Moor Insights & Strategy Weekly Update Ending April 14, 2023

By Patrick Moorhead - April 18, 2023

We hope everyone had a great couple of weeks!

Last week, I traveled to San Jose for advisory meetings and attended HPE Storage Day. Will attended Fortinet Accelerate, and Matt attended Nutanix Tech Seminar and HPE Storage Day.

Next week, Will plans to attend HPE Aruba Atmosphere in Las Vegas and RSA Conference in San Francisco with Matt. Matt will also be attending Oracle Database Summit.

Our MI&S team published 31 deliverables: 

13 Forbes insight columns 
10 MI&S blogs
8 podcasts 
0 research papers

The press quoted us with 26 citations. Journalists wanted to hear about Cradlepoint, Dayforce, Ericsson, Fintech, Meta, Virtual Reality, Six Five, Smartphones, Smartwatches, and Synopsis.

MIS Quick Insights:

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

The OpenAI ChatGPT controversy continues. Microsoft and Google plan to use generative AI to enhance its existing products and services. Both companies offer tools and resources to assist users in creating their own generative AI models. Moor Insights & Strategy and Strategy analysts have written Forbes articles describing Microsoft and Google's new AI product plans.

AR/VR (Anshel Sag)

VRChat, one of the most popular VR apps in use today, appears to be working towards a smartphone app for Android and iOS, which could broaden its appeal and the application of its platform.
Sony’s PSVR 2 is getting dinged for having slow sales and a high price. Still, many people who criticize Sony’s approach don’t understand that the headset will get cheaper with time and that Sony is trying to build a platform that will be cutting-edge and useful throughout the entire life of the PS5 and possibly even well into the PS6 if that ends up becoming a console.

Carrier/Wireless (Will Townsend)

T-Mobile now offers fiber service in three markets, including New York and Colorado. It is a wholesale agreement with two regional service providers that should complement the carrier’s existing 5G fixed wireless access service. T-Mobile takes a commodity viewpoint on fiber, but rival AT&T has built a formidable fiber broadband business that also serves as critical backhaul for its mobile 5G network. T-Mobile would be wise to do the same.
5G private networking is off to slow deployment, given the multitude of routes to market. Further compounding the issue is that 5G Standalone is a requirement for network slicing in public networks. I expect that by the second half of this year, many operators will catch up, paving the way for further momentum.

Datacenter: 

Networking- (Will Townsend) 

Cradlepoint recently announced the acquisition of Ericom to shore up its private 5G security posture. The 5G NR standard provides significant encryption enhancements over LTE, but Ericom should extend Cradlepoint's SASE and zero trust capabilities with a new Cradlepoint NetCloud Threat Defense feature. What I like about the solution is that it is multi-domain, spanning fixed-site, remote worker, in-vehicle, and IoT use cases. Cradlepoint recently announced a highly integrated router and antenna system for in-vehicle first responder applications. The timing is ideal, given the security needs for that use case.
Gluware recently launched a reseller program to better position its automation platform for sale. The company must first work on its underlying architecture, as evidenced by its many starts and stops over the years. I believe that Anuta Networks is a company to watch in automation. Given the continued adoption of SD-WAN, SASE, and SSE, I expect it will leverage its ATOM platform to more broadly orchestrate security.

Data Compute (Matt Kimball)

