Moor Insights & Strategy Two-Week Update Ending September 16, 2022

I hope you all had a great couple of weeks. 

Over the last two weeks, Matt attended the Arm Infrastructure webinar and CyberSaint Stronger Conference.  Melody attended PBC Conference and FinnovateFall.  Will attended Fortinet Security Event.  Steve attended IBM Z Day.

This week, Steve will be attending ITS World Congress.  Anshel, Matt, and Paul will be attending NVIDIA GTC. Pat will be attending Qualcomm’s Financial Analyst Day in New York City.

Over the last two weeks, our MI&S team published 45 deliverables: 

The press quoted us with 20 citations. Journalists wanted to hear about 5G, Apple, Arm, Cadence, Facebook, Google, Keysight, Metaverse, Quantum, and VMware. 

MIS Quick Insights:

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

  • N/A

AR/VR (Anshel Sag)

  • N/A 

Carrier/Wireless 

  • Orange announced additional partnerships with NEC and Mavenir to extend its Open RAN 5G SA trial that began last year. The biggest question is whether Open RAN will become deployed commercially with established carriers or whether it will be a greenfield network consideration with Dish, Rakuten, and Reliance Jio. It seems to be the latter for now.   
  • Reliance Jio wants to connect 100 million locations in India with its 5G FWA service. It is an aggressive target given a current install base of roughly 2 million today. The details related to the company’s AirFiber service are light, but the key to reaching this lofty goal will be pricing the broadband service competitively, given the Indian market dynamics.              

Datacenter: 

  • Storage- (Steve McDowell) 
    • N/A 
  • Networking- (Will Townsend) 
    • Prashanth Shenoy has jumped from Cisco to VMware, and I believe VMWare will benefit tremendously. Mr. Shenoy led the marketing effort for a $25B portfolio of products at Cisco that included cloud infrastructure and software. From my perspective, marketing is an area that can use improvement at VMware and Mr. Shenoy’s 22 years of experience at Cisco should be well utilized.     
    • Nile emerged from stealth this week. Hot off of his involvement with Pensando, John Chambers is teaming with another former Cisco executive to launch a Wi-Fi as a Service that meters per user session. From my perspective, the timing is ideal as companies determine the budget and requirements for supporting hybrid work. 
  • Server- (Matt Kimball)   
    • N/A

FinTech (Melody Brue)

  • N/A 

IIoT and IoT (Bill Curtis)

  • N/A

Personal Computing/ Collaboration (Anshel Sag) 

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • N/A

Retail Tech (Melody Brue)

  • N/A

Security (Will Townsend)

  • Zscaler recently reported earnings that beat expectations. Consequently, the stock price closed 20% higher the same day. Ironically, the company was targeted by financial analyst naysayers just a few weeks before. I reiterated at that time that the company’s fundamentals are solid, and it is delivering one of the most complete zero trust platforms in the industry.   
  • Converged security and networking are becoming a very crowded space. As security companies lean into networking and networking companies lean into security, customers are faced with endless solutions. A few companies will rise to the top, and significant market consolidation could occur.          

Space (Paul Smith-Goodson)

  • N/A   

Columns Published 

  1. Dynatrace CEO, Rick McConnell, On Why Observability Matters And How Its Unique, by Patrick Moorhead
  2. Qualcomm Reinforces At IFA That It Is The Consumer OEM’s Secret Weapon Against Apple, by Patrick Moorhead
  3. HP Dragonfly Folio G3 First Look: Flexibility For The Hybrid Enterprise, by Patrick Moorhead
  4. HypeVR Brings Industry-First Live Real-Time Photorealistic Volumetric Video Streaming To Life, by Anshel Sag
  5. Oracle Brings HeatWave To AWS, by Matt Kimball
  6. Analyst Take On Apple’s iPhone 14 Lineup – Lots More Incremental Upgrades, Brilliant Marketing, by Anshel Sag
  7. NVIDIA’s New H100 GPU Smashes Artificial Intelligence Benchmarking Records, by Paul Smith-Goodson
  8. Peachtree Corners Takes 5G Use Cases To New Heights, by Will Townsend

