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Insight Type: Research Note

Daniel Newman

Intel Q3 Results In Line With Guidance as Data Center Business Softens

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.
Olivier Blanchard
Olivier Blanchard

5G Milestone: Verizon, Ericsson and Qualcomm Join Forces to Demonstrate Peak Speeds of 5 Gbps Data Speeds for First Time

Verizon, Ericsson and Qualcomm Technologies join forces to demonstrate 5G peak speeds of 5.06 Gbps for the first time.
Daniel Newman

Honeywell Partners with Microsoft Azure to Drive Industrial Productivity

Expanding upon existing partnerships, Microsoft & Honeywell are teaming up to deliver industrial apps running on Azure to drive productivity.
Ron Westfall

Juniper Acquires 128 Technology to Swiftly Differentiate its SD-WAN Portfolio but Must Prove Market Readiness

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.
Daniel Newman

Splunk .Conf Focuses on 3 Major Transformations Driving its Future

At this year's Splunk .Conf 2020, CEO Doug Merritt delivered a vision for the company that included 3 major transformations for the company.
Sarah Wallace

Google and Nokia Strike a Five-Year Cloud Deal

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.
Daniel Newman

Honeywell Announces Connected Life Safety Services FireSafety Platform

Honeywell has announced the launch of its new connected life safety services merging fire saftey, its Forge Platform and Cloud architecture.
Daniel Newman

Treasure Data Up-Levels Its CDP Platform With Treasure Insights

This week Treasure Data announced a series of new product capabilities for its CDP called Treasure Insights improving customer value.
Daniel Newman

IBM Q3 Delivers On Par Results as Cloud Leads the Way

IBM's Q3 results met the streets expectations as it delivered strong cloud performance while continuing to struggle in managed services.
Sarah Wallace

NASA Awards Nokia $14.1 Million to Deploy 4G Network on the Moon

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.
Olivier Blanchard
Olivier Blanchard

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.”
Ron Westfall

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.
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