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Insight Type: Market Coverage

Daniel Newman

Microsoft Starts The Year With Another Blowout Quarter

Microsoft is off to a fast start in its 2021 fiscal, coming out with big beats on revenue, op incomes and EPS. A deeper look at the results.
Ron Westfall

Cisco’s New Edge WAN Platform Flexibly Provides Cloud Assurances to Organizations

The new Catalyst 8000 Edge Platforms strengthen Cisco’s overall WAN edge proposition, including its competitiveness in the SD-WAN and the emerging SASE segments. Due to the timeliness of the launch, Cisco has an immediate portfolio response to Juniper’s auspicious $450 million acquisition of 128 Technology. Now all of Cisco’s rivals will need to directly counter the Catalyst 8000 Edge Platform’s ability to provide application and network visibility as well as secure connectivity to applications across the continuum of cloud, data center, and edge in WAN environments or risk losing ground in the SD-WAN and SASE realms.
Daniel Newman

AMD Double Splash: Announcing Xilinx Deal and Posting Big Q3 Earnings

AMD in a big announcement day for the company delivered strong Q3 earnings while officially moving forward with the acquisition of Xilinx.
Daniel Newman

Microsoft, C3.ai, and Adobe Partner to Reimagine CRM

Today, C3.AI, Microsoft, and Adobe have announced a strategic partnership to better leverage data and AI to deliver the future of AI.
Daniel Newman

IBM Spin-Off Illuminates its Big Cloud Bets and Why Growth is a Must

IBM is making big bets on a divestiture that will propel growth and strength into its future. Analyzing IBM's outlook over the next year.
Ron Westfall

Cisco Silicon One Becomes One Essential Value Proposition for CSPs and Web Scale Data Centers

Cisco Silicon One is fundamentally enabling Cisco to differentiate its silicon and networking portfolio in an agile way that gives organizations greater flexibility in purchasing Cisco solutions as well as adopting new business models. Cisco’s main rivals will prove hard-pressed to directly counter its six new Silicon One devices, all delivered in less than a year, executing on its strategic commitment to accelerate expansion of the Silicon One portfolio.
Daniel Newman

Segment Unveils a Suite of Platform Updates During CDP Week

This week during the company's CDP Week, Segment announced a slate of new features and capabilities for its growing customer data platform.
Daniel Newman

Intel Q3 Results In Line With Guidance as Data Center Business Softens

For it's FY 20 Q3, Intel delivered at par showing some weakness in its data center business while hitting on its client computing business.
Olivier Blanchard
Olivier Blanchard

5G Milestone: Verizon, Ericsson and Qualcomm Join Forces to Demonstrate Peak Speeds of 5 Gbps Data Speeds for First Time

Verizon, Ericsson and Qualcomm Technologies join forces to demonstrate 5G peak speeds of 5.06 Gbps for the first time.
Daniel Newman

Honeywell Partners with Microsoft Azure to Drive Industrial Productivity

Expanding upon existing partnerships, Microsoft & Honeywell are teaming up to deliver industrial apps running on Azure to drive productivity.
Ron Westfall

Juniper Acquires 128 Technology to Swiftly Differentiate its SD-WAN Portfolio but Must Prove Market Readiness

Juniper’s acquisition of 128 Technology is essential to providing enduring and strategic differentiation in the SD-WAN market segment. Juniper gains 128T’s distinct session-smart networking capabilities designed to enable enterprises and CSPs to produce a user experience-centric fabric for WAN connectivity which is efficient, agile, and secure. However, Juniper needs to first demonstrate that its AI-driven SD-WAN proposition is substantially differentiated from established SD-WAN solutions to warrant accelerated consideration. Next Juniper needs to show it can quickly integrate 128T’s session-smart capabilities into its relatively new AI-driven SD-WAN approach. Rivals will fully challenge Juniper’s ability to rapidly execute 128T portfolio integration and make inroads with its latecomer SD-WAN proposition.
Daniel Newman

Splunk .Conf Focuses on 3 Major Transformations Driving its Future

At this year's Splunk .Conf 2020, CEO Doug Merritt delivered a vision for the company that included 3 major transformations for the company.
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