Category: 5G

July 14, 2020

Ron Westfall

Research Note

AT&T Uses Cisco Secure SD-WAN Technology to Fulfill Growing Digital Workforce Demands but Now Must Get SASE

The AT&T and Cisco partnership affirms that service providers are improving their SD-WAN offerings, particularly addressing the security concerns among enterprise adopters. Now AT&T and Cisco must show their integrated approach will accelerate broader adoption of SD-WAN services in the emerging SASE and 5G era.

July 14, 2020

Olivier Blanchard

Analyst Insight

Mobile Industry Snapshot: The True Value of Technology Licensing

The aggregated licensing revenue for the mobile industry in 2018 amounted to roughly $10 billion. That comes to less than 1% of the $1.2+ trillion in annual revenue from handsets, infrastructure, and operator revenue combined. Additionally, it constitutes a mere fraction of 1% when you also include the overall benefit and productivity gains from mobile technologies, which amounted to over $4 trillion in value that year.

5G, Communications Networks, Digital Transformation, Innovation

July 10, 2020

Daniel Newman

Research Note

The NVIDIA A100 Is Now Available on Google Cloud

Available in alpha on Google Compute Engine just over a month after its introduction, A100 has come to the cloud faster than any NVIDIA GPU in history.

5G, AI

July 9, 2020

Sarah Wallace

Research Note

Alphabet Loon Has Largest Deployment to Date In Kenya

Alphabet’s Loon has launched its commercial internet service in Kenya through partnership with Telkom Kenya providing cellular service through their network to an area covering roughly 50,000 square kilometres (31,000 square miles). Here’s why I’m bullish on Alphabet Loon filling a significant void in the internet market for the underserved.

5G, Communications Networks

July 8, 2020

Ron Westfall

Research Note

Hansen Provision Release 7.0 Ups Hansen’s Native-Cloud and 5G Game

With the Hansen Provision Release 7.0 debut, Hansen enhances its Create-Sell-Deliver portfolio and now offers the cloud-native fulfillment capabilities key to increasing its presence in the global operator space, especially in microservices-driven 5G environments and powering potential operator expansion into verticals such as energy and utilities.

5G, Cloud, Communications Networks, Hybrid Cloud, Infrastructure, and Operations

July 8, 2020

Daniel Newman

Research Note

Qualcomm Updates its Popular Snapdragon 865 5G Platform

Qualcomm has announced updates to its popular Snapdragon 865 platform upgrading connectivity, CPU, GPU as 5G continues to grow across the globe.

5G, Cloud, Communications Networks, Hybrid Cloud, Infrastructure, and Operations

July 1, 2020

Ron Westfall

Research Note

ADTRAN’s Mosaic Augments Fast Evolving In-Home Experience in COVID-19 Era

ADTRAN should contemplate recruiting broader telco support for the cable-dominated Plume initiative to further strengthen its Mosaic portfolio, reassuring a wider swath of telcos of Plume’s long-term viability in powering their own customer experience innovations in telco environments throughout the COVID-19 and 5G epoch.

5G, Communications Networks, Customer Experience

June 24, 2020

Daniel Newman

Research Note

Rumors Emerge of Dell Expanding Ownership or Spinning Off VMware?

Rumors emerged of a possible spin-off or complete acquisition of VMWare by Dell. What is happening and how much merit do these rumors really have?

5G, Cloud, Hybrid Cloud, Infrastructure, and Operations

June 24, 2020

Olivier Blanchard

Research Note

Qualcomm’s Robotics RB5 Platform Brings Powerful AI-enabled 5G Connectivity to Industrial Robots, Drones, and the IIOT

Qualcomm Technologies, Inc., (NASDAQ: QCOM) just announced its first-of-a-kind 5G Robotics RB5 platform. The natural successor to the successful (4G-based) Qualcomm® Robotics RB3 platform. As Qualcomm puts it, the Robotics RB5 platform aims to “empower developers and manufacturers to create the next generation of high-compute, low-power robots and drones for the consumer, enterprise, defense, industrial and professional service sectors.”

5G, AI, Automation, Digital Transformation, Machine Learning

June 22, 2020

Daniel Newman

Analyst Insight

If Intel Lost Apple as a Customer, it Would be Good News

Intel would be better off without Apple’s CPU chip business. Even in just a year, we’ll look back on this and say it actually was good for Intel, much like its 5G modem exit last year has proven to be.

5G, PCs and Devices

June 22, 2020

Daniel Newman

Six Five Webcast

An Insider’s Look at the Current Semiconductor Market – The Six Five Insiders Edition

On this special episode of The Six Five - Insiders Edition, hosts Patrick Moorhead and Daniel Newman are joined by GLOBALFOUNDRIES CEO Tom Caufield to discuss the success GLOBALFOUNDRIES has had, and how chipmakers are responding to the current global crisis and where the semiconductor market is poised for growth.