Moor Insights & Strategy Weekly Update Ending June 16, 2023

By Patrick Moorhead - June 16, 2023

We hope everyone is having a great week!

Over the last couple of weeks, the Moor Insights & Strategy team has been busy on the road. Also, we finished an excellent Six Five Summit 2023 with our partner Futurum Research.  We will be ungating the content in a week to YouTube, Twitter and LinkedIn starting next week. Thank you to all participating companies that made this year’s Summit a huge success!

Last week, several of us at MIS attended Cisco Live (myself, Matt, Melody remotely, and Will).  Paul attended the Google Applied ML Conference remotely.

This week, I virtually attended AMD Datacenter & AI Day. Bill was a moderator at NXP’s conference in Santa Clara. Will attended Amazon Re:Inforce and Zscaler Zenith Live. Matt was busy attending Lenovo EMEA Summit in Hungary and Pure Accelerate.

Next week, we look forward to HPE Discover in Las Vegas (myself, Paul remotely, Matt, and Will).  I will also be in New York to attend MongoDB World.  Bill and Melody will be in Austin for the Samsara Analyst Day.

Our MI&S team published 62 deliverables:

The press quoted us with 21 citations. Journalists wanted to hear about AMD, Apple, AWE, Ericsson, HPE, NVIDIA, and PlayStation. 

MIS Quick Insights:

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

  • AI and GPT models are already becoming integrated into our lives. A study on using chatbots in the consent process found that it promotes inclusivity and leads to quicker completion and better understanding. Unlike traditional consent methods, which lack an objective way to verify comprehension, the chatbot-based method can test understanding. If a user does not demonstrate understanding, it is not allowed to give consent. It is instead connected with a genetic counselor to determine why the information was not effectively conveyed. The chatbot is always available, and over half of the patients interacted with it outside of regular business hours, demonstrating its potential to reduce barriers to trial participation.
  • Since the OpenAI announcement about GPT-3, I have been concerned about AI creating difficulty for quantum startups to raise funds. AI startups are having no trouble with funding.
  • Cohere’s AI platform is cloud agnostic and focused on enterprise customers for such things as copywriting generative tasks. Today, Cohere, a generative AI startup, raised $270 million as part of its Series C. It has raised $445 million, worth around $2 billion.

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • The low earth orbit (LEO) space race continues to heat up, with AT&T and T-Mobile challenging one another on mobile network interference. The issue lies with terrestrial spectrum sharing to facilitate direct links to mobile devices. The latter is a complicated endeavor, but after speaking with AT&T and AST SpaceMobile recently, I believe both have a potential edge in enabling the use case. I plan to share further insights in a future Forbes contribution.

 

Datacenter:

Networking– (Will Townsend)

  • Cisco held its signature Live event in Las Vegas, and it is clear that the infrastructure giant is doubling down on security and full-stack observability to drive market differentiation and incremental revenue growth. The company is well positioned to do both with deep integrations of its ThousandEyes acquisition and a revamped security portfolio that includes cloud-native application protection and a flexible, secure access solution.

Data Compute (Matt Kimball)

  • N/A

Storage (Matt Kimball)

  • N/A

ESG (Melody Brue)

  • Mentions of ESG, DEI, and sustainability on U.S.-listed companies’ earnings calls decreased by 31% compared to last year in the fifth consecutive quarter of drops. This shift in approach is attributed to increasing pressure from some investors and conservative activists who view such initiatives as divisive or irrelevant to business operations. While some argue that avoiding controversy and focusing on core business metrics may be a strategic move, companies must strike a balance. Entirely shying away from discussing these initiatives may hinder progress and accountability. Instead, companies should emphasize the positive business outcomes associated with ESG efforts and communicate them transparently to stakeholders. Companies can demonstrate the intrinsic link between responsible business practices and profitability by highlighting how sustainability practices contribute to long-term financial performance and stakeholder value. Embracing ESG and confidently addressing its impact on business outcomes is critical to fostering a sustainable future.

Financial Tech (Melody Brue)

  • PayPal has launched a Venmo Teen Account, allowing parents to open accounts for kids aged 13 to 17. With an account, teens can send and receive money through the app and get a Venmo Teen Debit Card. The company said this opens roughly 25 million potential new customers. The company estimated that 9 million teenagers were using Venmo through their parents, although that is against the terms of service. PayPal says the aim is to teach teens about money management through the Venmo app. At the same time, parents can monitor transactions, manage privacy settings, and educate their teens about responsible financial habits. I am sure the recent government scrutiny of social media aimed at teens influenced this move somewhat. I like the teen account concept, as kids get the empowerment of having their own card/account, but since parents can sign up for the Venmo Teen Account and manage it through their own Venmo account, they can utilize parental controls. The Venmo Teen Account is gradually rolling out and will become widely available soon.

