Moor Insights & Strategy Two-Week Update Ending September 24, 2021

I hope you all had a great couple of weeks!  

Over the last couple of weeks, our team attended several events;  Finovate Fall (Melody), Open RAN Forum(Will), Global Foundries Technology Summit (Anshel, Patrick), Cisco Analyst summit (Matt, Will, Pat), Apple Event (Anshel, Pat), Microsoft Surface event (Patrick, Anshel), NTT Research Upgrade 2021 (Paul), Oracle LIVE(Patrick), Dreamforce (Patrick), Nutanix .NEXT (Matt) and Dell Technologies investor event (Matt, Pat). 

This week, Anshel and Will will be attending Qualcomm Smart Cities Accelerate Event.  Steve will be attending Storage Develop Conference.  Melody will be attending the Fast Company Innovation Festival and AWS WS Financial Services Analyst Summit.  Matt will be attending AnsibleFest and LoginVSI Summit. I will be attending another Oracle Live, Pure Storage investor day, and Amazon Devices announcement. 

Our MI&S team published 31 deliverables: 

The press quoted us with 25 citations. Journalists wanted to hear about Apple, Arm, Broadband, Cisco, Dell, Epic, Huawei, Interop, Juniper Network, Metaverse, Microsoft, NVIDIA, Oneplus, Oracle, and Samsung. 

Quick Insights:

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

  • It’s not good for AI when the U.N. High Commissioner for Human Rights, Michelle Bachelet, is advocating that the use of AI be halted. The target of her panic is the use of AI in face-scanning systems that track people in public places. She is calling for a ban by all countries. Perhaps a positive for western democracy and a negative for China (not that it will abide by any such ruling) is that she also wants AI banned for government “social scoring” systems that judge people based on their behavior. There are already several groups advocating the same bans. She said countries should ban AI computer programs that do not observe international human rights law.
  • AI is “sprouting up” everywhere. Sprout AI just made its first sale. The Company is a sustainable vertical farming company that has developed scalable, controlled aeroponic cultivation habitats. It provides solutions to the current and future supply complexities of a sustainable global food production and supply chain. The Company was selected as the cultivation technology for cultivating controlled substances for JT Medical out of Pennsylvania, USA.

 AR/VR (Anshel Sag)

  • A new job posting at Google’s Stadia cloud gaming division suggests that it may be looking at VR cloud gaming as a possible opportunity for the Company as it struggles to compete with Microsoft’s Xbox Cloud Gaming.
  • Zoom is adding support to Facebook’s Workrooms VR meeting app starting next year, increasing the application of both technologies and validates Facebook’s Workrooms approach.
  • Lynx’s mixed reality headset will start at $499 in late September and will feature Qualcomm’s XR-2 chipset with a much lighter and thinner design than the Company initially proposed.

Carrier/Wireless (Will Townsend)

  • Dell Technologies is posting multiple Open RAN wins in Europe as it executes against a newly retooled telecom playbook. Vodafone represents the first production network win among several other proofs of concept deployments. The million-dollar question is whether Open RAN can have a material impact on actual 5G deployments given operator RAN commitments that date back months, if not years. My best guess is a select number of greenfield deployments such as Rakuten Mobile in Japan, Dish in the U.S., and Reliance Jio in India.  
  • Ericsson recently unveiled its strategy to employ its acquisition of Cradlepoint to target the enterprise for private cellular networking opportunities. It is an intelligent strategy and should allow the leading cellular infrastructure provider to compete with the likes of Nokia Enterprise and yield significant incremental revenue.

