Moor Insights & Strategy Two-Week Update Ending July 9, 2021

I hope you all had a great couple of weeks!  

This week, Paul will be attending AWS AI Ops Analyst Webinar.  Will will be attending AT&T 5G Event NYC.  Matt will be attending Google Security Summit. Pat will be attending Microsoft Inspire and Oracle Live

Our MI&S team published 55 deliverables: 

The press quoted us with 26 citations. Journalists wanted to hear about 5G. Apple, AT&T, CEOs, Dell, Fintech, HPE, IBM, Microsoft, Samsung, and T-Mobile. 

Quick Insights:

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

  • IBM Corp. announced a new open-source today called CodeFlare that it says simplifies scaling up of A.I. training data and artificial intelligence workflows on multicloud infrastructures. It uses a Python programming language-based interface to create a pipeline, through which it becomes easier to integrate, parallelize and share data. Then, CodeFlare can be used to unify pipeline workflows across multiple cloud computing platforms without learning a new workflow language for each type of infrastructure.  It will undoubtedly make it easier for data scientists to make and manage A.I. machine learning models. A common problem and drain of expense dollars are migrating prototype machine learning model from experimentation to production.  Codeflare should speed up the process and help machine learning models to hit their ROI targets sooner
  • The White House Office of Science and Technology Policy (OSTP) and the National Science Foundation (NSF) have started a National Artificial Intelligence Research Resource Task Force to create an A.I. road map. It follows a recent Senate bill passed by the Senate to limit China's technology influence. It will submit two reports to Congress on a comprehensive A.I. strategy and implementation plan: an interim report in May 2022 and a final report in November 2022.
  • Google has developed A.I. that can design computer chips faster than humans. A chip that would take humans months to design can be developed the new A.I. in less than six hours. The A.I. has already been used to develop the next iteration of Google's tensor processing unit chips used to run AI-related tasks. This will have a significant impact on future chip design. 

 AR/VR (Anshel Sag)

  •  No update

 Carrier/Wireless (Will Townsend)

  • T-Mobile recently announced an innovative car service with Halo, which leverages the operator's 5G network in Las Vegas to remote pilot electric vehicles. Halo has designed its automation platform to operate on multiple spectrum bands. T-Mobile is a great partner given its layer-cake approach in deploying its 5G network across low, mid, and high band spectrum. I believe that this partnership represents one of the strongest 5G use cases to date because it demonstrates the power of low latency to enable a tactile operation over a long distance.  
  • AT&T announced a partnership with Azure for Operators to allow Microsoft to host its mobile 5G network in the cloud. I believe this is a positive move for two reasons. First, this continues the momentum for AT&Ts nearly five-year investment in software-defined networking with a capable platform that will deliver high availability and scale. Second, AT&T will transfer significant I.P. to Azure that will benefit other operators globally. 1a. Enterprise Networking: Versa Networks raised $84M in a recent series D funding round, further establishing the attention towards the Secure Access Service Edge (SASE) market. In essence, SASE integrates security into SD-WAN, and as companies jockey for share, it is becoming a very crowded space. Versa claims to have the only fully integrated solution, but I cast doubt on that claim. From my perspective, leaders are emerging that include HPE Aruba, Cisco, Palo Alto Networks, and VMware.


