Moor Insights & Strategy Weekly Update Ending August 25, 2023

By Patrick Moorhead - August 25, 2023

We hope everyone had a great couple of weeks!

Last week, Will virtually attended Black Hat. I traveled to Las Vegas this week and attended VMware Explore with Will and Matt. Bill virtually attended Silicon Labs “Works With.”

Next week, I will be heading to San Francisco to attend Google Cloud Next.

Our MI&S team published 34 deliverables:

Over the past two weeks, the press quoted us with 17 citations.  They wanted to hear about Apple, AT&T, Hybrid Cloud, IFA, Intel, LoRAWAN, Meta, Microsoft, NVIDIA, U.K. Industries, and VMware.

MIS Quick Insights:

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

  • It is fascinating that David Ferrucci, who developed the old IBM Watson, has raised $60 million for a startup called Elemental Cognition that appears to be targeting the enterprise market. Ferrucci previously led the IBM Watson team from 2006-2012, when it won Jeopardy. He later ran AI at hedge fund Bridgewater Associates.
  • Elemental uses a hybrid AI platform combining large language models like ChatGPT with an AI reasoning engine to improve responses. This contrasts Ferrucci’s expertise with the old Watson that used DeepQA and UIMA for ingesting and analyzing unstructured data like text. This is a lot like hiring one of the top V6 flathead combustion engine experts to build an ultramodern AI-controlled EV.

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • AT&T and T-Mobile deserve attention for each other’s response to the tragic wildfires in Hawaii. Both carriers offered retail location support for charging, and AT&T demonstrated its deep capabilities through FirstNet in support of first responder search and rescue efforts. Restoring telecommunications infrastructure during natural disasters is daunting, and both carriers delivered.

Datacenter:

Networking– (Will Townsend)

  • Cisco reported Q4 earnings, delivering record top-line revenue. The company also grew its software sales significantly, representing a deeper margin opportunity in the long term. Security means a significant upside for Cisco as it continues to execute well with a reinvigorated approach delivered through the cloud.

Server/Storage (Matt Kimball)

  • First – the server was down YoY due to cloud demand and a squeeze on GPU availability for AI and some HPC. This is unsurprising based on what Intel and AMD reported in their respective earnings.
  • The company also pointed to slower adoption of next-generation platforms, which tells me enterprise IT is holding spending due to economic uncertainty. Again, I’m not surprised by this.
  • Storage saw a 120% increase in revenue YoY. The company’s cross-sell strategy is working.
  • Likewise, software revenue is up 50%. Another strong indicator of the company focused on value-added solutions (v. selling boxes). Based on what I have seen around the company’s cloud management strategy and AI ecosystem enablement, this number tells me a real and positive trend has been established.

Cloud (Matt Kimball)

  • Oracle announced its newest @customer on-prem cloud instances earlier in the week. A few notes worth highlighting:
  • The environment (sitting on customer prem) replicates what is deployed in the Oracle cloud. This is great for true hybrid deployment of apps and data (compatibility, performance, security)
  • Cloud @Customer is based on AMD’s EPYC processor. In previous public statements, Larry Ellison has positioned AMD as Oracle’s strategic CPU partner. This is perhaps the first case where I have seen EPYC as the only choice.
  • While an on-prem presence of Cloud @Customer can be significant, Oracle has created an SKU that is as small as a single rack. The company is opening its aperture and delivering a solution that can compete with the traditional OEM consumption-based models.
  • Overall, I like the aggressiveness of Oracle in driving its cloud business. It seems the company understands that its on-prem success is key to customer stickiness.

Infra (Matt Kimball)

  • What does the future of cooling look like for the datacenter? This is the $1M question as chip makers and server vendors race to solve rising thermals and rack-level power requirements. Air cooling is not the answer. Nor are system designs that enable better thermodynamics via increased form factors. Finally, neither are proprietary cooling technologies tied to a specific server, rack, or chip vendor. The Open Compute Project has had a dedicated working group tied to datacenter cooling, as have other consortiums. However, it feels like the industry is working through academic exercises without any real change. And I believe this churn is due to competing self-interests. What’s the answer? I don’t have one, but I know it must start at the datacenter level and transcend into system-level cooling. And I also know it must begin with the hyperscalers.

