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Moor Insights & Strategy Weekly Update Ending May 10, 2024

By Patrick Moorhead - May 14, 2024

The Moor Insights & Strategy team hopes you had a great week!

Last week, Will attended the RSA Conference.  Matt attended Red Hat Ansible Fest in Denver. I attended ServiceNow Knowledge 24 in Las Vegas.

Matt will attend the International Super Computing Conference this week, and Robert will attend Blue Yonder in Dallas.  Melody will be attending Avaya ENGAGE in Denver. I will be in New York City shooting Six Five Summit opening videos and appearing on both CNBC and Yahoo Finance.

Next week, our team will be attending several events: Informatica World (Robert), IBM Think (myself, Paul, and Robert), Dell Tech World (myself, Anshel, Matt, and Will), Zoom Perspectives (Melody), Microsoft Build (Melody – virtual), Nutanix .NEXT (Matt), and Canva Create (Melody).

Our MI&S team published 14 deliverables:

Last week, the press quoted us with 6 citations. They wanted to hear about Apple, Cisco, Nile, and Qualcomm.

 

MIS Quick Insights: `

A.I./Machine Learning (Paul Smith-Goodson)

  • IBM has introduced LAB (Large-scale Alignment for chatbots) as a new method to address scalability in instruction-tuning of large language model (LLM) training. LAB uses a synthetic data generation process and a multi-phase tuning framework to reduce reliance on human annotations and proprietary models like GPT-4.
  • High-quality, human-generated task-specific instruction data is expensive and often protected. LAB provides a diverse instruction dataset without needing proprietary LLMs or substantial human curation. LAB also includes a novel training framework that adds new knowledge and abilities to pre-trained LLMs without forgetting. LAB-trained models have been shown to perform competitively on several benchmarks.
  • IBM announced the first version of its Granite 13b-chat-V1 model in September 2023. However, it had a low MT-Bench score, meaning it wasn’t great at holding back-and-forth conversations. In December 2023, the IBM research team achieved a breakthrough by applying its new alignment method (now called InstructLab) to Granite 13B-chat-V2 and increased its MT-Bench performance to match the performance of the Llama2-70b-chat. By applying the new alignment technology to other IBM Granite models, those models could also demonstrate superior conversations and instruction-following abilities across various use cases. (https://arxiv.org/pdf/2403.01081)
  • Google may soon see more competition for its lucrative search business that created $175 billion in 2023.  According to Reuters, OpenAI plans to announce an AI-driven search product that will be available soon. It seems simple for OpenAI to update ChatGPT and GPT-4 with the ability to search the web and provide sources. If the announcement happens before May 14th, when Google holds its annual I/O conference in Mountain View, California, it would be negative news for the event. Combining Bing Copilot and an OpenAI search product could impact 2024 Google results.

Developer Tools, Services, Platforms (Jason Andersen)

  • We are starting to see some evolution in using GenAI for application developers. Three new trends are becoming more prevalent.
    • Use of optimized LLMs
    • Broader platform-specific capabilities, such as application planning and documentation
    • Integration of multiple LLMs and/or data sources to allow enterprises to implement standards and practices.
  • Red Hat jumped into the fray with an open-source AI developer toolset. Open source for this area is very interesting as it could open up even more diverse developer workloads or enable more IDEs (most now are platform specific and .NetStudio and JetBrains).
  • ServiceNow – They are painting a bold strategy with No Code and AI capabilities at the core. SN aims to break out of its historic departmental install base and move to a “platform of platforms.” This is a significant next step for them, and it will be fun to see how they progress.

AR/VR/XR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • Rumors abound that T-Mobile and Verizon may acquire usCellular subscribers. Details are sketchy, but T-Mobile has focused recent efforts on broadening its reach throughout rural America. usCellular customers primarily reside in remote areas, and consequently, they might be attractive to T-Mobile if it wants to continue building a rural footprint. A bonus may come from cross-selling T-Mobile’s successful 5G FWA broadband services to the same customer set.

