Moor Insights & Strategy Weekly Update Ending November 18, 2022

By Patrick Moorhead - November 23, 2022

I hope you all are having a great November.

This month, we have been busy traveling!  Our MI&S team has attended the following: 

Total Telecom Congress in London (Will), Cisco Partner Summit (Patrick), AMD RDNA 3 Launch (Anshel), Honeywell Connect in Orlando (Patrick), CommVault Event 4 (Steve), Data Center Direct (Steve), Ceridian Insights 2022 (Melody), MediaTek Executive Summit (Anshel), Linux Foundation ONE Summit (Will), SAP TechEd (Melody), Super Computing 2022 (Steve), and Qualcomm Tech Summit in Maui (Anshel and Patrick).

After our US Thanksgiving holiday, Matt, Melody, and I will attend AWS re:Invent.  Will is looking forward to attending 5G Techritory.

Our MI&S team published 50 deliverables: 

Over the last three weeks, the press quoted us with 39 citations. Journalists wanted to hear about AMD, Android, Crypto, Cybersecurity, Cisco, Fintech, Honeywell, HPE, IBM, Intel, Matter, Micron, NXP, Netapp, Pure Storage, Quantum, SAP, Smart Home, Sony, T-Mobile, Veritas, and Virtual Reality.

MIS Quick Insights:

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

  • N/A

 AR/VR (Anshel Sag)

  • N/A

 Carrier/Wireless (Will Townsend)

  • N/A               

Datacenter: 

  • Storage- (Steve McDowell)
    • N/A  
  • Networking- (Will Townsend)
    • N/A 
  • Server- (Matt Kimball)
    • N/A

FinTech (Melody Brue)

  • The crash and bankruptcy of FTX have dominated the news in the fintech space. Rather than summarize weeks of what has happened here, I’ll point you to what I think are some of the best accounts of the events. This Forbes article and this Bloomberg Opinion piece are good reads. My overall take on the fallout is this: 
    • FTX and Alameda did not follow standard reporting procedures. The bank accounts of Bankman-Fried's companies were never audited, which means there is no reliable account or paper trail for what money they had and where it went. This means more than $2 billion in VC money from Iconiq Capital, Third Point Ventures, Tiger Global, Sequoia Capital, SoftBank, and BlackRock went into the company with little due diligence. Reports of the pitch say it was a “take it or leave it” proposition with celebrity endorsements and cult-like true-believer status.
    • Mainstream media (and analysts) contributed to the crisis by focusing on possible crypto use cases, what was useless (NFTs), and regulation debates while largely ignoring the real use case that was already circulating hundreds of billions of dollars - the crypto financial system built mostly for trading crypto - backed with no real intrinsic value. 
    • The FTX collapse and the shrapnel fallout for other exchanges are damaging for crypto. But just as Lehman Brothers did not shut down banking and Enron didn’t kill all energy companies; this won’t be the end. Weeding out bad actors is key to any industry’s success. It will kill unfair/corrupt competition, lay the groundwork for regulation, and protect consumers from further harm. The good actors have a chance to shine here, and the actual use cases for blockchain and Web3 have an opportunity to set themselves apart from crypto as a whole. They are indeed different things. 

IIoT and IoT (Bill Curtis)

  • N/A

Personal Computing/ Collaboration (Anshel Sag) 

  • N/A 

Quantum Computing (Paul Smith-Goodson)

  • QuEra Computing is a startup neutral atom quantum computer company. Its 256-qubit quantum processor, Aquila, is now available on Amazon Braket. Braket now has several gate-based quantum technologies available for use and comparison: ion-trap, superconducting, neutral atom, and photonic.
  • ETH Zurich has created a first-of-its-kind twisted graphene superconducting quantum interference device (SQUID). Its purpose is to demonstrate the interference of superconducting quasiparticles. Conventional SQUIDs are already being used in medicine, geology, and archaeology. SQUID sensors can measure small changes in magnetic fields. As their name implies, they are superconducting devices that require cooling with liquid helium or nitrogen when in operation.
  • At the 2022 Quantum Summit, IBM made 12 announcements, including its 433 qubit Osprey processor. The Osprey is a significant-sized quantum machine that should come close to, or even surpass, quantum advantage. The ability to control how much error control is desired when running quantum circuits was also an announcement. I'll be looking for early research papers with results and applications using the Osprey. More information can be found in my Forbes.com blog.