Blogs Published (MI&S)                                                              

  1. Qualcomm Reinforces At IFA That It Is The Consumer OEM’s Secret Weapon Against Apple, by Patrick Moorhead
  2. HP Dragonfly Folio G3 First Look: Flexibility For The Hybrid Enterprise, by Patrick Moorhead
  3. Zoom And Oracle Red Bull Racing Partnering Up On Technology And Marketing, by Patrick Moorhead
  4. HP Continues To Cultivate Healthy Hybrid Workplaces With Its New Devices, by Patrick Moorhead
  5. HP Elite Dragonfly G3 Review: A Sleek Always Connected PC For The Enterprise, by Patrick Moorhead
  6. Cloudera’s New ‘CDP One’ Removing Obstacles To Adopt Industrial-Grade Analytics And ML, by Patrick Moorhead
  7. Samsung Galaxy Watch5 Review: A Solid Android Watch, by Patrick Moorhead
  8. Samsung Galaxy Z Flip 4 Review: An Optimized Foldable For The Enterprise, by Patrick Moorhead
  9. Talking ESG With T-Mobile’s Brigitta Witt, by Patrick Moorhead
  10. Amazon Wants Everyone To Protect Themselves Online With Security PSA, by Patrick Moorhead
  11. AMD Made Progress In 2021 In Corporate Social Responsibility, by Patrick Moorhead
  12. T-Mobile And SpaceX’s Satellite Partnership Paves The Way For Real Use Of Satellite In 5G, by Anshel Sag
  13. Meta And Qualcomm Sign A New, Deepened Multi-Generational VR Agreement, by Anshel Sag
  14. How MediaTek Is Helping Change The 5G Landscape, by Anshel Sag
  15. Amazon’s EV Delivery Trucks Demonstrate Its Leadership And Firm Commitment To Sustainability, by Anshel Sag
  16. AMD’s Ryzen 7000 Series Takes Gaming And Content Creation To New Heights With Zen 4, by Anshel Sag
  17. Infinidat Delivers Mission-Critical Storage To Every Size Enterprise, by Steve McDowell
  18. HPE Aruba Helps The Home Depot Deliver A Better Retail Experience, by Will Townsend
  19. Q-CTRL Launches New Division To Create Advanced Software-Defined Quantum Sensors, by Paul Smith-Goodson

Research Paper(s):

Podcasts:

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

  1. G2 on 5G Podcast – Standalone Ep. 8 – OnGo Alliance President Dave Wright – CBRS & Private Networks
  2. The G2 on 5G Podcast – AT&T 5G OpEx, Apple iPhone 14 , Curiosity Lab, Lockheed & AT&T 5G Helicopters
  3. The G2 on 5G Podcast – AT&T & Corning Tie-Up, Reliance Jio’s $25 Billion 5G Network , 2.5 GHz Auction

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

  •  Exploring Edge Computing, with Stratus’s Jason Andersen
    • Catching up with Strategy: Product updates, SGH Acquisition 
    • Pivoting from Fault-Tolerance to the Edge
    • It’s all about Resilience!
    • How edge is evolving 
    • Fragmentation at the edge 
    • Containerization & Cloud-Native at the edge 
    • Simplifying the edge control plane while delivering QoS
    • Revisiting 2 Different Worlds as IT & OT Converge
    • Security at the Edge 
    • General attitudes impacting edge deployments
    • Where’s Stratus focused in the near term? 
    • Importance of the overall solution stack
    • Wrapping Up

