Moor Insights & Strategy Weekly Update Ending December 8, 2023

We hope everyone had a great couple of weeks!

Last week, I attended the Lattice Semiconductor Developer and AMD Advancing AI events in San Jose.  Will and I both attended Marvell IA Day. Robert virtually attended the Salesforce Data Cloud Industry Analyst Forum. Melody virtually attended the RingCentral Analyst Summit.

This week, our team will be attending several events: HP Security Analyst Summit and CES-Preview (Melody), Druid Demo Day (Will), Nutanix event (Matt – virtual), Google Cloud Applied AI Summit (Paul and Robert – virtual), and an Intel event (Matt, Pat – virtual)

Our MI&S team published 37 deliverables:

Over the last two weeks, the press quoted us with 15 citations. They wanted to hear about AMD, Amazon, Anuta, Apple, 5G, Huawei, IBM, Meta, Metaverse, NVIDIA, and Zoom.

MIS Quick Insights:

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

  • AWS and NVIDIA have announced a significant collaboration integrating NVIDIA’s new multi-node systems with GH200 Superchips and AWS’s advanced virtualization and scalability technologies.
    • AWS is the first cloud provider to offer GH200 Superchips with NVLink technology, enabling supercomputer-class performance.
    • NVIDIA DGX Cloud is hosted on AWS, featuring GH200 NVL32 for fast training of generative AI and large language models.
    • NVIDIA introduces new software on AWS for chatbots and drug discovery.
    • Integrating NVIDIA and AWS technologies should accelerate the development, training, and inference of large language models and generative AI applications across various industries.
  • Gemini is a set of large language models (LLMs) that Google claims can interact with multimodal inputs and outputs, such as text, images, and speech. However, Google is facing criticism for a deceptive demo video of Gemini, which implied that it could recognize visual cues and converse vocally with a person in real time. The video was staged using still image frames and text prompts, and a separate system generated the voice. Google admitted that it edited the video and apologized for the confusion. Some AI experts and enthusiasts accused Google of misleading the public and overhyping its technology, while others defended Google’s right to showcase its research and vision. The controversy sparked a debate about generative AI’s ethical and social implications and the need for transparency and accountability in the field. I feel the video was meant to be no more than a marketing tool. I don’t believe for a minute that Google would intentionally try to mislead customers or the industry. Was it a bad idea?  Yes, but no more than that.

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • Dish Wireless recently deployed 5G services in its home Denver market. The operator now claims the largest VoNR deployment globally. Still, I find it odd that it has chosen to hang its hat on a feature that will improve subscriber experience but not equate to immediate incremental monetization. The latter is crucial if Dish hopes to be competitive and survive long-term against formidable competitors AT&T, T-Mobile, and Verizon.

Datacenter:

Networking– (Will Townsend)

  • Cisco continues to lean into observability; at its partner event, it announced seven new partner modules that aim to help its channel sellers build business practices that leverage observable telemetry for customers. The new modules focus on five areas: business insights, SAP visibility, networking, MLOps, service-level objectives, and sustainability. From my perspective, the company continues to raise the bar and differentiate itself with these new offerings.

Compute/Storage/Cloud (Matt Kimball)