Datacenter: 

  • Storage- (Steve McDowell) 
    • We talk a lot about the emerging landscape of SmartNICs & DPUs that use dedicated accelerators to offload the CPU to deliver increased storage performance and capabilities. Nearly every vendor who touches NICs has a play in this space.  Dell Technologies pre-announced in a blog post co-authored by its CTO and SVP, Networking and Solutions, and VMware’s VP of vSphere product management that Dell will be bringing DPUs to the popular vxRail product in the “Spring of 2022.”.  This move leverages VMware’s Project Monterey technology.  There’s no word on which vendor’s DPU will be used, but we’ll note that NVIDIA’s Bluefield DPU is (so far) the only line-up supported by Project Monterey, but that could shift. VMworld is only a few weeks away!
    • Back in 2019, when Kioxia was still part of Toshiba, the Company announced its XL-FLASH technology, which promised to provide performance characteristics more on par with Intel’s Optane and Samsung’s Z-NAND than more traditional TLC and QLC flash memory.  Kioxia, this past week announced that XL-FLASH is out of the lab and moving into products as it delivered is FL6 storage-class memory SSD. Attached via PCIe4 NVMe, the new SSDs promise to achieve up to 1.5M random read IOPs, while also promising read latency in the 8us range.  The throughput is close to what Intel can deliver with Optane, with only slightly higher latencies.  It’s nice to have additional options in this performance space. 
    • Dell Technologies added new SKUs to its Dell EMC PowerScale range. The new Dell EMC PowerScale H700 and H7000 are hybrid-flash solutions that replace the Isilon H400 and H500, while the new PowerScale A300 and A3000 archive nodes appear to supersede the Dell EMC Isilon A200 and A2000.  This should complete the “PowerScale” rebranding of the Dell EMC Isilon line while bringing a nice update to the family.   
    • Nutanix released a significant update to its HCI software this week at its annual Nutanix NEXT event, bringing a bevy of cloud-friendly features to its latest version, v6, of AOS.  The biggest update is introducing what Nutanix calls “Flow,” which provides a layer of software-defined networking that enables Nutanix to create a virtual private cloud between an IT shop’s on-prem HCI and public cloud workloads.  AOS v6 also has enhancements to its disaster recovery, cyber-security, and block and file storage technologies.  It’s a long list of enhancements, just-in-time to keep Vmware on its toes as it heads into its VMworld event in just a few weeks. There is no shortage of innovation in the HCI space. 
  • Networking- (Will Townsend) 
    • Cisco held a virtual investor day and analyst summit the week of September 13. My big takeaway is the addressable market upside. The Company believes it can take a substantial share of a nearly $100B total addressable market in enterprise networking by 2025. It is an aggressive target, but it could be achievable given its focus on IoT, 5G, security & more.
    • IBM announced a recent partnership with Zscaler that has the potential to enhance Big Blue’s SD-WAN managed services capabilities. In blending IBM Security’s portfolio with Zscaler’s complete, end-to-end zero trust platform, IBM will likely be more competitive in a crowded SASE market.
  • Server- (Matt Kimball) 
    • x86, Arm, OpenPOWER, RISC-V, Power, CPUs, TPUs, GPUs, IPUs, etc.… What does the future of the data center compute platform look like? While those of us who live in the semiconductor and compute space find these times perhaps the most exciting times ever, those who consume such products (IT) think a little differently. I spend a good part of each week talking with ex-colleagues and friends that range from IT consultants to IT executives, and the discussion of x86 v. Arm v, other very rarely comes up unless initiated by me. Further, loyalty to a specific OEM or server vendor seems to be driven by either a contractual obligation or lock into proprietary management toolchains. The cloud has driven an IT behavior and expectation that has driven our OEM friends to shift the way solutions are packaged and supported – and all have adapted very well. Equally important is the way such solutions are positioned and messaged in the market, and this is an area where I believe all OEMs have an opportunity. Joint “up the stack” messaging that focuses on business outcomes and quantified IT benefits is the key – across the different solutions offered in the market – from data management to cloud-native and all points in between. 
    • Feeling the crunch of a tight labor market? It seems as if every hardware, software, and services company is understaffed. Where did all the talent go? But guess what – so are your customers. Again – not a conversation with an IT executive goes by without mentioning the open reqs that go unfilled month after month.  And it’s not just the highly skilled or certified positions that are going unfilled – this talent crunch is across the board. And there is no sign of this challenge ending soon. This is causing business users to look more to the cloud to provide IT services – much to the chagrin of IT executives. One of the big reasons so many projects seem stalled is due to this lack of staffing. The smart IT solutions vendor position its professional services organization to ease the burden to IT, specifically in the areas of digitization, edge deployment/integration, and security.       