 

IioT and IoT (Bill Curtis)

  • The Connectivity Standards Alliance released the Matter 1.1 specification on May 18. The organization promised new releases every six months; this first one was on time. The updates correct some problems with “sleepy” battery-powered devices, improve automated product testing, and clean up the 900-page specification. Unfortunately, it does not include new device definitions, so coverage is still limited to plugs, lights, switches, locks, thermostats, HVAC, blinds, shades, security sensors, and some AV products. It is good to see a regular release cadence and the CSA’s commitment to prioritizing specs ahead of device coverage. I predict a new crop of device definitions in October.
  • Last week, Amazon agreed to pay a civil penalty of $25 million for improper retention of sensitive data collected from children, including precise locations and voice recordings. These are COPPA violations – the FTC and the Justice Department alleged that Amazon collected the data from children who conversed with Alexa devices. Amazon’s response: “While we disagree with the FTC’s claims and deny violating the law, this settlement puts the matter behind us, and we believe it’s important to put the settlement in the right context.” In addition, Amazon’s Ring unit settled FTC allegations of spying with consumer cameras. The accusations include failing to restrict access to recordings from employees and contractors. The complaint also references a few cyber-attacks. A spokesperson said the company addressed the claims years ago, long before the FTC investigation. A federal court must approve the settlement. This situation is a huge wake-up call for Amazon, Google, Apple, Samsung, and other big smart home platforms – take privacy seriously or suffer costly brand damage. Speaking for myself, I am leaving my Alexa devices online because I remain confident that these large companies cannot afford to screw this up.
  • Although I have not personally experienced the new Apple Vision Pro headset, one feature stands out – display latency. Apple uses an M2 chip to run VisionOS and the CV algorithms. The real-time video source is the new R1 chip, dedicated to processing input from 12 cameras, 6 mics, a lidar device, and 5 other sensors. The resulting images stream with a virtually lag-free 12-millisecond latency. An eyeblink is 100-150 ms, so the Vision Pro’s latency is about 1/10 of an eyeblink. I cannot wait to learn more about the R1. It is easy to imagine groundbreaking applications other than a headset.

Modern Work (Melody Brue)

  • HP Poly made several announcements at At InfoComm 2023, including its Poly Studio X52, an all-in-one video bar with AI-driven noise cancellation and smart-camera technology, and the Poly Voyager Surround 80 UC headset, which offers immersive audio and adaptive noise cancellation. Additionally, Poly introduced enhancements to the cloud-based Poly Lens tool for centralized device management and API integrations with Ubiqisense and Vyopta to provide insights for improved workplace productivity and user experiences.
  • Adobe announced more significant generative AI advancements with Adobe Sensei GenAI in Experience Cloud. Adobe will integrate the GAI services into Customer Journey Analytics, Experience Manager, Journey Optimizer, and Marketo Engage. The services leverage large language models like Microsoft Azure OpenAI Service and FLAN-T5 to enable brands to generate and modify text-based experiences. These services are integrated into Adobe Experience Platform (AEP), allowing brands to train generative AI models on their proprietary customer insights. That is the critical part: The AI gets to know the customer based on proprietary data in AEP.
    • The Sensei GenAI services bring capabilities like natural language queries to customer journey analytics, intelligent captions for data visualizations, dynamic chat for automated interactions, marketing copy generation in Experience Manager and Journey Optimizer, and an AI Assistant for Adobe Experience Platform.
    • While a lot of the automation talk of AI seems frightening to people, and there is the potential for “shadow” creative or data analytics, I see this as a tool for people to do more with what they already have. Human interaction is still very needed with all these tools, but the data visualization tools can be valuable from a knowledge perspective across organizations.
  • During Cisco Live in Las Vegas, Cisco Webex unveiled new summarization capabilities. Catch Me Up meeting recaps provide attendees with meeting summaries and action items to ensure they do not miss valuable information. This feature benefits those who join in late from another meeting and saves time for punctual attendees. Conversation summaries within Webex enable AI-powered collaboration by allowing users to prompt and ask questions, even when not everyone is present.
    • My personal favorite is summaries for Webex’s Vidcast video messaging tool. Vidcast summaries organize video content into chapters and highlight key themes, making it easier for users to navigate the information they need. One of the most valuable things AI can do to save time during a workday is summaries and transcripts to avoid the playback of entire meetings or videos. Cisco also announced Webex Cloud Contact Center conversation summaries for more efficient customer interactions. By eliminating frustrations like poor chatbot experiences or endless phone-tree loops, conversation summaries contribute to better customer service.
    • These Webex summarization capabilities are slated for release by the end of the year. Although competitors like Zoom and Microsoft Teams have already introduced similar features, these additions are essential and strategic enhancements for the Webex platform.

