Moor Insights & Strategy Weekly Ending october 28, 2022

By Patrick Moorhead - November 2, 2022

I hope you all had a great week. Many of us at MI&S are busy on the road.

Last week, I attended the Lenovo IDG Industry Analyst Council in NYC.  Paul had advisory meetingsMelody attended Money 20/20 in Las Vegas and Snowflake Data Cloud World in AustinSteve traveled to San Francisco for Arm DevSummit.

I will attend Cisco’s Partner Summit and Honeywell’s Connect event this week.  Anshel is traveling to Las Vegas to attend AMD RDNA 3 Launch.  Will is in London modertating Total Telecom Congress.  Steve will be attending the CommVault Event in Charlotte, NC.

We are all very busy which we like!

Last week, our MI&S team published 19 deliverables: 

The press quoted us with 10 citations. Journalists wanted to hear about Intel, Micron, NXP, Pure Storage, and T-Mobile. 

MIS Quick Insights:

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

  • N/A

 AR/VR (Anshel Sag)

  • N/A

 Carrier/Wireless (Will Townsend)

  • It is earnings time for mobile network operators, and both AT&T and T-Mobile had an impressive Q3, with Verizon struggling. It is worth pointing out that T-Mobile reported postpaid net customer adds that exceeded AT&T and Verizon combined. If T-Mobile can execute against its enterprise services objectives, it could further widen its lead.               

Datacenter: 

  • Storage- (Steve McDowell) 
    • It’s turning into a rough year for drive vendors as the client computing market continues its slump, significantly impacting both Seagate and Western Digital. Seagate’s latest earnings show total revenue down 35% year-on-year, while WD declined 26%. WD is guiding down, projecting a fourth quarter that will be down roughly 38% from Q4 2021. Seagate is projecting an even worse scenario, projecting up to a 59% drop from Q4 2021, and is instituting a headcount reduction of up to 3,000 jobs. While the bulk of weakness is in the client segments, near-line HDDs were also down in both cloud and enterprise. 
    • Pure Storage released new products for the burgeoning cloud-native world at this past week’s KubeCon event. Pure is now offering its Portworx multi-cloud Kubernetes management solution as-a-service. This is a strong play, enabling enterprise customers to manage their Kubernetes clusters from a single management platform regardless of which cloud or on-prem infrastructure that cluster resides in.  Pure also upgraded Portworx Enterprise, announcing the new Portworx Enterprise 3.0 release, which is heavy on storage performance and disaster recovery enhancements. This release is worth checking out if you do anything with cloud-native and Kubernetes.  
  • Networking- (Will Townsend) 
    • Versa Networks recently landed another $120M in equity and debt financing despite a crowded SD-WAN and SASE market. I recently spent time with executives to gain further insights. The company claims its platform is differentiated, combining AI and machine learning to deepen its security integration. AIOps is claimed widely by many SASE platform providers, so time will tell just how different its platform is versus other competitors.  
  • 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 announced several solutions addressing data loss prevention. Executives recently briefed me, and its document classification visibility is a potential game changer. The recent acquisition of a workflow automation capability should provide immediate incremental sales opportunities.           

Space (Paul Smith-Goodson)

  • N/A   

Columns Published 

  1. Microsoft Celebrates 10 Years Of Surface At Its 2022 Surface Event, by Patrick Moorhead
  2. IBM Cloud Doubles Down On Resiliency, Security And Compliance, by Patrick Moorhead
  3. Microsoft Focuses On Productivity And Workflows With AI Automation And Collaborative Tools At Ignite 2022, by Patrick Moorhead
  4. Oracle CloudWorld 2022 – Lowering The Barriers To B2B Trade That Could Be A Game-Changer, by Patrick Moorhead
  5. E.ON Powers To A Successful Digital Transformation, by Patrick Moorhead
  6. The Present And Future Of Streaming Is PC At TwitchCon 2022, by Anshel Sag
  7. Atom Computing Signals High Confidence In Its Quantum Strategy By Committing $100 Million To Future Research In Colorado, by Paul Smith-Goodson
  8. T-Mobile Gets More Serious About Business At Its First Industry Analyst Summit, by Will Townsend

Blogs Published (MI&S)                                                              

