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Insight Type: Research Note

Ron Westfall

HPE’s Simplivity 325 is Set to Disrupt the HCI Market

HPE’s SimpliVity 325, through compelling cost savings, scaling, and ease-of-integration differentiators and meeting surging enterprise demand for drastic acceleration of HCI applications deployment, is ready to play a key role disrupting in the HCI market during the ongoing COVID-19 crisis and the remainder of 2020.
Daniel Newman

Think 2020: IBM Goes Vertical With the Financial Services Ready Cloud

The IBM Financial Services Ready Cloud, which launches in H2 of 2020 is designed to meet the complex security and cloud needs of regulated financial cos.
Ron Westfall

THINK 2020: IBM Unleashes Red Hat and Partner Ecosystem to Power 5G Edge Innovation

IBM’s new OpenShift-enabled portfolio offerings ensure the company is a formidable competitor in driving CSP and enterprise adoption of edge computing resources in fast growing 5G environments, obliging rivals to counter IBM’s strengthened edge computing proposition and extensive ecosystem clout.
Daniel Newman

THINK 2020: IBM Extends Hybrid Offering With IBM Cloud Satellite

IBM has expanded its play in cloud with the launch of Cloud Satellite, which provides direct competition to AWS Outposts expanding Hybrid Capabilities.
Daniel Newman

NVIDIA Continues Network Expansion With Acquisition of Cumulus

NVIDIA, following its massive acquisition of Mellanox is adding Cumulus to its portfolio to enable greater software defined networking capabilities.
Daniel Newman

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.
Ron Westfall

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.
Ron Westfall

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.
Daniel Newman

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.
Ron Westfall

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.
Olivier Blanchard
Olivier Blanchard

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.
Sarah Wallace

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.
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