Data Compute (Matt Kimball)

  • N/A

ESG (Melody Brue)

  • AMD released its latest corporate responsibility report. The report includes the results of the company’s recent materiality assessment, which AMD did to take into account the shifts in the worldwide corporate sustainability reporting landscape, changing ESG information requirements from investors and stakeholders, and the ongoing development of reporting standards influenced by entities like the Global Reporting Initiative (GRI) and the IFRS Foundation (SASB Standards).
  • AMD released the outcome in an ESG materiality matrix that highlights the most material concerns to the business based on their potential influence on the organization and the reciprocal influence the organization has on society and the environment. The results of AMD’s ESG materiality assessment were not surprising. The review reaffirmed its existing CR focus areas and brought responsible AI and products to the top of the matrix as new, high-impact issues. AMD also conducted its first Human Rights Saliency Assessment this year to inform its human rights strategy. One of AMD’s “vanity” highlights included being on track to achieve a 13.5x energy efficiency improvement in its processors and accelerators for AI training and HPC in 2023 compared to 2020, using a configuration of four AMD Instinct MI300A APUs, which launch later this year.
  • The company’s corporate responsibility efforts are well documented and measured with oversight by the board of directors, executive team, and CEO. The company has some big goals, and it’s possible the company will not reach them all. Still, I appreciate the transparency and importance AMD has applied to its corporate responsibility management and governance.
  • A small three-year-old company, S. Oleum, is developing a large-scale and low-carbon regenerative agricultural model with plans to reforest nearly 450,000 acres in the Cerrado region of Brazil. The agroforestry company aims to restore the region’s biodiversity, including bringing back the native Macaúba, a highly adaptable oil-producing tree. Macaúba trees improve soil quality and help other crops thrive. They also up the company’s carbon sequestration, earning them cash through carbon credits. Oleum uses SAP solutions to record, report, and act on sustainability data. S. Oleum is converting sustainability into revenue –one-third of the company’s revenue currently comes from carbon credits — and financial results using SAP S/4HANA Cloud and SAP Sustainability solutions to produce ESG data for reporting that is standardized for regulatory compliance and auditable.
  • I am excited to share that I have just finished my Corporate Sustainability Management: Risk, Profit, and Purpose certification from the prestigious Yale School of Management. It was challenging, but I enjoyed it (and I graduated top of my class, but who’s counting?). I’d love to discuss sustainability or other ESG challenges, goals, or questions. Just reach out.

Enterprise Data  (Robert Kramer)

