Moor insights & Strategy Two-Week Update Ending January 28, 2022

By Patrick Moorhead - February 3, 2022

I hope you all had a great couple of weeks.

This week, Paul and I attended a Quantum Computing Briefing in California. 

A few of us will be attending MWC in Barcelona at the end of the month. Please let us know if you would like to meet up or if we can help support your activities with sponsored videos under the Moor Insights & Strategy or Six Five brands. We’d love to know if you’re going!

Our MI&S team published 29 deliverables: 

The press quoted us with 26 citations. Journalists wanted to hear about 5G, AMD, AT&T, AWS, Chips, Ericsson, Google, IBM, Intel, Juniper Networks, Microsoft, NVIDIA, Oracle, Samsung, Sony, Synaptics, Telecom, andTesla. 

Quick Insights: 

A.I./Machine Learning (Paul Smith-Goodson)

  • Meta is expecting its new AI Research SuperCluster to be completed this year and that it will be the world's fastest supercomputer with 5 exaflops of mixed-precision compute. Its objective is to build bigger and better AI models trained with trillions of pieces of data. The supercomputer will also help build other metaverse services augmented reality tools and assist in building AI-powered apps and products. 
  • When I first heard of the Tesla robot, I thought it was just another weird thought of Musk. However, other strange ideas have become valuable products, such as neural implants and a tunnel boring machine. Musk has announced that the Tesla Bot, now named Tesla Optimus, is a priority for 2022. It will provide enhanced AI and likely play a role in making Artificial General Intelligence (AGI) a reality through the humanoid robot project. I'm looking forward to another science fiction icon becoming real.
  • Even I could be an artist with NVIDIA's updated Canvas real-time painting tool. The new AI model uses GauGAN2 research to get 4x resolution. The process is simple, just apply brushstrokes that seem to magically fill in with detailed landscape such as water, grass, snow, mountains, flowers, straw, mud, dirt, and bushes. The beta software is free. The final resolution is photorealistic. GauGAN2 came out in November last year. It's a single model that combines segmentation mapping, inpainting, and text-to-image generation.
  • Self-driving startup Pony.ai announced that its next-generation autonomous computing platform will be built on NVIDIA DRIVE Orin AI compute platform that enables multiple configurations for scalable autonomous driving development. It will support level 4 self-driving vehicles, which means it will not require human interaction in its operation. Road testing is set to begin this year in China, and a commercial rollout is planned for 2023. DRIVE Orin achieves 254 trillion operations per second or TOPS. It’s designed to handle many applications and deep neural networks that run simultaneously in autonomous trucks while achieving systematic safety standards such as ISO 26262 ASIL-D. It also incorporates a robust sensor solution that contains more than 23 sensors, including solid-state lidars, near-range lidars, radars, and cameras.

AR/VR (Anshel Sag)

  • Google’s Project Iris is the codename for a new AR headset from the company, which I believe will very likely compete with the likes of Facebook and Apple. Still, it will have a very uphill battle fighting the company's perception in the XR space after killing Daydream and pulling out of XR almost entirely.

Carrier/Wireless (Will Townsend)

  • AT&T reported earnings for its fiscal fourth quarter, and a 5% growth in mobility and fiber broadband services point to the carrier's continued financial momentum. I also believe that AT&T will have important news to share related to its procurement of an additional mid-band spectrum from the andromeda auction when the FCC quiet period lifts on January 31. From my standpoint, the latter represents a significant value given the spectrum profile is inherently more efficient from a propagation perspective than CBAND. It doesn’t carry with it the FAA concerns of interference.
  • The FCC announced winners in its recent spectrum Auction 110. AT&T emerged as the biggest winner committing to spend just over $9B for over 1,600 permits. I believe it represents a value buy for the coveted 3.45GHz mid-band spectrum for the operator relative to what it spent on the CBAND spectrum in 2021. The DoD "Andromeda" assets also hold a slight propagation advantage over CBAND. The quiet period will lift for all bidders on January 31, and I expect AT&T will share more insights at that time.   

