Insight Type: Research Note

October 19, 2020

Olivier Blanchard

Research Note

Report: Huawei and Chinese Government Allegedly Working Together to Undermine 4G, 5G Network Equipment Competitors in Key Markets

Huawei’s dominant position as the leading network solution provider in terms of market share is very much premised on the fact that, with the subsidies they are receiving from the Chinese state, they can sell their hardware equipment at a “ridiculously low price point.”

5G, Communications Networks

October 16, 2020

Ron Westfall

Research Note

ADTRAN Updates and Sharpens Channel Partner Program

ADTRAN is fulfilling partner demand for a more agile channel program, through streamlined partner and discount levels, that minimizes complexity and helps drive profitability. For more than 15 years, ADTRAN has established the corporate DNA and customer trust required to drive its updated Channel Partner Program to success in meeting the fast evolving networking demands of enterprises and SMBs in emerging hybrid cloud and 5G environments.

5G, Communications Networks, Hybrid Cloud, Infrastructure, and Operations

October 15, 2020

Daniel Newman

Research Note

Oracle Announces Next Generation Exadata X8M Cloud Service

Oracle has announced the launch of its next generation exadata service called X8M, which will be delivered on Oracle Cloud Infrastructure.

Cloud, Hybrid Cloud, Infrastructure, and Operations

October 14, 2020

Daniel Newman

Research Note

Poly Announces Sync: Deepens Zoom Partnership at Zoomtopia 2020

This week at Zoomtopia, Poly has released a series of new devices to deepen its integration with Zoom supporting remote and return to work.

Workplace Collaboration

October 13, 2020

Ron Westfall

Research Note

Cisco, Qwilt, and Digital Alpha Heed Telco Edge Transformation Challenges with Alliance Aimed at CDN Upheaval

In minimizing upfront investment for CSPs by providing a turnkey, as-a-service based offering, the Cisco, Qwilt, and Digital Alpha alliance is ready to mitigate operational and business peril for risk-averse CSPs. Now CSPs have the opportunity to embrace the alliance’s proposition to redefine the economics of content delivery across their networks by exercising control and visibility over the content delivered through their networks. As a result, CSPs are able to create new revenue streams, realize optimal backhaul savings, while mitigating financial and business risk in fulfilling their CDN monetization objectives.

Cloud, Hybrid Cloud, Infrastructure, and Operations

October 13, 2020

Daniel Newman

Research Note

Cloudera Acquires Eventador to Expand Stream Processing Capabilities

Cloudera has announced the acquisition of Eventador to improve its real-time stream processing capabilities in its data platform (CDP).

Cloud, Data Analytics, Hybrid Cloud, Infrastructure, and Operations

October 12, 2020

Daniel Newman

Research Note

Twilio Set to Acquire Rising CDP Leader Segment for $3.2 Billion

Twilio has announced its intent to complete the acquisition of one of the leading CDP companies, Segment, in a $3.2 billion all stock deal.

Customer Data Platform, Data Analytics

October 9, 2020

Daniel Newman

Research Note

AMD’s Rumored Xilinx Acquisition: Interesting Move, But Not a Game Changer

AMD is allegedly deep in talks with Xilinx to acquire the chipmaker, which focuses on high end FPGA's for the datacenter.

5G, Semiconductors and Components

October 9, 2020

Ron Westfall

Research Note

Lattice Semiconductor Defense Event: The Best Defense is a Clearly Differentiated FPGA Portfolio

Lattice’s ability to clearly differentiate its FPGA portfolio against formidable rivals such as Intel and Xilinx will power its ability to defend the company’s leadership position as the largest volume supplier of FPGAs globally, fortifying its supply chain reliability in delivering cutting edge integrated defense solutions. Now Lattice is firmly positioned to validate that its investments in areas such as AI, automation, and cloud computing will help fundamentally drive hardware and software innovation across the defense industry as well as other industries.