Insight Type: Market Coverage

February 19, 2020

Virigin Galactic’s Shares Soar 200% So Far This Year – What’s Different About This

Virgin Galactic stock has soared 160% so far in 2020, which shows the market’s confidence in the notion of space tourism. The company projects revenues of $600 million by 2023....
February 19, 2020

Microsoft’s ElectionGuard Software Could Have Far-Reaching Impact

Microsoft’s ElectionGuard software could have far-reaching impact. After a beta test in local elections in Wisconsin yesterday, here are my thoughts on what’s ahead—the goals, opportunities, and challenges. This could...
February 18, 2020

Qualcomm Announces Snapdragon X60, Its 3rd Generation 5G Modem-RF System

With the announcement of the Snapdragon X60, Qualcomm is ushering in its 3rd generation 5G platform with improved antenna and carrier aggregation technology...
February 17, 2020

China Chipping Away at Smart Speaker Market as Amazon Maintains Lead

New data on smart speakers show that the market is growing at a fast pace, but it is new entrants, mostly from China that are seeing the biggest growth....
February 14, 2020

Nvidia Breaks Revenue Records in Data Center as AI Demand Surges

Nvidia delivered a strong Q4 for its FY 20 breaking revenue records in pro viz and data center while beating revenue and earnings expectations....
February 13, 2020

Cloud Wars: Amazon Scores as Judge Blocks Microsoft’s JEDI Cloud Contract Award

The cloud wars continue to be exciting. Amazon scored today as a judge blocked the Department of Defense $10Bn JEDI cloud services contract award to Microsoft pending decisions on Amazon’s...
February 13, 2020

T-Mobile Sprint Deal Wins Merger Approval — Wreaking Competitive Havoc is Next Up

The T-Mobile Sprint deal wins merger approval, and no doubt wreaking competitive havoc is on the agenda for the new entity, called The New T-Mobile. That said, there’s more ahead...
February 13, 2020

Cisco Q2 Results Show Resilience Despite Challenging External Environment

Cisco was able to deliver on its Q2 guidance beating both revenue and earnings despite a number of tough economic factors related to China and Brexit....
February 12, 2020

Amazon Seeks to Depose President, Others After Losing $10B Pentagon Cloud Contract

Still upset over losing the Department of Defense JEDI contract, Amazon’s AWS seeks to President Trump and six other government workers regarding the selection of Microsoft for the DoD cloud...
February 12, 2020

Retail-as-a-Service: Experiential Retailer b8ta Opens First International Store

As experiential retailer b8ta opens its first international store, the retail-as-a-service provider continues to blaze new trails in the retail industry, at a time when that is some much-needed change....
February 9, 2020

Nokia Network Operations Master Launches — Designed to Spur Automation of 5G Network Ops

Nokia announced the launch of its Network Operations Master to provide CSPs with highly automated and scalable software for managing their 5G networks. This is key, as CSPs will require...
February 9, 2020

2019 Data Shows Cloud Wars Heating Up as AWS Remains on Top

2019 Saw Microsoft make the biggest leap in IaaS, while AWS saw a small market share decline despite big growth. Diving into the Canalys 2019 IaaS Report....

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