Datacenter: 

  • Storage- (Steve McDowell) 
    • Minio is the first unicorn in the storage industry that we’ve seen in a long while. The innovative object-storage player closed its latest funding round with a valuation that puts it just north of a billion dollars. This round was led by Intel Capital, with, reportedly Pat Gelsinger himself presenting the term sheet. There was also participation from existing investors, including Dell Capital. Minio closed 2021 with over 200% ARR growth and customer growth of 208%. There are nearly 1M docker pulls of Minio’s open source solution every day. Keep watching these guys — they’re hot right now.   
    • Q4 is shaping up to be a strong one for storage players, as Seagate and Western Digital brought in strong numbers in their latest earnings. Despite its nice showing, Western Digital said that it was supply constrained during the quarter, or growth could have been higher. Both Seagate and WD cautioned that supply chain issues would impact the current quarter, with relief coming second half. This aligns with what Intel’s DCG group reported in its earnings call earlier last week. OEMs will start reporting soon.
    • Dell Technologies brings new hybrid-cloud focused data services to its consumption-based APEX portfolio. Dell, recognizing that nearly every enterprise today has a hybrid-multi cloud infrastructure, announced new Multi-Cloud Data Services, delivering storage management and data protection service across the major CSPs through a single management console. Allowing customers a single management plane spanning multiple deployment models promises to minimize lock-in while delivering overall greater value. I like the approach. 
    • High-end data storage upstart Infinidat just closed out a very successful year. The private company announced that it grew its booking 40% year-on-year, with 68% growth in just the fourth quarter. The firm saw a startling 130% year/year growth among the 25% of the Fortune 50 that utilize Infinidat’s solutions. That’s a tremendous growth story. The past year also saw new hires in the executive ranks, including long-time industry leader Eric Herzog joining as CMO. We’ll be hearing more from Infinidat moving forward.
  • Networking- (Will Townsend) 
    • Juniper Networks recently announced enhancements to its Trio MX and Express PTX silicon solutions. I believe it’s a smart strategy to focus on purpose-built silicon for edge and core applications. The latest generation of both Trio and Express offers significant improvements in performance and power efficiency that can provide good investment protection and lower operating costs.   
  • Server- (Matt Kimball)   
    • N/A  

FinTech (Melody Brue)

  • Cannabis banking and payment solutions fintech Dama Financial has agreed to acquire GrowFlow Corp., a “seed to sale” operations, compliance, and POS solution for an undisclosed sum. The cannabis industry has been notoriously challenged by banking and payment restrictions and exclusionary measures even in states where cannabis is legal. GrowFlow has processed more than $3.3 billion for cannabis retailers, cultivators, processors, and distributors. Combining the two platforms helps legal businesses transact and scale while fulfilling regulatory obligations. This is an important milestone for the industry as an estimated 80% of cannabis businesses are unbanked, leading to fallout on several fronts, including taxes, access to capital, lending, and more. I think we will see more of these types of mergers to bring more validity to the $28B+ industry in the US alone. 
  • Walmart filed applications on December 30 with the U.S. Patent and Trademark Office that indicate the company plans to enter into digital financial services, including its cryptocurrency or token of value, as well as non-fungible tokens (NFTs). The retailer said in a statement that they are testing the ideas and concepts to learn from and iterate on. Separately, the company filed trademarks for virtual goods, indicating they are preparing for existence in the metaverse. 
  • Jack Dorsey and Block (formerly Square) are trying to solve the Bitcoin mining hardware issue – making it more truly decentralized - but problems remain from an environmental standpoint. While Square was built on hardware design, insulating mining from geopolitical fallout, as we’ve seen in China and Kazakstan, will be a challenge for Block, and Congress is paying attention. This Thursday, the House started a committee hearing on “Cleaning up Cryptocurrency: The Energy Impacts of Blockchains” Thursday. In a joint statement, Energy and Commerce Committee Chairman Frank Pallone, Jr. (D-NJ) and Oversight and Investigations Chair Diana DeGette (D-CO) said, “We look forward to examining crypto mining's growing energy footprint and how proof of work blockchains, in particular, may migrate toward cleaner alternatives and renewable energy solutions.” However, this is not the first time lawmakers have taken issue with the environmental toll mining takes, and I don’t see significant change coming anytime soon. Ethereum is moving to a proof-of-stake model, which uses less energy than bitcoin’s proof-of-work model, putting some pressure on bitcoin miners and hardware developers to create similar solutions. 
  • Bitcoin (as of 1-21-22) is hovering around $38K, down ~19% YTD, and has fallen significantly from just over $67K in November but is up roughly 4,000% over the last five years.