Retail Tech (Melody Brue)

  • Pacsun and other major retailers have launched holiday campaigns in the metaverse, connecting consumers from the digital to the real world and back. Pacsun designed the holiday campaign for its Gen Z target demographic, who perceive the metaverse as a place to be themselves. Pacsun is expanding its virtual world of Roblox to include a holiday gift shop with items from the latest seasonal collection. Users can virtually try on clothing through a partnership between DressX and PacWorld. Companies like Nike, Gucci, and Walmart have launched activations on Roblox, ranging from well-designed virtual pop-up stores to interactive games. The goal for these companies is brand recognition and interaction, but what will likely drive consumers are discounts or offers connected with products. Brands are also engaging in Fortnite, another popular game. Anshel Sag and I will dig deeper into this trend in an upcoming Forbes article. 
  • Google is making AR-powered search a more significant priority during this holiday season with altered browsing and spending habits. Brick-and-mortar retail has rebounded while eCommerce growth slows, but many people research products extensively online before they buy gifts, particularly with inflationary pressures weighing on wallets. One feature launched is AR try-on for sneakers. Shoppers can view 3D models of specific shoe models overlaid in real space. Early partners include Saucony and Vans, but Google said any company with high-quality 3d assets could use the feature. Google is significantly shifting to prioritize visuals and mobile phone cameras in search. The company is also concentrating heavily on online retail, which will help them compete with other popular websites like Amazon.

Security (Will Townsend)

  • N/A           

Space (Paul Smith-Goodson)

  • N/A   

Columns Published 

  1. Why The Zoho Finance Platform Has Parabolic Growth, by Patrick Moorhead
  2. Cohesity - Leapfrogging The Competition In Data Security And Management, by Patrick Moorhead
  3. Hatch Delights Customers With Immersive Design Reviews, by Patrick Moorhead
  4. Cisco Ushers In “The Age Of The Partner” At Partner Summit 2022, by Patrick Moorhead
  5. Zoom Adds Calendar, Email Client And More Services To The Zoom Platform At Zoomtopia 2022, by Patrick Moorhead
  6. US Army Analytics Group – Cybersecurity Anomaly Detection 1000X Faster With Less False Positives, by Patrick Moorhead
  7. Groq Wants To Reimagine High-Performance Computing, by Patrick Moorhead
  8. Cisco Flexes Its IoT Muscle At The Indy Autonomous Challenge, by Will Townsend
  9. SAP Empowers Anyone To Build Applications And Automate Tasks In Their Own Environment, by Melody Brue
  10. MediaTek’s Latest Generation SoCs Enable Greater Access To Leadership Performance, by Anshel Sag
  11. AMD’s New Radeon RX 7900XTX And 7900XT Put The Pressure On NVIDIA, by Anshel Sag
  12. IBM’s New 23 Billion Transistor AIU Could Establish A Trend In The AI Hardware Market, by Paul Smith-Goodson
  13. IBM Announces New 400+ Qubit Quantum Processor Plus Plans For A Quantum-Centric Supercomputer, by Paul Smith-Goodson

Blogs Published (MI&S)                                                              

  1. Honeywell Doubles Down On Industrial Software Technologies With New HCE Leadership, SaaS Offerings And Solutions, by Patrick Moorhead
  2. Microsoft Celebrates 10 Years Of Surface At Its 2022 Surface Event, by Patrick Moorhead
  3. IBM Cloud Doubles Down On Resiliency, Security And Compliance, by Patrick Moorhead
  4. Microsoft Focuses On Productivity And Workflows With AI Automation And Collaborative Tools At Ignite 2022, by Patrick Moorhead
  5. Oracle CloudWorld 2022 – Lowering The Barriers To B2B Trade That Could Be A Game-Changer, by Patrick Moorhead
  6. E.ON Powers To A Successful Digital Transformation, by Patrick Moorhead
  7. Cloudera Puts The Exclamation Point On Hybrid, Multi-Cloud Data Capabilities At Evolve, by Patrick Moorhead
  8. IBM’s Big Month Of Storage Announcements, by Steve McDowell
  9. HPE Launches ProLiant Gen11 With A Focus On Your Hybrid World, by Matt Kimball
  10. The Present And Future Of Streaming Is PC At TwitchCon 2022, by Anshel Sag
  11. Atom Computing Signals High Confidence In Its Quantum Strategy By Committing $100 Million To Future Research In Colorado, by Paul Smith-Goodson
  12. Adobe Express - The Vision Of Adobe's One-Stop Shop For Content Creation And Collaboration, by Anshel Sag
  13. T-Mobile Gets More Serious About Business At Its First Industry Analyst Summit, by Will Townsend
  14. Formula 1 Grand Prix Gives Austin Tech Companies A Spot In The Automotive Grandstand, by Melody Brue

Research Paper(s):

