvest in Data to Scale AI
Data Storage / Matt Kimball / Forecast by Nutanix
Making Data Storage Sexy Again
New Gear or Software We Are Using and Testing (New)
- Gemini 3 (Jason Andersen)
- NotebookLM (Jason Andersen)
- NZXT Player Three Prime Gaming PC (Anshel Sag)
- Lenovo Legion Go 2 (Anshel Sag)
- Samsung Galaxy XR (Anshel Sag)
- OnePlus 15 (Anshel Sag)
- Oppo Find X9 Pro (Anshel Sag)
- Apple M5 MacBook Pro (Anshel Sag)
- ROG Xbox Ally X Gaming Handheld (Anshel Sag)
- Google Pixel 10 Pro Fold (Anshel Sag)
- Google Pixel 10 Pro XL (Anshel Sag)
- Meta Ray Ban Display (Anshel Sag)
- Meta Oakley Vanguard (Anshel Sag)
- Miku Pro Baby Monitor (Anshel Sag)
- Logitech MX Master 4 (Anshel Sag)
- Apple iPhone Air (Will Townsend)
- iPhone 17 Pro Max (Anshel Sag)
- iPhone Air (Anshel Sag)
- AirPods Pro 3 (Anshel Sag)
- HP Z2 Mini G1a (Anshel Sag)
- Bleequp Ranger AI Smart Glasses (Anshel Sag)
- Lenovo ThinkBook Plus Gen 6 Rollable Laptop (Anshel Sag)
- Naya Create Modular Keyboard (Anshel Sag)
- Alienware 18 Area 51 Gaming Laptop (Anshel Sag)
- Samsung Galaxy Fold7 (Anshel Sag)
- XREAL One Pro (Anshel Sag)
- XREAL Eye AR Glasses (Anshel Sag)
- Surface 12” laptop (Anshel Sag)
- Anonymous Tablet (Anshel Sag)
- OMEN MAX 16 Gaming Laptop (Anshel Sag)
- Alienware Area 51 Desktop & 27” 4K OLED monitor (Anshel Sag)
- Samsung Galaxy Tab S10 Ultra (Anshel Sag)
- RTX 5060 Ti (Anshel Sag)
- Poco F7 Ultra Smartphone (Anshel Sag)
- 2.0 Antec Flux Pro Case (Anshel Sag)
- 2.1 GeForce RTX 5070 and 5070 Ti (Anshel Sag)
- Sony CRE-C20 OTC Hearing Aids (Anshel Sag)
- Steelseries Arctis Nova Pro Wireless Headset (Anshel Sag)
- HP EliteBook X G1a (Anshel Sag)
- Kindle Colorsoft (Anshel Sag)
- XREAL One AR Glasses (Anshel Sag)
Events MI&S Plans on Attending, in Person or Virtually (New)
Unless otherwise noted, our analysts will be attending the following events in person.
- CES, January 6-9, Las Vegas (Anshel Sag, Patrick Moorhead)
- MongoDB local, January 15, San Francisco (Jason Andersen)
- World Economic Forum, January 19-22, Davos, Switzerland (Patrick Moorhead)
- Microsoft AI Tour, January 21, New York City (Robert Kramer)
- Acumatica Summit 2026, January 25-28, Seattle (Robert Kramer)
- CES, January 6-9, Las Vegas (Anshel Sag, Patrick Moorhead)
- MongoDB local, January 15, San Francisco (Jason Andersen)
- World Economic Forum, January 19-22, Davos, Switzerland (Patrick Moorhead)
- Microsoft AI Tour, January 21, New York City (Robert Kramer)
- Acumatica Summit 2026, January 25-28, Seattle (Robert Kramer)
- Net Suite’s SuiteConnect, February 11, New York (Robert Kramer)
- ZohoDay 2026, February 16-19, Austin (Melody Brue)
- SAP Analyst Innovation Council 2026, February 23-25, Alpharetta, GA (Robert Kramer)
- RingCentral Analyst Summit, February 25-27, Scottsdale, Arizona (Melody Brue)
- NVIDIA GTC, March 16-19, San Jose (Anshel Sag)
- Nutanix .NEXT ‘26, April 2-9, Chicago (Matt Kimball)
- Infor Analyst Summit, April 13-16, Orlando (Robert Kramer)
- Adobe Summit 2026, April 20-22, Las Vegas (Melody Brue, Robert Kramer)
- Google Cloud Next, April 22-24, Las Vegas (Patrick Moorhead)
- SAP Sapphire, May 11-13, Orlando (Robert Kramer)
- Blue Yonder, May 17-20, San Diego (Robert Kramer)
- Zendesk Relate, May 18-20, Denver (Melody Brue)
June events coming soon.
July events coming soon.
August events coming soon.
September events coming soon.
- SAP Connect, October 5-7, Las Vegas (Robert Kramer)
- Oracle AI World + SuiteWorld 2026, October 26-29, Las Vegas (Robert Kramer)
November events coming soon.
December events coming soon.
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