  • Storage- (Steve McDowell) 
    • No update   
  • Networking- (Will Townsend) 
    • Lumen Technologies and Microsoft struck a partnership recently to focus on optimizing application delivery within the enterprise. Lumen has a proven track record of providing network services spanning SDWAN, MPLS, hybrid WAN, and Ethernet. Lumen will integrate Azure capabilities into its platform to enhance its edge capabilities to deliver lower latency and higher bandwidth, deploy cloud-native 5G private networks, and offer a broader set of managed solutions and cloud services to support a range of business workloads. It is another impressive win for the Azure team on the heels of several other announcements coming from Mobile World Congress Barcelona.  
  • Server- (Matt Kimball) 
    • While HPE Discover was last week, there is one more interesting observation to consider.  Has anybody noticed the lack of hardware/hardware platform announcements that came out of the company? This is not a bad thing – it's just a reminder of how much the company has shifted its strategic focus and aligned its tactics to that focus. When the company executed its Gen10 Plus launch back in March, it felt a little more muted than the server launches of the past. Indeed, part of this had to do with Covid and the tone and tenor of virtual launches.  And perhaps part of this was an intentional effort on behalf of the company to focus more on solution enablement and its focus on everything-as-a-service. Either way, the companies laser focus on GreenLake at Discover, both in terms of its keynotes and session tracks, is quite telling.  And I think they got it right.  
    • Will enterprise I.T. ever adopt cloud-native architectures for application development & deployment? Consider this – the Mainframe market sits at about $20B today, with a CAGR of about 5%.  Large organizations and government agencies still manage people and processes through programmers who live and breathe CICS.  So, while cloud-native will continue to dominate conversations in I.T. planning rooms,  it is important to remember that the real world still has many lines of business applications that require care and feeding, built on architectures and languages that may not seem so cool (but still generate a lot of revenue).   Ignore this market at your peril. 
    • Intel announced that there would be a delay in the release and ramp of its next-gen Xeon CPU, codenamed Sapphire Rapids. It appears that we will be waiting till 2022 to see this part make its way to the market in production ramp, so the company can properly validate the CPU features and capabilities. One can look at this delay in multiple ways – and invariably, the company's detractors will use this to push a narrative that the company is flailing. I see this as Gelsinger being hyper-focused on flawless execution, causing the team to add additional measures to assure features like its new capabilities around deep learning and analytics.       

FinTech (Melody Brue)

  • Robinhood filed its S1 for an initial public offering on July 1 after delaying what was planned for a Spring IPO. I believe the company was wise to hold back for a bit with looming inflation and volatility and investment dollars being shared with SPAC deals so heavily during that time. The timing for a tech IPO was less than ideal, especially while Robinhood was in the middle of Congressional hearings. The current SPAC slowdown, the company's investment into reputation management, and the market's positive response to recent public offerings like Marqeta and Procore indicated the right timing for Robinhood was early summer. 
  • Investors looking to participate in Robinhood's IPO will need to consider whether it can maintain the pandemic and meme-stock level volume and what ramifications any regulation around payment for order flow could have on its business model and revenue stream. If Robinhood's technology that will enable individual retail investors to participate in other IPOs is ready at the time of the offering, regardless of post-pandemic/meme-stock volume, churn, or PFOP regulation, I would anticipate a decent valuation at its debut. Redditers are rallying against the trading app, despite Robinhood's efforts to lure retail investors with IPO share availability on the app. 
  • The company received the largest fine in FINRA history just days before its S1 filing and is facing at least 50 additional lawsuits due to halting trading during the GameStop and other meme stocks frenzy. PFOF is a controversial revenue source, but there was no judgment on it in this week's FINRA fines. The judgment did include making it an "ineligible issuer" until December 17, 2023, meaning the company cannot raise additional capital if they are again caught in a scenario of illiquidity to cover trade volume. Also of note, in the 400 pages S1 – 73 of which were risk factors -  Robinhood disclosed that 17% of its total revenues last quarter (roughly $88.8 million) came from selling crypto trading data  

IIoT and IoT (Bill Curtis)

  • Google announced an alliance with Ericsson to help communication service providers deliver new edge capabilities. The partnership aims to help enterprises bring connectivity and computation closer to corporate assets with all the usual benefits of edge computing – lower latency, higher reliability, reduced network bandwidth requirements, and lower data transmission costs. 
  • Here's solid evidence that network infrastructure is rapidly merging with cloud computing. AT&T is selling its network cloud, the one that serves hundreds of millions of mobile customers, to Microsoft. The sale includes AT&T Network Cloud technology, AT&T's 5G network core, and an unspecified amount of "talent.". Microsoft adds Azure hybrid and hyperscale infrastructure, cloud expertise, and global reach to build a telco-grade cloud stack for operators worldwide.