  • AMD has responded to NVIDIA’s dominance of the datacenter GPU space with yesterday’s “Advancing AI” event, where the company officially launched its MI300 series Instinct Accelerators.
    • The MI300X GPU takes direct aim at the NVIDIA H100 in AI, boasting memory capacity and bandwidth orders of magnitude higher, resulting in benchmarking data that shows a decided performance advantage.
    • The MI300A APU competes with the H100 across the HPC and AI spaces, showing the same advantages across the HBM capacity and performance.
    • The lineup of customers and partners supporting and deploying these accelerators was more impressive than the benchmarks and fanfare. Because at the end of the proverbial day, CSPs deploying at scale is the best validation of a chip.
    • Surely, NVIDIA will respond by juicing the H200 (just announced) and demonstrating increased performance. But this is a good day for the industry – enterprise customers, the market in general, AMD, and even NVIDIA. Let the games begin!
  • VAST Data. Holy heck. In its latest round of funding (Series E), the company secured $118M from a group headlined by Fidelity Research, boosting its valuation from $3B to $9.1B. Per the blog put out by one of the company’s founders, the money will “sit in the bank collecting interest, along with our Series B, C and D funding.” This company is on fire. And its move from traditional storage play to data management is brilliant – and shows that the two (storage and data) are inextricably linked. While the company has staked its claim in the high-end data/storage space – I’ll be excited to see it expand down market into the traditional enterprise. Indeed, its partnership with HPE (GreenLake) is helping accelerate that expansion.
  • Pure Storage announced killer earnings in an otherwise down market just a week ago. And the stock took a hit, partly because of lower guidance (though still anticipating growth) and partly because of the company’s transition to aaS/ARR model. While I appreciate investors investing in future performance, it’s difficult to see a company get punished because financial analysts can’t seem to wrap their heads around shifting business models and the long-term goodness of such models. We also saw this same stock hit when Nutanix shifted their business model.
    • I expect Pure will continue to grow its market at the expense of its competitors, and once the adjustments for these shifting revenue numbers normalize, we’ll see the stock price return – and grow.
  • Weekly cooling rant//AMD’s MI300X has a TDP of 750W. NVIDIA’s H100 has a TDP of 700 W. EPYC has a TDP of 350W. And Xeon has a TDP of about 350W. As an industry, can we finally sit down and have an adult conversation about cooling? Liquid cooling is the answer. More specifically, direct to chip, not immersion. Standardize on plumbing and the CDU and let the cooling vendors take things from there. But please, let’s acknowledge and embrace that it’s time to look at liquid cooling beyond the scope of HPC //end rant.
  • It’s good to see Oracle Cloud making more moves this week. First was its being on stage and announcing support for AMD’s MI300X as a service. Along with Azure, OCI will be a first mover in this space, and I expect will gain customers as a result.
    • Secondly, the company announced its move into Colombia/LatAm by opening its Bogota datacenter. I like how OCI manages growth by focusing on the completeness of capabilities and regional expansions.

ESG (Melody Brue)

  • The recent COP (Conference of the Parties) held in Dubai should be a platform for global leaders, negotiators, and climate advocates to discuss adapting to heatwaves, storms, and rising sea levels. This year, tensions surfaced during negotiations concerning emissions, especially between nations with different levels of economic means. The United Arab Emirates (UAE), a significant oil-producing nation hosting the conference, also faced scrutiny for appointing Sultan Al Jaber, the head of its national oil company, as COP president. Critics criticized this decision for potential conflicts of interest and undermining the conference’s objectives.
  • Within the past year, approximately 60% of employees report participating in “covering”—minimizing acknowledged less-favored aspects of their identities to align with prevailing corporate norms. A recent study from Deloitte in collaboration with the Meltzer Center for Diversity, Inclusion, and Belonging at NYU Law surveyed insights from 1,269 U.S. workers in organizations with over 500 employees. The findings underscore that many companies still have significant progress to make in their Diversity, Equity, and Inclusion (DE&I) initiatives. There is ultimately an aim of actively progressing towards fairness and a sense of inclusion in the professional environment – or at least, in my opinion, it should be for organizations. However, the data shows that the organizational drain from employee covering is costly for companies. 56% of respondents say covering harms their ability to perform their job to the best of their abilities. 54% said it lessens their commitment to the organization. Uncovering Cuture is an essential read for ESG/DEI professionals.

