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Insight Type: Research Note

Daniel Newman

Poly Q1 Delivers Strong Margins Powered by Work From Home Strategy

Poly, a leader in peripherals for collaboration delivered strong margins amidst the pandemic built upon its strong work from home strategy.
Daniel Newman

Amazon Hits a Home Run on Historic Day for Tech Earnings

Amidst the global pandemic Amazon has been positioned well for continued success and this quarter shined as the company delivered well above expectations.
Shelly Kramer

Mercedes-Benz partners with NVIDIA to Deliver the Next Generation of Automotive Innovation

The Mercedes-Benz partnership with NVIDIA is an example of automotive industry innovation featuring development that begins in the data center and operating systems that are developed with AI from end to end, modernizing everything about the automotive driving, and ownership experience.
Sarah Wallace

Google Extends Work From Home Policy Through End of June 2021

Google joins the growing list of large corporations extending work from home policy, extending through the end of June 2021. We see this as a continuing trend from many large corporations and it’s exciting to watch the technology solutions serving this new “future of the workplace” evolve and organizations and employees adapt.
Ron Westfall

Amdocs Buys Openet to Boost Cloud Credentials but Still Needs Broader Cloud Proposition

Amdocs’s acquisition of Openet augments its cloud-native credentials, especially in the 5G policy, charging, and data management domains. The deal also helps diversify Amdocs’ revenue streams, particularly in light of T-Mobile’s consolidation of the Sprint assets. Now Amdocs needs to acquire more robust cloud assets in order to fulfill the strategic business objectives of the CSPs as they build-out their hybrid cloud and multi-cloud implementations in the 5G world.
Daniel Newman

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.
Daniel Newman

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.
Olivier Blanchard
Olivier Blanchard

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.
Sarah Wallace

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.
Daniel Newman

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?
Daniel Newman

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?
Olivier Blanchard
Olivier Blanchard

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.
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