Client Computing (Anshel Sag)

  • N/A

CRM (Melody Brue)

  • N/A

Datacenter:

Networking– (Will Townsend)

  • Dell Technologies does not focus on the enterprise networking space beyond its distribution of SONiC. I believe this will have to change in the world of generative AI as its direct competitor, HPE, doubles down on connectivity with the acquisition of Juniper Networks. The upcoming Dell Tech World event should provide insight into how Dell views the importance of connectivity in light of capitalizing on next-generation AI workload-enabled infrastructure.

Compute/Storage/Cloud (Matt Kimball)

  • (Si): Another week, another killer quarter from the semiconductor world. This week, it was Arm with a Q4 FY24 earnings report. Earnings are up 47% YoY, licenses are up 60%, and royalties are up 37%. All on over 7b Arm-based chips shipped from partners. What makes this even more interesting is that the company is quickly becoming the foundational silicon across every industry – automotive, phones, servers, clients, industrial, and more.
    • Regarding the datacenter, Arm will continue to grow its footprint and challenge x86 in areas where the legacy architecture has not faced any competition in decades – the compute-sensitive and scale-up enterprise workload. Barriers that once existed are gone or vanishing, and customer hesitancy that has fueled market inertia is quickly fading away.
  • (Si): In x86 land, AMD continues to gain on Intel in the datacenter, albeit sequential growth may indicate a leveling out. In the latest report from chip-tracking firm Mercury Research, AMD now stands at 23.6% of the datacenter market. This indicates a robust 5.6% YoY improvement and .5% QoQ. While some consider this to be related to the 4th Gen EPYC CPU (codenamed “Genoa”), I believe lagging enterprise adoption is the biggest driver in AMD’s strong YoY performance. Further, the slowdown in its sequential performance would track this market segment softening in the last couple of quarters.
    • I’m curious about 2024 and what we will see. Both companies have major product launches. More importantly, 2024 feels like the first time in many years (pre-Purley) that Intel will respond with a competitive Xeon lineup (Xeon6).
  • (Storage): Legacy HPC storage player Panasas has undergone a name change to reflect a significant product and go-to-market transformation. The new company brand VDURA reflects the company’s shifting from a strict storage platform (built on its PanFS and hardware) to data management – looking at the entirety of the challenges enterprise faces in the AI/HPC data journey. By partnering with Avnet to deliver an integrated solution, the company is pivoting to where it can deliver the greatest level of differentiation – in the software stack.
    • I like the move and the new VDURA. It is entering a market that will be ultra-competitive with VAST, Weka, DDN, and others. But I believe its recognition that this software differentiated SaaS market stance is where it will play the best is spot on.
  • (Infra): Raise your hand if you’re familiar with the Sustainable and Scalable Infrastructure Alliance (SSIA –sssia.org). Born out of Open 19 and the Linux Foundation, this consortium brings together the entire datacenter ecosystem to build standards on how today’s datacenters are built to support the needs of tomorrow. Think about this – the average datacenter has a 30-year lifespan. So, the Equinix and Digital Realty datacenters co-locating enterprise datacenters are older than many of the IT support staff and managers utilizing them.  This means they are not equipped to handle the computational, power, cooling, and environmental requirements of 2024. To break this chain and be more forward-thinking, SSIA tries to unite all players to coalesce around standards supporting the next generation of compute infrastructure. This includes everything from how we measure power efficiency to the physical elements of the datacenter.
  • I hope that the more prominent players – from silicon to servers  (AMD, Intel, Dell, HPE, Lenovo, Supermicro, etc) can get on board and work together to create a common set of standards that will bring about change.

 

Data Security (Robert Kramer)

  • Ascension recently experienced a significant security breach affecting 140 hospitals, highlighting ongoing vulnerabilities in healthcare systems despite advanced IT infrastructure. The organization, which reported a total revenue of $28.3 billion last year, now faces scrutiny over its security measures.
  • Here are some of the most common cyber-attacks affecting the healthcare industry.
    1. Phishing
    2. Data Breach
    3. Ransomware
    4. DDoS Attacks
    5. Insider Threats/Insufficient employee awareness
    6. IoT Risks
    7. Supply Chain Risks/Negligence

Enterprise App  (Melody Brue)

