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Insight Type: Research Note

Ron Westfall

HAS2020: Huawei Service and Software Sees Salesforce as CSP Digital Transformation Fix

Huawei Service and Software must contend with complicated sales cycles in key markets across North America, Europe, East Asia, Oceania, and elsewhere, due to geopolitical factors, despite the built-in competitive merits of applying the Salesforce digital ecosystem blueprint to drive CSP digital transformation.
Ron Westfall

Ericsson’s USA 5G Smart Factory: 5G Supply Chain Maverick

Ericsson’s USA 5G Smart Factory is addressing the strategic goal of U.S. policymakers in assuring the long-term manufacturing and supply chain reliability of essential 5G RAN technology. As alternative Open RAN technology gains maturity and valuable deployment credentials in major operator 5G deployments, Ericsson is also well-positioned to drive and support Open RAN as the market conditions become more favorable as well as decisive from its competitive landscape perspective.
Sarah Wallace

Amazon’s AWS MetroPlus Chatbot Delivered a Significant Assist to NYC Non-Profit Insurer

Amazon’s AWS MetroPlus chatbot program, developed free of charge by Amazon with project management help from Bain & Co., delivered a significant assist to a NYC-based non-profit insurer that continues to pay dividends now and into the future. Here’s the backstory there, and a look at how simple solutions like the one developed here often can have far-reaching benefits.
Daniel Newman

Splunk Posts Solid Results as Recurring Revenue Grows

Splunk delivered strong results in its first fiscal quarter. With cloud and recurring revenue up, the IT services and SecOps providers gains momentum.
Daniel Newman

NVIDIA Posts Beat As E-Commerce Drives GPU Explosion

NVIDIA delivered a strong set of results in its FY Q1 for 2021. Propelled by 80% growth in data center, the company is in a good position for growth.
Daniel Newman

HPE Reports Challenging Q2 But Keeps Eye on the Future

HPE delivered worse than expected earnings as Covid-19 impacted the company's performance. However, some areas showed strength into the future.
Olivier Blanchard
Olivier Blanchard

TSMC Plans to Bring Advanced Chip Manufacturing to the US

TSMC, the Taiwan-based microchip manufacturer, has agreed to build an advanced chip factory in the United States. This move could represent a new inflection point in US-China 5G rivalry.
Daniel Newman

Microsoft Teams Enhancements Spotlighted at Build

This week at Microsoft Build, the company spotlighted a number of important and aesthetically pleasing upgrades to the Teams platform.
Daniel Newman

Microsoft Leans Further Into RPA With Acquisition of Softomotive

Microsoft has expanded its footprint in RPA with the acquisition of Softomotive, making the company a more critical player in Robotic Process Automation.
Ron Westfall

Microsoft Azure Scoops up Metaswitch in Bid to Make Azure the Meta-5G Edge Cloud

Microsoft Azure is making the solid bet that the dual acquisitions of Metaswitch and Affirmed Networks will strengthen the Azure portfolio in providing virtualized network software and voice/data/unified communications solutions aimed at operator 5G edge hybrid cloud demands, but must show its ongoing portfolio expansion will not scare off many potential CSP customers and supplier partners.
Daniel Newman

Intel Shares Its Corporate Social Responsibility Vision for 2030

This past week, Intel delivered an update to include a vision of corporate responsibility for the next 10 years and how it planned to look in the year 2030.
Ron Westfall

The ADTRAN SD-Access Portfolio Showcases its German and French Connections

ADTRAN’s recent string of major operator wins in Germany and France fortifies its ability to drive more operator consideration of its SD-Access portfolio, particularly in fulfilling the distinct fixed access needs of operators in Europe. ADTRAN is now better positioned to compete against Huawei, ZTE, and Nokia in the tightly contested European fixed access market.
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