Moor Insights & Strategy Two Week Update Ending April 9, 2021

I hope you all had a great couple of weeks!  

This week, I attended the Intel Xeon launch event (with Matt & Mark) and Arm Infrastructure Virtual Tech Day (with Matt & Steve).  Will attended Open RAN World Digital Conference.  Last week, several of us attended Cisco Live (myself, Matt, Steve, and Will).  Will attended CCA Mobile Carriers Show. Anshel Sag and I attended Arm Vision.       

Next week, many of us from our team will be attending NVIDIA GTC (myself, Anshel, Paul, and Steve).  Paul will be attending Quantum Tech.  Will will be attending Huawei Analyst Summit (with Anshel) and Aruba Atmosphereand Mark will be attending the Noopl briefing. 

Our MI&S team published 21 deliverables over the last two weeks: 

The press quoted us with 18 citations. Journalists wanted to hear about Amazon, Arm, Commscope, Intel, L.G., Fintech, Microsoft, Pixel, Pure Storage, Samsung, Verizon, and V.R. 

Quick Insights:

President’s Corner (Patrick Moorhead)

  • Electronics supply chain:  We are in one of the worst situations I have seen in 15 years. We could be in a supply-constrained environment until 2022, and not from issues you might think. 8” wafer, 14 and 28nm products are in the worst shape. Don’t forget, it only takes one $.50 IC to hold up a supercomputer from shipping.
  • Amazon wages & taxes: Amazon is an easy target for its detractors as its CEO is the richest person on the planet and is so successful. The company is under attack for its wages and income taxes but the irony is that the company pays what it has to under US tax law which incents certain, tax –free investments, which the company has taken advantage of. Also, we can’t forget the sales tax and income taxes that are paid. 
  • Intel Ice Lake DC: If you’re trying to equate market share with raw performance, you will find giant discrepancies between Intel (90% share) and AMD (10% share). What most people forget are the intangibles of Intel’s offerings. Read my Forbes piece for details.
  • Vertical Clouds: We’ve all embraced hybrid but get ready for vertical clouds. IBM shows that with its FS cloud, you don’t need to offer everything an AWS, Azure, or GCP does to field a compelling solution.
  • Instruction sets: Don’t confuse instruction sets with performance. Design architecture and manufacturing technology mean a lot more. Good designers can make Arm performant and X86 low power. Out of the other side of my mouth, I will say there are some very interesting features inside Arm’s V9 instruction set that could be used by designers to drive better performance.
  • WFH video: No one company has completely nailed the experience yet but vendors are getting so close. The two top contenders are the Poly P15 and I’m also testing Cisco’s Webex Desk Camera. Whoever nails this will drive some incredible revenue and I don’t think it will be Logitech. 

 AR/VR (Anshel Sag)

  • H.P.’s Reverb G2 Omnicept is a $1,249 headset with eye, heart, and face tracking capabilities that combines all sensors through the Omnicept SDK to enable unique enterprise and education V.R. use cases.
  • Pico says it will announce its latest V.R. headset, the Neo 3, on May 10 in China, with no details yet on a release outside of China.
  • Apple continues to win patents for X.R. interactions, including gestures, as it expands its efforts in the space
  • Snapchat is readying an A.R. version of its Spectacles glasses, which are already capable of stereoscopic video
  • The head of Facebook’s AR/VR unit has said that Oculus’ Quest 2 has outsold all other Oculus headsets, combined, which we assume to be the Oculus Quest and Oculus Go.

 Carrier/Wireless (Will Townsend)

  • T-Mobile made several 5G announcements this week: including offering same or better pricing relative to AT&T and Verizon limited postpaid plans for unlimited 5G plans, a fixed 5G service that covers nearly 10M rural subscribers, and a “Hometown Experts” program that promises to create new jobs as well as serve rural America. I believe T-Mobile is honoring its commitment pre-merger with Sprint to bridge the digital divide.
  • Ericsson announced its Open Lab initiative this week to support efforts to advance its VRAN and Cloud RAN offerings. It is a big step for the infrastructure provider to embrace open architectures as it threatens margin and revenue streams tied to its traditional complete, end-to-end solutions. However, I believe it is an intelligent move for Ericsson to embrace open platforms and disaggregation, given Open RAN’s momentum.

