Archives: Insights

Zoom stock has found a bright spot in coronavirus outbreak fears. The company reports more active users in the first 55 days of 2020 than in all of 2019, increased in sessions per day and session length. As companies (and their employees) hunker down, curtail travel, work remotely, and try to forge ahead, it's not really a bad time to be in the video collaboration platform business. Here's a look at the math involved here and what that might mean when earnings are reported next week.
Intel is set to alter the competitive landscape with debut of new 5G infrastructure products including the Intel Atom P5900 platform, 2nd Gen Intel Xeon Scalable processors, “Diamond Mesa”, Intel’s first next-generation structured ASIC for 5G network acceleration, and new Intel Ethernet 700 Series Network Adapter.
The launch of Poly’s Poly Lens offering was announced earlier this month in Amsterdam at Integration Systems Europe (ISE) 2020, the world’s largest show focused on AV and systems integration. The Poly Lens service is designed to increase collaboration space adoption and simplify IT ops. Since adoption of technology within the workplace is the key to successful digital transformation, this service is a no-brainer. I believe digital adoption platforms are quickly becoming the new normal — with good reason.
Salesforce announced its fiscal Q4 earnings which delivered on revenue and earnings while also seeing co-CEO Keith Block resign and another big acquisition.
For this week’s episode of the Futurum Tech Podcast, I was joined by my colleague and fellow analyst, Ron Westfall. We discussed what organizations need to know about the EU’s newly proposed guidelines for AI and Apple’s hit to the bottom line as a result of the coronavirus outbreak. We also covered the T-Mobile Sprint merger and what we think is ahead in the telecoms market and explored our thoughts about the role automation will play in 5G operations. Lastly, we covered news that Google is cracking down on Google Play apps that track location in the background, along with the FTC’s probe into high tech acquisitions over the course of the last decade and what that likely means (read: the headaches potentially ahead). Come on, have a listen. And if you’ve not yet subscribed, do — we cover all the tech news of the week in an easily digestible, definitely entertaining manner.
Qualcomm held a virtual event announcing design wins for its Snapdragon 865 mobile platform and other items planned for MWC 20 before its cancellation.
In the latest episode of The Six Five, Daniel Newman and Patrick Moorhead welcome Lisa Spelman, VP and GM of Intel Xeon Processors and Memory. They discuss how Intel has been focusing a lot on different, improved ways to move, store, and process data using everything from AI and 5G to edge computing and the cloud in general.
With the rise of PyTorch, TensorFlow’s dominance may be waning. While PyTorch scale advantages are tipping the scales, deployability is still TensorFlow’s strength. Here’s a look at what I think is ahead with these two for deep learning dominance.
Rumors that Apple is planning an ARM based chip on 5nm have started spreading leading some to wonder what that means for Intel and Qualcomm
Ericsson’s AI-powered Energy Infrastructure Operations is blueprinted to decrease OPEX and CO2 emissions for operators using AI and data analytics to improve energy efficiency and improve site availability.
With the appointment of new CEO and President Bruce McClelland and the onboarding of Krish Prabhu and Stewart Ewing to the Board of Directors, Ribbon’s competitive prospects brighten, especially toward assimilating the ECI acquisition into its portfolio and culture and bolstering the company’s sales resources for pursuing burgeoning 5G business prospects.

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