IIoT and IoT (Bill Curtis)

  • Sigfox filed for bankruptcy protection and is looking for a buyout. Sigfox is an ultra narrowband, low power, long-range wireless scheme similar to LoRa but available only through mobile operators. LoRa, in contrast, can be used in a variety of networks hosted by anyone – customers, carriers, and even Amazon (Sidewalk) – and supports much higher data rates. (Sigfox is limited to 100bps.) I think this is the end of the line for Sigfox. Management blames “challenging conditions” related to COVID and business factors, but the network is slow, and deployment options are too limited. LoRa and NB-IoT are the big winners here.
  • Samsung is selling the SDS residential IoT unit to Zigbang, a Korean real estate technology startup. Zigbang envisions leveraging SDS products to “revolutionize” the smart home market. SDS’s products include door locks, wall pads, intrusion detection, and other residential gear, so the synergy with real estate tech is obvious. However, SDS products and technologies are not going to revolutionize anything. SDS uses wired RS-485 networking rather than wireless, practical only for multi-tenant buildings and mansion-size homes. Samsung’s future in residential IoT is SmartThings, which uses wireless networks and has committed to adopting Matter as the lingua franca of smart homes. Jettisoning SDS clarifies the strategy – mass-market residential, not niche pro. It’s a smart move. 
  • Silicon Labs revealed two new 2.4 GHz wireless chips families featuring AI/ML accelerators and support for Matter, Thread, and Bluetooth. Zigbee and Bluetooth Mesh come along for the ride – the network software stacks plug-and-play. These Cortex M33-based chips come with more RAM (256 kB) and flash (1.5 MB), in line with industry trends. SiLabs also announced a new AI toolkit to simplify using TensorFlow and other ML suites. These chips are further proof that mass-market wireless IoT networking is consolidating into three radios – 802.15.4 (Thread and Zigbee), Bluetooth, and, of course, WiFi.

Personal Computing/ Collaboration (Anshel Sag) 

  • Apple CEO Tim Cook says that 5G is still a global patchwork. Still, the US and China have solid 5G deployments, which indicates that Apple’s 5G modem is coming along the way as the company prepares to integrate its modem into its devices in 2023.
  • The FAA Director is set to speak in front of Congress to explain the entire aviation safety issue and hopefully explain to Congress why the government agency waited almost a year to raise any concerns about C-Band.
  • NVIDIA’s acquisition of Arm appears to finally be done for, which I think many people have differing opinions about. I don’t think Arm’s business model makes sense when its owned by NVIDIA, and simply put, I just don’t see how NVIDIA’s competitors will ever trust Arm to be neutral under its Arm.
  • Magic Leap detailed the optics on its new Magic Leap 2 headset at SPIE in San Francisco and went deep into how its dynamic dimming works.

