Insight Type: Research Note

July 29, 2020

Daniel Newman

Research Note

Qualcomm Delivers a Big Q3 Powered by 5G and Licensing Agreements

Qualcomm continues a trend of better than expected earnings as the growing 5G space and demand for connectivity drove revenue and bottom line results.

5G, Communications Networks

July 28, 2020

Daniel Newman

Research Note

AMD Firing On All Cylinders as Tech Continues to Outperform

AMD had a very strong quarter that included a beat on revenue and earnings as well as double digit YoY growth. A sign of strength amidst the slowed economy.

Cloud, Hybrid Cloud, Infrastructure, and Operations, Processors, Semiconductors and Components

July 28, 2020

Olivier Blanchard

Research Note

Qualcomm’s New Quick Charge 5 Technology Can Safely Charge Your Phone to 100% in the Time it Takes to Shower

Qualcomm’s Quick Charge was already the number one fast-charging solution in mobile, with over 1,000 unique accessories, over 250 mobile devices, and healthy expansion into adjacent technology categories like tablets, speakers, and drones. By leaning more on USB-PD, Qualcomm appears to be looking more to enable the entire industry than unique OEMs.

PCs and Devices, Processors, Semiconductors and Components

July 28, 2020

Sarah Wallace

Research Note

Siemens Implements Mobile Working Permanently As Part of Its New Normal

Siemens implements mobile working permanently as a core component of its new normal. We see this as a continuing trend from many large corporations and predicts that both employers and employees will adapt with new technologies and procedures.

July 28, 2020

Daniel Newman

Research Note

Intel Engineering Chief Departs Following 7nm Delays

Intel CEO Bob Swan announced some major leadership changes following last week's earnings and 7nm delays. What do the changes mean?

Semiconductors and Components

July 27, 2020

Daniel Newman

Research Note

SAP Plans to Spin Off Qualtrics Appears to be Smart Financial Engineering

SAP has announced a plan to sell of its recent $8 Billion acquisition, Qualtrics. What does this mean for SAP going forward?

Cloud, Customer Experience, Data Analytics

July 27, 2020

Olivier Blanchard

Research Note

Apple Antitrust Probes Heat up 2020 for the iPhone Giant as it Faces Scrutiny in the EU and US

Unpacking the scrutiny on Apple’s App Store and Apple Pay business practices that have caught the ire of regulators, lawmakers, and other tech companies on both sides of the Atlantic. Of note, a third vulnerability for Apple, and an angle that US courts will be perhaps more eager to tackle than the previous two, is whether or not Apple’s business practices can be shown to have led to higher prices and fewer choices for consumers. This is a core litmus test for antitrust cases in the US, and this point should have Apple attorneys at least a little worried.

PCs and Devices

July 27, 2020

Olivier Blanchard

Research Note

Google $2.1 Billion Fitbit Acquisition Hits EU Snag

Fears about Google’s use of Fitbit data to potentially gain an unfair advertising advantage cause EU regulators to take a closer look at the potential anticompetitive effects of the deal. I don’t see much cause for alarm here, and here’s why.

PCs and Devices

July 25, 2020

Ron Westfall

Research Note

Marvell Crystallizes its Custom ASIC Portfolio and Market Message

Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for its customers and partners. Through differentiation in key areas such as continuous delivery of IP and advanced technology across its top-priority market segments and executing first-time right capabilities across a dynamic range of business models, Marvell is ready to move the market needle ore, especially in the customer ASIC and data infrastructure semiconductor market segments.

5G, Communications Networks, Processors

July 25, 2020

Ron Westfall

Research Note

ATX’s GigaXtend Readies Cable Operators for the 50Gbps 2050 Party

ATX’s GigaXtend portfolio affords cable operators the opportunity to revitalize their outside plants with technology purpose-built to enable and accelerate emerging spectrum increases of 1.8GHz and beyond. By targeting the most pressing cable operator demands and landing the Cisco agreement, ATX can plausibly tout its new family of amplifiers is built on a trusted technology pedigree with the reputation for performance and reliability needed to fulfill the demands of DOCSIS 4.0 and ultimately the 2050 vision of fiber-based 500 Gbps services.

5G, Communications Networks, Edge Networking

July 24, 2020

Ron Westfall

Research Note

Fortinet Gets More SASE with OPAQ Acquisition

Fortinet gains a time-to-market advantage over ZTNA providers that lack Fortinet’s portfolio range since their solutions leave more exposure and unprotected gaps in the attack surface, extending peace of mind to Fortinet’s customers. Also Fortinet’s boosts its R&D brain trust in driving broader ZTNA innovation within SASE environments, enabling it to move the competitive needle in the nascent SASE market.