Intel’s recent reveal of its server roadmap is impressive. Following the launch of its 4th Gen Xeon (codenamed Sapphire Rapids) in January, the company is looking to release four new Xeon chips by the end of 2025. While some of the specifics are unknown, we do know that the company aims to achieve core and performance parity in this time frame. While some may be a little jaded, given some of the roadmap slips in the recent past, I believe Intel is coming back in a strong way with a customer-centric (and customer-friendly) approach. Good times in the land of silicon!
If we live in a cloud-native world, why do processor architectures matter? Maybe put differently – do they matter to an IT person beyond the biases that may exist? We have seen Arm challenge x86 and do so successfully. While its market share is still low, Arm in the CSP and Arm being adopted by major OEMs says the market is open. What about RISC-V? What about IBM’s z? Here’s a hot take – in the next few years – the modern datacenter will be an “all of the above” regarding processor architectures. Bespoke silicon for the customer with bespoke workloads.
I am a fan of IBM’s latest LinuxONE Rockhopper 4 platform launch. Rockhopper is a scaled-down LinuxONE platform, enabling smaller customers to take advantage of the enterprise-grade performance and reliability of IBM technology without paying the premium associated with such features. I believe IBM would be well served by positioning Rockhopper beyond its traditional customers – into the small enterprise. In a cloud-native environment, processor architectural affinity doesn’t exist. IT customers want performance, scalability, reliability, and lower costs. Rockhopper can deliver. 1.2. DATACENTER COMPUTE - Sick of hearing about the cloud operating model? Is this term the new “digital transformation?” Here’s my advice, be patient and embrace the term. More importantly, embrace the model. I speak with IT executives on a near-daily basis, and automation is key to their success. Technology is evolving too quickly, and they can’t find people. This isn’t about budget (entirely) – it’s about a skills gap. So, while some may see this term as the new marketing buzz – it isn’t.

Storage (Matt Kimball)

I look forward to attending HPE’s Storage Day in Spring (HQ). The company has been very active in driving innovation through acquisition and partnerships over the last few quarters – really, the last few years. As the company further refines its portfolio around GreenLake, I hope we will see some exciting “as-a-Service” news.
How to handle storage in the multi-cloud world? I like what I see from companies like Faction. Data gravity, egress costs, and general complexity can make data-driven workloads expensive in the multi-cloud world. Faction’s unique approach with its Cloud Control Volumes data service platform is a solution worth looking into. And its partnership with Dell couples its unique IP with Dell’s storage portfolio. I’m curious to see how this partnership plays out.
HPE made quite a splash at its GreenLake Storage Day with two significant announcements. The first announcement was the launch of its Alletra Storage MP platform. This disaggregated storage architecture enables IT organizations to consolidate their block, file, and (I’m presuming) object storage environments. No more siloed environments are provisioned and managed separately—no more challenges around moving data. Just control nodes connected to scale out storage platforms over NVMe fabric.
The second big news announcement is its partnership with VAST Data to deliver file storage. This is a huge win for both companies. For HPE, it not only fills a big gap in the company’s portfolio but also brings arguably the highest-performing file storage to its customers via GreenLake. And for VAST Data, this arrangement enables the company to broaden its reach considerably. From servicing the biggest companies to delivering this performance to Main Street.
I still want to see how HPE addresses the remaining gap in its portfolio – object storage. While I have no inside knowledge, the company will get there after finding its GTM rhythm with VAST.

ESG (Melody Brue)

Cadence announced plans to invest $50 million in a purpose-driven impact investment program managed by RBC Global Asset Management (RBC GAM). The investment aims to address the U.S. racial wealth gap focusing on affordable housing, homeownership, and small business sectors. Cadence said a portion of the investments would be focused internationally on projects to support women and people of color and climate justice initiatives.

Financial Tech (Melody Brue)

Apple has launched its version of BNPL for ApplePay. The rising cost of living has put pressure on consumers and given BNPL a boost in unexpected places like grocery and small purchases, precisely the kind of purchases where consumers are likely to use Apple Pay. From a perception perspective, I think there will be consumers who have not used BNPL options in the past who might be more willing to use a more high-brow "Apple product" for their installment payment experience. Apple's model is four interest-free installments for purchases of $50-$1000.
PayPal extended its multi-year deal with the Phoenix Suns through the 2026 season. PayPal also signed an agreement with Live Nation Entertainment to extend payments worldwide for Ticketmaster users. These partnerships will incorporate PayPal’s payments, including Venmo, into the fan experience across multiple on and offline channels. This is noteworthy beyond a sponsorship deal because of PayPal’s attempt to weave products into the fan experience rather than slap a logo on a jersey or building. Getting fans to connect with a product that usually is utilitarian while doing something they love will likely build some brand ties. This is a good move for PayPal to underscore the legacy and longevity of the PayPal brand when many fintechs and banks are in perilous positions.