Quantum Computing (Paul Smith-Goodson)

  • A partnership between IonQ and Hyundai was announced this week to develop new methods to study lithium-ion and battery chemistry. The collaboration is important to Hyundai’s Strategy 2025 goals, including the sale of 560,000 EVs per year and the introduction of more than 12 battery electric vehicle (BEV) models to consumers. According to the Global EV Outlook 2021, a report published by the International Energy Agency, almost 15 million electric vehicles are expected to be sold in 2025 and over 25 million in 2030. No quantum computer currently has enough qubits to make a full study of battery chemistry. Today, the process requires using a few qubits to study parts of a material's molecule.
  • Pasqal, a neutral atom quantum computer hardware company, is merging with Qu&CoMore, a quantum software company. Pasqal is forcasting a 1000 qubit quantum processor in 2023. Georges-Olivier Reymond, the current CEO of Pasqal, will be CEO of the new company, and Benno Broer, CEO of Qu&Co, will become chief commercial officer. This year should be interesting as we now have three neutral atom quantum companies pushing forward on the technology. There should be no problem creating a large number of qubits, but it is the 2-qubit fidelity that will be difficult.
  • Atom Computing made the first quantum computer using nuclear-spin qubits from optically-trapped neutral atoms. After two previous fundings, it announced a $60M Series B round led by Third Point Ventures and followed by Prime Movers Lab and insiders, including Innovation Endeavors, Venrock, and Prelude Ventures. Atom Computing will use this new investment to build their second-generation quantum computing systems and commercialize the technology. I expect the 2nd generation processor will be in the range of 600 to 1000 qubits. Its two qubit fidelity will be important, so I am curious to see what it will be.
  • More investment news. Terra Quantum has raised $60m to deploy their Quantum-as-a-Service technology. Terra has a large quantum tech team focused on algorithms, software, quantum compute, and quantum safety. It is targeting customers on a global basis. 
  • Quantum Brilliance is a pioneer for using synthetic diamonds for quantum computing. It uses “impurities” in diamonds to create qubits from a nitrogen atom that takes the place of a carbon atom in the crystal lattice. Today QB announced a USD 22.5M joint research project with the Fraunhofer Institute for Applied Solid State Physics IAF and the University of Ulm to develop new techniques for the fabrication and control of the diamond-based NV quantum microprocessors. The goal is to solve two key problems with diamond-based quantum computers by 2025: 1.) the development of atomically precise techniques for the fabrication of quantum microprocessors and 2.) to find new methods for selective initialization, read-out, and manipulation of qubits in quantum computers with multiple processor nodes.  

Security (Will Townsend)

  • The United States Small Business Administration (SBA) recently announced a grant program to assist small businesses in addressing cybersecurity threats. $3M in total funding is a small number. Still, given the rapid adoption of technology and digitization that occurred during the pandemic, it is critical to allow smaller entities to pivot to hybrid work. I expect that the grant is a start and that the SBA may require cybersecurity plans for future new loan applications.
  • President Biden signed a national security memorandum on January 19 to improve the cybersecurity of the Department of Defense and intelligence community systems. This memorandum comes on the heels of similar executive orders, but I do not see much substance. It would better serve the White House to form a task force comprised of security standout companies to advise on measures that are proven effective across vertical enterprise markets.        

Space (Paul Smith-Goodson)

  • N/A

Columns Published (Forbes, eWEEK, UPLOAD VR, and others

  1. Companies Becoming Good For The Environment And For Business Discover It Takes Practical Innovation Implemented Today, by Patrick Moorhead
  2. South Florida Water Management District Upgrades Business Plumbing With SAP S/4HANA, by Patrick Moorhead
  3. XR And The Metaverse At CES 2022: Wading Through The Hype, by Anshel Sag
  4. Zapata Computing’s Global Survey Reveals Surprising Enterprise Plans And Expectations For Quantum Computing, by Paul Smith-Goodson
  5. IBM Adds LG Electronics To Its Massive 170+ Member IBM Quantum Network, by Paul Smith-Goodson
  6. Atom Computing Plans To Build A Bigger And Better High-Tech Quantum Computer With Its Latest $60 Million Series B Funding, by Paul Smith-Goodson
  7. Analyst Take: The Most Exciting Gaming Products At CES 2022, by Anshel Sag
  8. The State Of 5G In Early 2022, by Anshel Sag
  9. Cisco And The Rise Of Networking As A Service, by Will Townsend

Blogs Published (MI&S)                                                              