  • The University of Texas at Austin and Grammarly are collaborating on a project to explore the responsible integration of generative AI into higher education. The project involves testing Grammarly’s AI tools with students and faculty, developing AI-focused lesson plans, and exploring best practices for ethical AI use. This partnership addresses the challenges of balancing innovation with academic integrity and critical thinking. UT Austin says it employs a rigorous adoption process for new technologies to ensure alignment with teaching principles and data security. This initiative aligns with broader AI adoption efforts in Texas education, such as implementing an AI-powered essay grader for standardized tests. Integrating AI into college education also aligns student skill sets with the growing demand for AI proficiency in the workforce, and, as Microsoft’s Work Trend Index revealed, AI aptitude is increasingly influencing hiring decisions.

ESG (Melody Brue)

  • As part of Splunk’s 2024 Executive Predictions, Simon Davies, an SVP and general manager in APAC, forecasts a significant shift in organizational sustainability efforts. He predicts businesses will move away from standalone sustainability goals and instead integrate ESG practices into standard operations. Davies highlights the current integration of sustainability efforts into the Operational Technology (OT) layer and the increasing role of technology professionals in leveraging sustainability opportunities. This evolution towards embedding ESG into everyday business practices reflects a growing recognition of sustainability’s dual benefits for the environment and business outcomes, driving informed decision-making and ROI. Splunk (now part of Cisco) and Cisco both have strong sustainability programs and targets individually, and I’m looking forward to learning more about the integrated approach at Cisco Live.

Enterprise Data (Robert Kramer)

  • ServiceNow Knowledge 2024 announcements featured manufacturing and much more.
    Manufacturing Commercial Operations (MCO) – which automates mfg sales and service processes – now embeds GAI to improve workflows by connecting processes, people, and platforms. With supply chains regularly experiencing disruptions, organizations face ongoing challenges. Manufacturers need to benefit from its digitalization efforts – eliminating isolated systems and integrating operations.
    https://www.servicenow.com/company/media/press-room/ai-for-employee-experience-in-manufacturing.html

ERP/SCM (Robert Kramer)

Financial Tech (Melody Brue)

  • Adobe released online shopping data for January through April 2024, revealing continued consumer adoption of Buy Now Pay Later (BNPL) payment options. During this period, BNPL drove $25.9 billion in e-commerce spending, representing an 11.8% increase from last year. Adobe projects BNPL to fuel between $81 billion and $84.8 billion in e-commerce spending throughout 2024, representing year-over-year growth of 8% to 13%. This analysis comes from Adobe Analytics data – part of the Adobe Experience Cloud suite – covering over one trillion U.S. retail website visits, 100 million SKUs, and 18 product categories. Buy Now Pay Later (BNPL) growth signals a shift in consumer payment preferences, offering greater flexibility and potentially increasing purchasing power. This drives merchant sales and overall economic activity. However, it’s important to note that BNPL can also lead to overspending for some consumers. With increasing competition among providers and evolving regulations, considerations for sustainable BNPL growth include responsible consumer use and appropriate oversight to balance benefits with consumer protection.

HCM (Melody Brue)