IioT and IoT (Bill Curtis)

Modern Work (Melody Brue)

I recently attended Enterprise Connect, the annual enterprise communications and collaboration conference, in Orlando, Florida. A slew of new announcements promised to change the future of work, bring equity to meetings, supercharge sales teams, revolutionize push-to-talk, and more. And, of course, there was a lot of AI. I will continue to opine on many announcements, but here are a few standout announcements from EC2023.
- RingCentral, a leading phone system and customer experience (CX) platform provider, announced RingSense, its planned injection of AI across its product portfolio, as well as a push-to-talk (PTT) solution for frontline workers that completely blows away PTT's typical "walkie-talkie" functionality. I'll be publishing a complete analysis in Forbes this week.
- Webex is enhancing its video intelligence in devices using Cisco Room OS to provide users with the most optimal views in any meeting. This includes cinematic meeting experiences where cameras follow individuals through voice and facial recognition and meeting zones where people are individually framed in a condensed view within defined boundaries. Webex also announced AI enhancements in the Webex suite and AI capabilities for its customer experience solutions, spanning Webex Contact Center and its cloud communications platform, Webex Connect.
- Zoom announced generative AI features in collaboration with Openai to its Zoom IQ platform to assist users in composing emails and chat messages, summarizing chats, and creating meeting agendas based on conversation context. Zoom also announced several new email, video, calendar, and CX updates and reintroduced its virtual coworking space, now called "Zoom Huddles" (previously Spots.) One of Zoom's most extraordinary introductions was "Intelligent Director," which creates meeting equity by training cameras on each individual in a frame giving each participant, whether in person or virtual, an equal amount of "face time." Zoom's announcements were tech-driven but very rooted in culture shifts in the workplace. I can see from meeting with their team and the innovations the company continues to make that it is working hard to retain its brand-as-a-verb status it earned during the pandemic.
- Microsoft showed off a new Microsoft Teams, now in public preview. The new app is completely reimagined to be more streamlined, faster, and use less memory and disk space. The company even subtly changed the app's hue of purple to reflect the "lightness" of the new app. The new Teams has about 80% of the functions of the original app, but while in preview, users can toggle back and forth as they get used to new functionality, and the remaining 20% of the features are added. Microsoft had a ton of other announcements which I want to dig deeper into, but one I think is fascinating is Speaker Coach in Microsoft Teams Meetings. Speaker Coach provides real-time feedback and suggestions on presentation skills or as a post-meeting summary.
HP launched new sustainable printing solutions - the HP Color LaserJet 4200/4300, HP Color LaserJet Enterprise 5000/6000, and X500/X600 - aimed at small and growing businesses. These printing solutions feature TerraJet Toner, which provides energy-efficient, high-performance, and scalable printing for hybrid workstyles, with up to 27% reduced energy use and up to 78% less plastic packaging.
SAP released its 2022 Integrated Report in March, which reports on the company's financial, social, and environmental performance. The report outlined various ESG initiatives, including the percentage of women in the workforce, which increased from 28.3% in 2021 to 29.4% in 2022. While this is notable, the ultimate goal of gender parity across SAP's workforce lacks a clearly defined goal date. The company's initiatives around race and ethnicity are loosely defined and reported on, as are their inclusivity and accessibility. I see many of their efforts as a step in the right direction, but I would love to see more defined goals and tighter reporting on milestones to achieve those goals. For its sustainability efforts, SAP has shifted responsibility at the board level from the CFO's office to the CEO's office as the executive sponsor. The company added a new chief sustainability officer to the executive branch responsible for SAP's response to climate change. This signals more robust organizational governance related to ESG (particularly sustainability) initiatives. Along with the transparent reporting from the Integrated Report, I think this is moving in the right direction.
Five9 announced the availability of Five9 Agent Assist 2.0 with AI Summary using OpenAI generative AI technology to summarize customer call transcripts reducing the need for manual, after-call work. There is no need for model training and manual categorization, as the solution can produce high-quality results without prior training on the conversation's topic. By eliminating the time and expense involved in the model training, Five9 can deliver less expensive AI-based applications. This is part of Five9's strategy to democratize advanced AI applications for customer service for voice and digital virtual agents, call routing, automated call scoring, and more. Agent Assist 2.0's biggest superpower is call summary, which will save agents time and generate accurate summaries of the customers' interactions.
Microsoft Teams has added Snapchat lenses (filters) to Teams video calls. Microsoft utilizes Snap’s Camera Kit SDK capabilities to integrate 26 Snapchat AR Lenses. My initial reaction was, “Why?” but thinking about it, I see how the filters could add fun and creativity to meetings or be used as icebreakers. The integration also embodies the new brand promise of making the New Teams “lighter,” a goal for Microsoft that they carry throughout the platform. Even the shade of purple in the logo is lighter. Perhaps this levity was what they were going for.
Cisco opened its Atlanta collaboration center the week of April 10. The center used Cisco smart building technology and was designed for hybrid work. The company aims to hire 700 local workers and partner with academic institutions to teach digital skills. Cisco’s approach to hybrid work is very decisive, and it’s clear that they understand the different technologies and mindsets that hybrid work requires to be successful. Cisco’s circular economy principles were built into the space design and office operations. The company hopes to attract top tech talent in Atlanta, an area that continues to grow as an emerging tech hub.
Google Cloud released its CXO Sustainability Survey. The results were interesting yet not surprising. The companies surveyed are generally concerned with organizational misalignment, lack of ESG ownership/governance, and limited resources to advance their sustainability efforts. Sustainability as a primary business focus has decreased, although other research shows that sustainability efforts can help achieve revenue-driving organizational priorities. A growing concern is that many companies lack dedicated ESG resources and knowledge/skills and are “greenwashing” and overstating their sustainability efforts.

