Insight Type: Research Note

Qualcomm announced its Q1 earnings hitting on both revenue and earnings as 5G positions the company for positive results moving forward into 2020.
HPE continues its cloud native expansion acquiring Scytale, a company that focuses on application to application identity management.
Alphabet’s fiscal Q4 and year-end 2019 results show strong growth under competitive pressure. As the company attempts to diversify beyond its consumer focus into enterprise opportunities, Google’s cloud business and the continued courting of enterprise cloud customers may become a crucial failsafe for the company. More on that here.
It’s clear that IBM with Krishna and Whitehurst at the helm have their work cut out for them, and if they can deliver results short-term, that will be a big win for the company. The battle will be fought for relevance on key fronts including Cloud and AI. Later it will be about market leadership, and where IBM can stake its claim. That is the blueprint for Big Blue. Meanwhile, we will be watching this develop with interest.
Internet satellites continue to crowd the skies, with Elon Musk’s SpaceX and Richard Branson’s OneWeb leading the way. With early-stage space tech investments reported thus far at about $24 billion invested in 500 companies, this sector is beginning its boom. Specific to internet satellites, what does that mean for our skies? What is the FAA focused on as it relates to space tech? What are the overriding concerns for the space tech industry? Here’s what we think is ahead.
Just about a month after acquiring Habana Labs, Intel is pivoting its AI strategy and shedding its commitment to Nervana inference and training chips.
Amazon had a huge earnings beat and its cloud business AWS did better than expected nearing $10 Billion this quarter. A dive into AWS for the 4th quarter.
IBM CEO Ginny Rometty has stepped down after a challenging yet meaningful tenure as the company's CEO. A look at the change and how it will impact IBM.
IBM and Cisco are capitalizing on organizations identifying security as their top priority and concern in adopting and scaling their hybrid, multi-cloud implementations. This trend aligns with growing interest in using managed private cloud services to assure greater levels of control and security while controlling costs, fulfilling compliance mandates, and supporting applications that require high performance. Now, IBM Services must prove the price is right for organizations to embrace its Managed Private Cloud-as-a-service proposition.
Launchable has emerged from stealth mode to introduce its AI-driven software test automation solution. This is exciting news for the DevOps community, as key industry figures—most notably, the Jenkins CI/CD automation server’s creator—have essentially validated that AI-driven test automation is coming big time into every software development shop. In a CI/CD context, Launchable’s adaptive AI can drive automated testing of source code changes upon check-in as well as notification of development and operations personnel when the tests fail. It can ensure that developers never have to wait more than a few minutes for feedback on their latest code changes. It can also help testers to keep pace with the growing volume, velocity, and variety of code changes, so that the most relevant changes can be tested 24x7. The challenge for Launchable is how quickly the company can gain traction in the developer community before incumbent startups in this promising niche solidify their first-mover advantage. Here are thoughts on how the company should move forward so as to quickly take advantage of this opportunity.

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