Datacenter: 

  • Storage- (Steve McDowell) 
    • VAST Data, one of the most disruptive storage startups out there, is changing its business model.  VAST is removing itself from the hardware business and, instead, is aligning with a set of partners who can deliver a turn-key appliance to VAST’s customers without VAST touching the box.  This is a great move for VAST, as this both simplifies its operations (and balance sheet!) while also opening the door for its channel and ODM partners to bring higher value to the I.T. buyer. 
    • Dell has entered the backup-as-a-service market, partnering with Druva to resell Druva’s solution to Dell’s customers.  The new PowerProtect on-premises offering is the successor to Dell’s Data Domain backup products.  Anyone playing in the data protection space needs a backup-as-a-service offering, and Dell EMC is doing well by reselling Druva’s proven solution. 
    • We’ve said it time and again: containers require a different way of thinking about storage.  Minio, one of the leading players in the object storage business, clearly agrees. The company this week released three new management tools to aid in deploying Minio object storage into Kubernetes environments. The new tools are targeted at provisioning, deployment, and health monitoring and management. These are all critical features when deploying container-specific storage into an enterprise environment. This is an area with a small group of intense competitors, and I fully expect we’ll see a lot of innovation in this space over the coming year.  
    • Micron delivered its earnings late in the season, beating the street with a $6.2B quarter fiscal Q2 2021.  Its DRAM business grew a stellar 44% year/year, accounting for 71% of its total revenue. Its NAND shipments were up 9% year/year.  Micron says that it sees strength in both the DRAM and NAND markets, with the NAND market growing at ~30% CAGR industry-wide.  Micron also points out supply constraints for both NAND and DRAM in the near term.  
    • Micron and Western Digital are reportedly bidding against each other to acquire Japanese NAND manufacturer Kioxia (formerly Toshiba’s NAND business, spinning out of Toshiba in 2017).  This would be a market-shaking acquisition for whichever wins out, as Kioxia is currently the number two flash supplier in the world, with a 17% revenue share. W.D. holds 16%, while Micron carries 13.7%.   Should Western Digital acquire Kioxia, its share would surpass the current market leader, Samsung.  This isn’t a cheap market to buy into.  Estimates place the price tag somewhere in the neighborhood of $30B.  Keep watching this one.           
  • Networking- (Will Townsend) 
    • I recently spent time with Cisco Meraki customer Bay State College to learn how the infrastructure provider facilitates a safe return to campus. Bay State College turned to Cisco Meraki to help manage several initiatives tied to a safe return to campus, including spatial awareness, capacity measurement, and Covid19 contact tracing. Student ID badges with Bluetooth Low Emission (BLE) beacons work in tandem with triangulation on Cisco Meraki Wi-Fi access points to facilitate overall visibility. What is impressive to me is that Bay State College is accomplishing all of this without the need for a discrete LBS application such as Cisco DNA Spaces. However, I would expect an evaluation of the application as the school continues to refine the overall deployment.    
    • Cisco held its signature Cisco Live! event this week and announced an expanded SASE architectural design that includes Meraki and provides enhanced functionality in the form of data loss prevention, remote browser isolation, cloud-based malware detection, incremental cloud on-ramping with Google Cloud and Megaport, and observability. The latter will materialize by integrating Cisco’s recent acquisition of ThousandEyes that facilitates both visibility and actionable insights to remediate issues and ensure a more consistent connectivity experience. From my perspective, the observability capabilities are what now differentiate Cisco’s SASE offering from the competition.
  • Server- (Matt Kimball) 
    • Arm v9 was announced this past week.  The two hot topics were performance and security.  It is clear where the company is focusing its efforts in the datacenter, and the design of v9 tells me that it should make further gains and continue to challenge its x86 competitors. We’ve been tracking Arm in the datacenter for some time, and the intent of the company comes more and more in focus with every briefing, every roadmap update, every technical preview.  Capture the market via the cloud and the workloads that power the cloud datacenter.  Focus on the workloads where there is no dependency on legacy applications that are bound to the x86 architecture.  Is it working?  Well, AWS continues to expand availability of EC2 instances based on Graviton2 (C6g, R6g), and Oracle has announced it will deploy its services (A1) on Ampere’s Altra CPU.  Finally, Microsoft is rumored to be nearing the availability of its Arm-based instances.  So, yes – it’s fair to say the company is winning in the cloud. 
    • I’m greatly looking forward to Intel’s launch event for its 3rd Generation Scalable Xeon Processor (Ice Lake). Here’s what I’m hoping to see – big performance gains, some parity against EPYC in terms of specifications, and use cases where its new implementation of SGX is shown to be as simple to utilize as advertised.    

