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Insight Type: Research Note

Daniel Newman

Nvidia Breaks Revenue Records in Data Center as AI Demand Surges

Nvidia delivered a strong Q4 for its FY 20 breaking revenue records in pro viz and data center while beating revenue and earnings expectations.
Shelly Kramer

Cloud Wars: Amazon Scores as Judge Blocks Microsoft’s JEDI Cloud Contract Award

The cloud wars continue to be exciting. Amazon scored today as a judge blocked the Department of Defense $10Bn JEDI cloud services contract award to Microsoft pending decisions on Amazon’s request to depose the President and other government officials with regard to the award of this contract. But in the big scheme of things, will it matter? Here’s what I think.
Ron Westfall

T-Mobile Sprint Deal Wins Merger Approval — Wreaking Competitive Havoc is Next Up

The T-Mobile Sprint deal wins merger approval, and no doubt wreaking competitive havoc is on the agenda for the new entity, called The New T-Mobile. That said, there’s more ahead than just shaking up the mobile carrier space. Here’s my perspective on the merger and the various 5G benefit claims made by The New T-Mobile, along with what’s likely ahead for cable operators. There are also some concerns that loom ahead, including delivering on the promised benefits, legal approval of the Dish Network settlement, and securing approval from the California Public Utility Commission.
Daniel Newman

Cisco Q2 Results Show Resilience Despite Challenging External Environment

Cisco was able to deliver on its Q2 guidance beating both revenue and earnings despite a number of tough economic factors related to China and Brexit.
Sarah Wallace

Amazon Seeks to Depose President, Others After Losing $10B Pentagon Cloud Contract

Still upset over losing the Department of Defense JEDI contract, Amazon’s AWS seeks to President Trump and six other government workers regarding the selection of Microsoft for the DoD cloud services contract. Will questioning the government about this decision make any difference?
Sarah Wallace

Retail-as-a-Service: Experiential Retailer b8ta Opens First International Store

As experiential retailer b8ta opens its first international store, the retail-as-a-service provider continues to blaze new trails in the retail industry, at a time when that is some much-needed change. Describing themselves as “the next generation of retail” and focusing not only on discovery, but also on the building of infrastructure and tools to power that next generation of retail, I continue to watch what the b8ta team is doing with interest.
Ron Westfall

Nokia Network Operations Master Launches — Designed to Spur Automation of 5G Network Ops

Nokia announced the launch of its Network Operations Master to provide CSPs with highly automated and scalable software for managing their 5G networks. This is key, as CSPs will require an intelligent management system as 5G adds new layers of technical complexity. Here is a closer look at Nokia’s Network Operations Master, along with my thoughts on why this is not only important, but also what Nokia should do moving forward to further differentiate its Network Operations Master offering.
Daniel Newman

2019 Data Shows Cloud Wars Heating Up as AWS Remains on Top

2019 Saw Microsoft make the biggest leap in IaaS, while AWS saw a small market share decline despite big growth. Diving into the Canalys 2019 IaaS Report.
James Kobielus

NVIDIA’s GeForce NOW Launches — Streaming Cloud Gaming Taking On Google and Others

NVIDIA’s GeForce NOW launched this week, the company’s much-anticipated subscription-based game streaming service. Here’s a look at how it stacks up against competitors Google Stadia and Sony PlayStation, as well as what I think is ahead for these brands in game streaming service offerings.
Daniel Newman

Apple Finally Slapped by French Consumer Fraud Group For Throttling iPhones

After much debate, the French Consumer Fraud Group has fined Apple 25 million euros for throttling its iPhones. Small fine, but a big step for consumers.
Olivier Blanchard
Olivier Blanchard

British Government, Vodafone, impose limits on Huawei’s access to 5G networks

Ron Westfall

Ribbon’s EdgeMarc 6000 Smartens the Operator and Enterprise Edge

Ribbon’s EdgeMarc 6000 smartens the operator and enterprise edge and boosts Ribbon’s overall competitiveness. Ribbons’ edge portfolio puts increased pressure on SBC platform rivals such as Cisco, Oracle, Metaswitch, Huawei, and Ericsson to show their ability to diversify their portfolios to meet the intelligent edge demands of customers in both the operator and enterprise spaces.
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