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

  1. Ep139: Oracle Earnings, IBM LinuxOne Emperor 4, Adobe-Figma, Cadence AI, Tesla FSD, Arm Neoverse V2
  2. Replay: How to Supercharge and Protect Your Most Important Asset – Data
  3. Replay: Exploring the Positive Impacts of 5G on Sustainability
  4. Replay: Embed AI into your Contact Center for a More Human Experience
  5. Replay: Question: When is Quantum Computing Going to be Real? Answer: Now!
  6. Ep138: Talking Apple Event, Apple & Qualcomm, VMware, Intel Cuts Ribbon on Ohio Fab, Azure & Ampere
  7. Replay: GlobalFoundries’ Mike Hogan on the State of the Automotive Supply Chain
  8. Replay: Oracle’s Juergen Lindner on Trends Driving Enterprise Apps
  9. Replay: Lenovo’s Charles Ferland on collaboration with Island Conservation
  10. Replay: Dreamium Labs Michael Rubin on the metaverse identity crisis
  11. Ep137: AMD Ryzen 7000, HP HPE, Pure Storage Earnings, Poly Deal, Amazon Security PSA, Qualcomm IFA
  12. Replay: Treasure Data’s Tom Treanor on cohesive customer data strategy

Moor Insights & Strategy Podcast

·Ep19 -#RetailTech & #FinTech Friday: We are LIVE! With Part 2 of a Mid-Year Review 

Press Citations: 

  1. 5G / Entrepreneur https://www.entrepreneur.com/business-news/5-things-businesses-misunderstand-about-5g-8212-and-what/342796 (Will Townsend)
  2. Apple / CNET https://www.cnet.com/tech/mobile/iphone-14-pros-a16-chip-dont-expect-a-major-speed-boost/ (Anshel Sag)
  3. Apple / CNET https://www.cnet.com/tech/mobile/a-portless-iphone-please-apple-dont-go-there/ (Anshel Sag)
  4. Apple / Medium.com https://medium.com/pcmag-access/iphone-14s-esim-requirement-irks-some-international-travelers-181abe3b85aa (Anshel Sag)
  5. Apple / PCMag https://www.pcmag.com/news/iphone-14s-esim-requirement-irks-some-international-travelers (Anshel Sag)
  6. ARM, Qualcomm / PCWorld https://www.pcworld.com/article/1063248/arm-qualcomm-suit-stresses-windows-on-arms-future.html
  7. Arm / SiliconAngle https://siliconangle.com/2022/09/14/arm-unveils-updated-neoverse-cpu-roadmap-targeting-cloud-hyperscale-hpc-workloads/
  8. ARM, Qualcomm / PCWorld https://www.pcworld.com/article/1063248/arm-qualcomm-suit-stresses-windows-on-arms-future.html
  9. Arm, Qualcomm / Game-News24 https://game-news24.com/2022/09/09/the-arms-qualcomm-suit-threatens-the-windows-on-arms-future/
  10. ARM, Qualcomm / Fightshawksmagazine.com https://fightinghawksmagazine.com/arm-qualcomm-go-well-with-threatens-home-windows-on-arms-future/
  11. Cadence / Valdostadailytimes https://www.valdostadailytimes.com/ap/business/new-cadence-joint-enterprise-data-and-ai-platform-dramatically-accelerates-ai-driven-chip-design-development/article_306b62bc-6d56-584f-8247-cda5c0716167.html
  12. Cadence / Datanami https://www.datanami.com/this-just-in/cadence-announces-joint-enterprise-data-and-ai-platform/
  13. Cadence / Bloombergs.com https://www.bloomberg.com/press-releases/2022-09-13/new-cadence-joint-enterprise-data-and-ai-platform-dramatically-accelerates-ai-driven-chip-design-development
  14. Facebook, VR / Washingtonpost https://www.washingtonpost.com/technology/2022/09/14/facebook-meta-virtual-reality-vr-competition/ (Anshel Sag)
  15. Google, Apple / AndroidCentral https://www.androidcentral.com/apps-software/google-and-apple-are-paving-the-way-with-digital-wallets-even-if-some-places-are-slow-to-catch-up (Anshel Sag)
  16. Keysight / Disruptivetechasia https://disruptivetechasia.com/big_news/keysight-world-innovate-to-spotlight-emerging-technologies-and-trends/
  17. Keysight / Businesswire https://www.businesswire.com/news/home/20220907005900/en/Keysight-World-Innovate-to-Spotlight-Emerging-Technologies-and-Trends
  18. Metaverse / pymnts.com https://www.pymnts.com/metaverse/2022/meta-metaverse-weekly-why-2022-wont-be-the-breakout-year/ (Anshel Sag)
  19. Quantum / CNET https://www.cnet.com/tech/computing/quantum-computings-impact-could-come-sooner-than-you-think/ (Paul Smith-Goodson)
  20. VMware / Datacenterknowledge https://www.datacenterknowledge.com/business/vmware-ceo-says-broadcom-deal-track-touts-new-multi-cloud-products