FinTech (Melody Brue)

  • The biggest news of the week in FinTech was Coinbase’s IPO. This is an important step for the crypto market as it gives some centralization to the market that is decidedly decentralized. This onramp is likely to give more traditional investors some comfort in an asset class that may have seemed risky and taboo for them previously. It may seem a safer way for long-term investors to play in the crypto space and see how the value holds. 
  • The company opted for a direct listing, which was an interesting move. Some believe the market could use the lag-time between the proposed offering, which the company delayed, and this week’s debut to manipulate the valuation. If the IPO is successful, this will drastically accelerate institutional adoption of Bitcoin and other cryptocurrencies – which was probably inevitable at some point – and we’ll see a lot more complimentary types of offerings. However, this also could directly compete with Coinbase’s current revenue stream if brokerage access to BTC/ETH is mainstream. 
  • Open banking is now graduating to open finance, which goes beyond basic financial data access and allows consumers to permission bank and brokerage accounts, investments, loans, and some credit data. Open banking allows consumers to access and permission data held by their financial institutions to be used by third parties. Plaid is a leader and prime example of this – an API used to connect payment sources and other data with a simple bank login (saving consumers from entering their banking and personal data every time they download a new app with any fee or payment structure). The industry is focused on this at the moment as a way to democratize data in finance further and open up multitudes of opportunities to serve consumers with more personalized experiences and offerings.
  • The fintech lending industry is emerging robust from the worst of the pandemic, signaling the promise of upcoming solid economic activity in addition to unprecedented federal stimulus spending.
  • According to Experian, the pandemic impacted demand for credit differently across products. While the overall market is down when indexed to 2019, demand for auto and mortgage was strong throughout 2020 and is starting 2021 higher than our 2019 benchmark. While bank card and personal loans remained down throughout 2020 and the first month of 2021, the two are trending up.
  • The strong demand for cars and housing, along with the nearly $2 trillion stimulus, will continue to drive overall market activity, along with demand for credit, back to 2019 levels and beyond. As further evidence of this, overall originations have started to climb back to 2019 levels, with bank cards and personal loans making notable gains in the last months of 2020.
  • In a report, S&P Global Market Intelligence analyzed the performance of three key sectors of fintech lending: personal loans, small- and medium-sized business loans, and student loans. Overall these companies saw origination volume dive by 36%.
  • The same report indicates personal loan fintech lenders are projected to rise by 51%, to $47.9 billion in originations annually. Small- and medium-sized business fintech lenders are expected to increase by 16.1% to $15.8 billion. And the student lenders are forecast to rise 152% to $32.8 billion.
  • The Federal Reserve Board, the Consumer Financial Protection Bureau, the Office of the Comptroller of the Currency, and other agencies are digging into how banks and technology companies use A.I., according to a press release released by the Fed this week. Financial services companies, trade associations, and consumer groups have 60 days to submit comments in the RFI process. The organizations are explicitly looking at fraud prevention, personalization of customer services, credit underwriting, and other operations. The inquiry seeks to understand appropriate governance, risk management, and controls over A.I.

Home Automation/ Smart Home (Mark Vena) 