Enterprise Data (Robert Kramer)

  • IBM, Meta, and 50 other founding members launched the AI Alliance. This initiative aims to promote open innovation and science in artificial intelligence. Its members include organizations like AMD, IBM, Meta, Llama Index, Intel, the University of Notre Dame, Red Hat, NYU, Service Now, Sony, the University of Tokyo, and others. My hope for this alliance is to set standards, bring innovation, and implement much-needed governance in AI.
  • MongoDB released its 3Q2023 earnings. We saw Wall Street level set MongoDB’s stock price with a decrease despite revenues up 30% for the 3rd Quarter to $432.9 million. Wall Street expected $406 million in sales. Its full-year revenue target is now closer to $1.654-1.658 billion from the previous $1.596-1.608 billion—a sign of progress with its new capabilities for MongoDB.
  • Couchbase, a company specializing in cloud database platforms, recently reported its financial results for the third quarter ending October 31, 2023. The company had a strong quarter, exceeding its expectations in key areas. Its total revenue was $45.8 million, a 19% increase from last year. Subscription revenue was a major contributor at $44.0 million, up 23% from the previous year. By October 31, 2023, Couchbase’s annual recurring revenue (ARR) was $188.7 million, showing a 24% increase from the year before, or 23% when adjusted for currency changes.
  • Google’s AI evolution led to the creation of Gemini, a cutting-edge successor to Bard. Gemini stands out for its ability to process and reason across various formats like text, images, videos, audio, and code. This multimodal approach helps it deliver comprehensive responses based on diverse inputs. Gemini is Google’s first AI model to surpass human experts in Massive Multitask Language Understanding (MMLU), a key benchmark for AI knowledge and problem-solving. Gemini has three versions: Ultra for complex tasks, Pro for general use, and Nano for on-device applications. It also aims to simplify API integrations, making system and application integration less complex. Look for my upcoming article on Google AI next week.
  • Data Protection. The data breach at 23andMe, disclosed in October, involved unauthorized access to user accounts and the scraping of data from the DNA Relatives service. While initial reports suggested data from over a million users was at risk, 23andMe later stated that about 0.1% of accounts, or roughly 14,000, were directly accessed. This number didn’t include those affected by the data scraping from DNA Relatives. Recently, 23andMe confirmed that the personal data of around 5.5 million DNA Relatives users and additional information from 1.4 million Family Tree profiles were compromised. The breached data includes names, log in details, DNA match information, ancestry reports, and other profile data. This incident raises serious concerns about genetic and personal data security and privacy.
  • Automation Anywhere, known for its RPA software, has formed a multi-year collaboration with AWS. This partnership will provide Automation Anywhere customers with AWS GenAI deployments, enhancing the company’s offerings in GenAI and intelligent automation.
  • Key ERP 2024 trends
    • AI-Powered ERP Systems: ERP systems are increasingly integrating AI to enhance automation and predictive analysis capabilities, making these systems more intelligent and efficient.
    • Growth in Cloud ERP: More enterprises are moving towards cloud-based ERP solutions, driven by improved security and governance features offered by vendors.
    • Centralized ERP Integrations: ERP systems will remain integral to business operations, integrating various applications, platforms, and data sources for streamlined processes.
    • Enhanced Mobile ERP Applications: Mobile ERP apps are expected to offer more functionalities, allowing employees to access data, updates and complete tasks remotely.
    • Improved User Experience (UX): Vendors are focusing on enhancing the UX of ERP systems, aiming to provide more intuitive and user-friendly interfaces.
  • Last week was highlighted by my trip to Las Vegas for Amazon AWS re:Invent. Some key details included meeting with customers and learning more about its announcements regarding partnerships with AWS. Look for my AWS re:invent recap publishing soon.
  • I met with Miran Badzak, IBM’s Program Director for Databases, to discuss its partnership with AWS. This includes offering Amazon RDS for IBM Db2, which brings a fully managed Db2 database engine to AWS infrastructure. This service scales and provides a choice of storage types.
  • I had the opportunity to catch up with Jonah Cohen, MongoDB’s VP of Platform Strategy and GTM Atlas Search, to discuss the integration of MongoDB Atlas Vector Search with Amazon Bedrock. This is enlightening technology for developers. Stay tuned for more details, as I will cover more on MongoDB in 2024.
  • HYCU and I talked about its recent collaborations with AWS. HYCU offers automatic protection for AWS CloudFormation configurations, which allows for restoring various elements such as stacks, templates, and policies. HYCU also provides a Backup and Restore service for AWS Key Management Service (KMS), ensuring automatic protection and enabling item-level restoration for keys, policies, aliases, and tags. Additionally, HYCU has partnerships with Google, offering similar backup and restore services for Google Cloud Run and Cloud Functions—more upcoming articles on HYCU.
  • I met with Software AG and discussed its new offering: SuperiPaaS, on which I recently published a Research Paper. At the conference, I also learned that AWS had announced Software AG as the AWS 2023 Independent Software Vendor Partner of the Year for Germany, a recognition that thrilled Software AG.
  • AWS has announced a vector search feature for Amazon MemoryDB for Redis. This new feature allows you to store, index, and search vectors in Amazon MemoryDB for Redis and enhance cloud analytics environments.
  • AWS has launched a new identity security solution called Amazon One Enterprise, enabling authorized users to access a workplace using its palm. Using biometric identification, this technology is said to be effective in various settings, including both physical and digital spaces. Further details about this new offering are coming soon.