FinTech (Melody Brue)

  • Wells Fargo announced a digital infrastructure strategy and strategic partnerships With Microsoft and Google Cloud. Microsoft’s company representatives told me that Wells Fargo would leverage the Microsoft Azure platform and not any industry-specific solutions. Still, as part of their long-term agreement, they will identify and deploy other solutions to fit WF’s digital transformation objectives. Microsoft’s Financial Services industry-specific cloud was announced in February and is in the public preview stage only. AWS also recently launched FinSpace, a data-analytics service specifically for FS. The underlying trend is that the large public cloud companies have to specialize in industry-specific business-critical functionality as they compete to move large institutions from on-prem infrastructure to the cloud. Global cloud spending grew to $41.8 billion in Q1 2021, a 35% YOY increase. 
  • It seems every week there is another deal announced in the BNPL space – typically substantial acquisitions or partnerships with significant players in the space. Goldman Sachs reported this week it is acquiring fintech lender GreenSky in a $2.24 billion all-stock deal. The investment bank is diving deeper into consumer finance with this deal, which is expected to close by Q1 2022. GreenSky is the largest fintech platform for home improvement loans. 
  • Austin-based Self Financial, a fintech company that helps subprime consumers improve credit scores by building savings, raised $50 million in Series E funding, bringing the total to $127 million raised since its 2015 inception. The Company is expected to double its revenue this year but did not disclose hard numbers. 
  • Robinhood has announced a crypto wallet that is in alpha testing currently and will launch early next year. Robinhood users – whose first purchase is currently more often in crypto than equities – have been asking for this for some time, and the wallet gives them more control over their coins. Robinhood’s revenue model depends on high-frequency trading, and it can drive volume with friction-reducing features like automatic recurring crypto investments. Robinhood’s financials have shown the Company’s increasing dependence on crypto trading revenue, so as investors become more crypto-savvy, this is a necessary move to keep users on the platform. The SEC scrutinizing PFOF and crypto investor protections also puts them further down the regulatory scrutiny rabbit hole. The Company is taking another significant risk with this move, but it’s riskier not to in light of the demand from the customers who now drive a substantial portion of its revenue.  
  • The move may challenge competitors like Coinbase, but Coinbase’s user profiles, the sophistication of the features, and the number of coins available on Coinbase give the Company an advantage in its offering, and they have longevity in the space. Where Robinhood is likely to become more of a threat to other crypto wallet providers is first-time or smaller investment crypto traders, as those users tend to go where the fees are lowest. Coinbase’s fees are higher and can be confusing to new users. The two platforms, especially in the case of Coinbase Pro, currently appeal to vastly different users.
  • Revolut, the fintech player that appears to be building a “super app,” announced it has secured a broker-dealer license in the US and will roll out commission-free trading. The Company also announced plans for additional features such as fractional share trading and rounding up credit card purchases to invest the spare change. The move positions them to compete with Robinhood, Square, Public, and others for retail trades in the US.

IIoT and IoT (Bill Curtis)

  • Silicon Labs announced several interesting new IoT-related products, including (1) Sub-GHz SoCs with > 1-mile range and > 10-year battery life, (2) a new SDK called Unify that enables a single SoC SKU to work with multiple IoT networks, including Zigbee, Z-Wave, Bluetooth, Thread, OpenSync, and Matter, and (3) new security services to support Zero Trust security models. The new security services leverage Silicon Labs’ Custom Part Manufacturing Service (CPMS) and Long-Term Software Development Kit Support Service (LTSSS) to customize parts during manufacturing rather than later in the supply chain. SiLabs’ new focus on IoT is beginning to come into focus, and it’s shaping up to be a pretty picture.
  • Last week, Microsoft joined the LoRa Alliance board of directors. AWS joined the board last year. Native cloud service integration dramatically accelerates IoT app development, and LoRa aligns with AWS IoT Core and Azure IoT.