Personal Computing/ Collaboration (Anshel Sag) 

  •  No update

Quantum Computing (Paul Smith-Goodson)

  • Usually, quantum news is about how many qubits are available for computation.  Now researchers in Germany, Switzerland, and Austria are going for the claim of how small the computer is.  Although the machine has 24 qubits, a respectable number, the record is for the physical size. The team used trapped calcium ions to be a machine that takes up two spaces of rack size. The team says that the modular system has high mechanical stability, easily replaceable parts, and minimal requirements for system maintenance. They say that trained non-specialists can operate the system and that it could also be used by people worldwide via cloud-based quantum computing. They also say they can accommodate up to 50 calcium ions in the trap. That would also be a record.
  • Rigetti Computing has been very quiet over the past two years. During that time, it declined my request for a discussion with CEO & founder, Chad Rigetti claiming they didn't want to discuss finances. Now it claims it will release a new quantum chip this year with 80 qubits. 
  • It claims it is the world's first multi-chip quantum processor which incorporates a proprietary modular architecture that solves some of the key scaling challenges associated with fault-tolerant quantum computers. As for me, I'll wait and see what they have.
  • Researchers have discovered a new rare topological superconductor, LaPt3P. This Discovery may be of huge importance to the future operations of quantum computers. Superconductors can conduct electricity without any resistance when cooled below a certain temperature. Superconducting qubits are used by IBM for quantum computing, but they are sensitive to the environment and easily lose their quantum states. This can be avoided by making more resilient qubits using topological superconductors, which in addition to being superconductors also host protected metallic states on their boundaries or surfaces. Topological superconductors, such as LaPt3P, were newly discovered through muon spin relaxation experiments and extensive theoretical analysis. They are exceptionally rare and are of tremendous value to the future industry of quantum computing. The Discovery of such a rare and desired component demonstrates the importance of muon research.

Security (Will Townsend)

  • Lumen Technologies and Microsoft struck a partnership recently to focus on optimizing application delivery within the enterprise. Lumen has a proven track record of providing network services spanning SDWAN, MPLS, hybrid WAN, and Ethernet. Lumen will integrate Azure capabilities into its platform to enhance its edge capabilities to deliver lower latency and higher bandwidth, deploy cloud-native 5G private networks, and offer a broader set of managed solutions and cloud services to support a range of business workloads. It is another impressive win for the Azure team on the heels of several other announcements coming from Mobile World Congress Barcelona.  
  • SentinelOne launched its IPO at the end of June and, following its close, made history as the highest valued cybersecurity IPO. The company claims that its Singularity XDR platform can proactively resolve threats in real-time at the computing and cloud edge. Given the company's ranking in the CNBC Disruptor 50 last year as week as Forbes and Deloitte rankings, SentinelOne is a company to keep your eye on.

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

  1. T-Mobile And Halo Team Up To Launch 5G Semi-AV Taxi Service, by Patrick Moorhead
  2. New Qualcomm CEO Cristiano Amon On The Future Of Qualcomm, Tech And 5G, by Patrick Moorhead
  3. Thoughts On Microsoft Windows 11 Preview Edition, by Patrick Moorhead
  4. Samsung Inks Massive Mobile Enterprise Deal With Walmart, by Patrick Moorhead
  5. AMD Advantage Laptops Deliver A Powerful Gaming Experience Through a Design Framework, by Patrick Moorhead
  6. Poly Launches Two Camera Poly Studio E70 To Reset The Hybrid Collaboration Room Experience, by Patrick Moorhead
  7. Making The Grade- Amazon 2020 Sustainability Report Shows Progress Towards Environmental Goals, by Patrick Moorhead
  8. Amazon Goes All-In On Truck Safety With Autonomous Driving Company Plus, by Patrick Moorhead
  9. TSB - What Does A Digital Transformation Journey Look Like For A Traditional Bank? by Patrick Moorhead
  10. Hewlett Packard Enterprise Aims High For 5G Automation, by Will Townsend
  11. What Is The Significance Of Google's New Tau V.M.s? by Matt Kimball
  12. AT&T Puts Its 5G Future In The Azure Cloud, by Will Townsend
  13. The Samsung S21 Ultra: A Phone To Render Most Cameras Obsolete, by Anshel Sag
  14. Celona Aims To Ease Private 5G Enterprise Deployment, by Will Townsend
  15. Nutanix Demonstrates That It's More Than Just HCI On Investor Day, by Steve McDowell
  16. Marvell Extends Its 5G Leadership With Next-Generation Silicon, by Will Townsend