Personal Computing/ Collaboration (Anshel Sag) 

I believe that Rogers acquisition of Shaw will improve 5G coverage in Canada, but it will come at the cost of less competition and higher prices in a country where prices are already high. The deal also has a lot of terms that I don’t think the newly combined company will be able to uphold.
Apple’s iOS 16.4 update is a big deal for 5G as it brings Standalone 5G support to the iPhone, enabling hundreds of millions of smartphones with iOS to run Standalone applications once developers start taking advantage of Standalone 5G networks.
Disney laid off its entire Metaverse team, which I believe will be a mistake in the company’s long-term ambitions in the space, especially as Apple prepares to announce its headset.
Pico delayed its GDC announcement of the Pico 4 for the US market due to TikTok congressional hearings, which makes sense because the Chinese company ByteDance owns both of them.
The Framework 16” Notebook illustrates how repairable and upgradeable PCs are possible if there is enough energy and focus put into the problem. I hope it creates a new segment within the PC market that enables people to upgrade parts of their laptops as they see fit rather than replace the whole device due to one component failing.
E3’s cancellation was inevitable, especially after COVID. The organization failed year after year to address the needs of its exhibitors and attendees, and the amount of off-site demos prepared for this inevitability years ago.

Quantum Computing (Paul Smith-Goodson)

Hedging is a common method used to minimize the risk of an existing position in financial markets. Classical hedging algorithms perform better theoretically than in actual market conditions.
Over the years, another framework called Deep Hedging has been developed using reinforcement learning. QC Ware and JPMorgan Chase have experimented with quantum deep learning algorithms to train a quantum neural network that uses fewer parameters than classical methods. The researchers have attained better accuracy and trainability with quantum. The research was carried out on Quantinuum's H1-1 and H1-2 trapped-ion quantum processors.
IBM and Cleveland Clinic teamed up to create the Discovery Accelerator. The joint center combines Cleveland Clinic's medical expertise with IBM's technology. The partnership is designed to accelerate healthcare and life discovery through high-performance computing technologies such as the hybrid cloud, artificial intelligence, and quantum computing.
IBM installed a Quantum System One quantum computer at Cleveland Clinic's main campus. This is the first on-site quantum computer in the private sector designated for research and development. System One will eventually be replaced with IBM System Two when it becomes available.