  • Major disappointment/missed opportunity for Sony’s PlayStation 5: Deathloop has been delayed again, with Arkane’s timed PS5 console exclusive moving from its previous May 21 release date to a fall release on September 14. The news marks the second big delay for Deathloop, originally supposed to be out in the 2020 holiday season alongside the then-newly released PS5. As with the earlier delay, Arkane’s Lyon studio is once again citing COVID-19-related delays, with increased difficulty in development as it works to ensure “the health and safety of everyone at Arkane.”
  • Last week, Apple Arcade received its most significant update since launching back in 2019. More than 30 titles were added to the subscription service, including much-anticipated games like Hironobu Sakaguchi’s roleplaying epic Fantasian. But while the quantity and quality of titles added were impressive, the most important part of the announcement was a change in direction. Among those big-name exclusives were several classics, ranging from Monument Valley to chess to Threes, that help round out the service. Apple Arcade has finally matured into something close to Netflix (though it still has a long way to go) for mobile games.
  • I can’t wait to check this out: Dell has announced four gaming monitors, three of which are curved, that are releasing in the U.S. between late May and late June. It, unfortunately, isn’t sharing prices for them yet, but the company says that all of them support AMD FreeSync Premium or Premium Pro, as well as variable refresh rate (VRR). VRR should make them a good fit for consoles like the Xbox Series X and PS5 (though the latter console hasn’t received its promised VRR update yet). This feature limits screen tearing as the frame rate adjusts due to hits or gains to performance.
  • The Apple T.V. 4K hasn’t been updated for more than three and a half years, which is an eternity in technology. But media that the new tvOS 14.5 beta references support for 120Hz refresh rates — a capability that no currently available Apple T.V. models have — indicates Apple is working on a new version of its set-top box. The announcement could happen sometime this month.
  • I love this: it was already known that MLB The Show 21 would be the first entry in the Sony-published series to arrive on Xbox consoles. And today, Microsoft revealed the next entry in the long-running baseball franchise would also be available on Xbox Game Pass for consoles when the game releases on April 20. Xbox One and Xbox Series X/S versions will be playable on Microsoft’s video game subscription service. The game will also be available on Android devices via xCloud, which is available at no additional cost if you are subscribed to the pricier Xbox Game Pass Ultimate tier.
  • Apple’s gaming subscription service just got a massive influx of new titles. The headliner is Fantasian — the latest release from the creator of Final Fantasy — which is joined by other titles like new versions of NBA 2K and The Oregon Trail and World of Demons from PlatinumGames. As part of the update, the service is getting two new categories of games: Apple calls them “Timeless Classics” and “App Store Greats.”
  • Not the kind of P.R. that Apple needs: when Apple introduced its controversial MacBook Pro redesign in 2016, the company probably didn’t know it was setting itself up to get sued — but not only is a class-action lawsuit now underway for their infamous butterfly keyboards, it’s looking likely there’ll be a second one for their notoriously fragile display cables, too. The judge in the case decided to let the “flexgate” lawsuit go forward, ruling that Apple should have known that they would fail and yet kept selling them anyhow.
  • Cortana, we knew you well: Microsoft has shut down its Cortana app for iOS and Android. It’s the latest in a series of moves to end support for Cortana across multiple devices, including Microsoft’s Surface Headphones. The Cortana app for iOS and Android is no longer supported, and Microsoft has removed it from both the App Store and Google’s Play Store.
  • Google bails on MWC…will the event get canceled? Last year, the world’s largest phone show, Mobile World Congress, hung on to the idea of hosting an in-person event during the Covid-19 pandemic as long as it could, even as major exhibitors kept pulling out — and the dominoes may be falling on this year’s show as well.

 IIoT and IoT (Bill Curtis)

  • Arm’s V9 announcements dominate IoT conversations this week. Most of the buzz is about Arm Confidential Compute Architecture which introduces the concept of Realms – secure partitions that isolate software components from one another and from the O.S. As edge computing devices evolve from embedded hack ware to DevOps-enabled platforms, containerized application code and data must run in isolated partitions that provide very high levels of security while allowing efficient access to system resources. CCA enables multiple chip companies across the Arm ecosystem to do this the same way, eliminating the undifferentiated friction of chip-specific security subsystems. As V9 chips become available over the next few years, expect significant increases in cross-platform interoperability for componentized software on edge nodes.
  • The FIDO Alliance (Fast IDentity Online) upgraded the FIDO Device Onboard specification from “Review Draft” to “Proposed Standard.” FDO is probably the most important IoT standard that you’ve never heard of. Contributed by Intel, FDO enables IoT device manufacturers to build “generic” devices that automatically and securely connect with various end-to-end IoT application platforms such as AWS, Azure, Google, or Pelion. Today, IoT platform selection usually happens during the manufacturing process, requiring a different SKU with unique onboarding logic for each platform. FDO factors out the onboarding process, thereby delaying the framework decision until installation time. With FDO, manufacturers can build identical devices by the boatload and let FDO bind them to the customer’s chosen platform at installation time. Kudos to Intel for contributing this very well-designed technology with no strings attached. It’s now an open standard, not tied to Intel silicon or software. The full spec dated March 23 is posted on the FIDO Alliance website.

