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Insight Type: Video Research Note

Daniel Newman

Apple’s Colossal Taiwan and China Supply Chain Risk

The Six Five team discusses Apple’s Colossal Taiwan and China Supply Chain Risk
Ron Westfall

Ericsson Vonage Deal Finalized

Ron Westfall and Shelly Kramer review the finalization of Ericsson’s $6.2 billion acquisition of Vonage and why it strengthens Ericsson’s ability to use the Vonage API Platform to meet growing enterprise, CSPs, and end user demand for innovative apps and services that change how business is conducted and augment experiences across 5G environments.
Daniel Newman

Zoho Days 2022

The Six Five team discusses Zoho Days 2022.
Daniel Newman

Micron First to Market with 232 Layer NAND

The Six Five team discusses Micron's introduction of the market's first 232 Layer NAND
Daniel Newman

Lattice Earnings

The Six Five team discusses Lattice's latest earnings report.
Daniel Newman

Amazon 2021 Sustainability Report

The Six Five team discusses Amazon's 2021 Sustainability Report.
Ron Westfall

AT&T, DISH, and CableLabs Advance Americas O-RAN Alliance Testing

Ron Westfall and Shelly Kramer assess the three-way collaboration between AT&T, DISH, and CableLabs to establish O-RAN Alliance testing and development initiatives at the CableLabs Kyrio facility and how it advances the global O-RAN Alliance mission in making sure the 5G ecosystem achieves the predicable use of open, intelligent, virtualized, and fully interoperable RAN technology.
Ron Westfall

Qualcomm, Ericsson, and Thales Take 5G Out of this World

Ron Westfall and Shelly Kramer assess the three-way collaboration between Qualcomm, Ericsson, and Thales to test and develop 5G Non-Terrestrial Networks to help provide global 5G coverage, including areas currently not served by terrestrial networks, which can make deliver 5G ecosystem benefits such as making 5G smartphones that next incarnation of satellite phones.
Ron Westfall

NEC Buys Aspire Technology to Advance Open RAN 5G Adoption

Ron Westfall and Shelly Kramer examine how NEC’s acquisition of Aspire Technology augments NEC’ s systems integration offering for Open RAN 5G applications, gaining the expertise and assets needed to deliver increased levels of system design and integration across 5G environments, including especially 5G standalone networks.
Daniel Newman

Nancy Pelosi Visits Taiwan

The Six Five team discusses Nancy Pelosi's trip to Taiwan. 
Daniel Newman

Microsoft Earnings

It's The Six Five team's favorite time of the quarter: Earnings Palooza! Hosts Daniel Newman and Patrick Moorhead discuss Microsoft's latest earnings report.
Daniel Newman

AWS Earnings

It's The Six Five team's favorite time of the quarter: Earnings Palooza! Hosts Daniel Newman and Patrick Moorhead discuss AWS's latest earnings report.
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