Retail Tech (Melody Brue)

Google Cloud announced a new integration with Shopify's enterprise retail solution, Commerce Components, leveraging Google search and Discovery AI capabilities. The integration was created to address the pervasive problem of search abandonment in e-commerce. According to a recent Google-commissioned study, Search abandonment, where a customer fails to locate the desired product on a retailer's website, is responsible for over $2 trillion in losses for retailers worldwide annually, with the United States alone accounting for over $234 billion.
Amazon has expanded its Amazon One frictionless palm-based checkout footprint to 11 Whole Foods locations in the Denver market. One of the stores will have both Amazon One and Dash Cart, a smart shopping cart. Amazon One is now a payment option at Panera Bakery and several airports and stadiums. Airports and stadiums, in particular, are a hot market for autonomous shopping and checkout as people are often in a hurry and want to grab something and go. Autonomous shopping and checkout also solve many staffing shortage problems, particularly in high-security venues where employee training is a longer cycle.

Security (Will Townsend)

I spent time recently with Fortinet at its Accelerate customer event. The company often gets knocked for its roots in firewalls, but it offers a compelling mix of SD-WAN, SASE, and ZTNA solutions. Fortinet is also smartly focusing on 5G and OT deployments. I believe it can help improve security within Open RAN that disaggregates infrastructure to mitigate capital expenditure but simultaneously expands threat surfaces, given integration blind spots.
RSA Conference is just around the corner, and I expect big things from Cisco. The networking giant’s cybersecurity capabilities are one of its best-kept secrets. Based on my recent discussion with Tom Gillis, the newly appointed GM and SVP of security, I will publish a Forbes contribution before the event.

Space (Paul Smith-Goodson)

Columns Published

Luminar Proves The Pundits Wrong With Successful Bring Up Of Mexico Plant, by Patrick Moorhead
Google Wants To Help Customers Innovate Faster On The Data Cloud, by Patrick Moorhead
Lenovo Announces New Yoga And Slim Notebooks Alongside New Budget Gaming Brand, by Patrick Moorhead
HP Focuses On Modernizing Its Core Business At HP Amplify 2023, by Patrick Moorhead
Cohesity Partners With Microsoft And Announces Vision For AI, by Patrick Moorhead
Zoom’s Virtual Agent Brings AI-Powered Resolutions To Contact Centers, by Melody Brue
Greece Aims For Olympian Heights With 5G And Beyond, by Will Townsend
HPE GreenLake Storage Makes VAST Improvements, by Matt Kimball
The Collaboration Technology Making Meetings More Equitable, by Melody Brue
Fortinet Accelerates Past The Firewall, by Will Townsend
Google's Bold Move: How The Tech Giant Used Generative AI To Revise Its Product Roadmap And Do It Safely, by Paul Smith-Goodson
Leia Lume Pad 2 Review: The Definitive 3-D Content Creation And Consumption Tablet, by Anshel Sag
Unlocking Quantum Potential With High-Quality Qubits: How Quantinuum Achieved A Three-Year String Of Record-Breaking Quantum Measurements, by Paul Smith-Goodson

Blogs Published (MI&S)                                                              

NVIDIA Goes All In On Omniverse At GTC 2023, by Patrick Moorhead
Aura Protects Consumers Via New Intelligent Safety Features, by Patrick Moorhead
Is Oracle Making ‘Best Of Breed’ Enterprise Apps A Thing Of The Past With Fusion? By Patrick Moorhead
Microsoft Introduces AI Copilot For The Microsoft 365 Suite For Billions Of Productivity Users, by Patrick Moorhead
HP Dragonfly Pro Review: Premium Business Performance Meets Consumer Productivity, by Patrick Moorhead
Marvell Continues To Pave The Way To Cloud-Native Open RAN, by Patrick Moorhead
Ericsson And Its Private Networking Journey, by Will Townsend
RingCentral Goes Back To The Future With Push-To-Talk And AI At Enterprise Connect, by Melody Brue
Mercedes Benz AG Drives Remote Work And Collaboration With Webex By Cisco, by Melody Brue
Is MySQL HeatWave Oracle’s “Killer App”? by Matt Kimball