Blogs Published (MI&S)                                                              

  1. Oracle Wants To Reshape The Cloud As A Better Business Opportunity,  by Patrick Moorhead
  2. NI Seeks To Accelerate Autonomous Vehicle Development With MonoDrive Acquisition, by Patrick Moorhead
  3. Surprise! Amazon Officially The Number 1 Investor In America According To PPI, by Patrick Moorhead
  4. Lattice Semiconductor Launches CertusPro-NX FPGAs For The Edge And Updates Core Application Software, by Patrick Moorhead
  5. HPE Discover 2021- The Company Makes Its Customer Case During The 'Age Of Insight', by Patrick Moorhead
  6. AWS Announces The 'Graviton Challenge' At The Six Five Summit 2021, by Patrick Moorhead
  7. Intel Announces The 'Infrastructure Processing Unit' At The Six Five Summit 2021, by Patrick Moorhead
  8. Fintech And Farmland: How Fintech Platforms Are Allowing Retail Investors To Dig Into Land Investments, by Melody Brue
  9. Dell Technologies' Renewed Telecom Push To 5G, by Will Townsend
  10. HPE's Project Aurora Is A Big Deal – Here Is What You Need To Know, by Matt Kimball
  11. Calix Raises The Stakes In Home Network Security, by Mark Vena
  12. Zscaler - In Zero We Trust, by Will Townsend
  13. Microsoft Reaffirms It's All-In On Gaming At E3, by Mark Vena
  14. IonQ's Virtual Financial Analyst Day Part 2: An Inside Look At Its Technical Strategy, by Paul Smith-Goodson
  15. IBM And Fraunhofer Announce German Quantum Computing Partnership, by Paul Smith-Goodson

Research Paper:

  • N/A


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

  • The G2 on 5G Podcast - Episode 58 - July 9, 2021
    • T-Mobile and Halo partner to deliver 5G remote piloted cars - is this the killer use case we've been waiting for?
    • AT&T, Samsung, and Qualcomm help launch UT's 6G Research Center
    • AT&T and Google Cloud announce edge tie-up - can the third-place hyperscaler step up?
    • 5G Services are available in 1,662 cities across 65 countries, according to Viavi's latest 5G report
    • Huawei plans to get into semiconductor fabrication - can it scale quickly enough to support its 5G needs for infrastructure and devices?
    • T-Mobile gears up for ASG with MLB AR App and 5G Player PoV Cameras
  • Nokia Fireside Chat with Stephan Litjens
    • Disruptive potential of private networking.
  • The G2 on 5G Podcast - Episode 57 - July 2, 2021
    • AT&T announces that it will move its 5G mobile network to the Azure for Operators cloud - is it a wise move?
    • New 5G Chipsets - Qualcomm Snapdragon 888+ and 2nd Gen 5G RAN Small Cell FSM200xx Platform - Marvell Octeon 10 DPU with Arm Neoverse N2 CPU Cores and Custom ML Engine
    • Ericsson and Google partner for edge enablement - can it help accelerate Google from laggard to leader?
    • Elon Musk Speaks at MWC 2021 - Says Starlink is complementary to 5G and Fiber and designed to reach the last 3% and 5%
    • Telefonica speaks harshly about E.U. operator regulations - are they on the mark?
    • Deutsche Telekom and Ericsson Demonstrate 5G Network Slicing with VR in lab trial and NVIDIA CloudXR 3.0

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

  • N/A

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

  • Truce No More
    • Google-Microsoft Legal Truce is Broken
    • Intel Sapphire Rapids Push, Reorg
    • New Qualcomm CEO, Cristiano Amon
    • Lattice CertusPro-NX for Edge Launch
    • Marvell Launches New Octeon 10
    • Poly Studio E70

The Six Five Summit Podcast:

  • Future-Proofing the Edge
    • In this Q&A, Jim Anderson, President, Chief Executive Officer, and Director of Lattice Semiconductor, and Patrick Moorhead, Principal Analyst at Moor Insights & Strategy, will explore the latest trends around A.I., automation, robotics, and 5G and the growing need for adaptability and flexibility in Edge computing.
  • Powering an Inclusive Future of Hybrid Work
    • The future of work is hybrid. People will sometimes work from home, other times in the office, and sometimes from places in-between. After a year of remote work, everyone is thinking about what work will look like next. Hear how Cisco is thinking about delivering inclusive experiences for hybrid work that is immersive, delightful, and secure.
  • Winning with 5G: How Qualcomm is Helping to Unlock a Decade of Opportunity and Economic Growth
    • 5G will accelerate digital transformation around the world. In the next decade, innovation in connectivity, computing, and the cloud will transform our devices and businesses across many industries, from auto to the IoT and beyond. Watch Cristiano Amon, President, and CEO-elect of Qualcomm, speak with Patrick Moorhead and Daniel Newman on his vision of the digital future, the semiconductor supply shortage, and the surprises still to come as Qualcomm innovation creates powerful opportunities and growth for the global economy.
  • How to Thrive in the Future: It All Starts with Data
    • We've seen that organizations with a strong digital foundation have been more successful in adapting to a year of change and will be better positioned to lead as we begin to emerge from the global pandemic. A strong digital foundation is built on data, and a data-first approach to the remaining business process is the crucial factor to thrive in the future.
  • Driving the Revolution of Secure Networking with SASE
    • Digital business transformation, the shift to a distributed workforce, and the return to the office are driving networking and security to the cloud. The secure access service edge (SASE) model consolidates networking and security functions – traditionally delivered in siloed point solutions – into a single integrated cloud-delivered service. Join this session to learn about the revolution of secure networking, what SASE is and is not, and how to begin your transformation to SASE.
  • Supporting the Hybrid Workforce with a Mobile First Strategy    
    • Join Mishka Dehghan SVP, Strategy, Product and Solutions Engineering at T-Mobile for Business in this fireside chat hosted by Patrick Moorhead, Principal Analyst at Moor Insights & Strategy, where they will discuss the state of Work-From-Anywhere and the important role mobility and collaboration play in fostering a productive workforce as the hybrid worker becomes the new norm.                                     
  • Rethinking the Customer Relationship
    • One of the changing digital landscape characteristics is that relationships with existing customers are more important than ever. This is why businesses have to nurture their existing customers and make the most possible use of their customers' data (what we call first-party data). This conversation between Rob Tarkoff and Daniel Newman digs into how customers will reward companies that treat them like human beings and how data can help businesses get there.
  • Unconventional Thinking in Silicon Valley: Redefining Ownership, Market Opportunity, and ESG
    • Many have described Zoho as the "anti-Silicon Valley." But what does that mean? As the company celebrates 25 years in business with more than 60 million customers across 180 countries, it has consistently defied the far too common paths technology companies take from securing V.C. funding, being listed on the exchange, to become acquisition targets or the acquirer. Vijay Sundaram, Zoho's Chief Strategy Officer, speaks to Daniel Newman about the company's culturally guided business values and its patient yet intentional growth strategy in this thought leadership session and shares why more companies should challenge the conventions and plan their business sustainability by thinking decades, not by quarters or years.
  • Accelerating Digital Transformation with Modernized Apps and Workforce Transformation
    • Every business is now defined by the digital services built to better serve their customers, markets, and workforce. In this session, Chris Wolf, VP of the Advanced Technology Group In the Office of the CTO at VMware, will discuss how VMware is using new innovation strategies in order to build new products and solutions targeted at key customer needs in modern applications, cloud, and edge that enable them to build and accelerate their digital businesses.
  • World's Most Transformed Conglomerate: Honeywell CEO on Creating a Technology Powerhouse
    • Honeywell, a 100-yr old company, has been rapidly transforming into a technology company under the leadership of Darius Adamczyk. With Breakthrough initiatives like the world's most powerful quantum computer to UAM/UAS, sustainability, ESG technologies, and robotics – the company has become a source of innovation and agility, able to meet some of society's most critical needs today.
  • Breakthrough the Hype: Unlock a World of Opportunities with 5G