Financial Tech (Melody Brue)

  • Venmo has recently launched a new in-app feature, Venmo Groups, allowing users to efficiently manage and divide expenses within various groups, including friends, family, roommates, and partners. This feature automatically computes individual amounts based on each user’s overall spending in the group, offering a seamless solution for handling shared costs during group activities. Users can easily add and calculate new expenses throughout the group’s duration. Accessible through the Venmo app’s “Me” page, the platform, with 83 million users worldwide, facilitates convenient expense tracking. In 2022, Venmo processed over $200 billion in payment volume, constituting about 18% of PayPal’s total, although it lags behind Zelle, while Square is gaining ground.
  • Meanwhile, PayPal reported robust Q3 fiscal 2023 results, with a 20% YoY profit increase to $1.30 per share and 8% sales growth to $7.42 billion. The company raised its full-year earnings outlook and appointed Jamie Miller as CFO. Despite positive developments, a federal subpoena related to PayPal’s cryptocurrency venture tempered enthusiasm. CEO Alex Chriss committed to cost-cutting for enhanced efficiency. However, PayPal’s shares remained over 20% lower for the year.

IIoT and IoT (Bill Curtis)

  • N/A

Modern Work (Melody Brue)

  • Recent rumors suggest a potential acquisition agreement between Five9 and Zoom appears to lack substance, with both companies somewhat unofficially claiming no interest in such a deal despite prior talks. The lack of clarity has prompted questions about the seriousness of the discussions and potential motivations. I have heard several different perspectives, with some considering the possibility of the companies gauging interest or facing challenges in negotiation, while others question the strategic rationale for a deal. The uncertainties around the situation raise broader questions about the significance of Five9 in the current market landscape and Zoom’s aggressive growth intentions in CCaaS.
  • Zoom has introduced Zoom Surveys, a feature that allows users to quickly create and modify surveys and polls and easily share them with employees, customers, and more. This standalone option expands Zoom’s capabilities beyond meetings and webinars, enabling users to engage with their audience via a link and collect aggregated results. The integration aims to reduce the “toggle tax” and enhance productivity by providing a survey and poll solution within the Zoom platform. Key features include customization options, question skip logic, default surveys, enhanced results view, and a single digital library for easy management of surveys and polls. This feature is available at no additional cost for Zoom One and Zoom Contact Center customers.
  • The reality is that no one likes surveys, do they? That’s why so many companies offer incentives to fill them out. Given that, Zoom Surveys is an excellent addition to the platform as it lets users gather feedback and insights beyond formal meetings to increase engagement and collaboration within their existing environment. Integrating survey capabilities into the Zoom platform should streamline workflows and provide additional engagement strategies. Real-time feedback in call centers is a great use case. Surveys are available in Zoom Meetings, Webinars, and a standalone option.