  • Rubrik Recently Announced Acquisition Of Laminar, Leading Data Security Posture Management (DSPM) Platform. This combination facilitates a complete cyber resilience offering comprised of cyber recovery and cyber posture across enterprise, cloud, and SaaS. This acquisition sets Rubrik apart as one of the distinguished data security platforms, empowering customers to be proactive in the fight against cyberattacks and providing businesses with cyber resilience.
    • Here are a few key benefits to customers:
  • Improves cyber posture to stop cyberattacks by knowing where the data lives, its accessibility, and how data is used to stop attacks before they can happen.
  • The product extends past the network and endpoint security, including cloud and data security.
  • AI-driven technology to prepare for cyber threats. Rubrik is a leading solution dedicated to business resilience against cyber-attacks, malicious insiders, and operational disruptions, headquartered in Palo Alto, California. Stay tuned for my written article in the coming weeks!
  • LogicMonitor Release Update Announcement. LogicMonitor’s summer release emphasized three themes:
    • Intelligence and Automation – with the LM Dexda enhancement to reduce alert fatigue. (Dexda is an event management solution that filters through the noise of thousands of daily alerts using advanced machine learning (ML) and Jira workflow integrations.
    • Platform Experience – UIv4, improved UI appearance, superior speed, intuitive navigation, simplified navigation. LogSource UI provides an upgraded log collection and new out-of-the-box (OOTB) dashboards for Azure and AWS, delivering key metrics.
    • Extensibility offers many integrations, new wireless SKU monitoring access points, and VMWare vSphere to provide faster time to value with monitoring VMware infrastructures. LogicMonitor is Santa Barbara, California’s leading SaaS-based performance data monitoring platform. *Stay tuned for my written article in the coming weeks!
  • MongoDB releases its newly hyped MongoDB version 7. MongoDB, which implies this is the first of its kind technology with its Queryable Encryption as it boasts providing organizations protection for its sensitive data when it is queried and used on MongoDB. With MongoDB Queryable Encryption, developers can implement first-of-its-kind encryption technology to ensure its applications operate with high levels of data protection and that sensitive information is never exposed while it is being processed—significantly reducing the risk of data exposure. Based in New York, MongoDB (cool name) has constructed its developer data platform with flexibility and growth potential for modern-day applications. Stay tuned for my written article in the coming weeks!
  • At this week’s VMware Explore event in Las Vegas, VMware announced key enhancements to its Ransomware Recovery solution. With this offering, VMware aims to deliver an improved SaaS ransomware recovery solution. While VMware’s new offerings in the ransomware recovery space seem promising, how the solution will perform and be perceived compared to its competitors remains to be seen. As the industry continues to evolve and as ransomware threats grow in sophistication, it will be intriguing to monitor how vendors, including VMware, adapt and innovate.

Financial Tech (Melody Brue)

  • N/A

IIoT and IoT (Bill Curtis)

  • Silicon Labs – Over 10,000 developers joined this week’s all-virtual Silicon Labs Works With conference. Beginning with Matt Johnson’s keynote, the tagline “Put the needs of the developer first” was a mantra in almost every presentation. Johnson said, “The company spent the last ten years turning software into a core competency,” software focus is evident in product roadmaps. For instance, SiLabs announced the “Matter Developer Journey,” a step-by-step product development process including input from ecosystem partners. Conceptually similar to the “Sidewalk Developer Journey” announced at last year’s Works With conference, the Matter Journey guides developers through configuring, developing, certifying, and deploying new Matter products on SiLabs hardware. In other developer news, SiLabs announced Simplicity Studio 6 with a fully decoupled IDE and a new Microsoft VS Code extension (very important for enterprise developers). On the hardware side, the company announced Series 3, the next-generation platform “purpose-built for IoT.” We don’t have all the details. However, the focus areas are IoT wireless leadership, next-level compute with integrated AI/ML acceleration, improved scalability with a larger common code base, a new memory architecture, and a more robust 22nm multi-fab supply chain. Also, new sub-GHz chips (for Sidewalk and Z-Wave) offer AI acceleration (FG28) and ultra-low power (BG27). Silicon Labs’ commitment to software aligns with my prediction that connected embedded silicon is now a platform sale, not a chip sale.
  • Trident – It’s easy to get excited about Matter’s universal smart home product interoperability promise, and some of the biggest consumer brands are investing heavily in the technology. However, it’ll take several years for the consumer electronics industry to roll out new Matter-enabled products to replace the thousands of device types already on the market. (Z-Wave has over 3300 certified products.) Meanwhile, consumers (myself included) continue to use Z-Wave, Zigbee, Insteon, and other ecosystems to get the job done. Recognizing this ongoing market demand, a group of veteran embedded engineers founded Trident IoT to help IoT product companies design and build Z-Wave products using chips and modules sourced from Silicon Labs. The company is also creating second-source alternatives to Silicon Labs products. Trident provides design services and technical support at every product development phase to reduce TTM and cost. Trident joined the Connectivity Standards Alliance to help customers converge with Matter via Z-Wave bridges and Matter product migration.