Personal Computing/ Collaboration (Anshel Sag) 

  • Apple’s new iPhone 13 brings a lot of new features for photography but doesn’t do much to compete with the likes of Samsung and Huawei on telephoto photography with only a 3x zoom lens. That said, I do believe that the new iPhones will have impeccable low-light performance, which is welcome
  • The new iPad Mini 5G does not come with mmWave support, which I believe is due to the $499 price point. Having multiple mmWave modules is crucial to having a good experience. I think that would push the device’s price into higher price tiers past the already additional $150 price premium for 5G.
  • Dish is asking the FCC permission to use its 600 MHz spectrum in Denver and Las Vegas to test carrier aggregation across two non-contiguous bands of the spectrum that it owns. 
  • People started receiving the new $299 Facebook Rayban Stories smartglasses and posted photos and videos; I got my pair and am already enjoying how light and easy they are to use. However, a single button design for capturing is inferior to a dual button design like Snap’s Spectacles.
  • Xiaomi teased its pair of smartglasses days after Facebook announced its Rayban Stories smartglasses; while Xiaomi was light on details, it did talk about enabling features similar to what Focals by North was able to do in the past. Focals is now a division of Google, as Google bought the Company in mid-2020.

Quantum Computing (Paul Smith-Goodson)

  • Another quantum SPAC -Arqit Quantum Inc – is a good sign for the industry. Arqit provides quantum encryption technology. Arqit’s ordinary shares and warrants are traded on Nasdaq under the ticker symbols “ARQQ” and “ARQQW,” respectively. It provides quantum cyber security technology and has provided it to its first 20 customers. According to Arqit its cybersecurity runs efficiently on virtually any device, creating zero trust and secure keys against all computational attacks. 
  • Money is flowing for quantum. Quantum Machines just secured Series B funding for $50 million. Quantum Machines was founded in 2018. It offers a control system and orchestration platform. It has customers in 15 countries. QM’s full-stack Quantum Orchestration Platform provides a unique approach to controlling and operating quantum processors and can run complex algorithms – from near-term applications of quantum computers to quantum-error-correction. 
  • IonQ conducted joint research with Goldman Sachs and QC-Ware, running impressive Monte Carlo simulations with 4 qubits circuits with 92 two-qubit gates and depth of 60. What was special is that the new IonQ hardware, the new generation EGT trap was used. It is superior to the current generation. Ion loading time decreases from 43% to 1.5%, and job time increases from 30% to almost 80%. 

Security (Will Townsend)

  • I expect several companies focused on employee security hygiene training will carve out a new addressable market in cybersecurity. Living Security is one such Company, and I will be publishing a Forbes article by the end of September that will include my insights after meeting with CEO Ashley Rose. 
  • LG Electronics recently announced its intention to acquire Cybellum, an Israeli automotive cybersecurity startup, for $240M. Connected vehicles likely represent a new attack point for bad actors, especially as 5G networks deploy to support critical telematics for autonomous driving. It may not seem like a fit for the Korean electronics giant. Still, it is likely a longer-term diversification strategy to allow LG to grow its revenue base beyond consumer electronics products under constant margin pressure given the competitive landscape.    