    • In this fireside chat hosted by Pat Moorhead, Principal Analyst at Moor Insights & Strategy, hear one of the founders of 5G mobile technology, Ulf Ewaldsson, SVP, Chief Network Officer at T-Mobile, share why he believes now is the time to act and experiment with 5G or risk playing catchup with your competitors. This session will explore what has transpired in the last year with 5G and how real demand from businesses is driving emerging and innovative 5G use cases.
  • 5G: Driving Innovation
    • 5G networks are both an evolution and a revolution when compared to prior generations. 5G enables exciting new use cases, but the leapfrog in performance requires innovation across the entire network. Architecture, hardware platforms, software stacks - the entire ecosystem will have to make changes to enable the 5G network to achieve its full potential. The availability of reliable, performance-proven technology offerings and system-level products that are ready to integrate and deploy will ultimately drive the success of 5G. In this brief talk, Marvell Executive Vice President, Processors Raj Singh, will examine how Marvell enables the ecosystem by providing 5G deployment-proven semiconductor solutions, R.U., D.U., and C.U. reference hardware designs and protocol stack software implementations. Also, he will describe how Marvell is working with industry leaders to expedite the availability of open RAN to the market.
  • Unlock New Capabilities with 5G and Edge Computing
    • Join Lenovo and Capgemini to explore the latest innovations in 5G and Edge Computing. Lenovo's P.C., mobile, and data center solutions combine to deliver our edge-computing portfolio with a 'fit anywhere' form factor, tamper-proof security, built-in A.I., and automated deployment. Capgemini's new 5G Lab, built on Lenovo 5G technology and edge servers, is helping customers deliver innovative solutions in smart factories, smart utilities, smart cities, and smart retail.
  • Day 1: Cloud and infrastructure Live Executive Q&A
    • In this live executive roundtable, Futurum's Daniel Newman and Moor Insights & Strategy and Strategies's Patrick Moorhead sit down for a conversation with Dell Technologies' CMO and EVP, Allison Dew, Intel EVP and G.M. of Xeon Products, Lisa Spelman and Microsoft CVP, Azure Core, Erin Chapple.
  • Day 2: Apps and Collaboration Live Executive Q&A
    • In this live executive roundtable, Futurum's Daniel Newman and Moor Insights & Strategy and Strategies's Patrick Moorhead sit down for a conversation with Oracle Global Senior V.P. of Marketing, Advertising & CX Nate Skinner, Microsoft Corporate V.P., Microsoft Business Apps, Data & A.I., and Global Industry Alysa Taylor, and VMware V.P. and CTO, Modern Application Platform Business Unit James Watters.
  • Day 3: 5G, Edge, and IoT Live Executive Roundtable
    • Join Futurum Research's Daniel Newman and Moor Insights & Strategy and Strategy's Patrick Moorhead for a live conversation with Que Dallara, CEO of Honeywell Connected Enterprise.
  • Day 5: A.I., Machine Learning, and Big Data Live Executive Q&A
    • In this live executive roundtable, Futurum's Daniel Newman and Moor Insights & Strategy and Strategies's Patrick Moorhead sit down for a conversation with Splunk President & CEO Doug Merritt, Cloudera President Mick Hollison, and HPE CTO and Head of Software Kumar Sreekanti.
  • Achieving Business Value with Enterprise A.I. and Machine Learning
    • A.I. and ML are transformative technologies that can unlock tremendous value through improved customer service, streamlined operations, and the realization of new business models. Despite huge advances over the last decade, A.I. remains very much in the domain of expert data scientists. Few business executives can select the best use cases, collaborate with data scientists, support the transition of algorithms into production use, and orchestrate the change management activities to capture the greatest value. This executive Q&A session will discuss how Dr. Krishnan's book, Enterprise Artificial Intelligence and Machine Learning for Managers, explains what feasible enterprise A.I. problems look like, describes best practices for prototyping and production transitions, and discusses how to build high-performing data, science teams.
  • Driving Powerful Transformation: Bridging Teams and Managing at Scale with Automation
    • How can companies overcome skills gaps and culture challenges that continue to stifle speed and innovation? They are increasingly building an "automation first" mindset as they automate everything from point tasks to full multi-domain and multi-cloud processes. Automation helps them move faster in an increasingly digital world to bridge across diverse I.T. teams and internal domains. Learn how an open, collaborative culture, both within the organization and externally, can enable organizations to thrive throughout their entire digital transformation journey.
  • Making Digital Transformation More Transformational
    • Automation Anywhere CEO and cofounder, Mihir Shukla, talks about technology's fastest-growing category, Robotic Process Automation (RPA). He illustrates how cloud-native hyper-automation is creating the fastest path to transforming and modernizing businesses to the extent that even legacy companies can perform like digital-native companies. Mihir will also discuss the recently announced, sweeping partnership with Google Cloud and what it will mean for business leaders.

