Insight Type: Research Note

May 5, 2020

Daniel Newman

Research Note

The Strategy Behind Intel’s Acquisition of Mobility Player Moovit

As Intel looks to expand its mobility footprint for a future of more connected cities and autonomous vehicles, the company turns to Moovit to progress.

5G, Communications Networks

May 5, 2020

Ron Westfall

Research Note

Ribbon and ECI’s Apollo Product Series Ready to Alter Optical Landscape

Ribbon’s Apollo series innovative optical transport technology delivers the flexible grid differentiators and expanded sales and marketing channels necessary to seriously disrupt the optical transport competitive landscape. Watch out, Ciena.

5G, Communications Networks

May 5, 2020

Ron Westfall

Research Note

Mavenir’s OpenRAN Market Validity Swiftly Expands with DISH and Vodafone Idea Deals

Mavenir’s dual deals with DISH and Vodafone Idea validate its ability to deliver OpenRAN solutions that fulfill essential operator strategic technical and business objectives in both 4G and 5G environments, raising the OpenRAN competitive stakes across the entire 4G/5G ecosystem.

5G, Communications Networks

May 4, 2020

Daniel Newman

Research Note

AWS Results Still a Bright Spot Within Amazon’s Q1 Earnings

Amazon had strong revenue, but was a bit under the threshold on earnings. Meanwhile, AWS continued to show great growth and investment in the business.

Cloud, Hybrid Cloud, Infrastructure, and Operations

May 3, 2020

Ron Westfall

Research Note

MATRIXX Software and AWS Roll Out Digital Transformation Assessments to Spur 5G Monetization

MATRIXX Software, expanding its collaboration with AWS, makes a compelling bid to gain early mindshare in driving the rapidly unfolding CSP, supplier, public cloud collaboration frameworks within emerging 5G environments. Here’s what I think is ahead as it relates to MATRIXX’s next moves as well as the competitive landscape and what to expect on that front.

5G, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

May 1, 2020

Olivier Blanchard

Research Note

Pexip Might be the Video Conferencing Firm to Watch in 2021 as IPO Looms

Watch out Zoom, Pexip might just be the video conferencing firm to watch in 2021 as an IPO looms. Here’s why I’m excited about that possibility.

Collaboration Devices and Services, Workplace Collaboration

May 1, 2020

Sarah Wallace

Research Note

Google’s COVID-19 Shift: Adjusting Search and Maps to Identify Telehealth Sources

Google recently announced it is adding telehealth features to its Search and Maps, making it easier for consumers to find telehealth resources and making it easier for providers to serve up these offerings. We predict this is just the start of a transition in healthcare services, and the beginning of a new normal.

Digital Transformation

April 30, 2020

Daniel Newman

Research Note

Microsoft Posts Another Tremendous Quarter Despite Pandemic Woes

Microsoft delivered above expectations on revenue and earnings as the company was able to keep momentum going despite the impact of Covid-19

Cloud, Hybrid Cloud, Infrastructure, and Operations

April 29, 2020

Daniel Newman

Research Note

Qualcomm Hits Earning Targets Amidst Temporary Slowdown in Wireless Demand

Qualcomm exceeded the expectations of the market both on revenue and earnings despite the challenging climate created by the global pandemic.

5G, Communications Networks

April 28, 2020

Daniel Newman

Research Note

AMD Reports Solid Q1 But Cautions On Its Outlook

AMD was able to meet the expectations on the street for Q1 but waved the caution flag with future quarters looking less solid with Covid19 looming.

Processors, Semiconductors and Components

April 27, 2020

Ron Westfall

Research Note

Netcracker Showcases AWS Relation to Validate Cloud Benefits for CSP Clients

By stepping up industry awareness of its established public cloud relations and portfolio expertise, Netcracker bolsters its ability to fulfill more CSP adoption of cloud platforms in order to catalyze their digital transformation journeys and spur their 5G deployments, especially by 2021. The move is a solid indicator of broader collaboration between cloud providers and telco software suppliers throughout 2020 including potential M&A activity.