Personal Computing (Anshel Sag)

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • In a paper published in Nature, a joint team from IBM and UC Berkeley unveiled a groundbreaking experiment illustrating the behavior of a magnetic material simulated on IBM’s state-of-the-art 127-qubit Eagle quantum processor. The lynchpin of this achievement was the mitigation of quantum noise, a strategy that effectively permitted their complex algorithms to function smoothly.
    • Remarkably, IBM’s 127-qubit Eagle processor continued its computations using a sophisticated error mitigation approach even when traditional supercomputers faltered under the intense pressure of such complex calculations. This indicates that our practical value from Noisy Intermediate-Scale Quantum (NISQ) machines could surpass our prior estimations.
    • IBM is now proactively encouraging researchers to conduct more studies utilizing a minimum of 100 qubits and a depth of 100 gates. This pioneering experiment also heralds a significant milestone in quantum computing history – the execution of the largest quantum circuits ever attempted.
  • It has yet to be decided which type of qubit is best. Mechanical qubits are one of the little-known types. But now researchers are becoming more interested in nanomechanical resonators as qubits because they have long coherence times.
    • A team of researchers recently found a way to increase the anharmonicity of a mechanical oscillator near its quantum regimental resonators. This paper might increase the interest in and development of mechanical qubits and quantum simulators. We must investigate anything that might be a promising qubit.
  • Last month, Quantinuum researchers were the first to report they had created quasiparticles called non-abelian anyons using its new trapped-ion H2 quantum computer. A few days later, Google researchers claimed they had created these strange quasiparticles. Anyon characteristics include the ability to be braided and remember how the braiding was done. Turning this research into an operational quantum machine is likely another decade away.
  • Pan Jianwei, the “father of quantum” in China, has claimed that the country’s quantum computer is 180 million times faster than classical supercomputers regarding AI-related tasks. The researchers believe the device could be used for various applications, including data mining, biological information, network analysis, and chemical modeling.
    • The Jiuzhang computer completed a task in less than a second that would have taken the fastest classical supercomputer in the world nearly five years to solve. The computer-implemented and accelerated two algorithms that are commonly used in the field of AI: random search and simulated annealing. The study results were published in the peer-reviewed journal Physical Review Letters last month.
    • The development of the Jiuzhang computer appears to be a significant quantum computing milestone.

Security (Will Townsend)

  • N/A

Columns Published 

  1. AMD Laid The Groundwork For Big Hyperscaler AI Accelerator Play In The Future, by Patrick Moorhead
  2. EU Draft Regulations Are A Nightmare For Intellectual Property—And Innovation, by Patrick Moorhead
  3. Cisco Systems Strives To Bring Simplicity To Hybrid Multicloud Networking, Security And Observability, by Patrick Moorhead
  4. Dell Throws Down The Multi-Cloud Gauntlet At Dell Technologies World 2023, by Patrick Moorhead
  5. Applied Materials Announces $4 Billion Investment In EPIC Center For R&D Collaboration, by Patrick Moorhead
  6. Cloudera Charts A Path Toward Responsible AI At Scale, by Patrick Moorhead
  7. Microsoft Build 2023 Brings AI Tools To Where Work Is Done With Copilots And Plugins, by Patrick Moorhead
  8. Ford Positions Business Segments To Tackle Digital Transformation, by Patrick Moorhead
  9. Google Emphasizes Android AI, Large Screens, Pixel And Its New Pixel Fold At Google I/O, by Patrick Moorhead
  10. The Low Earth Orbit Satellite Space Race: Starlink Versus AST SpaceMobile, by Will Townsend
  11. HP Poly Unveils AI-Powered On-Device Solutions For Hybrid Collaboration At InfoComm 2023, by Melody Brue
  12. IBM’s Latest Research Paper Signals A New Era Of Quantum Computing Is Here, by Paul Smith-Goodson
  13. DigiLens Dominated AWE 2023 With A Slew Of New Partnerships, by Anshel Sag
  14. Unwrapping The Payload From Cisco Live U.S. 2023 Announcements, by Will Townsend
  15. Microsoft, Cisco, Adobe And More Bring Generative AI At Work To Where Work Is Done, by Melody Brue
  16. MediaTek Teams Up With NVIDIA To Deliver A Comprehensive Automotive Solution At Computex 2023, by Anshel Sag
  17. Apple’s Vision Pro Is A Pricey Cabled Halo XR Headset For Developers And Prosumers Coming Next Year, by Anshel Sag