Machine Learning/ Artificial Intelligence (Paul Smith-Goodson) 

  • Google’s A.I. reservation service called Duplex will soon be expanded to 49 states. Duplex will handle making personal reservations in hotels, restaurants, hair salons, and others. Privacy laws vary from state to state, so Google has been waiting to roll it out after adding necessary changes for each state. Duplex had some problems when it was first introduced, and it was described as “creepy” by some people because it sounds very human-like. Duplex will now automatically inform the person taking the reservation that they are speaking to a bot. 
  • Researchers in Lithuania and Sweden have developed a machine learning generative adversarial network (GAN) that can process and learn different natural protein sequences. They have named it ProteinGAN in a paper published in Nature Machine Intelligence. ProteinGAN can generate new functional protein sequences. Proteins are very long sequences of amino acids. Protein sequences are very complex, and one error in a sequence can make a non-functional protein or make one that can cause cancer or create other problems in humans.
  • Nara Logics is an A.I. startup by another MIT alum. Rather than using fixed algorithms based on deep learning that globally optimizes everything and have cells do whatever the global algorithm directs them to do, Nara Logics more closely mimics the brain’s structure and functions at the circuit level. Nara’s engine only activates a small number of objects in the dataset, similar to sparse coding used by higher brain regions. It is being used in several healthcare companies. 
  • Last week I spoke with Rana el Kaliouby, cofounder and CEO of Affectiva, a company mentioned last week. Having defined Emotion A.I.’s category, Rana is a pioneer of Human Perception A.I. – a technology that can understand human actions, sounds, and expressions. We had an in-depth discussion about Affectiva’s in-cabin sensing solution and how it understands what is happening inside a vehicle. It measures the real-time state of the cabin and that of the driver and occupants in it. We have another discussion planned to go deeper into her future plans and what the technology might look like in 10 years. I’ll have an in-depth assessment of the technology coming later in Forbes.com.

Personal Computing/ Collaboration (Anshel Sag) 

  • L.G.’s pull out of the smartphone market will leave a considerable gap in the U.S. market for mid-range devices that I believe OnePlus and Samsung will compete for aggressively.
  • T-Mobile has announced a plethora of new initiatives around rural 5G access and its 5G home broadband service. 
  • T-Mobile uses Samsung’s new A32 5G phone to offer its customers a free upgrade to 5G with a free device with a service plan to entice users to upgrade.
  • Optus has reached a peak speed of 10Gbps on its network with Nokia’s equipment in Australia
  • HMD Global is launching its low-cost service for Nokia phones to match the low-cost devices it is creating, possibly helping find a home for its devices. It will not launch as a 5G service but will be 5G-ready.
  • L.G. has decided to sunset its smartphone business after many years of being an innovator but failing to gain any momentum to compete with the rapidly growing Chinese OEMs
  • Huawei reported earnings for 2020 and showed that the company was still able to grow at 3% and have 3% growth in profit even after the Trump Administration placed Huawei on entity lists and made its smartphone business struggle outside of China. 
  • Huawei’s smartphone business is being impacted the most by these executive orders; even though the company’s infrastructure business is technically what started all of this is security concerns.
  • Samsung’s new 5G Massive MIMO equipment will support 400 MHz wide mid-band spectrum and RAN sharing.
  • The FTC has dropped its lawsuit against Qualcomm for anti-trust breaches since the Supreme Court will not hear its case after getting rebuffed by the 9th Circuit of Appeals.
  • Microsoft has signed a $22 billion deal with the Department of Defense to secure 120,000 customized Hololens 2 headsets and the associated services and cloud computing that go along with that

Quantum Computing (Paul Smith-Goodson)

  • As I have stated many times, a standard method is needed to measure the power and progress of quantum computing.  At last, DARPA recognizes that benchmarking is an important element as we move closer to fault-tolerant quantum systems.
  • To provide standards against which to measure quantum computing progress, DARPA announced its Quantum Benchmarking program. It aims to reinvent key quantum computing metrics, make those metrics testable, and estimate the required quantum and classical resources needed to reach critical performance thresholds.
  • Quantum Benchmarking attempts to solve three hard problems: 1.) Reinventing key metrics, 2.) Make metrics testable by creating “wind tunnels” for quantum computers, which currently don’t exist. and 3.) Be able to estimate the required high and low-level quantum and classical resources for a given task.
  • I attended an interesting IBM presentation this week about the United State’s status in post-quantum cryptography. Even though we are in the final round of selecting our choices of algorithms to be used, there is still much work to be done after selection. It is a complex task that appears to me will take another 2-3 years to implement. One disturbing fact is that China has already selected the algorithms it will be using. We still lead in quantum computing by a small margin in terms of quantum, but China leads in quantum networking and quantum sensors. Next month, I’ll provide an update to my earlier piece on Quantum USA vs. Quantum China.
  • IBM announced a 10 Year Partnership with the Cleveland Clinic. It will be the first private sector to have a quantum computer installed on site. The deal will allow quantum to be used for medical research and other approaches for novel situations like the Covid-19 pandemic. I look for additional partnerships to be made in other sectors as well.