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

  1. Western Digital’s Journey To Build Business Resiliency Through Cloud And ERP Transformation, by Patrick Moorhead
  2. Microsoft Announces New Surface Devices Including The Powerful Surface Laptop Studio, by Patrick Moorhead
  3. Amazon Climate Pledge: Two Years In And Going Strong, by Patrick Moorhead
  4. HP Inc. Rolls Out New Management Services For The Hybrid World That’s Here To Stay, by Patrick Moorhead
  5. Poly Adds Two Zoom-Certified Devices To Its Video Conferencing Portfolio, by Patrick Moorhead
  6. Box Relay Is Box’s Secret Weapon In Enterprise Digital Transformation, by Patrick Moorhead
  7. Spark New Zealand Implements Agile Work Practices To Embrace Business Change, by Patrick Moorhead
  8. GlobalFoundries Signs Qualcomm Deal And Shows Why There’s More To Silicon Than Node Geometry, by Patrick Moorhead
  9. Zoom Announces New And Interesting Services And Features At Zoomtopia 2021, by Patrick Moorhead
  10. Cisco’s Webex And Google Meet Interoperability Makes an Interesting Pairing, by Patrick Moorhead
  11. Living Security Aims To Deliver Human Security Risk Management, by Will Townsend
  12. TRIPP Brings Zen To AR With Nreal And 5G, by Anshel Sag
  13. IonQ Unveils The Power Of Its Next-Generation Quantum Computer Along With Quantum Finance Announcements, by Paul Smith-Goodson
  14. IonQ Delivers A New Architecture And Glass Quantum Computer Chip A Year Earlier Than Expected, by Paul Smith-Goodson

Blogs Published (MI&S)                                                              

  1. Qualcomm CEO Cristiano Amon Paints A Picture Of The Future Automobile At IAA Mobility 2021, by Patrick Moorhead
  2. IonQ Scores Quantum Computing Deal With University Of Maryland And Announces It’s Tripling 2021 Bookings, by Patrick Moorhead
  3. Why 3GPP Just Works– Multiple Generations Of Global Cellular Standards And Solid Execution, by Patrick Moorhead
  4. Amazon Kicks Off Hiring Bonanza And Jobs Programming At Career Day 2021, by Patrick Moorhead
  5. David Sacks’ Craft Ventures Goes All In On ‘Callin’ Social Podcasting Platform, by Patrick Moorhead
  6. Live From Denver: The Big 5G Event 2021, by Will Townsend
  7. Dell Technologies Brings AI To The Edge, by Steve McDowell
  8. The Metaverse Debate Rages On: Who’s Right And Why Does It Matter? By Anshel Sag
  9. Qualcomm’s Mobile GPU Innovations Power The Future Of Gaming, by Anshel Sag

Research Paper(s):

Podcasts:

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

  • The G2 on 5G Podcast – Episode 68 – September 24, 2021
    • Ericsson looks to more M&A beyond Cradlepoint to penetrate the enterprise market – can it be a successful plan?
    • OpenSignal 5G Report – Average 5G Downloads hit 447 Mbps, T-Mobile US wins most 5G availability
    • IBM and Airspan Networks partner to form a private 5G Open RAN testbed for EU operators – what are the potential benefits?
    • Samsung Partners with t3 with a focus on CBRS and FWA for rural
    • T-Mobile expands its 5G FWA service footprint – is it winning the FWA battle against Verizon?
    • Ericsson introduces a smaller AIR 3268 Massive MIMO radio which weighs 40% less than its predecessor weighing only 26 pounds and packing 200W of output, designed specifically for mid-band deployments
  • The G2 on 5G Podcast – Episode 67 – September 17, 2021
    • Dell Technologies is posting multiple Open RAN deals in the EU – can they materially impact 5G deployments?
    • Apple iPhone 13 Launch 5G Support, iPad Mini 5G no mmWave, Aggressive Carrier Deals
    • US Cellular chooses Nokia for 5G SA core that builds upon prior 5G RAN mmWave trials – what’s the potential impact on US rural connectivity 
    • 3.45 to 3.55 GHz 5G spectrum auction being dubbed the Andromeda Auction, how much are carriers willing to spend, and who will be bidding?
    • Telefonica partners with a Spanish VC to fund disruptive tech tied to 5G, IoT, and AI – can it facilitate meaningful new use cases and services? 
    • Dish is seeking permits from the FCC to test 5G using its 600 MHz Spectrum