Blogs Published (MI&S)                                                             

  1. Bosch Partners With Plus To Power Commercial Vehicles With Semi-Autonomous Driving Features, by Patrick Moorhead
  2. Evident In Its Recent Earnings That Synopsys Reaping The Rewards Of Its Long-Term AI Investments, by Patrick Moorhead
  3. Ampere’s AmpereOne Wants To Achieve Chip Nirvana: More Datacenter Compute For Less Power, by Patrick Moorhead
  4. SAP Wants To Future-Proof Businesses With AI, by Patrick Moorhead
  5. Singapore Bank DBS: A Blueprint For Digital Transformation In Finance, by Patrick Moorhead
  6. IBM Shows Its Full-Stack Generative AI Enterprise Offering Could Be A Force To Reckon With, by Patrick Moorhead
  7. Axiado Sampling The Industry’s First AI-Driven Security Chip For The Datacenter, by Patrick Moorhead
  8. AI Is The Future Of Gaming And NVIDIA’s New RTX 4060 Optimizes For It, by Patrick Moorhead
  9. Cohesity Promotes Responsible AI And Security Partnerships At Catalyst Event, by Patrick Moorhead
  10. Small Industries Development Bank Of India Pilots Tokenized Collateral Network On Blockchain, by Patrick Moorhead
  11. Dell Technologies World 2023 Delivers Security, Sustainability And More, by Will Townsend
  12. VAST Data Continues To Expand Its Reach Through Partnerships, by Matt Kimball
  13. A Quantum Leap In AI: IonQ Aims To Create Quantum Machine Learning Models At The Level Of General Human Intelligence, by Paul Smith-Goodson
  14. Arm’s Newest Technologies Aim To Cement Its Position As An IP Leader, by Anshel Sag
  15. Dell TechWorld 2023 — Security, AI And Multicloud, by Matt Kimball
  16. The T-Mobile For Business Unconventional Awards: Take Two! By Will Townsend
  17. The Definitive Google Pixel Watch LTE Review: Beautifully Flawed, by Anshel Sag
  18. JPMorgan Chase And QC Ware Collaborate On Quantum Finance Breakthrough In Deep Hedging, by Paul Smith-Goodson

Research Paper(s):

  1. RESEARCH PAPER: Exploring Iron Mountain’s Role In The Digital Transformation Value Chain, by Matt Kimball
  2. RESEARCH PAPER: Matter — Making Smart Homes More Secure, by Bill Curtis
  3. RESEARCH PAPER: Managing Security At Scale, by Will Townsend

Podcasts:

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

  1. The G2 on 5G Podcast Episode 147
  2. The G2 on 5G Podcast – Softbank and NVIDIA Partnership, Moto Razr, Nokia 5G Core, Cleveland Clinic

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

  1. Ep 172: We are Live! Talking AMD, Salesforce, IBM, Oracle, Lenovo, and Microsoft Activision
  2. Ep 171: We are Live! Talking Cisco, Google, Apple, Cloudera, Salesforce, Six Five Summit
  3. Ep170: EARNINGSPALOOZA-Salesforce, HPE, MongoDB, HP, Pure Storage, Broadcom, Cisco, Dell Technologies
  4. The Six Five – On The Road with Sam Grocott at Dell Tech World
  5. The Six Five – On The Road with Varun Chhabra at Dell Tech World
  6. The Six Five – On The Road with Cassandra Garber at Dell Tech World
  7. The Six Five – On The Road with Mindy Cancila at Dell Tech World