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

  • N/A

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

  1. Ep147: Talking Snapdragon Summit, SAP TechEd, Nvidia & Cisco Earnings, Tech Layoffs, Nvidia Azure
  2. The Six Five On The Road with Qualcomm Hugo Swart at Snapdragon Summit 2022
  3. The Six Five On the Road w/ Qualcomm's Kedar Kondap and Microsoft's Aaron Woodman @ Snapdragon 2022
  4. The Six Five On The Road with Qualcomm’s Alex Katouzian at Snapdragon Summit 2022
  5. The Six Five In the Booth with Dell's Jonathan Seckler at Supercomputing 2022
  6. The Six Five On The Road with Qualcomm CMO Don McGuire at Snapdragon Summit 2022
  7. The Six Five On The Road with Qualcomm’s Ignacio Contreras at Snapdragon Summit 2022
  8. The Six Five On the Road with Qualcomm's Ziad Asghar at Snapdragon Summit 2022
  9. The Six Five On the Road with Qualcomm's Chris Patrick at Snapdragon Summit 2022
  10. The Six Five On The Road with Qualcomm CEO Cristiano Amon at Snapdragon Summit 2022
  11. The Six Five In the Booth with Dell's Armando Acosta at Supercomputing 2022
  12. The Six Five In the Booth with Dell's Christina Perfetto at Supercomputing 2022
  13. Ep146: Cisco, HPE-VMware, Honeywell, Groq, HPE, Qualcomm-Arm, Zoom, Qualcomm-Renault, AMD, IBM
  14. Ep145: We are LIVE! Talking TECH EARNINGS by AMD, Lattice, Qualcomm, Luminar, SkyWorks, and Lenovo
  15. The Six Five Insider Edition with Thy Tran, VP of DRAM Process Integration at Micron
  16. The Six Five Insider Edition: Akash Palkhiwala Talking Qualcomm Q4 and the Year Ahead
  17. The Six Five at Cloudera Evolve 2022: Data Innovation — Leading by Example
  18. The Six Five at Evolve 2022 with Carolyn Duby & Santiago Giraldo
  19. The Six Five at Cloudera Evolve 2022: How an Iceberg-powered Data Lakehouse is Disrupting Analytics
  20. The Six Five at Cloudera Evolve 2022: Data Technology Trends
  21. The Six Five at Cloudera Evolve 2022: Modern Data Architecture

Moor Insights & Strategy Podcast

  • N/A

Press Citations: 