Personal Computing (Anshel Sag)

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • At the IBM Quantum Summit, IBM announced several significant advancements in quantum computing. Key highlights include the introduction of two new quantum processing units (QPUs): the 1121-qubit Condor QPU and the 133-qubit Heron QPU. The Heron QPU is optimized for integration into larger quantum systems, marking a step towards scalable quantum computing.
  • IBM also unveiled its next-generation modular infrastructure, IBM System Two, designed to house multiple quantum systems and dilution refrigerators. The first System Two, operational at IBM’s Yorktown Heights facility, contains three Heron devices.
  • Another major announcement was the planned release of Qiskit 1.0 in February. IBM also shared an expanded 10-year quantum roadmap, doubling its previous 5-year plans. This roadmap focuses on improving error mitigation and error-correction techniques, a crucial step towards achieving quantum utility. Quantum utility refers to the ability of quantum computers to perform reliable computations beyond the capabilities of classical computing methods.

Security (Will Townsend)

  • Cisco recently announced new security suites that address three critical use cases—user, cloud, and breach protection. If Cisco can execute this plan, it should provide the proper levels of efficacy, user experience, and ROI across multi-cloud, private infrastructure, and security point solutions for SecOps stakeholders.

Columns Published 

  1. AWS Re:Invent 2023: What I Learned In 48 Hours, by Robert Kramer
  2. IBM’s 10-Year Blueprint For Error-Corrected Quantum Computing, by Paul Smith-Goodson
  3. Decoding Quantum Origins Of The Universe With Next-Gen Telescopes, by Paul Smith-Goodson

Research Notes (MI&S)

  1. AMD Launches MI300 Series Datacenter Accelerators, by Matt Kimball

Blogs Published (MI&S)                                                             

  1. AWS Reinvent Preview With Matt Wood, Who’s Been At AWS From The Start, by Patrick Moorhead
  2. NTT Pursues Its Mission To Innovate For Optical And Wireless Networks, by Will Townsend
  3. Analyzing Microsoft’s Datacenter Silicon Announcements At Ignite 2023, by Matt Kimball
  4. MediaTek Expands Wireless Solutions With New Wi-Fi Chips And RedCap Modem, by Anshel Sag
  5. Rubrik Automates Data Security With AI Across The Clouds, by Robert Kramer
  6. Cisco Partner Summit 2023 Highlights Observability, Security And Sustainability, by Will Townsend

Research Paper(s):

Podcasts:

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

  1. Dish 5G VoNR, Apple 5G Modems, Ericsson Mobility Report, Project Kuiper, Verizon Network Slicing

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 AWS re:Invent 2023 with Harshal Pimpalkhute
  2. Ep 195: We are Live! Talking Lattice, Marvell, Google, AMD, Broadcom, IBM and Meta
  3. The Six Five On the Road at AWS re:Invent 2023 with Chetan Kapoor
  4. Realizing Value with Hybrid by Design at USAA – The Six Five on the Road at AWS re:Invent 2023
  5. Elastic: Transforming Real-time Search Analytics From ESQL to GenAI for performant analytics
  6. Growing the IBM-AWS Alliance – The Six Five on the Road at AWS re:Invent 2023
  7. An Inside Look at Lattice Semiconductor’s Latest FPGAs – Six Five in the Booth
  8. IBM Security’s Program for Service Providers & Innovative Solutions – The Six Five on the Road at AWS re:Invent 2023
  9. The Six Five on the Road at the Lattice Developers Conference
  10. The Six Five On The Road at AWS re:Invent with HPE
  11. The Six Five On the Road with OpenText EVP & Chief Product Officer Muhi Majzoub
  12. The Six Five On the Road with OpenText EVP & Chief Marketing Officer Sandy Ono
  13. The Six Five On the Road with OpenText CEO & CTO Mark J. Barrenechea
  14. Ep 194: AWS, VMWare & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI
  15. The Six Five On the Road at AWS re:Invent 2023: Event-Driven App Architectures with Emily Shea and Nick Smit
  16. Diving into HPE’s Powerful Partnership with AWS with HPE’s Rob Miller – The Six Five On The Road
  17. Exploring HPE’s Hybrid Cloud Strategy with OpsRamp’s Varma Kunaparaju – The Six Five On the Road
  18. The Six Five On the Road at AWS re:Invent 2023 with LogicMonitor CEO Christina Kosmowski and CPO Taggart Matthiesen
  19. The Six Five On the Road at AWS re:Invent 2023 with Matt Yanchyshyn
  20. Cohesity at AWS re:Invent 2023 – The Six Five on the Road
  21. The Six Five On the Road at AWS re:Invent 2023 with Nick Coult
  22. The Six Five Insider at IBM Analyst Day with Rob Thomas and Dr Dario Gil
  23. Gen AI: A Cloudera Customer Perspective – Six Five On the Road