Moor Insights & Strategy Podcasts

  1. Get Ready to Ramp up DevOps – Quantum is on the Move – Episode 6 – DataCenter Podcast
  2. Ep 3: Hot Desk Podcast: Cisco Live, HP Poly’s New AI Devices, Avaya Restructuring & 4-Day Work Week
  3. Zscaler Zenith Live 2023 – Episode 6 – DataCenter Podcast
  4. Cisco Live U.S. 2023 – Episode 6 – DataCenter Podcast
  5. Lenovo EMEA Analyst Summit – Episode 6 – DataCenter Podcast
  6. AMD Datacenter & AI Day – Episode 6 – DataCenter Podcast
  7. EP5 of the MI&S Datacenter Podcast: Talking IBM, Cisco, Dell Technologies, NVIDIA, and Vast Data
  8. MI&S Insider Podcast with Dr. Jay Gambetta: IBM Quantum and The Utility of Quantum Computing Today
  9. NVIDIA Announces MGX at Computex – Episode 4 – DataCenter Podcast
  10. VAST Data is Continuing its Season of Partnerships with NVIDIA – Episode 4 – DataCenter Podcast
  11. Dell Tech World 2023 Recap – Episode 4 – DataCenter Podcast
  12. Cisco Extends its Full-Stack Observability with AppDynamics – Episode 4 – DataCenter Podcast
  13. IBM Announces Watsonx AI for Enterprise – Episode 4 – DataCenter Podcast
  14. Cisco Announces Intent to Acquire Armorblox to Bolster its Security – Episode 4 – DataCenter Podcast
  15. IBM Launches Quantum Safe Preparations – Episode 4 – DataCenter Podcast

 

Press Citations: 

  1. AMD / Reuters https://www.reuters.com/technology/amd-likely-offer-details-ai-chip-challenge-nvidia-2023-06-13/(Anshel Sag)
  2. AMD / SiliconAngle https://siliconangle.com/2023/06/13/amd-launches-new-instict-mi300x-ai-chip-to-take-on-nvidias-gpus/(Patrick Moorhead)
  3. AMD / Financial Times https://www.ft.com/content/052e9375-b828-4d5c-aca8-d16c8926017c(Patrick Moorhead)
  4. AMD / Digitimeshttps://www.digitimes.com/news/a20230614VL200/amd-nvidia.html (Anshel Sag)
  5. Apple, Meta / Spiceworks https://www.spiceworks.com/tech/tech-general/articles/apple-wwdc-2023-vision-pro-mac-pro-mac-studio/(Anshel Sag)
  6. Apple / CNBC https://www.cnbc.com/2023/06/09/apple-vision-pro-vr-can-succeed-where-other-vr-headsets-have-failed.html(Anshel Sag)
  7. Apple / Spectrum https://spectrum.ieee.org/apple-vision-pro(Anshel Sag)
  8. Apple / TheWrap https://www.thewrap.com/apple-vision-pro-headset-models-cheaper-version/(Anshel Sag)
  9. Apple / Spectrum https://spectrum.ieee.org/apple-vision-pro(Anshel Sag)
  10. Apple / CNBC https://www.cnbc.com/2023/06/09/apple-vision-pro-vr-can-succeed-where-other-vr-headsets-have-failed.html((Anshel Sag)
  11. Apple / VentureBeathttps://venturebeat.com/games/apple-unveils-m2-ultra-processor-for-mac-studio/((Anshel Sag)
  12. Apple /The Financial Express https://thefinancialexpress.com.bd/sci-tech/apple-expected-to-unveil-mixed-reality-headset(Anshel Sag)
  13. Apple / TechCentral https://techcentral.co.za/stage-set-for-apple-vs-meta-in-the-battle-of-the-headsets/226514/(Anshel Sag)
  14. Apple / TheWrap https://www.thewrap.com/apple-vision-pro-disney-plus-home-theater-reactions/(Anshel Sag)
  15. AWE / AR Post https://arpost.co/2023/06/05/awe-usa-2023-day-three-eyes-on-apple/(Anshel Sag)
  16. Ericsson / SDXCentral https://www.sdxcentral.com/articles/how-ericsson-is-tackling-the-private-network-market/2023/06/(Will Townsend)
  17. HPE / SiliconAngle https://siliconangle.com/2023/06/05/expect-hpe-discover-join-thecube-june-20-22-hpediscover/ (Patrick Moorhead)
  18. PlayStation, Sony / Yahoo News https://news.yahoo.com/playstation-vr2-selling-well-enough-231749642.html
  19. NVIDIA / Cryptopolitan https://www.cryptopolitan.com/nvidias-competitors-falter-in-ai-chip-war/ (Patrick Moorhead)
  20. NVIDIA / FT https://www.ft.com/content/052e9375-b828-4d5c-aca8-d16c8926017c (Patrick Moorhead)
  21. NVIDIA / Btimesonlinehttps://www.btimesonline.com/articles/158941/20230616/nvidia-at-all-time-high-bank-of-america-remains-bullish-beyond-ai-citing-two-secret-weapons.htm (Patrick Moorhead)
  22. NVIDIA / Businessinsider https://markets.businessinsider.com/news/stocks/nvidia-s-lead-in-generative-ai-market-unchallenged-despite-amd-s-new-ai-chip-launch-analysts-1032392804 (Patrick Moorhead)

