Insight Type: Research Note

Microsoft's second quarter for FY 2020 saw the company's momentum continue as Cloud, Productivity and personal computing all show growth.
AMD wrapped up its fiscal year with an earnings beat and a 4% revenue growth. The client business saw huge growth, but the enterprise business stalled. A look at the numbers.
After much debate and waffling, Britain has decided to allow Huawei to participate in its 5G rollout as long as its participation is less than 35%.
The HP and Xerox Saga continues as Xerox has now launched a hostile takeover bid of the Print and PC giant with Carl Icahn's fingerprints all over the deal.
Broadcom has announced an agreement to sell $15 Billion worth of mobile parts to Apple in the next 3 years, but what are these parts? Is this a big deal?
Major medical records vendor Epic Systems moves away from Google Cloud, citing security concerns, and indicating plans to rely Amazon’s AWS and Microsoft Azure. This is big news in the healthcare market, and likely something that hospitals and healthcare providers can’t help but take note of—especially if they are current customers of Google Cloud for medical research, data storage, or other IT operations. Google’s partnership with Acension Healthcare has recently been in the sights of privacy advocates and in the news—now the subject of a federal probe, instigated by the HHS Office for Civil Rights, a federal agency that enforces patient privacy under HIPAA. Other partnerships with healthcare providers across the U.S. have experts questioning whether the potential commercialization of patients’ personal health data is something Google can be, or should be, trusted to refrain from.
AQSACOM provides Cyber Intelligence software solutions for communications service providers (CSPs) and law enforcement agencies (LEAs). ASQACOM’s solution democratizes lawful intercept applications for the 5G era. Through its development approach, AQSACOM’s presence is expanding in the global CSP and LEA market segments, already including clients from more than 35 countries spanning Europe, Middle East, Africa, Asia, Oceania, Latin America and North America, underpinning the company’s claim to lawful interception market leadership and providing the foundation to accelerate broad LCI adoption in its nascent stage.
Intel outperformed in the 4th quarter of its fiscal year with big revenue beats on data center and a surprise performance in Client Compute. Analyzing Q4.
A new data privacy proposal points the way toward a compromise between tech companies and users. I see in this proposal a template for what could become a model for universal data privacy and online safety requirements, and unpack the key elements in this analysis. Ideally, technology platforms would adopt this approach all on their own, but if they cannot, or will not, legislatures and regulatory bodies around the world may begin to feel growing pressure to step in and compel them to do so.
This week Qualcomm launched 3 new Snapdragon platforms to support the growth of 4G. This came despite 5G's arrival and has a strong market value.
Bringing Xnor.ai into its product portfolio provides Apple with an edge app development tool geared for a wide range of programmers, not just those who are knowledgeable about AI, DL, and ML. Xnor.ai’s SDK allows programmers to easily drop AI-centric code and data libraries into device-based apps. The tool provides a unified abstraction layer for building, compilation, and training of edge AI models that frees developers from having to worry about target-device CPUs and AI accelerators. Beyond that, let’s take a look at what we think is on the horizon for Apple on the acquisition front.
IBM had a strong earnings report for its fiscal 4th quarter in 2019. The earnings popped on strong results in systems covering for shortfalls elsewhere.

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