Insight Type: Research Note

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.
This week during the company's CDP Week, Segment announced a slate of new features and capabilities for its growing customer data platform.
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.
Verizon, Ericsson and Qualcomm Technologies join forces to demonstrate 5G peak speeds of 5.06 Gbps for the first time.
Expanding upon existing partnerships, Microsoft & Honeywell are teaming up to deliver industrial apps running on Azure to drive productivity.
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.
At this year's Splunk .Conf 2020, CEO Doug Merritt delivered a vision for the company that included 3 major transformations for the company.
Google Cloud and Nokia strike a five-year cloud deal where Nokia plans to fully migrate its on-premise IT infrastructure to Google Cloud. This is a significant telecom win for Google and reaffirms the trend of the major cloud players’ focusing on industry verticals.
Honeywell has announced the launch of its new connected life safety services merging fire saftey, its Forge Platform and Cloud architecture.
This week Treasure Data announced a series of new product capabilities for its CDP called Treasure Insights improving customer value.
IBM's Q3 results met the streets expectations as it delivered strong cloud performance while continuing to struggle in managed services.
NASA awards Nokia $14.1 million to deploy 4G Network on the moon as part of its Tipping Point lunar initiatives to establish human occupancy for scientific experiments on the moon.

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