  1. AMD / Yahoo News https://www.yahoo.com/now/3-amd-sees-strength-data-202908361.html (Anshel Sag)
  2. AMD / Yahoo Finance https://finance.yahoo.com/news/1-amd-revenue-forecast-disappoints-202908713.html(Anshel Sag)
  3. AMD / IBT https://www.ibtimes.com/amd-sees-some-strength-data-centers-despite-pc-market-slump-3630854 (Anshel Sag)
  4. AMD / DataCenterKnowledge https://www.datacenterknowledge.com/amd/amd-launches-next-generation-epyc-server-processor (Matt Kimball)
  5. Android / TheHoustonChronicle https://www.houstonchronicle.com/business/tech/article/In-the-market-for-an-affordable-Android-phone-17574195.php (Anshel Sag)
  6. Crypto, Twitter / Protocol https://www.protocol.com/fintech/crypto-twitter-elon-musk-binance (Melody Brue)
  7. Cybersecurity / Glocomp https://www.glocomp.com/still-using-passwords-get-started-with-phishing-resistant-passwordless-authentication-now/ (Will Townsend)
  8. Cisco / HelpNetSecurity https://www.helpnetsecurity.com/2022/11/03/cisco-security-portfolio/ (Will Townsend)
  9. Cisco / Securitybrief.Asia https://securitybrief.asia/story/cisco-to-secure-organisations-wherever-work-happens (Will Townsend)
  10. Cisco / Datacenterknowledge https://www.datacenterknowledge.com/cisco/cisco-eyes-bigger-share-hyperscale-data-center-market (Will Townsend)
  11. Fintech / Protocol https://www.protocol.com/newsletters/protocol-fintech/proptech-high-interest-rates?rebelltitem=10 (Melody Brue)
  12. Fintech / Protocol https://www.protocol.com/newsletters/sourcecode/cop27-big-tech-climate-talks (Melody Brue)
  13. Fintech / Protocol https://www.protocol.com/newsletters/sourcecode/cop27-big-tech-climate-talks (Melody Brue) 
  14. Honeywell / Barrons https://www.barrons.com/articles/honeywell-software-applications-51667549410
  15. Honeywell / Barrons https://www.barrons.com/articles/honeywell-software-applications-51667549410 
  16. HPE / SiliconAngle https://siliconangle.com/2022/11/01/proliant-servers-position-hpe-for-anchor-role-in-enterprise-hybrid-compute-hpesecuringcompute/ (Matt Kimball)
  17. IBM / The Quantum Insider https://thequantuminsider.com/2022/11/11/jay-gambetta-of-ibm-chats-about-quantum-centric-supercomputing-ibms-quantum-system-two/
  18. IBM / Headtopics https://headtopics.com/us/ibm-announces-new-400-qubit-quantum-processor-plus-plans-for-a-quantum-centric-supercomputer-31498405
  19. Intel / SiliconAngle https://siliconangle.com/2022/10/27/intels-stock-rises-plan-save-10-billion-cost-reductions-2025/ 
  20. Matter / EDN https://www.edn.com/smart-home-4-things-you-should-know-about-matter/ (Bill Curtis)
  21. Micron / Marketplace https://www.marketplace.org/2022/10/27/training-americans-chip-manufacturing-jobs/(Anshel Sag)\
  22. NXP / Barrons https://www.barrons.com/articles/nxp-matter-tm-development-platforms-simplify-and-accelerate-use-of-new-matter-standard-01666767908 (Bill Curtis)
  23. NXP / Yahoo Finance https://finance.yahoo.com/news/nxp-matter-development-platforms-simplify-070000867.html (Bill Curtis) 
  24. NXP / EENewsEurope
  25. https://www.eenewseurope.com/en/nxp-pushes-security-in-matter-1-0-development-boards/ (Bill Curtis)
  26. Pure Storage / SiliconAngle https://siliconangle.com/2022/10/26/pure-storage-debuts-fully-managed-portworx-enterprise-offering-ease-kubernetes-data-headaches/ (Steve McDowell)
  27. Netapp / Techdemand https://www.techdemand.io/news/tech-news/netapp-launches-bluexp-to-ease-multicloud-storage-issues/ (Steve McDowell)
  28. Quantum / TheQuantumInsider https://thequantuminsider.com/2022/11/11/jay-gambetta-of-ibm-chats-about-quantum-centric-supercomputing-ibms-quantum-system-two/
  29. SAP / HeadTopics https://headtopics.com/us/sap-empowers-anyone-to-build-applications-and-automate-tasks-in-their-own-environment-31732021
  30. Smart Home / EDN https://www.edn.com/smart-home-4-things-you-should-know-about-matter/ (Bill Curtis) 
  31. Sony, VR / LifeWire https://www.lifewire.com/how-sonys-new-ps-vr2-headset-stacks-up-against-the-competition-6828543 (Anshel Sag)
  32. Sony / AndroidCentral https://www.androidcentral.com/gaming/virtual-reality/the-ps-vr2-is-too-darn-expensive (Anshel Sag)
  33. T-Mobile / Teiss.co.uk https://www.teiss.co.uk/news/t-mobiles-cheaper-plans-5g-edge-help-lift-2022-subscriber-forecast-again-11093 (Anshel Sag)
  34. T-Mobile / OAN https://www.oann.com/tech/t-mobiles-cheaper-plans-5g/ (Anshel Sag)
  35. T-Mobile / Euronews https://www.euronews.com/next/2022/10/27/tmobileus-results (Anshel Sag)
  36. T-Mobile / Yahoo https://www.yahoo.com/now/1-t-mobiles-cheaper-plans-221610035.html (Anshel Sag)
  37. T-Mobile / BusinessNews https://biz.crast.net/t-mobile-gets-more-serious-about-business-at-its-first-industry-analyst-summit/ (Anshel Sag)
  38. Veritas / TechTarget https://www.techtarget.com/searchdatabackup/news/252526813/Veritas-Alta-brings-enterprise-backup-management-to-cloud (Steve McDowell)
  39. Virtual Reality / Scoopearth https://www.scoopearth.com/unreal-engine-the-matrix-and-the-metaverse/  (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
    • AWS re:Invent, Las Vegas, Nov 28-Dec 1 (Matt Kimball, Melody Brue, 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)
    • Palo Alto Networks Ignite – Las Vegas, December 12-15 (Steve McDowell, Will Townsend)
  • January
    • CES 2023, Las Vegas, January 5-7 (Patrick Moorhead)
  • February
    • San Franciso, January 31-Feb 1 (Patrick Moorhead)
    • Seattle advisory, February 2-3 (Patrick Moorhead)
  • March
    • Mobile World Congress, March 1 (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, 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.