  1. Surface Duo 2 Review: Huge Improvements To A Groundbreaking Design, by Patrick Moorhead
  2. Surface Pro 8 Review: Microsoft Shows How Windows 11 Is Also A Tablet OS, by Patrick Moorhead
  3. AMD, Intel, And NVIDIA, Announce New CPU, GPU And Automotive Processors At CES 2022, by Patrick Moorhead
  4. Qualcomm Made Its Case About Dominating Premium Android Phones In 2022 At Its Recent Snapdragon Summit, by Patrick Moorhead
  5. Nutanix Rajiv Ramaswami On His First Year As CEO, by Patrick Moorhead
  6. Synaptics’ Potential On Full Display At CES 2022, by Patrick Moorhead
  7. No, The 16-Inch MacBook Pro M1 Max Does Not Win In Every Notebook Content Creation Scenario, by Patrick Moorhead
  8. Cisco Illuminates 2021’s ‘Purpose Work’ With Annual Societal Impact Report, by Patrick Moorhead
  9. Top Notebook Trends And Products From HP, Lenovo, And Dell At CES 2022, by Patrick Moorhead
  10. Plus Keeps On Trucking With IVECO Autonomous Pilot Partnership, by Patrick Moorhead
  11. GM Will Be First To Market With Qualcomm's ‘5nm’ Ride Platform, by Patrick Moorhead
  12. Qualcomm Introduces New Snapdragon Ride Vision System And New Partnerships At CES 2022, by Patrick Moorhead
  13. Energy-As-A-Service – Unlocking Energy Savings Through Digitalization, by Patrick Moorhead
  14. CES 2022: Matter And Thread Win The IoT Connectivity Wars, by Bill Curtis

Research Paper(s):

Podcasts:

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

  • The G2 on 5G Podcast - Ep 84 - Apple, AT&T and Ericsson Earnings, FAA Update & SigFox Bankruptcy
    • Intro
    • AT&T 4Q earnings performance insights
    • Apple’s iPhone 13 leads the company to record earnings, Tim cook’s comments on 5G readiness globally telling US and China lead the world in 5G
    • Sigfox falls into receivership - does this herald the opportunity for 5G to pick up the IoT slack? 
    • NVIDIA’s merger with Arm may finally be dead.
    • Ericsson 4Q earnings performance insights - is enterprise the next big 5G push for the infrastructure giant?
    • FAA to speak to Congress about C-Band deployment issues, FAA also states now that 90% of aircraft have compliant filters
  • The G2 on 5G Podcast - Standalone Ep 4 (Ep 83) 3GPP Rel. 18 Qualcomm’s Juan Montojo – Jan 26, 2022
  • The G2 on 5G Podcast Episode 82 January 21, 2021
    • The FAA and FCC 5G clown show continues - why aren’t they front and center addressing the misinformation?
    • C-Band Launch First Impressions (Verizon & AT&T) and Carrier Reactions
    • Telefonica launches 5G industrial offering - is it a blueprint for other operators?
    • T-Mobile crushes Ookla Speedtest rankings with best 5G speeds, lowest latency, and most coverage
    • FCC’s DoD “Andromeda” spectrum 110 auction winners and why it is a better value relative to C-BAND
    • Ericsson sues Apple, alleges 5G patent infringement

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

  • Trends to Watch in 2022
    • The Server Market: AMD Server market share numbers, Intel's current situation, and the impact of supply chain disruptions
    • AMD and Intel introduce new client parts: how much of this bleeds over into the server space? 
    • Arm in the Server Market: Is this just a hyperscaler phenomenon? Will we see expansion in 2022? 
    • Where does RISC-V Play? 
    • Disrupting storage: VAST Data, PCIe 5, and does CXL-attached memory supplant Intel Optane?
    • Consumption-based infrastructure in 2022

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

Moor Insights & Strategy Podcast

Press Citations: 