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

  1. We’re LIVE for Episode 12 of the MI&S Hot Desk Podcast
  2. Ep14 MI&S Datacenter Podcast: Amazon Bedrock, HPE, AWS Innovation, AWS re:Invent, Amazon Sagemaker
  3. We are LIVE! Talking with IBM’s Dr. Jay Gambetta about Entering the Era of Quantum Utility
  4. Accelerating Innovation in New AI Frontiers: The Pivotal Role of Unified Asset Management

Other Podcasts

  • N/A

Citations: 

  1. Amazon / AI Chip / Patrick Moorhead / https://www.geekwire.com/2023/inside-the-ai-chip-race-how-a-pivotal-happy-hour-changed-amazons-strategy-in-the-cloud/
  2. AMD / GPU & AI / Matt Kimball / https://www.datacenterknowledge.com/artificial-intelligence/amd-takes-nvidia-new-gpu-ai
  3. Anuta / AVA / Will Townsend / https://ians.in/pr-wire-detail/anuta-networks-unveils-its-ai-powered-virtual-assistant-ava-that-is-poised-to-transform-network-automation-05-12-2023
  4. Anuta / AVA / Will Townsend / https://www.prweb.com/releases/anuta-networks-unveils-its-ai-powered-virtual-assistant-ava-that-is-poised-to-transform-network-automation-302004340.html
  5. Apple / MacBook & iPad / Patrick Moorhead / https://www.imore.com/apple/apple-to-unveil-new-m3-macbook-air-laptop-and-new-ipads-in-early-2024
  6. Huawei / Connect Europe / Will Townsend / https://www.rcrwireless.com/20231204/analyst-angle/does-connect-europe-signal-huaweis-resurgence-analyst-angle
  7. IBM / Moore’s Law / Patrick Moorhead / https://www.goodmorningamerica.com/news/story/moores-law-lives-ibm-chip-pushes-standard-computing-32353400
  8. Meta & IBM / AI / Patrick Moorhead / https://www.silverliningsinfo.com/ai/meta-and-ibms-new-ai-alliance-poised-square-tech-titans
  9. Metaverse / AI / Matt Kimball / https://www.cio.com/article/1249627/thinking-of-hibernating-through-the-metaverse-winter.html
  10. NVIDIA / AI Chip / Patrick Moorhead / https://www.investors.com/news/technology/nvidia-stock-walks-tall-among-ai-stocks-what-could-trip-it-up/
  11. Zoom / Zoomtopia / Melody Brue / https://www.thefinancialdistrict.com.ph/post/munger-criticized-crypto-as-a-scam-and-questions-ai-hype
  12. Zoom / Zoomtopia / Melody Brue / https://www.businessinsider.com/charlie-munger-super-ager-lifestyle-diet-peanut-brittle-exercise-genetics-2023-11
  13. Zoom / Zoomtopia / Melody Brue / https://www.msn.com/en-in/health/health-news/charlie-munger-ate-peanut-brittle-drank-diet-coke-and-refused-to-exercise-%E2%80%94-and-still-lived-to-99-did-that-make-him-a-superager/ar-AA1kJsKN
  14. Zoom / Zoomtopia / Melody Brue / https://uk.style.yahoo.com/charlie-munger-ate-peanut-brittle-221439346.html
  15. 5G / AI / Will Townsend / https://www.zdnet.com/article/8-ways-ai-and-5g-are-pushing-the-boundaries-of-innovation-together/