Security (Will Townsend)

  • Cisco announced several enhancements to its SecureX platform to provide a secure endpoint to cloud solution. New workflows include phishing and threat investigations that leverage intelligence gathered from Cisco Talos and easy configurability with Google, ServiceNow, and other third parties. The networking giant also announced Cisco Secure Client that delivers integration at the endpoint to harden SASE and Zero Trust deployments. Cisco also announced a passwordless authentication system that leverages its Duo acquisition and will be available for preview by midyear and for deployment by the end of the year. The goal is to enable a zero-trust framework with a more effortless login experience to safely and securely manage both cloud and on-premises infrastructure. This capability could be a game-changer that simplifies I.T. operator password management, and I plan to kick the tires on it soon.

                                                                                                                                                                                                                                                                                    Columns Published (Forbes, UPLOAD VR, and others)        

  1. The Decoder Ring For VMware’s Multi-Cloud Offerings And Offers’ As A Service’, by Patrick Moorhead
  2. The Latest Chapter In IBM’s Quest To Build A Cloud For Banks, by Patrick Moorhead
  3. Intel Plays To Its Strengths With 3rd Gen Xeon Scalable Processors, by Patrick Moorhead
  4. Cisco All-In On XaaS, Observability, And Collaboration At Its 2021 Live! Conference, by Patrick Moorhead
  5. How Digital Transformation Is Helping You Pay Your Mortgage, by Patrick Moorhead
  6. Finding The Gems In Lenovo’s Multiple Product Announcements, by Patrick Moorhead
  7. Honeywell’s New Connected Buildings G.M. Offers The Current Lay Of The Land, by Patrick Moorhead
  8. Dell Technologies Impacting Lives With ‘One Million Connected Devices Now’ Participation, by Patrick Moorhead
  9. Cisco Maintains Silicon One Momentum With New Devices, by Patrick Moorhead
  10. Learnings From Siemens Gamesa’s Global Digital Transformation Journey, by Patrick Moorhead

Blogs Published (MI&S)                                                              

  1. Intel’s Pat Gelsinger Gave Me Many Reasons Today To Believe The Company Is ‘Back’, by Patrick Moorhead
  2. Dell Technologies Rolls Out Connected Provisioning For Simplified I.T. Experience, by Patrick Moorhead
  3. ON Semi Brings LiDAR To Automotive Sensor Portfolio With New SiPM Array, by Patrick Moorhead
  4. Oracle Announces Next-Gen Autonomous Data Warehouse, Expands Addressable Market, by Patrick Moorhead
  5. What’s New With Samsung Smartphone Security, by Patrick Moorhead

Research Paper

  • N/A

Podcasts:

The G2 on 5G by Moor Insights & Strategy, with Anshel Sag and Will Townsend

  • Episode 46 – April 9, 2021
    • T-Mobile 5G ‘Uncarrier’ announcements – what does it mean for rural America?
    • GSMA secures travel ban exclusions for MWC attendees; will people still go?
    • Insights from Light Reading Open RAN World Digital Conference  
    • Samsung launches new low-cost 5G phones in U.S., A52 5G, A42 5G, and A32 5G starting at $279
    • AWS extends its telco cloud lead over Azure and Google with enterprise private MEC
    • AT&T Sues Pittsburgh over Small Cell fees. Could this be a sign of more problems to come in densifying 5G networks?
  • Episode 45 – April 2, 2021
    • Cisco Live! insights related to Internet infrastructure announcements and 5G plans 
    • New Samsung equipment doubles mid-band 5G radio bandwidth to 400 MHz.
    • Ericsson embraces open with the launch of Open Lab – Cloud RAN is a focus but will they go kicking and screaming along with Open RAN?
    • Huawei Earnings – Up 3% on Revenue and Earnings, the outlook is uncertain
    • Can Biden’s $2T infrastructure plan address the digital divide when the FCC continues to take spectrum money to the bank?
    • FTC Drops Qualcomm Anti-Trust Fight