Modern Work (Melody Brue)

  • The US Copyright Office upheld a ruling that a piece of art created by AI is not open to copyright protection. The ruling regarding AI-generated works and copyright protection has implications for companies that develop AI technologies for creative purposes. The traditional stance is that copyright protection is reserved for works generated by humans, and the creative process is a fundamental requirement for copyright eligibility. Under current interpretations, this ruling is meaningful for brands and creatives that use models like Midjourney and DALL.E2 to create images. It’s too soon to tell how things will evolve around US copyright law and artificial intelligence. Still, it could get tricky depending on the level of human involvement, where the images and content originated from, and what content was used to train the models capable of making the images. Adobe’s Content Authenticity Initiative and the industry Coalition for Content Provenance and Authenticity (Adobe, Arm, Microsoft, Intel, and others) should serve as an example and be helpful in content transparency so that “original” works created with AI (not solely by AI) can be authenticated to be indeed original and not made with a model that was trained on anyone else’s copyrighted material. I am attending Adobe MAX, Adobe’s annual creative conference, in October. I look forward to hearing from the creative community and creators about how they see this shaking out.
  • An IBM study of how AI changes work showed that 87% of executives believe employees are more likely to be augmented than replaced by generative AI. Executives surveyed estimate that 40% of their workforce will need to reskill due to implementing AI and automation over the next three years. AI’s impact will vary across employee groups. Workers at all levels could feel the effects of generative AI, but entry-level employees are expected to see the most significant shift. 77% of executives said entry-level positions already see the impact of generative AI, which will intensify in the next few years. Only 22% of respondents reported the same for executive or senior management roles.
  • The same study showed that with AI taking on more repetitive and manual tasks, employees care more about doing meaningful work than about flexibility and growth opportunities. That’s a significant disconnect from what leaders think. Executives said impactful work was the least important factor to their employees, as flexible work ranked behind only compensation and job security. This seems to be somewhat caused by unknowns related to AI and partially caused by a lingering belief post-pandemic that everyone wants to work remotely or hybrid. It will be interesting to see what happens to the hybrid model (and mindset) if AI replaces or augments jobs like people think it will. Will that provide people with more flexibility? Or will freeing up time for more meaningful work mean more collaborative in-person, office-type work?
  • As part of the results of the study, IBM managing partner of talent transformation consulting Jill Goldstein wrote: “Leaders are starting to believe that the enterprise of tomorrow may not be able to run with yesterday’s talent—and tomorrow’s talent may not be able to rely on yesterday’s ways of working.”  We are indeed in for a shift in how we work.
  • Zoom introduced its London Engagement Hub in Holborn, London, to offer a versatile hybrid environment for Zoom’s UK employees. The space has collaborative workspaces for face-to-face interactions on in-office days and leverages Zoom’s capabilities for hybrid and remote collaboration on days when someone isn’t in the office. The office is, of course, equipped with Zoom’s technology suite. Cisco has a similar concept in New York and Atlanta. In both cases, I think looking at the difference in the kind of work done in the office vs. remotely and optimizing the technology and the space for that is smart.
  • Microsoft’s WorkTrend Index Work indicates an opportunity for digital tools to help ease the burden on frontline workers – more than 60% of whom report dealing with repetitive or menial tasks. Microsoft announced several AI tools and integrations for frontline workers to streamline operations, create paths to consistent communications, and keep data secure. The AI for frontline workers is across Dynamics 365, Microsoft 365 (including Copilot in Dynamics 365 Field Service with Outlook and Microsoft Teams integrations), and Windows 365 Frontline. Frontline workers are historically burnt out, often out of the corporate communication loop, and many share devices, so it’s nice to see solutions that focus on easing these pain points. I look forward to seeing them in action.

Personal Computing (Anshel Sag)

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • Quera Computing Inc., a quantum computing startup, uses an analog quantum computing architecture. It is planning to scale up to 10,000 qubits. It plans to convert from an analog architecture to a digital gate-based mode sometime in the future.
  • Sandia National Laboratories produced its first batch of a new advanced ion trap called the Enchilada Trap, which will enable building more powerful quantum computers. The trap, with a capacity for up to 200 qubits across five zones, will be used by Sandia and Duke University researchers to test larger quantum architectures and algorithms. Though not yet outpacing conventional computers, it provides room to grow toward more complex quantum programming. Sandia combined institutional knowledge with innovations like electrode tiling and miniaturization to meet design challenges.