  1. IoT, Meet Blockchain—Knox Matrix Is Samsung's New Peer To Peer IoT Security Platform, by Patrick Moorhead
  2. The Surface Laptop 4 Surprisingly Offers More To Users Than The MacBook Air M2, by Patrick Moorhead
  3. Box Enhances Its Collaboration With Real-Time Features At BoxWorks 2022, by Patrick Moorhead
  4. AT&T’s Journey To Bridge The Digital Divide, by Will Townsend
  5. Meta Quest Pro – A High-End Consumer Headset Masquerading As Enterprise? By Anshel Sag

Research Paper(s):

  •  N/A

Podcasts:

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

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

  1.  Oracle World 2022 Wrap-Up with special guest Patrick Moorhead
  2. Live at Oracle CloudWorld: MySQL Heatwave with Oracle's Nipun Agarwal
  3. Oracle Cloud World 2022: Oracle Cloud Infrastructure with Leo Leung

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

  1. Ep144: We are LIVE! talking TECH EARNINGSPALOOZA on SAP, Microsoft, Google, AWS, Intel, Honeywell
  2. The Six Five with IBM's Rob Thomas on Accelerating AI Adoption with Ecosystem Partners
  3. Ep143: Oracle CloudWorld, Lenovo TechWorld, IBM Earnings, Adobe MAX, HPE Analyst Mtg, IBM’s ML Card

Moor Insights & Strategy Podcast

  • N/A

Press Citations: 

  1. Intel / SiliconAngle https://siliconangle.com/2022/10/27/intels-stock-rises-plan-save-10-billion-cost-reductions-2025/ 
  2. Micron / Marketplace https://www.marketplace.org/2022/10/27/training-americans-chip-manufacturing-jobs/(Anshel Sag)\
  3. NXP / Barrons https://www.barrons.com/articles/nxp-matter-tm-development-platforms-simplify-and-accelerate-use-of-new-matter-standard-01666767908 (Bill Curtis)
  4. NXP / Yahoo Finance https://finance.yahoo.com/news/nxp-matter-development-platforms-simplify-070000867.html (Bill Curtis) 
  5. NXP / EENewsEurope
  6. https://www.eenewseurope.com/en/nxp-pushes-security-in-matter-1-0-development-boards/ (Bill Curtis)
  7. Pure Storage / SiliconAngle https://siliconangle.com/2022/10/26/pure-storage-debuts-fully-managed-portworx-enterprise-offering-ease-kubernetes-data-headaches/ (Steve McDowell)
  8. T-Mobile / Euronews https://www.euronews.com/next/2022/10/27/tmobileus-results (Anshel Sag)
  9. T-Mobile / Yahoo https://www.yahoo.com/now/1-t-mobiles-cheaper-plans-221610035.html (Anshel Sag)
  10. T-Mobile / BusinessNews https://biz.crast.net/t-mobile-gets-more-serious-about-business-at-its-first-industry-analyst-summit/ (Anshel Sag)

Company:

  • N/A

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

  • Apple AirPods Pro 2 
  • iPhone 14 Plus
  • Pixel 7 Pro 
  • Pixel Watch 
  • XGIMI 4K HDR Projector 

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

  • November
    • Total Telecom Congress – London, November 1-2 (Will Townsend)
    • Cisco Partner Summit, Las Vegas, November 1-2 (Patrick Moorhead)
    • AMD RDNA 3 Launch, Las Vegas, Nov 3 (Anshel Sag)
    • Honeywell HCE, Orlando, November 3-4 (Patrick Moorhead)
    • CommVault Event, Charlotte, NC, Nov 4 (Steve McDowell)
    • Data Center Direct, Leesburg, VA, Nov 7-8 (Steve McDowell) 
    • Ceridian Insights 2022, Las Vegas, November 7-10 (Melody Brue)
    • Cloudera Partner Council, Nashville, November 8-9 (Patrick Moorhead)
    • MediaTek Executive Summit, Sonoma, Nov 9-12 (Anshel Sag)
    • Linux Foundation ONE Summit, Seattle, November 15-16 (Will Townsend)
    • SAP TechEd, Las Vegas, November 15-16 (Melody Brue)
    • Super Computing 2022, Dallas, Nov 14-18 (Steve McDowell)
    • Qualcomm Tech Summit, Maui, November 14-18 (Anshel Sag, 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
    • Lattice Launch Event, San Jose, December 5 (Patrick Moorhead)
    • Marvell Analyst Day, Santa Clara, December 6 (Patrick Moorhead)
    • Financial Analyst Day, Orlando, 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)

Subscribe 

  • Sign up here  to get specific AI/ML, Datacenter, Cloud Services, Client Computing, IIoT, and Semiconductor content. 

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
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.