Archives: Insights

July 20, 2020

Daniel Newman

Research Note

IBM Kicks Off Tech Earnings With A Strong Q2 Result

As we head into another big season of tech earnings, IBM is leading off providing a look ahead as to how tech fared amidst a rampant global pandemic.

High Performance Computing

July 20, 2020

Ron Westfall

Research Note

Analog Devices Acquires Maxim in an Underwhelming $21 Billion Bet

ADI is heading into headwinds in attaining full value from the network infrastructure silicon portion of the Maxim portfolio and is dealing with significant supply chain assimilation challenges, thereby dampening the upside of the overall deal. ADI needs to prioritize touting new wins in the network infrastructure segment (i.e., data center, 5G communications) post-merger to allay addressable market concerns and likewise rapidly implement its supply chain optimization strategy.

5G, Communications Networks

July 20, 2020

Daniel Newman

Research Note

Oracle Fusion Updates Designed to Deliver Greater Customer Support

Oracle announced a series of updates to its Fusion ERP and EPM to enable better business resuilts amidst the pandemics and challenging economy.

CRM, Data Analytics, ERP

July 17, 2020

Daniel Newman

Research Note

Dell Tech Files Schedule 13D Indicating VMware Move Could Happen

In the ongoing story of Dell Technologies considering a spin off of VMware, the company furthered speculation with the filing of a schedule 13D.

Data Infrastructure

July 17, 2020

Shelly Kramer

Research Note

Google Announces Digital Job Training Program to Help with Economic Recovery

Grow with Google is designed to help jumpstart the economy by helping workers learn skills that will make them more appealing to employers (college degrees not required), and also to help employers fill what is often a gigantic skills gap. As part of this initiative, Google is offering grants, offering apprenticeship positions at Google, expanding its IT Certificate Employer Consortium and more. The future of work continues to be about an always-learning mindset, individually and in the business world, and this is another way Big Tech is stepping up to make that possible.

Cloud, Hybrid Cloud, Infrastructure, and Operations, Workplace Collaboration

July 16, 2020

Olivier Blanchard

Analyst Insight

ICYMI: 3GPP’s 5G NR Release 16’s 9 Most Critical Improvements to 5G

What we see with Release 16, in addition to improvements to previous fundamental standards, is a shift towards the next market for 5G technologies: industrial networks and applications. That is why, MIMO and IAB improvements aside, private networks, unlicensed spectrum, multi-TRP architecture, high-precision device positioning, efficient new power-saving protocols, and even multicasting between vehicles, constitute the lion’s share of projects in this release.

5G, Communications Networks, IIoT, Industrial Devices

July 16, 2020

Shelly Kramer

Research Note

Amazon Web Services Increases Availability of AWS IoT SiteWise for Industrial Customers

Amazon recently announced that AWS IoT SiteWise will be available to all AWS customers in certain regions soon. SiteWise is a managed service that gathers and organizes data in a way that helps industrial customers make informed decisions when it comes to monitoring facility operations, making new applications, improving production, determining performance metrics, and more. We expect to be hearing much more about AWS IoT SiteWise in the months to come.

Cloud, Hybrid Cloud, Infrastructure, and Operations, IoT

July 15, 2020

Fred McClimans

Futurum Tech Webcast

Future Proofing the Enterprise — Transforming Business Operations — Futurum Tech Webcast

In this episode of the Futurum Tech Webcast, analysts Fred McClimans and Shelly Kramer explore the topic of future proofing the enterprise in ways that truly transform operations (think supply chain, data center operations, security operations and beyond) in order to make the business as a whole more resilient and more agile moving forward.

Collaboration Devices and Services

July 14, 2020

Daniel Newman

Research Note

Oracle Announces Updates to its Fusion Supply Chain Cloud

Oracle has announced its most recent updates to its Oracle Supply Chain Cloud Management tool including some important changes for users.

Cloud, Hybrid Cloud, Infrastructure, and Operations

July 14, 2020

Ron Westfall

Research Note

AT&T Uses Cisco Secure SD-WAN Technology to Fulfill Growing Digital Workforce Demands but Now Must Get SASE

The AT&T and Cisco partnership affirms that service providers are improving their SD-WAN offerings, particularly addressing the security concerns among enterprise adopters. Now AT&T and Cisco must show their integrated approach will accelerate broader adoption of SD-WAN services in the emerging SASE and 5G era.

July 14, 2020

Olivier Blanchard

Analyst Insight

Mobile Industry Snapshot: The True Value of Technology Licensing

The aggregated licensing revenue for the mobile industry in 2018 amounted to roughly $10 billion. That comes to less than 1% of the $1.2+ trillion in annual revenue from handsets, infrastructure, and operator revenue combined. Additionally, it constitutes a mere fraction of 1% when you also include the overall benefit and productivity gains from mobile technologies, which amounted to over $4 trillion in value that year.