Security (Will Townsend)

  • The news at Black Hat 2023 was not earth-shattering, with many security companies just publishing landscape threat reports. RSA Conference remains a perennial event for the cybersecurity industry.

Columns Published 

  1. Frore Systems: Winning Awards, Kicking Heat And Taking Names, by Patrick Moorhead
  2. AFRY — An Integrated Single Source Of Truth Across IT, OT And ET, by Patrick Moorhead
  3. New AWS Instances For HPC Enable Weather Forecasting, Crash Simulations And More, by Patrick Moorhead
  4. Synopsys Announces Record Quarter, Raised Guidance And Its Next CEO, by Patrick Moorhead
  5. HPE Aruba Networking Leaders Discuss Its Opportunities For Growth, by Will Townsend
  6. VMware Explore 2023 Extends Into Cloud Networking And Security, by Will Townsend
  7. Pure Storage And VMware On Azure: Easy, Performant, Cost-Effective, by Matt Kimball
  8. Siggraph 2023 Highlights New Graphics Technologies — And Missed Opportunities, by Anshel Sag
  9. The Graphics Industry Came Together At Siggraph 2023 — Dominated By NVIDIA, by Anshel Sag
  10. Intel’s Q3 Graphics Update Brings New Uplift To DX11 Gamers And Performance Tools, by Anshel Sag
  11. QuEra Computing Inc. Hints At Moving From Analog To Digital Mode With 10,000 Qubits, by Paul Smith-Goodson
  12. Druid Software And Napatech Overcome Challenges In Private 5G Networking, by Will Townsend
  13. Telecom Carriers’ Quick Response To The Tragic Maui Wildfires, by Anshel Sag

Blogs Published (MI&S)                                                             

  1. No, Zoom Is Not Stealing Your Data. Here’s Why. By Melody Brue
  2. Groq’s Record-Breaking Language Processor Hits 100 Tokens Per Second On A Massive AI Model, by Paul Smith-Goodson
  3. RingCentral Acquires Hopin Assets For Enhanced Virtual And Hybrid Events, by Melody Brue
  4. AST SpaceMobile Aims For The Stars In Texas, by Will Townsend
  5. VAST Shakes Up Data Management, by Matt Kimball
  6. AWS Turbocharges Foundation Models With Smart AI Agents, by Paul Smith-Goodson
  7. Snapdragon’s Soccer Success Story, by Anshel Sag
  8. Nokia Helps Cable Operators Create Value With 5G Mobile Offload, by Will Townsend

Research Paper(s):

 

Podcasts:

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

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

  1. The Six Five On the Road at VMware Explore 2023 with Lenovo’s Sergio Severo and Houston Methodist CTO Jim Franci
  2. The Six Five On the Road at VMware Explore 2023 with Lenovo’s Robert Daigle and Blake Kerrigan
  3. The Six Five On the Road at VMware Explore 2023 with Lenovo’s Mike McDonough
  4. Previewing Google Cloud Next 2023 — The Six Five On the Road
  5. The Six Five On the Road at VMware Explore 2023 with Intel’s Chris Tobias
  6. Ep 180: Talking Cisco, Lenovo, Intel, Tower, Synopsys, Groq, Samsung, TSMC, IFS, and Amazon Devices
  7. Ep 179: We are Live! Talking NVIDIA, GlobalFoundries, Zoom, Salesforce, Groq, Qualcomm
  8. The Six Five — Connected with Diana Blass: The Quantum Arms Race

Moor Insights & Strategy Podcasts, with Patrick Moorhead, Melody Brue, CP Smith-Goodson, Matt Kimball, and Will Townsend. 