Company:

  • N/A

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

  • Alienware m17 R5 AMD Advantage laptop
  • Dell 1080P camera
  • HP Dragonfly G3 (Intel-based)
  • HP EliteBook 865 G9 (AMD-based)
  • Samsung Watch, Fold, Flip
  • Valve Steam Deck

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

  • September
    • ITS World Congress, Sept 18-22, Los Angeles (Steve McDowell)
    • NVIDIA GTC, Sept 19-22 (Anshel Sag, Matt Kimball, Paul Smith-Goodson)
    • Intel Innovation, San Jose, Sept 26-28 (Anshel Sag, Matt Kimball, Steve McDowell, Pat Moorhead)
    • Atom Computing Grand Opening Event, Boulder, Sep 28 (Paul Smith-Goodson, Pat Moorhead)
    • SNIA Storage Developer Conference, San Jose, Sept 28-29 (Steve McDowell)
    • SuiteWorld, Las Vegas, Sep 29 (Pat Moorhead)
    • MWC Americas – Las Vegas, September 29-30 (Will Townsend)
  • October
    • Advisory Day, Cupertino, October 7 (Patrick Moorhead)
    • Google Cloud Next, NYC, October 11 (Patrick Moorhead)
    • Cloudera Converge, NYC, October 12 (Patrick Moorhead)
    • Dell Technologies Summit, online, Oct 12 (Matt Kimball)
    • Scheider Innovation Summit, Las Vegas, October 12-13 (Steve McDowell)
    • T-Mobile analyst summit, Seattle, October 13-14 (Patrick Moorhead, Will Townsend)
    • Oracle Cloud World, Las Vegas, October 16-19 (Matt Kimball, Patrick Moorhead, Steve McDowell)
    • Open Compute Global Summit, October 18-20 (Matt Kimball, Steve McDowell)
    • 5G Americas Analyst Forum – Dallas, October 19-20 (Anshel Sag, Will Townsend)
    • Austin GP, Austin, October 21-24 (Patrick Moorhead)
    • Lenovo IDG IAC, NYC, October 24-27 (Patrick Moorhead)
    • Arm DevSummit, San Francisco, October 25-27 (Steve McDowell)
  • November
    • Total Telecom Congress – London, November 1-2 (Will Townsend)
    • Cloudera Partner Council, Nashville, November 8-9 (Patrick Moorhead)
    • Qualcomm Tech Summit, Maui, November 15-17 (Patrick Moorhead)
    • AWS re:Invent, Las Vegas, Nov 28-Dec 1 (Matt Kimball, Patrick Moorhead)
    • 5G Techritory – Riga, November 29-December 1 (Will Townsend)
  • December
    • Launch Event, San Jose, December 5 (Patrick Moorhead)
    • Marvell Analyst Day, Santa Clara, December 7 (Patrick Moorhead)
    • Palo Alto Networks Ignite – Las Vegas, December 12-15 (Steve McDowell, Will Townsend)
  • January
    • CES 2023, Las Vegas, January 5-7 (Patrick Moorhead)

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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; VR, PC 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. Nigel Church, Business Associate, Writer, Editor
  7. Jacob Freyman, Writer, and Researcher 
  8. Connor Kenyon, Six Five Sales & Business Development