  1. 5G, games / CNET https://www.cnet.com/tech/mobile/5gs-next-big-launch-could-make-its-improved-speed-promises-a-reality/ (Anshel Sag)
  2. 5G, games / Fuentitech https://fuentitech.com/with-the-next-major-launch-of-5g-speed-gains-could-become-a-reality/462164/ (Anshel Sag)
  3. AMD, Xilinx / FierceElectronics https://www.fierceelectronics.com/electronics/amd-xilinx-deal-gets-conditional-approval-china
  4. AT&T / Lightreading https://www.lightreading.com/aiautomation/atandt-has-let-go-of-77400-employees-in-just-four-years/d/d-id/774870 ( Will Townsend )
  5. AWS / SiliconAngle https://siliconangle.com/2022/01/14/watch-live-companies-shed-new-light-latest-cloud-native-trends-aws-startup-showcase-jan-26-awsshowcases2e1/(Steve McDowell)
  6. Chips / Fastcompany.com https://www.fastcompany.com/90713922/best-laptops-2022
  7. Ericsson / FierceWireless https://www.fiercewireless.com/tech/ericsson-north-america-ceo-expects-a-lot-action-at-network-edge
  8. Google / AndroidPolice https://www.androidpolice.com/googles-next-chromecast-would-be-better-if-it-were-super-cheap-or-super-expensive/ (Anshel Sag)
  9. Google / AndroidCentral https://www.androidcentral.com/google-apple-imessage-rcs (Anshel Sag)
  10.  IBM, Earnings / Siliconangle https://siliconangle.com/2022/01/24/ibm-impresses-strong-sales-earnings-growth/
  11. IBM / TechCrunch https://techcrunch.com/2022/01/21/francisco-partners-scoops-up-remains-of-ibms-watson-health-unit/
  12. IBM / Californianewstimes https://californianewstimes.com/francisco-partners-scoops-up-remains-of-ibms-watson-health-unit-techcrunch/661666/
  13. Intel / CNET https://www.cnet.com/tech/computing/intels-100b-ohio-megafab-could-become-worlds-largest-chip-plant/
  14. Intel, earnings  / Yahoo Finance https://finance.yahoo.com/video/intel-crushed-quarter-outlook-strategist-171224336.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAALUlVSGDBk5cx4BLLlpKarb7Yo8mqKL6ZJS7o0jhteB9hrVruesMyjzEy2eDo_LS8Yz0ngwNh2XL7nSmC4zCFFzwPevJ242TvYn-KUtaG-kyRGJ5dZsCKlMnUYC4ccgzgVu1qf4UGATx4qURHcngMQYGLMjnv9AcYZ4lb_f0n1B
  15. Juniper Networks / TechTarget https://www.techtarget.com/searchnetworking/news/252512454/Juniper-announces-routers-line-card-using-new-Trio-6-ASIC (Will Townsend)
  16. Microsoft / SPY.com https://spy.com/articles/gadgets/electronics/microsoft-activision-blizzard-deal-pros-cons-1202824313/ (Anshel Sag)
  17.  Nvidia, Arm / TechTarget https://searchdatacenter.techtarget.com/news/252512449/Nvidia-Arm-deal-another-step-closer-to-death
  18. Nvidia, Arm / Techradar https://www.techradar.com/news/report-nvidia-may-soon-drop-arm-bid
  19. Nvidia, Arm / Gamersgrade https://gamersgrade.com/report-nvidia-may-soon-drop-arm-bid/
  20. Samsung / AndroidCentral https://www.androidcentral.com/samsung-isnt-getting-rid-bixby-any-time-soon-heres-why (Anshel Sag)
  21. Sony / AndroidCentral https://www.androidcentral.com/ps-vr2-needs-horizon-call-mountain-be-its-killer-app-launch (Anshel Sag)
  22. Synaptics / GreenstockNews https://greenstocknews.com/news/nasdaq/syna/synaptics-delivers-first-true-wireless-docking-experience
  23. Synaptics / Globenewswire https://www.globenewswire.com/news-release/2022/01/26/2373434/35894/en/Synaptics-Delivers-First-True-Wireless-Docking-Experience.html
  24. Telecom, FCC / SDXCentral https://www.sdxcentral.com/articles/news/fcc-wants-telco-data-breach-waiting-period-eliminated/2022/01/ (Will Townsend)
  25. Tesla / 247wallst https://247wallst.com/investing/2022/01/27/jefferies-loves-these-chip-stocks-to-buy-in-automated-driving-space/