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

Moor Insights & Strategy Podcast

MI&S Insider: Cohesity Teams-up with Microsoft for Truly Intelligent Security in a Multicloud Era

Press Citations: 

Cradlepoint / ChannelFutures https://www.channelfutures.com/mergers-and-acquisitions/cradlepoint-deepening-sse-capabilities-with-ericom-software-purchase (Will Townsend)
Cradlepoint / Yahoo Finance https://finance.yahoo.com/news/cradlepoint-acquires-ericom-cloud-based-130000045.html (Will Townsend)
Cradlepoint / Tech.eu https://tech.eu/2023/04/05/cradlepoint-acquires-cloud-security-platform-ericom-software/ (Will Townsend)
Cradlepoint / Telecomtv https://www.telecomtv.com/content/security/cradlepoint-acquisition-of-ericom-strengthens-ericsson-s-global-enterprise-ambitions-47187/ (Will Townsend)
Cradlepoint / ChiefIT https://chiefit.me/cradlepoint-acquires-ericom/ (Will Townsend)
Cradlepoint, Ericom / Cioaxis https://www.cioaxis.com/hottopics/security/ericom-and-its-cloud-based-enterprise-security-solution-acquired-by-cradlepoint (Will Townsend)
Cybersecurity / Informationweek https://www.informationweek.com/security-and-risk-strategy/clop-ransomware-attacks-how-should-cios-respond- (Will Townsend)
Cradlepoint, Ericsson / Vanillaplus https://www.vanillaplus.com/2023/04/12/78401-cradlepoint-acquisition-of-ericom-strengthens-ericssons-global-enterprise-ambitions/(Will Townsend)
Cradlepoint, Ericsson / Edgeir https://www.edgeir.com/ericssons-cradlepoint-bolsters-network-security-offerings-with-ericom-acquisition-20230411 (Will Townsend)
Cradlepoint, Ericom / Technologydecisions https://www.technologydecisions.com.au/content/it-management/news/cradlepoint-acquires-ericom-765546310 (Will Townsend)
Dayforce / Ceridian https://www.ceridian.com/company/newsroom/2023/dayforce-wallet-momentum-continues-with-1-billion-on-demand-pay-milestone (Melody Brue)
Dayforce / Ceridian https://www.marketscreener.com/quote/stock/CERIDIAN-HCM-HOLDING-INC-43133651/news/Dayforce-Wallet-Momentum-Continues-with-1-Billion-On-Demand-Pay-Milestone-43424821/ (Melody Brue)
Ericsson / Marketscreener https://www.marketscreener.com/quote/stock/ERICSSON-6494918/news/Cradlepoint-acquisition-of-Ericom-strengthens-Ericsson-s-global-enterprise-ambitions-43443621/ 04/06/2023…Will Townsend
Ericcson / Lightreading https://www.lightreading.com/security/ericssons-cradlepoint-buys-ericom-software/d/d-id/784212?_mc=RSS_LR_EDT
Ericsson / Spacewatchafrica https://spacewatchafrica.com/ericssons-enterprise-connectivity-solutions-boosted-by-acquisition-of-cloud-based-security-specialist-ericom-by-cradlepoint/ (Will Townsend)
Fintech / Enterprisetimes https://www.enterprisetimes.co.uk/2023/04/11/research-from-the-week-beginning-3rd-april-2023/ (Melody Brue)
HPE / SiliconAngle https://siliconangle.com/2023/04/08/hidden-gems-hpes-greenlake-storage-day/
Meta / TheWashingtonPost https://www.washingtonpost.com/technology/2023/04/07/meta-developer-salary-metaverse-investment/ (Anshel Sag)
Meta / TheWashingtonPost https://www.washingtonpost.com/technology/2023/04/07/meta-developer-salary-metaverse-investment/ (Anshel Sag)
Virtual Reality / LaptopMag https://www.laptopmag.com/features/the-state-of-vr-how-meta-dropped-the-ball (Anshel Sag)
Six Five / Businesswire https://www.businesswire.com/news/home/20230404006101/en/The-Futurum-Group-Prepares-for-Rapid-Growth-and-Market-Expansion
Six Five / Lazy Portfolio ETF https://www.lazyportfolioetf.com/the-futurum-group-prepares-for-rapid-growth-and-market-expansion/
Smartphones / EdSource https://edsource.org/updates/flip-phones-may-be-making-a-comeback-as-some-try-to-limit-screen-time
Smartphone / Voonze https://voonze.com/digital-detox-changing-iphone-for-nokia-tijolao-becomes-fashionable-in-the-usa/
Smartwatches / XDA – Developers https://www.xda-developers.com/apps-on-smartwatches-success-wearables/ (Anshel Sag)
Synopsys / Techdemand https://www.techdemand.io/news/tech-news/synopsys-inc-launched-new-ai-tools-to-support-advanced-chip-design/