  • Paycor HCM has launched COR Space and Paycor Skills to help HR and business leaders improve corporate performance. COR Space is a centralized platform for team collaboration and task completion. COR Space aims to align teams to increase productivity and transparency to enhance employee engagement and performance. Paycor Skills uses AI to manage workforce skills and address shortages. Paycor Skills aims to save time and money associated with talent recruitment by automating skill capture and suggesting training opportunities. AI plays a significant role in helping HR departments make talent management decisions, identify upskilling opportunities, and increase employee engagement. It’s good to see the new functionality from HCM providers that makes HR pros’ jobs easier and opens up opportunities for workers to learn, grow in their careers, and have opportunities they might otherwise not have identified.
  • Rippling, a workforce platform, recently announced a new performance management product designed to streamline the often cumbersome review process. The product allows employers to set customizable review cycles, automate permissions, and directly link performance results to payroll actions. The product can directly tie performance review outcomes (like ratings or merit increases) to payroll changes. So, if an employee receives a positive review and a raise, those changes can automatically update the employee’s pay in the payroll system. This eliminates manual data entry and reduces the risk of errors.
  • This aims to provide a more consistent performance monitoring system while freeing up HR for strategic work. Rippling launched this product in response to a growing CEO focus on efficiency and productivity metrics. Performance reviews are considered essential tools for personal development, showcasing company investment in employees, and can positively influence acquisition strategies while reducing hiring and turnover costs.
  • ServiceNow and IBM Consulting have partnered to enhance ServiceNow’s Talent Development offering, addressing the need for effective employee development in a competitive talent market. Combining ServiceNow’s AI-powered platform with IBM’s expertise, the partnership aims to foster a skills-focused culture and streamlined career paths to improve employee engagement and reduce hiring costs. ServiceNow’s platform approach to AI seeks to integrate disparate HCM systems and unlock further value from generative AI. However, potential challenges like integration complexities, cost, and data privacy concerns must be addressed for widespread adoption. At ServiceNow Knowledge 24, the company laid out its vision to be the front end of any enterprise application. The MI&S team is digging into more of what ServiceNow announced at the conference and its impact on HCM, CX, CRM, enterprise data, and more, and will publish our analysis shortly.

IIoT and IoT (Bill Curtis)

  • The Connectivity Standards Alliance released version 1.3 of the Matter consumer electronics interoperability specifications. The organization promises releases every six months; this latest one is on schedule. Enhancements this time include energy use reporting, EV charging, new types of appliances, media device integration, improved support for scenes (combinations of commands), multi-device command synchronization, and a bunch of technical improvements. Ecosystem support is also improving, but progress is still disappointing. Multi-ecosystem interoperability is a big issue and is not part of the Matter specification. The lack of coordination is immediately apparent to anyone using more than one ecosystem – i.e., various combinations of Amazon Alexa, Apple Home Kit, Google Home, and Samsung SmartThings. Although each ecosystem offers good Matter support, the companies must develop and promote mutual interoperability. That’s what Matter is supposed to accomplish and what customers expect. The device makers are stepping up to the Matter value proposition with over 1,135 unique certified products, and it’s time for the big consumer ecosystems to do the same – visibly and unambiguously.
  • Arduino PLCs and Blues – This week, Blues announced a module providing cellular and LoRa connectivity for the Arduino Opta PLC. (PLCs are programmable logic controllers ruggedized for industrial and manufacturing processes.) The Blues expansion module has 500MB of data service over ten years across 139 countries with no activation fees or monthly charges. The LoRa radio connects via the Things network. The Opta+Blues combination allows operations personnel to deploy PLCs anywhere, in-house or in the field, connected via a secure cloud service that requires no IT infrastructure or per-device WAN provisioning. Blues is a low-code, platform-agnostic, end-to-end solution for low-bandwidth device-to-cloud applications that require flexible connectivity. The Opta-Blues combo is consistent with my position that IoT is transitioning from mashups of embedded code to plug-and-play application platforms.
  • Embedded longevity – Fisker’s grim financial situation is an ominous reminder that software-defined products require ongoing maintenance and support. If Fisker fails, car owners could be stuck with the software and hardware currently running in the car – no bug fixes, security patches, user assistance, or enhancements. Replacing failed or damaged electronic hardware components might be impossible because Fisker and other software-defined products use rare, nonstandard, bespoke components without second-source aftermarket alternatives. The same thing applies to all software-defined products – not just cars. For instance, repairability is a big issue for farmers because fixing automated farm equipment requires special test equipment, ongoing software support, factory-trained personnel, and original equipment parts. Fisker’s failure, if it happens, could bring the general issue of embedded longevity to light, possibly resulting in new consumer expectations for software continuity, such as the possibility of an automatic open-source trigger.