DataCentric Podcast by Moor Insights & Strategywith Matt Kimball and Steve McDowell

  • N/A

SmartTechCheck Podcast by Moor Insights & Strategywith Mark Vena

The Six-Five Podcast by Moor Insights & Strategy and Futurum Research, with Patrick Moorhead and Daniel Newman

  • Recapping the Year of Change and Looking at What’s to Come, a Conversation with Pega’s Alan Trefle‪r – with guest Alan Trefler, Founder and CEO of Pegasystems
    • An overview of the biggest driver’s of Pega’s success in the last year after reaching the huge feat of the billion-dollar revenue mark
    • How Pega is continuing to incorporate A.I. and ML into plans and solutions
    • How Pega differentiates itself from its competitors and other companies coming into the fray as RPA and automation continue to mature
  • Cisco Is Live, Armed With Updates‪s
    • Cisco Live
    • Microsoft Hololens Win (U.S. Army)
    • Marvell and Samsung SoC News
    • Armv9
    • Qualcomm’s FTC Fight Is Over
    • Dell One Million Connected Devices

Moor Insights & Strategy Podcast

  •  N/A

 Press Citations: 

  1. Amazon, cloud, Adam Selipsky/ Business Insider: https://www.businessinsider.com/adam-selipsky-aws-ceo-benefit-the-salesforce-relationship-2021-3
  2. Amazon, snarky tweets/ CNET: https://www.cnet.com/news/amazon-on-edge-whats-behind-its-snark-tweeting-of-sanders-and-warren/
  3. Arm, v9/ Venturebeat: https://venturebeat.com/2021/04/01/arms-confidential-computing-uses-hardware-to-ensure-security/
  4. Arm, v9/ Fierce Electronics: https://www.fierceelectronics.com/electronics/arm-launches-v9-realms-and-confidential-compute         
  5. Arm, v9/ SiliconAngle: https://siliconangle.com/2021/03/30/arm-unveils-armv9-architecture-next-generation-processor-chips/
  6. CommScope / Fiercetelecom https://www.fiercetelecom.com/telecom/commscope-lops-off-home-networks-unit (Will Townsend) 
  7. Intel, Chips / SiliconAngle https://siliconangle.com/2021/04/06/ice-lake-arrived-intel-launches-10-nanometer-xeon-server-chips-40-core-flagship/ 
  8. Intel / Venturebeat https://venturebeat.com/2021/04/06/intel-touts-latest-xeon-processor-for-scaling-5g-networks/ 
  9. Intel, manufacturing/ Reuters: https://www.reuters.com/article/us-intel-manufacturing-idUSKBN2BF2WU
  10.  L.G., Smartphone / SiliconAngle https://siliconangle.com/2021/04/05/lg-electronics-quits-making-smartphones-years-losses/ 
  11. Fintech / Protocol https://www.protocol.com/newsletters/protocol-fintech/coinbase-earnings-preview?rebelltitem=2#rebelltitem2  (Mel Brue) 
  12. Microsoft, HoloLens, Army/ SiliconAngle: https://siliconangle.com/2021/03/31/microsoft-wins-multibillion-contract-supply-hololens-ar-headsets-u-s-army/
  13. Pixel, Google / Android Central https://www.androidcentral.com/pixel-6-google-chip-bold-move-we-all-want-see (Anshel Sag) 
  14. Pure Storage, Portworx/ TechTarget: https://searchdatabackup.techtarget.com/news/252498650/Pure-Storage-combines-FlashBlade-with-Portworx-PX-Backup
  15. Samsung, Austin plant/ Austin American-Statesmen: https://www.statesman.com/story/business/2021/03/30/samsung-austin-fabrication-plant-online-after-texas-freeze-shutdown-losses/7060018002/   
  16. Verizon, 5G / SDXCentral https://www.sdxcentral.com/articles/news/verizon-signals-shift-in-5g-edge-emphasis-to-aws/2021/04/ 
  17. V.R., X.R. / Tobii https://vr.tobii.com/resources/ 