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

Moor Insights & Strategy Podcast

 Press Citations: 

  1. Apple / Seattletimes https://www.seattletimes.com/business/apples-new-iphone-13-ipads-and-apple-watch-series-7-are-coming-heres-what-you-can-expect/
  2. Apple / Androidcentral https://www.androidcentral.com/apple-leaks-vs-google-and-android-leaks-how-are-they-different (Anshel Sag)
  3. Apple / Fiercewireless https://www.fiercewireless.com/wireless/iphone-13-sports-dual-esim-support (Anshel Sag)
  4. Android / Androidcentral https://www.androidcentral.com/editors-desk-android-12-still-too-buggy (Anshel Sag)
  5. Apple / Seattle Times https://www.seattletimes.com/business/apples-new-iphone-13-ipads-and-apple-watch-series-7-are-coming-heres-what-you-can-expect/
  6. Apple / Washingtonpost https://www.washingtonpost.com/technology/2021/09/14/apple-event-launch-updates/
  7. Apple / CNET https://www.cnet.com/tech/mobile/apple-best-iphone-13-features-are-the-trade-in-offers-not-spec-sheet/ (Anshel Sag)
  8. Arm, Cloud / SIliconangle https://siliconangle.com/2021/09/15/arms-newest-reference-architecture-will-bring-cloud-native-capabilities-automotive-apps/
  9. Broadband / SDXCentral https://www.sdxcentral.com/articles/news/will-infrastructure-bill-reshape-americas-telecom-market/2021/09/ (Will Townsend)
  10. Cisco / Fiercetelecom https://www.fiercetelecom.com/telecom/cisco-targets-900-billion-tam-quest-for-growth (Will Townsend)
  11. Dell, AI / CIO https://www.cio.com/article/3633332/the-ai-enabled-edge.html
  12. Epic, Apple / Yahoo News https://news.yahoo.com/epic-v-apple-ruling-a-black-eye-but-containable-risk-204252604.html
  13. Epic, Apple / Yahoo Finance https://finance.yahoo.com/news/epic-v-apple-ruling-a-black-eye-but-containable-risk-204252604.html
  14. Huawei / Lightreading https://www.lightreading.com/huaweis-breakfast-briefing-shared-responsibility-for-safer-cyberspace/v/d-id/772118?f_src=lightreading_editorspicks_rss_latest (Will Townsend)
  15. Interop / ITprotoday https://www.itprotoday.com/big-data/interop-future-enterprise-data-processing-tech-critical-now (Steve McDowell)
  16. Juniper Network/ Albawaba https://www.albawaba.com/business/pr/new-enhancements-juniper-networks%E2%80%99-ai-driven-enterprise-portfolio-make-campus-fabric (Will Townsend)
  17. Juniper Networks / CFOTech https://cfotech.com.au/story/ai-driven-solution-automates-and-simplifies-campus-network-rollouts (Will Townsend)
  18. Juniper Networks / Helpnetssecurity https://www.helpnetsecurity.com/2021/09/16/juniper-networks-features/ (Will Townsend)
  19. Juniper Networks / Businesswire https://www.businesswire.com/news/home/20210914005114/en/New-Enhancements-to-Juniper-Networks%E2%80%99-AI-Driven-Enterprise-Portfolio-Make-Campus-Fabric-Management-and-WiredWireless-Remediation-Easier-than-Ever (Will Townsend)
  20. Metaverse / Amplify https://amplify.nabshow.com/articles/how-the-metaverse-will-be-open-but-also-closed/ (Anshel Sag)
  21. Microsoft / Windowscentral https://www.windowscentral.com/surface-and-windows-11-experts-weigh-microsofts-ecosystem-prospects (Anshel Sag)
  22. NVIDIA / Fintechzoom https://fintechzoom.com/fintech_news_nvidia-stock/chipmaker-nvidia-sees-fewer-crypto-miners-more-gamers-in-future/?__cf_chl_jschl_tk__=pmd_WvdsRmU8Qq5p1k7Rg2W6r.unReD5sTmS7pjiUMebaB0-1632483291-0-gqNtZGzNAlCjcnBszQj9
  23. Oneplus / Androidcentral https://www.androidcentral.com/oneplus-samsung-budget-new-strategy (Anshel Sag)
  24. Oracle, Earnings / Siliconangle https://siliconangle.com/2021/09/13/oracle-falls-short-q1-revenue-targets-cloud-growth-stays-strong/
  25. Samsung / Androidcentral https://www.androidcentral.com/samsung-care-protection-fold-3-flip-3  (Anshel Sag)