Modern Work (Melody Brue)

  • RingCentral announced impressive first-quarter results, exceeding analyst expectations for earnings and revenue. The company reported earnings per share (EPS) of $0.87, beating the consensus estimate of $0.80. Revenue also surpassed forecasts, reaching $584.2 million compared to the expected $578.15 million. A significant highlight was the record-breaking 40,000-seat UCaaS (Unified Communications as a Service) deal secured with a Fortune 500 retailer – the largest in RingCentral’s history. The company also demonstrated strong growth across key metrics, including a 9% year-over-year increase in total revenue, a 10% increase in subscription revenue, and a 13% increase in enterprise ARR. These results highlight RingCentral’s continued success and momentum within the UCaaS market.
  • Microsoft and LinkedIn’s 2024 Work Trend Index Annual Report reveals significant trends in AI adoption within the workplace. Noteworthy findings include the prevalence of employees bringing unsanctioned AI tools to work (78%), potentially raising cybersecurity concerns. Additionally, while leaders acknowledge the importance of AI, many lack a comprehensive strategy to maximize its impact on the bottom line. AI aptitude increasingly influences hiring decisions, with 71% of respondents indicating a preference for less experienced candidates with strong AI skills. This emphasis is reflected in the 142x increase of LinkedIn members highlighting AI proficiency on their profiles. The report emphasizes the transformation of AI adoption, prioritizing skills development, human-focused strategies, and ongoing learning. Further analysis will explore change management, power users, labor market implications, and the broader scope beyond specific AI tools. Microsoft’s extensive survey of 31,000 knowledge workers across 31 markets lends credibility to the findings.

Personal Computing (Anshel Sag)

  • MediaTek’s analyst day was productive but very high-level, and the company had difficulty giving details on most customer relationships that hadn’t been announced yet. The company teased the Dimensity 9300+ and said another chip would come later this month. The company made some very aggressive Wi-Fi 7 performance claims against the competition, which I believe were cherry-picked to a degree.
  • Verizon and T-Mobile are looking to carve up US Cellular. This was inevitable because the company hasn’t been growing or investing enough in itself or the future to become a viable competitor to AT&T, Verizon, and T-Mobile. Its rural holdings will prove valuable to Verizon and T-Mobile and will probably serve customers better.
  • The new iPad lineup was released this week. While nobody knows why Apple decided to make the new iPad Pro thinner and lighter than the iPad Air, the company also hid the fact that the fully featured Apple Silicon M4 processor is only available in the 1TB and 2TB variants.
  • Apple made lots of claims about the M4 against the current and upcoming AI PCs, and it does mean that Apple can claim to have a faster NPU (38 TOPs) than all of the current AI PCs, which works out nicely for Apple since the Snapdragon X Elite launches in a few weeks.
  • The FCC’s New Net Neutrality rules will likely mean that network slicing 5G applications will likely never come to consumers and stay a primarily business feature. This was likely to be how things happened, but now it seems evident that consumers will not benefit from 5G SA other than the lower latency and faster speeds.
  • The next-generation ROG Ally will be called the ROG Ally X but will still feature the same AMD Z extreme chipset, but with otherwise improved capabilities like battery, display, etc. I am surprised that ASUS didn’t wait for a Z-Series refresh before doing this.
  • Niantic, the AR company famous for creating Pokemon Go, has released its first Mixed Reality app called Hello, Dot, which is a virtual pet for Quest 3, showing that companies must be able to publish titles for all XR media and not just VR or just AR and being flexible is important for success.

Quantum Computing (Paul Smith-Goodson)

  • Quantum – $IONQ According to Peter Chapman, President and CEO of IonQ, the company had strong revenue results for 1Q2024 and outperformed the high end of its previous guidance range:
    • It recognized revenue of $7.6 million for the first quarter, above the high end of the previously provided range of $6.5 to $7.5 million. It represents 77% growth compared to $4.3 million in the prior year.
    • IonQ achieved $0.3 million in new bookings for the first quarter.
    • Cash equivalents and investments were $434.4 million as of March 31, 2024.
  • *Net loss was $39.6 million, and Adjusted EBITDA loss was $27.0 million for the first quarter. Exclusions from Adjusted EBITDA include a non-cash gain of $8.6 million related to the change in the fair value of IonQ’s warrant liabilities.