  1. Ep6 – The Hot Desk Podcast – IBM study of AI, Passive-Aggressive Work Emails, Microsoft Next-Gen AI
  2. EP10 of the MI&S Datacenter Podcast: We’re talking VMware, enchiladas, Arm, SentinelOne, IBM, NVIDIA
  3. We’re LIVE for Episode 6 of the MI&S Hot Desk Podcast

 

Citations: 

  1. Apple / iPhone/ Anshel Sag / https://gameishard.gg/news/will-iphone-15-be-the-gaming-phone-we-want-no-heres-why/21860/
  2. ATT / Home Internet Air Services / Will Townsend / https://cordcuttersnews.com/atts-55-internet-air-5g-home-internet-expands-to-16-markets/
  3. Hybrid Cloud / Security / Will Townsend / https://biztechmagazine.com/article/2023/08/how-surmount-hybrid-clouds-biggest-security-challenges
  4. IFA / Trade Shows &  Products / Anshel Sag / https://worldpodcasts.com/transforming-trade-shows-with-ifa-2023-xiaomi-mix-fold-3-redmi-k60-ultra-and-oneplus-ace-2-pro-with-oliver-merlin-and-anshel-sag/
  5. Intel / Intel & Tower Deal / Patrick Moorhead / https://en.beritaja.com/intel-s-modernization-strategy-could-face-setback-with-end-of-5-4b-tower-deal-beritaja-29631.html
  6. Intel / Intel & Tower Deal / Patrick Moorhead/  https://techcrunch.com/2023/08/17/intels-modernization-strategy-could-face-setback-with-end-of-5-4b-tower-deal/
  7. LoRA Alliance / LoRAWAN / Will Townsend / https://resources.lora-alliance.org/youtube-all-videos-2/making-buildings-smart-with-lorawan-an-interview-by-will-townsend-with-byron-bemiller
  8. Meta / VR/ Anshel Sag / https://gameishard.gg/news/metas-new-vr-prototypes-won-siggraph-awards-but-what-do-testers-say/22391/
  9. Meta / VR/ Anshel Sag / https://mixed-news.com/en/butterscotch-varifocal-flamera-siggraph-impressions/
  10. Meta / VR / Anshel Sag / https://www.smioblog.com/metas-new-vr-prototypes-have-won-siggraph-awards-but-what-are-the-testers-saying/
  11. Microsoft / AI / Patrick Moorhead / https://www.fastcompany.com/90931084/satya-nadella-microsoft-ai-frontrunner
  12. NVIDIA / A.I. / Patrick Moorhead / https://www.cnbc.com/2023/08/11/nvidia-ai-driven-rally-pushed-earnings-multiple-higher-than-tesla.html
  13. NVIDIA / AI Chips / Patrick Moorhead / https://www.electriccitymagazine.ca/nvidias-revenue-doubles-with-demand-for-ai-chips-and-it-could-go-up/
  14. NVIDIA / AI Chips / Patrick Moorhead / https://www.ft.com/content/47f7aefc-3ec0-4f66-80a1-24dcc551a845
  15. NVIDIA / Revenue & A.I. / Patrick Moorhead / https://www.nytimes.com/2023/08/23/technology/nvidia-earnings-chips.html
  16. K.Industries / Wireless Networks/ Will Townsend / https://www.terrapinn.com/conference/connected-britain/speaker-craig-WALTON.stm
  17. VMware / Multicloud / Matt Kimball / https://www.datacenterknowledge.com/vmware/vmware-unveils-new-multi-cloud-and-kubernetes-tools

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

  • Alienware X16
  • Alienware 720H, 620M and 420K
  • Moto Razr+
  • RedMagic Keyboard and Mouse
  • Samsung Galaxy Fold5
  • Samsung Galaxy Flip5
  • Samsung Watch6 Classic