Company 

New Gear or Software We are Using and Testing that is Public Knowledge 

  • AMD Radeon RX 6700XT
  • Cisco Webex Desk Camera
  • Intel Core i9-11900K, Core i5-11600K
  • Microsoft HoloLens 2 
  • OnePlus 9 Pro & OnePlus 9
  • Poly P15 Personal Video Bar

 Events MI&S Plans on Attending In-Person or Virtually (New) 

  • April 2021
    • Quantum Tech, April 12-14 (Paul Smith-Goodson)
    • NVIDIA GTC, April 12-16 (Anshel Sag, Steve McDowell, Patrick Moorhead, Paul Smith-Goodson)
    • Huawei Analyst Summit April 12-16 (Anshel Sag, Will Townsend)
    • Aruba Atmosphere, April 13-14 (Will Townsend)
    • Noopl Briefing, April 15 (Mark Vena)
    • RedisConf 2021, April 20-21 (Steve McDowell)
    • SNIA Persistent Memory + Computational Storage Summit, April 21-22 (Steve McDowell)
    • Juniper Networks Global Summit, April 22 (Will Townsend)
    • RedHat Analyst Event, April 27-29 (Steve McDowell)
    • HP Security Roundtable, April 28 (Patrick Moorhead)
    • MVNOs North America, April 28-29 (Will Townsend)
  • May 2021
    • HPE Storage Day, May 4 (Patrick Moorhead)
    • Dell Technologies World, May 5-6 (Patrick Moorhead, Matt Kimball, Steve McDowell)
    • MediaTek analyst Day, May 6 (Patrick Moorhead)
    • IBM Think, May 11-12 (Steve McDowell, Matt Kimball, Patrick Moorhead, Paul Smith-Goodson)
    • Cloudera Spring Spotlight, May 14 (Patrick Moorhead, Matt Kimball)
    • Google IO, May 18-20 (Anshel Sag)
    • Inside Quantum Technology Conference, Panel Member Quantum Policy – China, May 20 (Paul Smith-Goodson)
    • Spark + A.I. Summit, May 24-28 (Steve McDowell)
    • Google Data Cloud Summit, May 26 (Matt Kimball)
  • June 2021
    • NetApp Analyst Summit, June 8-9 (Steve McDowell)
    • Google A.I. Summit, June 10 (Matt Kimball)
    • The Six Five Summit, June 14-18 (Patrick Moorhead)
    • HPE Discover, June 22 (Patrick Moorhead, Will Townsend)
  • July 2021
    • Google Security Summit, July 14 (Matt Kimball)
  • August 2021
  • September 2021
    • Storage Develop Conference, Sept 28-29 (Steve McDowell)
  • October 2021
    • VMWorld, October 5-7 (Steve McDowell)
    • NAB 2021, October 10-13, Las Vegas, in person (Steve McDowell) 
    • Nutanix .NEXT,  October 12-14 (Steve McDowell)
    • Google Next 21, October 12-14 (Matt Kimball)
    • IEEE Quantum Week Oct 18-22 (Paul Smith-Goodson)

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The Team 

Analysts, Analysts In-Residence, Contributors

  1. Patrick Moorhead, Founder, President, Principal Analyst; Broad technology coverage plus deep insights into Cloud & SaaS, IoT, Personal Computing, Semiconductors, Automotive 
  2. Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology 
  3. Matt Kimball, Senior Analyst, Datacenter Servers, CI, and HCI 
  4. Melody Brue, Senior Analyst, Financial Tech
  5. Steve McDowell, Senior Analyst, Datacenter Storage, and Storage Technologies 
  6. Anshel Sag, Senior Analyst; V.R., P.C. Gaming, Mobile Platforms 
  7. Paul Smith-Goodson, Senior Analyst; Machine Learning, A.I. and Quantum Computing 
  8. Will Townsend, Senior Analyst; Security, Carrier Services, Networking 
  9. Chris Wilder, Contributor, Security 
  10. Mark Vena, Senior Analyst, Smart Home, and Home Security 

Operations 

  1. Dan Pickens, Business Director 
  2. Paula Moorhead, Marketing Director, Website, and Social Media 
  3. Walker Pickens, Media Relations, and Writer 
  4. Zane Pickett, Office Manager, A.P., AR, travel, writer 
  5. Lee LeClercq Williams, Business Associate