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Author:
Daniel Newman
February 10, 2021
Daniel Newman
Analyst Insight
Microsoft’s Momentum is Assured for 2021 After a Blowout Year-End Quarter
Many of Microsoft's business units had explosive growth in the three months through December, riding their momentum into 2021.
Cloud
,
Hybrid Cloud, Infrastructure, and Operations
February 10, 2021
Daniel Newman
Research Note
Segment’s New Report Shows Strong Growth of Customer Data Platforms
Segment released its 2021 CDP report focusing on the momentum and growth of CDP as companies look to do more with their customer data.
February 9, 2021
Daniel Newman
Research Note
Cisco Comes In Just Above Expectations for its Fiscal Q2
Cisco came in with its Q2 numbers flat YoY as the company continues to fight headwinds from the pandemic and supply chain issues.
February 8, 2021
Daniel Newman
Research Note
Poly 3rd Quarter Results Reflects Market Buy-In to its Strategy
February 4, 2021
Daniel Newman
Analyst Insight
4 Ways AI And ML Enhance The B2B Buyers’ Journey
Just as consumer marketing teams have found AI-driven martech to help them reach their buyers where they are, B2B marketing teams are starting to realize that AI can do similar things to enhance their business customers’ journeys.
AI
,
Digital Transformation
,
Machine Learning
February 4, 2021
Daniel Newman
Research Note
Qualcomm Shows Massive Year on Year Growth for the First Quarter
Qualcomm saw its stock sell off despite posting a massive YoY growth in its fiscal first quarter with 5G, Automotive and RF leading the way.
Processors
February 3, 2021
Daniel Newman
Research Note
Amazon Delivers a Massive Q4, Bezos Departure Steals the Show
Amazon broke $100 Billion in revenue in its 4th quarter, nearly doubling expectations for EPS, but Bezos' announced departure steals the day.
Cloud
,
Hybrid Cloud, Infrastructure, and Operations
February 2, 2021
Daniel Newman
Futurum Tech Webcast
GameStop, Won’t Stop: Tech, Platforms, Social, and a Wall Street Movement – Futurum Tech Webcast
In this Futurum Tech Webcast, Daniel Newman and Fred McClimans explore exactly what happened with GameStop, Reddit and Robinhood last week.
Environmental, Social, Governance
February 2, 2021
Daniel Newman
Research Note
Poly Announces New P Series to Enhance Remote Work Experience
Poly announced a new line of personal collaboration tools along with new services to deepen its hybrid and remote work offerings.
Workplace Collaboration
February 2, 2021
Daniel Newman
Research Note
Honeywell Partners with Atrium Health, Tepper Sports & Entertainment, and Charlotte Motor Speedway in Mass Vaccination Effort
Honeywell is investing in a new series of partnerships to accelerate the deployment of Covid-19 Vaccinations in the Charlotte area.
High Performance Computing
January 30, 2021
Daniel Newman
Research Report
Data Center Solutions: Recognizing the Most Important Selection Criterion Assures a Long Lasting Built-in Competitive Edge
Cloud
,
Data Analytics
,
Hybrid Cloud, Infrastructure, and Operations
January 29, 2021
Daniel Newman
Research Note
Honeywell Finishes Year Strong, Pivoting Deeper into Tech
Honeywell capped off a challenging 2020 year with another outperformance heavily influenced by its diversification and tech pivot.
High Performance Computing
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