Insight Type: Research Note

Amazon, despite a reputation for being a small business killer, has poured large amounts of investments into helping SMBs succeed.
Tesla joins forces with FBI to thwart an attempted ransomware attack that involved an outsider trying to bribe a company employee with $1 million.
HPE Financial Services has donated 300 laptops to nonprofit Boys Hope Girls Hope (BHGH). This donation will help provide continuity, facilitate remote learning, and provide new opportunities for the organization and the young people served by BHGH, and nicely personifies HPE’s commitment to the principle of Circular Economy.
Xoogler School, a virtual tech school offering run by a group ex-Google employees, caught my eye this week. Named after Google shorthand for former employees, Xoogler’s virtual tech offering is an eight-week course that will let students learn from a wide variety of folks who have spent time in the trenches at Google, arguably one of Silicon Valley’s most sought-after tech companies to work for. If you’ve got a college student weighing his or her options as it relates to college this fall, especially if he or she is interested in the technology space, it’s probably worth checking this out. Note that early applications are being accepted now.
ONF’s new SD-RAN project is a work in progress after a flourishing start. Founding members, including especially major operators AT&T, China Mobile, China Unicom, Deutsche Telekom, and NTT, need to demonstrate their mobile ecosystem clout and pull through more support from key industry players such as Open RAN and 5G chipset suppliers. Overall ONF has the ecosystem pull and open source pedigree required to make the SD-RAN project a long-term success.
HP delivered a strong beat on the top and bottom line fueled by a big jump in consumer notebook revenue and strength across the portfolio.
For Q2, Dell was able to deliver above expectations on revenue and earnings on strength from its recurring revenue, VMware and PC.
Splunk had mixed results in its most recent earnings as revenue didn't meet expectations, but the real story is big recurring revenue growth.
As remote work continues to gain momentum, Cisco has acquired Babblelabs to advance how spaces deal with noise and harsh environments.
Clearfield is enabling CSPs to cost-effectively drive fiber deeper into their networks, particularly in support of 5G. The new StreetSmart Small Count Fiber Hand-off Box allows CSPs to use an easy-to-deploy, slim form-factor to support protected hand off from fixed to mobile connections in demanding 5G and DAS environments. Clearfield’s steady quarterly and year-over-year growth, based on fiscal Q3 results, among its three largest customer segments – community broadband providers, national carriers, and cable operators – attests to its ability to consistently deliver differentiated fiber management solutions against formidable competition as well as meet new CSP fiber management requirements amidst the distinct challenges of the global C-19 pandemic.
Salesforce has joined the ranks of other big tech companies who have extended their work from home policies till the end of next summer. The company is also giving parents an extra 6 weeks of vacation.

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