Insight Type: Research Note

December 8, 2020

Daniel Newman

Research Note

Segment 2030 Today: CDP’s Fuel Digital Transformation Amidst Global Pandemic

A new Segment (Twilio) report looks into the impact that customer data platforms have had on digital transformation amidst the pandemic.

Customer Data Platform

December 7, 2020

Daniel Newman

Research Note

Cisco Begins Week Announcing Intent to Acquire IMImobile and Slido

Cisco has announced two more impending acquisitions to push its Webex platform forward including IMImobile and Slido.

Workplace Collaboration

December 5, 2020

Olivier Blanchard

Research Note

The Qualcomm Snapdragon 888 5G’s Slick New Integrated X60 5G Modem-RF System Sets a New High Bar for Global Premium-Tier Smartphone Connectivity

Qualcomm’s slick new integrated X60 5G Modem-RF system sets a new high bar for global premium-tier smartphone connectivity. Featuring both a welcome return to an integrated modem design, as well as a focus on global connectivity in the 5G era, as far as I can tell, the X60 delivers the world’s fastest commercially available 5G speeds. 7.5 Gbps is pretty impressive this early into 5G deployments and gets us a lot closer to 10 Gbps than I expected to be in 2020.

Processors, Semiconductors and Components

December 4, 2020

Sarah Wallace

Research Note

AWS re:Invent Recap: Travel Track Highlight — Helping Star Alliance Navigate the Global Pandemic

I enjoyed the Travel Track presented at this week’s AWS re:Invent, particularly the customer success story shared by Star Alliance. In this example, Star Alliance shared how the agility of AWS’s cloud service has helped the Alliance navigate the global pandemic in a time where the travel industry has been upended like never before.

Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

December 4, 2020

Daniel Newman

Research Note

Cloudera Delivers Solid Q3 Growth as Analytics Demand Continues

Cloudera delivered solid growth on high demand for data management and analytics along with a positive outlook for its Q4 FY 21.

Data Analytics

December 2, 2020

Ron Westfall

Research Note

Ericsson Mobility Report: 5G is Forging Ahead Despite Global COVID-19 Pandemic

The Ericsson Mobility Report is essential to understanding the current state of the worldwide 5G market, particularly since it pinpoints the most important developments in 5G backed with insightful and concise data. The report affirms that 5G is forging ahead across the planet despite the uncertainties of the C-19 pandemic and geopolitical tensions affecting supply chains. The report plays a critical role in giving Ericsson a prominent role in the overall 5G market, by helping to capture mind share for its brand as well as informing the key decision making across the entirety of the 5G ecosystem needed to power 5G deployments. The key takeaways, including the validation of the FWA business case, Critical IoT’s rising prominence, rapid expansion of 5G subscriber counts, and 5G SA’s progress, to name a few, all provide solid evidence that 5G is ready to play a prominent role in not only the evolution of mobile networks but also society as a whole.

5G, Communications Networks

December 2, 2020

Olivier Blanchard

Research Note

Qualcomm Snapdragon Summit, Day 1: Qualcomm’s Powerful New Snapdragon 888 5G Chipset Will Define Premium Mobile Experiences in 2021

Qualcomm opens the week at its Snapdragon Summit with a focus on premium mobile experiences, 5G, and the dawn of an entirely new era for mobile in 2021. Many of the technologies showcased today will naturally trickle down vertically to other Snapdragon tiers, as well as outward to adjacent growth segments for the chipmaker, like Always-On, Always-Connected laptops, XR devices, Edge/Cloud AI products, and 5G Fixed Wireless solutions, among others.