Insight Type: Research Note

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.

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

April 24, 2020

Daniel Newman

Research Note

Intel Delivers Strong Q1 As Tech Demand Rises With Coronavirus

Intel delivered strong Q1 revenue and earnings while giving somewhat cautious guidance for Q2 and beyond as tech is showing market resilience.

Semiconductors and Components

April 22, 2020

Daniel Newman

Research Note

NVIDIA CEO Jensen Huang Commits to No Layoffs and Raises For All Employees

Amidst one of the world's most challenging times, Nvidia CEO Jensen Huang has committed to no layoffs and raises for al Nvidia Employees.

April 21, 2020

Daniel Newman

Research Note

IBM Reports Q1, Starting a Wave of Tech Earnings Amidst COVID-19 Pandemic

Tech earnings season has arrived and the first to report is IBM, which has a new CEO at the helm and is facing the challenge of the COVID-19 Pandemic

High Performance Computing

April 18, 2020

Olivier Blanchard

Research Note

How the EU’s Suspicion of US Tech Giants Could Hinder Post-COVID-19 European Economic Recovery

Here’s a look at how the EU’s suspicion of US tech giants could hinder post COVID-19 European economic recovery. The urgency of the situation, driven by the need to begin safely but quickly restarting the global economy, may require EU regulators to select a solution they are not entirely comfortable with, in order to start working toward that goal in the next month.

Communications Networks, PCs and Devices

April 17, 2020

Olivier Blanchard

Research Note

Google, Apple COVID-19 Contact-Tracing Partnership — A Look at the Good and the Bad

The Google, Apple COVID-19 contact-tracing partnership pits infectious disease mitigation against data privacy and security challenges. While the project has a lot going for it, its two most obvious potential flaws are data security vulnerabilities and people choosing simply to not opt-in. Here’s a look at how it will work, as well as an analysis of the pros and cons at work here.

PCs and Devices, Workplace Collaboration

April 17, 2020

Olivier Blanchard

Research Note

Qualcomm’s New 212 LTE IoT Modem Brings Extreme Power Efficiency for Narrow Band IoT Applications

Qualcomm’s new 212 LTE IoT modem brings extreme power efficiency for narrow-band IoT applications. This modem fleshes out Qualcomm’s IoT modem portfolio and I expect that Qualcomm’s IoT footprint may get a noticeable boost when the 212 becomes commercially available later this year.

April 16, 2020

Daniel Newman

Research Note

The New Normal: Why Verizon Just Acquired BlueJeans

Verizon announced the purchase of BlueJeans Networks, a video conferencing provider enabling the company's plans to support a new normal for work and life.