Security (Will Townsend)

  • RSA Conference recently concluded, and it was no surprise that generative AI was a hot topic. From my perspective, the two most compelling use cases for cybersecurity defenders center on SOC analyst onboarding and situation report generation. Both have the potential to improve security operations, but I doubt there will be a scenario that involves a replacement of analysts themselves. Instead, generative AI should mature to become a trusted assistant that helps analysts wade through alerting and decisions.

Sports Technology (Melody Brue)

  • The Ryder Cup received the “Event of the Year” award at the Sports Technology Awards. The STAs are “the Oscars of Sports Technology” awarded the golf event for the technological enhancements it deployed at its 2023 Rome event. The Ryder Cup technology aimed to elevate fan engagement and experience by creating a “mini smart city” with extensive Wi-Fi 6e coverage and location-based services. The STAs were designed to put sports technology innovation in front of potential buyers and investors within the industry, recognizing that sports partnerships have taken off in terms of opening doors to reduced sales cycles, investment opportunities, and enhanced brand recognition – in addition to the experience and performance benefits served to fans, athletes, and teams.

Sports Technology (Robert Kramer)

Sustainability (Melody Brue)

  • N/A

Columns Published 

  1. MediaTek Analyst Day 2024: MediaTek’s Diversification Is On Track, by Anshel Sag
  2. Modernizing ERP Systems: Innovative Strategies With Infor, by Robert Kramer

Research Notes (MI&S)

 

Blogs Published (MI&S)    

Research Paper(s):

  

Podcasts:

The G2 on 5G by Moor Insights & Strategy, with Anshel Sag and Will Townsend

 

The Six-Five Podcast by Moor Insights & Strategy and Futurum Research, with Patrick Moorhead and Daniel Newman

  1. Ep 216: Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm
  2. Securing the Next Frontier of AI Innovation – Six Five On the Road
  3. Infoblox’s Chief Product Officer Offers His Vision of the Future – Six Five in the Booth
  4. Threat Intelligence – 24/7 at Infoblox with Dr. Renée Burton – Six Five in the Booth
  5. Index Engines: Ensuring the Integrity and Recoverability of Data – Six Five On the Road
  6. Security Above All Else – Six Five on the Road
  7. Securing and Governing AI with Microsoft Security – Six Five on the Road

Moor Insights & Strategy Podcasts, with Patrick Moorhead, Melody Brue, CP Smith-Goodson, Matt Kimball, and Will Townsend. 

 

Citations: 

  1. Apple / M4 Chip / Anshel Sag / https://www.technewsworld.com/story/apple-muscles-up-ipad-pro-with-m4-silicon-and-tandem-oled-display-179181.html
  2. Cisco / Security Cloud / Will Townsend / https://investor.cisco.com/news/news-details/2024/Cisco-is-Delivering-on-Platform-Strategy-with-Rapid-Innovation-Across-Cisco-Security-Cloud/default.aspx
  3. Cisco / Security Cloud / Will Townsend / https://www.streetinsider.com/PRNewswire/Cisco+is+Delivering+on+Platform+Strategy+with+Rapid+Innovation+Across+Cisco+Security+Cloud/23175669.html
  4. Cisco / XDR / Will Townsend / https://telecom.economictimes.indiatimes.com/news/telecom-equipment/cisco-unveils-integrations-with-splunk-to-bolster-enterprise-security/109919297
  5. Nile / AI Networking / Will Townsend / https://www.sdxcentral.com/resources/ebooks/beyond-automation-unleashing-the-power-of-ai-for-networking/where-why-and-how-to-get-started-with-ai-networking/
  6. Qualcomm / Stock / Patrick Moorhead / https://www.tradingview.com/news/investorplace:49dd27476094b:0-qualcomm-stock-to-buy-or-not-to-buy-that-is-the-question/

 

New Gear or Software We are Using and Testing that is Public Knowledge

  • Dell 40″ Curved Ultrawide 5K Thunderbolt Monitor
  • Hollyland Wireless Microphones
  • HP Z6 Threadripper Workstation

 

Events MI&S Plans on Attending In-Person or Virtually (New)