Company:

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

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

April
- HPE Aruba Atmosphere – Las Vegas, April 23-28 (virtual) (Will Townsend)RSA Conference – San Francisco, April 24-27 (virtual) (Matt Kimball, Will Townsend)
- Oracle Database Summit, Redwood City 26-27 April (Matt Kimball)
- VMware MultiCloud Analyst Event, San Jose, April 26-27 (Patrick Moorhead)
May
- Juniper Summit, Dallas. May 1-3 (Will Townsend)
- Analyst Meetings, Colorado, May 3-4 (Paul Smith-Goodson)
- Zoho Zoholics, Austin, May 3-4 (Melody Brue, Patrick Moorhead)
- ConnectX, New Orleans, May 8-10 (Will Townsend)
- Nutanix .NEXT, Chicago, May 8 (Matt Kimball)
- Intel Vision, Orlando, May 8-10 (Anshel Sag, Matt Kimball, Pat Moorhead)
- IBM Think, Orlando, May 9-11 (Pat Moorhead, Paul Smith-Goodson)
- IBM Quantum Event, Paris, May 15-17 (Pat Moorhead)
- Analyst Event, Cambridge UK, May 17-18 (Pat Moorhead
- Dell Tech World, Las Vegas, May 22-25 (Matt Kimball, Pat Moorhead)
- Red Hat Analyst Summit, Boston/Virtual, May 23-24 (Matt Kimball)
- AWE 2023, Santa Clara, May 31-June 2 (Anshel Sag)
June
- Cisco Live – Las Vegas, June 4-8 (Will Townsend, Matt Kimball)
- The Six Five Summit, Online, June 6-8 (Patrick Moorhead)
- Amazon Re:Inforce, Anaheim, June 13-14 (virtual) (Will Townsend)
- Zscaler Zenith Live – Las Vegas, June 13-15 (Will Townsend)
- Pure Accelerate, Las Vegas, June 14-16 (Matt Kimball)
- HPE Discover – Las Vegas, June 20-21 (Will Townsend, Patrick Moorhead)
- MongoDB World, New York, June 22 (Pat Moorhead)
- Samsara Analyst Day, Austin, June 21 (Melody Brue)
July
- 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)
- Google Cloud Next, San Francisco, August 29-31 (Pat Moorhead)
August
- Oracle Cloud world, September 18-20 (Patrick Moorhead)
- T-Mobile Analyst Event – Bellevue, August 23-24 (Will Townsend)
September
- Intel Innovation 2023, September 19-20 (Anshel Sag)
- Connected Britain – London, September 20-21 (Will Townsend)
- MWC Las Vegas – September 26-28 (Will Townsend)
October
- Money 20/20, October 23-26 (Melody Brue)
- Event, TBD, October 24-26 (Patrick Moorhead, Anshel Sag)

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
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 
Chris Wilder, Contributor, Security 
Jacob Freyman, Junior Analyst

Operations 

Dan Pickens, Business Director 
Paula Moorhead, Marketing Director, Website and Social Media
Zane Pickett, Office Manager, AP, AR, travel, writer 
Christian Babcock, AP & ARLee 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.