Company:

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

  • AMD RX 6600XT
  • Apple iPhone 13 mini, MacBook M1 Pro 14”, MacBook Pro 16” M1 Max
  • Dell UltraSharp Webcam 4K, XPS 17
  • Halo 20th Anniversary Xbox Controller
  • HP Reverb G2 Omnicept
  • Intel Alder Lake desktop
  • Microsoft Surface Duo 2, Surface Laptop Studio
  • Samsung Galaxy buds 2, Galaxy Watch 4, Galaxy Z Fold3 5G, and the Galaxy Z Flip3 5G, Galaxy Watch4 Classic 46mm
  • TCL 20 Pro 5G
  • Xilinx Kria KV260 Vision AI Kit

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

  • January
    • Quantum Computing Briefing, California, January 31–February 1 (Paul Smith-Goodson, Patrick Moorhead)
  • February
    • World Ag Expo, Feb 8-10, Tulare, CA (Steve McDowell)
    • Intel Investor Day, virtual, February 17 (Patrick Moorhead)
    • Zoholics, virtual, February 22 (Patrick Moorhead)
    • Oracle Database Analyst Summit, virtual, February 23 (Patrick Moorhead)
    • Mobile World Congress Barcelona, February 28 – March 3 (Will Townsend, Patrick Moorhead)
  • March
    • SXSW, Austin, March 11-13 (Patrick Moorhead)
    • NVIDIA GTC, San Jose, March 21-24 (Steve McDowell, Patrick Moorhead-virtual)
    • Aruba Atmosphere, March 27- April 1 (Will Townsend)
    • Data Center World, Austin, March 28-31 (Steve McDowell)
  • April
    • NAB Show, Las Vegas, April 24-27 (Steve McDowell)
    • Zoho Day ‘22, Austin, April 25-27 (Patrick Moorhead)
  • May
    • Dell Tech World, Las Vegas, May 2-5 (Steve McDowell, Patrick Moorhead)
    • IBM Think, May 9-13 (Steve McDowell, Patrick Moorhead)
    • Intel Vision, May 10-11 (Steve McDowell)
    • Computex, May 24-27, (Patrick Moorhead –tentative)
  • June
    • Six Five Summit 2022, Virtual, June 7-9 (Patrick Moorhead)
    • Cisco Live, June 13-16 (Patrick Moorhead)
    • HPE Discover, June 28-30, Las Vegas (Steve McDowell)
  • July
  • August
    • Flash Memory Summit, Aug 2-4, Santa Clara (Steve McDowell)
  • September
    • SNIA Storage Developer Conference, San Jose, Sept 28-29 (Steve McDowell)

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The Team 

Analysts, Analysts In-Residence, Contributors

  1. Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud & SaaS, Personal Computing, Semiconductors, Automotive 
  2. Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology 
  3. Matt Kimball, Principal Analyst, Datacenter Servers, CI, and HCI 
  4. Melody Brue, Principal Analyst, Financial Tech
  5. Steve McDowell, Principal Analyst, Datacenter Storage, and Storage Technologies 
  6. Anshel Sag, Principal Analyst; V.R., P.C. Gaming, Mobile Platforms 
  7. Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing 
  8. Will Townsend, Principal Analyst; Security, Carrier Services, Networking 
  9. Chris Wilder, Contributor, 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, AP., AR, travel, writer 
  5. Lee LeClercq Williams, Business Associate 
  6. Jacob Freyman, Writer, and Researcher 
  7. Connor Kenyon, Six Five Sales & Business Development
+ posts

Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.