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

  • AMD RX 6600XT
  • Apple iPhone 13 mini
  • Dell UltraSharp Webcam 4K
  • HP Reverb G2 Omnicept
  • Poly P15
  • 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) 

  • September 2021
    • Qualcomm Smart Cities Accelerate Event, September 28-29 (Anshel Sag, Will Townsend)
    • Storage Develop Conference, Sept 28-29 (Steve McDowell)
    • Fast Company Innovation Festival, September 28-30 (Melody Brue)
    • AWS WS Financial Services Analyst Summit, Sept 29-30 (Melody Brue)
    • AnsibleFest, September 30 (Matt Kimball)
    • LoginVSI Summit, Boston, September 30, (Matt Kimball)
  • October 2021
    • Box Analyst Summit, October 6 (Patrick Moorhead)
    • 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, Patrick Moorhead)
    • Brooklyn 5G Summit – October 18-19 (Will Townsend)
    • IEEE Quantum Week Oct 18-22 (Paul Smith-Goodson)
    • Arm DevSummit 2021, October 19-21 (Anshel Sag, Matt Kimball, Paul Smith-Goodson, Patrick Moorhead)
    • NetApp Insight, October 20 (Steve McDowell)
    • Arm DevCon, October 21 (Matt Kimball)
    • AT&T Business Summit – October 25 (in-person- moderating a panel) (Will Townsend)
    • Energy Drone & Robotics Summit, October 25-27 (Steve McDowell)
    • REMOVE AT&T Business Summit, Dallas, October 25-27 (Steve McDowell)
    • IntelON and Analyst event, San Francisco, Oct 26-28 (Matt Kimball, Paul Smith-Goodson, Patrick Moorhead)
    • MWC Los Angeles – October 26-28 (Will Townsend)
    • Intel Innovation (IntelON), October 28 (Matt Kimball)
  • November
    • MVNO World Berlin – November 2-3 (in person) (Will Townsend)
    • MSFT Ignite, November 4, (Matt Kimball)
    • The Most Powerful Women in Banking, Melody Brue), Nov 3-5
    • NVIDIA GTC, Nov 8-11 (Patrick Moorhead, Paul Smith-Goodson)
    • Nokia GAF – November 15-18 (Will Townsend)
    • Lenovo Advisory Council, November 16-18 (Patrick Moorhead) 
    • Red Hat Analyst Dat, November 18 (Matt Kimball)
    • 5G Techritory Latvia – November 22-25 (in person) (Will Townsend)
    • AWS re:Invent – November 29-December 5 (Will Townsend, Patrick Moorhead)
    • Snapdragon Tech Summit, Nov 30-Dec 2, Hawaii (Patrick Moorhead, Anshel Sag)
  • December
    • Marvell industry analyst day, December 7 (Patrick Moorhead)
  • January
    • CES 2022, Jan 5-7, Las Vegas (Patrick Moorhead-virtual)

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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, Senior 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 
  10. OPEN, Smart Home 

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 
  6. Jacob Freyman, Writer, and Researcher