Insight Type: Market Coverage

February 8, 2020

NVIDIA’s GeForce NOW Launches — Streaming Cloud Gaming Taking On Google and Others

NVIDIA’s GeForce NOW launched this week, the company’s much-anticipated subscription-based game streaming service. Here’s a look at how it stacks up against competitors Google Stadia and Sony PlayStation, as well...
February 7, 2020

Apple Finally Slapped by French Consumer Fraud Group For Throttling iPhones

After much debate, the French Consumer Fraud Group has fined Apple 25 million euros for throttling its iPhones. Small fine, but a big step for consumers....
February 7, 2020

British Government, Vodafone, impose limits on Huawei’s access to 5G networks

February 6, 2020

Ribbon’s EdgeMarc 6000 Smartens the Operator and Enterprise Edge

Ribbon’s EdgeMarc 6000 smartens the operator and enterprise edge and boosts Ribbon’s overall competitiveness. Ribbons’ edge portfolio puts increased pressure on SBC platform rivals such as Cisco, Oracle, Metaswitch, Huawei,...
February 6, 2020

Qualcomm Q1 Earnings Reflect Growing 5G Adoption

Qualcomm announced its Q1 earnings hitting on both revenue and earnings as 5G positions the company for positive results moving forward into 2020....
February 5, 2020

HPE Expands Security Portfolio With Acquisition Of Scytale

HPE continues its cloud native expansion acquiring Scytale, a company that focuses on application to application identity management....
February 4, 2020

Alphabet’s Fiscal Q4 and Year-End 2019 Results Show Strong Growth Under Competitive Pressure

Alphabet’s fiscal Q4 and year-end 2019 results show strong growth under competitive pressure. As the company attempts to diversify beyond its consumer focus into enterprise opportunities, Google’s cloud business and...
February 3, 2020

IBM Post-Rometty — The Immediate Future Lies in Multi-cloud AIOps

It’s clear that IBM with Krishna and Whitehurst at the helm have their work cut out for them, and if they can deliver results short-term, that will be a big...
February 3, 2020

Internet Satellites Continue to Crowd the Skies — SpaceX and OneWeb Lead the Way

Internet satellites continue to crowd the skies, with Elon Musk’s SpaceX and Richard Branson’s OneWeb leading the way. With early-stage space tech investments reported thus far at about $24 billion...
February 3, 2020

Intel Axes Nervana AI Chips Making Habana The Path Forward

Just about a month after acquiring Habana Labs, Intel is pivoting its AI strategy and shedding its commitment to Nervana inference and training chips....
January 31, 2020

UPS Investment in EVs Signals Inflection Point for Automotive Category

AWS Announces NVIDIA GPU instances for it G4 Elastic Compute Cloud
January 31, 2020

AWS Keeps Trucking As Amazon Crushes Expectations

Amazon had a huge earnings beat and its cloud business AWS did better than expected nearing $10 Billion this quarter. A dive into AWS for the 4th quarter....

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