  • May 2024
    • Blue Yonder, Dallas, May 13-15 (Robert Kramer)
    • Avaya ENGAGE, Denver, May 13-15 (Melody Brue)
    • Microsoft Build 2024, May 18-20 (Anshel Sag, Matt Kimball, Robert Kramer)
    • Informatica World, Las Vegas, May 20-23 (Robert Kramer)
    • IBM Think, Boston, May 20-23 (Patrick Moorhead, Paul Smith-Goodson, Robert Kramer)
    • Dell Tech World, Las Vegas, May 20-23 (Anshel Sag, Patrick Moorhead, Matt Kimball, Will Townsend)
    • Zoom Perspectives, NYC, May 20 -22 (Melody Brue)
    • Microsoft Build, May 21-23 (Melody Brue – virtual)
    • Nutanix .NEXT, May 21-24, Barcelona (Matt Kimball)
    • Canva Create, Los Angeles, May 23 (Melody Brue)
    • Computex 2024, May 31-June 5 (Anshel Sag)
  • June 2024
    • Computex 2024, Jun 1-7 (Anshel Sag)
    • Cisco Live US, Las Vegas, June 2-6 (Melody Brue, Matt Kimball, Will Townsend)
    • SAP Sapphire, Orlando, June 2–5 (Melody Brue, Robert Kramer)
    • Snowflake, San Francisco, June 3-5 (Robert Kramer)
    • Zoho Analyst Day & Zoholics, Austin, June 4-6 (Melody Brue, Robert Kramer)
    • Broadcom Mainframe Analyst Summit, June 5-6, Boston (Matt Kimball)
    • Zscaler Zenith Live, Las Vegas, June 11-13 (Will Townsend)
    • Databricks, San Fran, June 10-13 (Robert Kramer)
    • InfoComm, Las Vegas, June 12-14 (Melody Brue)
    • HPE Discover, June 17-20, Las Vegas (Matt Kimball)
    • Augmented World Expo, Long Beach, June 18 – 20 (Anshel Sag)
    • Pure Storage Accelerate, June 18-21, Las Vegas (Matt Kimball)
    • Samsara Analyst Summit, Chicago, June 26 (Melody Brue)
  • September 2024
    • Oracle Cloud World, Las Vegas, Sept 9-12 (Robert Kramer)
    • Salesforce Dreamforce, San Fran, Sept 17-19 (Robert Kramer)
    • Intel Innovation, Sep 23-26 (Matt Kimball)
    • Infor Annual Summit, Las Vegas, Sept 30-Oct 2 (Robert Kramer)
  • October 2024
    • LogicMonitor, Austin, Oct 2-4 (Robert Kramer)
    • Zoomtopia, San Jose, October 8-9 (Melody Brue)
    • Lenovo Global Analyst Summit & Tech World, 14-17 Oct, Bellevue, WA (Matt Kimball, Paul Smith-Goodson)
    • IBM Analyst Summit, NYC, Oct 16-18 (Matt Kimball, Robert Kramer)
    • WebexOne, Miami, October 21-24, (Melody Brue)
    • SAP SuccessConnect, October 28-30 (Melody Brue – virtual)
  • November 2024
    • Dell Tech Analyst Summit, early November, Austin, TX (Matt Kimball)
    • IBM, NYC, Nov 6 – 8 (Paul Smith-Goodson)
    • Microsoft Ignite, Chicago, November 18 – 22 (Robert Kramer – virtual)
  • December 2024

 

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The Team

Analysts

  • Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud, Enterprise SaaS & Semiconductors.
  • Jason Anderson, Principal Analyst, Developer Platforms, Services, Tools
  • Melody Brue, Principal Analyst, Modern Work, HR Tech, Marketing Tech/CRM, Sustainability
  • Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology
  • Matt Kimball, Principal Analyst, Datacenter Compute & Storage, AI Semiconductors
  • Robert Kramer, Principal Analyst, Enterprise Data Technologies, ERP/SCM
  • Anshel Sag, Principal Analyst; Personal Computing
  • Paul Smith-Goodson, Principal Analyst; Machine AI Frameworks, Models, Tools and Quantum Computing
  • Will Townsend, Principal Analyst; Security, Carrier Services, Networking
Patrick Moorhead
+ posts

Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.

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