Insight Type: Research Note

November 10, 2020

Daniel Newman

Research Note

Oracle CX Summit Delivers the Full Stack Narrative Driving CX

This week Oracle CX Summit brought an inside look at the company's approach to delivering a full stack for CX from infrastructure to apps.

Cloud, Customer Experience, Data Analytics

November 6, 2020

Daniel Newman

Research Note

Qualcomm Q4 Blows Past Expectations as 5G Surges

Qualcomm had a blowout quarter as the company is seeing the strength of 5G, diversified business, and the end of ongoing regulatory disputes.

Processors

November 4, 2020

Ron Westfall

Research Note

Oracle Digital Experience for Communications Prepares CSPs to Lead Radical Transformation of Customer Experience

With the Oracle Digital Experience for Communications debut, Oracle is addressing the CSP top priority of driving and winning the CX battle across the digital ecosystem. This includes ensuring CSPs engage their customers through their preferred interaction channels, personalizing digital experiences and injecting agility into B2B2X engagements. The new solution is fully differentiated by the blending of OCI capabilities and Oracle telco software knowledge. Oracle meets CSP integration demands in hybrid cloud environments through support of TM Forum’s ODA and Open API initiatives, potentially accelerating CSP adoption and spurring CX innovation and digital ecosystem influence.

5G, Cloud, Customer Experience, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

November 2, 2020

Daniel Newman

Research Note

IBM and AT&T Roll Out 5G Partnership Built on OpenShift

Last week, IBM and AT&T announced a partnership to deliver enterprises greater flexibility to manage and deliver apps using hybrid cloud.

Cloud, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, IoT

October 30, 2020

Daniel Newman

Research Note

Amazon Q3 Blows Away Expectations, AWS Keeps Momentum

Amazon delivered above analyst expectations in its fiscal Q3 beating earnings by more than 60%. AWS grew by 29% going above $11.6 billion.

Cloud, Hybrid Cloud, Infrastructure, and Operations

October 29, 2020

Olivier Blanchard

Research Note

Qualcomm Exonerated by 9th Circuit Court of Appeals, Court Declines Final FTC Petition

The FTC’s clumsy antitrust fishing expedition against Qualcomm’s technology licensing business comes to an embarrassing end. The FTC had requested an en banc review of the appeal, but the 9th Circuit has declined to honor the request, meaning that the FTC’s case against Qualcomm is now over.

Digital Transformation, Innovation, Sustainability, Markets, and Policy

October 29, 2020

Daniel Newman

Research Note

Honeywell Delivers the H1, its Most Powerful Quantum Computer Yet

Honeywell has announced its next generation quantum computer offering 10 fully connected qubits and quantum volume of 128. What it means?

Emerging Technologies, Quantum Computing

October 27, 2020

Daniel Newman

Research Note

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.

PCs and Devices

October 27, 2020

Ron Westfall

Research Note

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.