Company:

  • N/A

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

  • HP Poly Voyager Free 60+
  • HTC Vive XR Elite headset
  • Lenovo ThinkPad X1 Carbon
  • Oppo Find N2 Flip
  • Poly Voyager Free 60+ UC
  • Red Magic 8 Pro Titanium

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

  • June
    • HPE Discover – Las Vegas, June 20-21 (Matt Kimball, Will Townsend, Patrick Moorhead, Paul Smith-Goodson)
    • Samsara Analyst Day, Austin, June 21 (Bill Curtis, Melody Brue)
    • MongoDB World, New York, June 22 (Pat Moorhead)
    • Cisco Devices Analyst Tour – Oslo, Norway June 26-27 (Melody Brue)
  • July
    • IEEE International Conference on Quantum Software, Chicago, July 2–8 (Paul Smith-Goodson)
    • Reuters Momentum, Austin, July 11 (Melody Brue)
    • Lenovo Industry Analyst Conference, July 24-27 (Pat Moorhead)
  • August
    • HPE Discover – Las Vegas, June 20-23 (in person) (Will Townsend)
    • VMware Explore – Las Vegas, August 21-24 (virtual) (Will Townsend)
    • T-Mobile Industry Analyst Event, August 23-24 (Patrick Moorhead, Anshel Sag, Will Townsend)
    • Google Cloud Next, San Francisco, August 29-31 (Pat Moorhead)
  • August
    • VMware Explore, August 21-23 (Patrick Moorhead)
    • T-Mobile Analyst Event – Bellevue, August 23-24 (Will Townsend, Patrick Moorhead)
    • Google Cloud Next, August 28-32 (Patrick Moorhead)
  • September
    • IEEE International Conference on Quantum Computing & Engineering, Bellevue WA, September 17-22 (Paul Smith-Goodson)
    • Intel Innovation 2023, September 19-20 (Anshel Sag, Patrick Moorhead)
    • Oracle Cloud World, September 18-20 (Virtual) (Patrick Moorhead)
    • Connected Britain – London, September 20-21 (Will Townsend)
    • MWC Las Vegas – September 26-28 (Will Townsend)
  • October
    • RingCentral Analyst Event (Melody Brue)
    • OpenText, Las Vegas, October 11 (Patrick Moorhead)
    • Lenovo Industry Analyst Event, October 16-19 (Patrick Moorhead)
    • Lenovo TechWorld, October 23-24 (Patrick Moorhead)
    • Qualcomm Snapdragon Summit October 24-26 (Patrick Moorhead)
    • Money 20/20, October 23-26 (Melody Brue)
    • Event, TBD, October 24-26 (Patrick Moorhead, Anshel Sag)
  • November
    • UCX USA, Austin, November 13-14 (Melody Brue)
    • SC 23, November 13-15 (Patrick Moorhead)
    • AWS re:Invent, November 27-30 (Patrick Moorhead)
  • December
    • Marvell IA Day, December 5 (Patrick Moorhead)
  • January
    • CES 2024, January 7-11th (Patrick Moorhead)
  • February
    • Mobile World Congress, February 24-29th (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 Devices, Semiconductors, & Automotive
  2. Melody Brue, Principal Analyst, Modern Work and ESG
  3. Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology
  4. Matt Kimball, Principal Analyst, Datacenter Servers, Storage CI, and HCI
  5. Anshel Sag, Principal Analyst; VR, PC Gaming, Mobile Platforms
  6. Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing
  7. Will Townsend, Principal Analyst; Security, Carrier Services, Networking
  8. Chris Wilder, Contributor, Security
  9. Jacob Freyman, Junior Analyst

Operations

  1. Dan Pickens, Business Director
  2. Paula Moorhead, Marketing Director, Website and Social Media
  3. Zane Pickett, Office Manager, AP, AR, travel, writer
  4. Christian Babcock, AP & AR
  5. Lee LeClercq Williams, Business Associate
  6. Nigel Church, Business Associate, Writer, Editor
  7. Connor Kenyon, Six Five Sales & Business Development
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.