Moor Insights & Strategy Podcast

  • N/A

 Press Citations: 

  1. 5G, Cloud / 5Gamericas  (Will Townsend) 
  2. 5G / TheDrum (Will Townsend) 
  3. Apple, Microsoft / The Wall Street Journal  
  4. Apple, Microsoft /CNET  
  5. Apple, Microsoft / Asumetech  
  6. AT&T, 5G / SDXCentral  
  7. CEOs / SDXCentral 
  8. Dell / Austin American-
  9. Statesman  
  10. Dell / TechTarget  (Steve McDowell) 
  11. Fintech/ Paymentssource (Melody Brue) 
  12. Fintech / Protocol (Melody Brue) 
  13. Fintech / Fintechzoom  
  14. IBM / Techcrunch  
  15. IBM / Techcrunch  
  16.  Microsoft / Businessmirror  
  17. Microsoft / Windowscentral (Anshel Sag) 
  18. Microsoft/ Asumetech  
  19. Microsoft / Geekinco  
  20. Microsoft / CNET  
  21. Samsung / Austin American-
  22. Statesman  
  23. Samsung / Siliconangle  
  24. Sony / Thesun.UK (Anshel Sag) 
  25. T-Mobile / Fastcompany (Anshel Sag) 


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

  • TCL 20 Pro 5G
  • Xilinx Kria KV260 Vision AI Kit

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

  • July 2021
    • AWS AI Ops Analyst Webinar, July 14 (Paul Smith-Goodson)
    • AT&T 5G Event NYC, July 14 (Will Townsend)
    • Google Security Summit, July 14 (Matt Kimball)
  • August 2021
    • Hot Chips, Aug 22-24 (Steve McDowell)
    • Big 5G Event – August 31-September 3 (Will Townsend)
  • September 2021
    • Open RAN Forum – September 14 (Will Townsend)
    • Nutanix .NEXT, Sept 20-23 (Matt Kimball)
    • Storage Develop Conference, Sept 28-29 (Steve McDowell)
  • October 2021
    • VMWorld, October 5-7 (Matt Kimball, Steve McDowell, Patrick Moorhead, Will Townsend)
    • NAB 2021, October 10-13, Las Vegas, in person (Steve McDowell) 
    • Nutanix .NEXT,  October 12-14 (Matt Kimball, Steve McDowell)
    • Dell Tech Summit, October 12-14 (Patrick Moorhead)  
    • Google Cloud Next 21, October 12-14 (Matt Kimball, Will Townsend)
    • Brooklyn 5G Summit – October 18-19 (virtual) (Will Townsend)
    • IEEE Quantum Week Oct 18-22 (Paul Smith-Goodson)
    • NetApp Insight, October 20 (Steve McDowell)
    • Intel Analyst event, San Francisco, Oct 26-28 (Paul Smith-Goodson, Patrick Moorhead)
    • MWC Los Angeles – October 26-28 (Will Townsend)
  • November
    • MVNO World Berlin – November 2-3 (in person) (Will Townsend)
    • Nokia GAF – November 15-18 (in person)  (Will Townsend)
    • 5G Techritory Latvia – November 22-25 (in person)  (Will Townsend)
    • AWS ReInvent – November 29-December 5 (Will Townsend)


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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, 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. OPEN, Smart Home 


  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 
Patrick Moorhead

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.