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

  • August
    • Google Cloud Next, San Francisco, August 29-31 (Pat Moorhead, Robert Kramer-virtual)
  • September
    • IEEE International Conference on Quantum Computing & Engineering, Bellevue WA, September 17-22 (Paul Smith-Goodson)
    • Salesforce Dreamforce, September 11-13 (Patrick Moorhead)
    • Fortinet Championship PGA Event – Napa Valley, September 11-15 (in person) (Will Townsend)
    • Intel Innovation 2023, September 19-20 (Anshel Sag, Patrick Moorhead, Paul Smith-Goodson)
    • Oracle Cloud World, September 18-20 (Patrick Moorhead, Matt Kimball & Robert Kramer-Virtual)
    • AI Summit, Austin Sept 20-21 (Paul Smith-Goodson)
    • Connected Britain – London, September 20-21 (Will Townsend)
    • MWC Las Vegas – September 26-28 (Will Townsend)
  • October
    • RingCentral Analyst Event, Las Vegas, Oct. 1-4 (Melody Brue)
    • Ceridian Analyst Summit and Insights User Conference, Las Vegas, October 1-4 (Melody Brue)
    • LogicMonitor Analyst Summit – Austin Oct 2-3 (in person) (Robert Kramer)
    • Zoomtopia, San Jose, October 3-4 (Melody Brue)
    • Adobe MAX, Los Angeles, October 10-12 (Melody Brue)
    • Honeywell Connect, Oct 10-12 (Bill Curtis)
    • Box Works October 11, (virtual) (Melody Brue)
    • 5G Americas, Dallas, October 11-12 (Anshel Sag)
    • OpenText, Las Vegas, October 11 (Patrick Moorhead)
    • Lenovo Industry Analyst Event, Raleigh, October 16-19 (Patrick Moorhead, Matt Kimball)
    • Box.com Analyst-Only Executive Q&A October 19 (virtual) (Melody Brue)
    • 5G Techritory – Riga, October 18-19 (in person) (Will Townsend)
    • WebexOne, Anaheim, October 23-26 (Melody Brue)  
    • Qualcomm Snapdragon Summit, Maui October 24-26 (Patrick Moorhead)
    • WebexOne, Anaheim, October 23-26 (Melody Brue)
    • SAP TechEd Virtual Analyst Summit (October 30) (Melody Brue)
  • November
    • Dell Analyst Summit, November 1, Austin (Matt Kimball)
    • Cloudera Evolve, New York, November 2 (Patrick Moorhead)
    • NTT Field Event – Tokyo, November 10-18 (in person) (Will Townsend)
    • SC 23, November 13-15 (Patrick Moorhead)
    • Veeam Analyst Summit – Seattle November 13-15 (in person) (Robert Kramer)
    • AWS re:Invent, November 27-30 (Patrick Moorhead)
  • December
    • RingCentral Analyst Summit, Napa, Dec 4-6 (Melody Brue)
    • Marvell IA Day, December 5 (Patrick Moorhead, Will Townsend)
  • January
    • CES 2024, January 7-11th (Bill Curtis, Patrick Moorhead)
  • February
    • Mobile World Congress, February 24-29th (Patrick Moorhead)

 

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The Team

Analysts, Analysts In-Residence, Contributors

  • Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud & SaaS, Personal Computing Devices, Semiconductors, & Automotive
  • Melody Brue, Principal Analyst, Modern Work and ESG
  • Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology
  • Matt Kimball, Principal Analyst, Datacenter Servers, Storage CI, and HCI
  • Robert Kramer, Principal Analyst, Enterprise Data Technologies
  • Anshel Sag, Principal Analyst; VR, PC Gaming, Mobile Platforms
  • Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing
  • Will Townsend, Principal Analyst; Security, Carrier Services, Networking
  • Jacob Freyman, Junior Analyst

Operations

  • Dan Pickens, Business Director
  • Paula Moorhead, Marketing Director, Website and Social Media
  • Christian Babcock, Office Manager, AP & AR
  • Lee LeClercq Williams, Business Associate
  • Nigel Church, Business Associate, Writer, Editor
  • Connor Kenyon, Six Five Sales & Business Development

 

Patrick Moorhead
+ 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.