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

  • Bang & Olufson Cisco 950 Wireless Earbuds
  • HP Poly Studio P15 Video Bar 

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

  • December
    • Nutanix event, December 8 (Matt Kimball – virtual)
    • HP Security Analyst Summit and CES-Preview, NYC, December 12-13 (Melody Brue)
    • Google Cloud Applied AI Summit Dec 13, 2023 (virtual – Paul Smith-Goodson, Robert Kramer)
    • Intel event, December 14 (Matt Kimball -virtual) 
    • Druid Demo Day – Dublin, December 15 (Will Townsend)
  • January 2024
    • CES 2024, January 7-11th (Bill Curtis, Patrick Moorhead)
    • Dynatrace Perform, Las Vegas, Jan 31-Feb 1, 2024 (Robert Kramer)
  • February 2024
    • ZohoDay 2024, McAllen, TX, February 6-8 (Melody Brue)
    • Iron Mountain event, Los Angeles, February 15 (Matt Kimball)
    • Mobile World Congress, Barcelona, February 24-29th (Patrick Moorhead)
    • RingCentral Analyst Summit, Bay Area, February 26-28 (Melody Brue)
  • March 2024
    • Adobe Summit, March 26-28, Las Vegas (Melody Brue, Robert Kramer)
  • April 2024
    • Oracle analyst event, April 24 (Robert Kramer, Matt Kimball)
  • May 2024
    • Informatica World, Las Vegas, May 2024 (Robert Kramer)
    • IBM Think Boston, May 20-23, 2024 (Robert Kramer)
  • June 2024
    • SAP Sapphire June 3–5 (Robert Kramer)

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The Team

Analysts

  • Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud & Enterprise SaaS, Semiconductors, Automotive, Personal Computing Devices
  • Melody Brue, Principal Analyst, Modern Work, ESG, HCM, HRM, and HXM
  • 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, ERP, and SCM
  • 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

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 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.

Matthew Kimball
+ posts

Matt Kimball is a Moor Insights & Strategy senior datacenter analyst covering servers and storage. Matt’s 25 plus years of real-world experience in high tech spans from hardware to software as a product manager, product marketer, engineer and enterprise IT practitioner.  This experience has led to a firm conviction that the success of an offering lies, of course, in a profitable, unique and targeted offering, but most importantly in the ability to position and communicate it effectively to the target audience.

Paul Smith-Goodson
+ posts

Paul Smith-Goodson is the Moor Insights & Strategy Vice President and Principal Analyst for quantum computing and artificial intelligence.  His early interest in quantum began while working on a joint AT&T and Bell Labs project and, during 360 overviews of Murray Hill advanced projects, Peter Shor provided an overview of his ground-breaking research in quantum error correction. 

Melody Brue
+ posts

Mel Brue is vice president and principal analyst covering modern work and financial services. Mel has more than 25 years of real tech industry experience in marketing, business development, and communications across various disciplines, both in-house and at agencies, with companies ranging from start-ups to global brands. She has built a unique specialty working in technology and highly regulated spaces, such as mobile payments and finance, gaming, automotive, wine and spirits, and mobile content, ensuring initiatives address the needs of customers, employees, lobbyists and legislators, as well as shareholders. 

Robert Kramer
VP & Principal AnalystatMoor Insights & Strategy| + posts

Robert Kramer is vice president and principal analyst covering enterprise data, including data management, databases, data lakes, data observability, data analytics, and data protection. Robert has over 30 years of proven experience with startups, IT companies, global marketing, detailed strategies, business modeling, and planning, working with enterprise companies, GTM assets, management, and execution.