We hope that you had a great week!

Last week, I traveled to Seattle and Redmond for advisory meetings.  Robert attended AWS Gen AI and Dynatrace Perform.

Robert and I will be in advisory meetings in San Jose. Melody and I will be in McAllen, TX, this week for ZohoDay 2024.

Our MI&S team published 12 deliverables:

• 2 Forbes Insight columns
• 6 MI&S Research Notes
• 0 MI&S blogs
• 3 podcasts 
• 1 research papers

Last week, the press quoted us with 7 citations. They wanted to hear about Broadcom, Intel earnings, Juniper, NVIDIA, Qualcomm, and Samsung.

MIS Quick Insights:

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

• Yelp released 20+ new features and updates across its platform to make it easier for users to discover and connect with local businesses. The new features include business summaries that provide short, unique insights into what you can expect from a business and new recognitions for people who provide reviews. Yelp has tried to create a more visual and engaging feed and search experience. For business owners, Yelp is introducing new updates that help them compete better in local markets and grow their businesses. Yelp has also leveraged AI to highlight the most popular dishes and drinks and use LLMs to review highlights for more interesting searches. It will take a great deal of AI and effort to make Yelp reviews interesting.
• OpenAI is developing a system to identify the potential for LLMs to help create biological threats. This initiative is the largest of its kind. Through this work, OpenAI has discovered that GPT-4 slightly helps in biological threat creation. Although this extra boost in biothreat is insignificant, it is a starting point for future investigations. The findings indicate that current models provide only limited utility in facilitating misuse – and that is a personal relief.

AR/VR (Anshel Sag)

• N/A

Carrier/Wireless (Will Townsend)

• Comcast was forced to cease its confusing 10G network marketing campaign after recently losing an appeal in court. Both T-Mobile and Verizon challenged Comcast’s term, which dates to 2019. Given the confusion generated by comparing fixed broadband to 5G mobile services, it’s a victory for mobile network operators and consumers.

CRM (Melody Brue)

• Microsoft exceeded earning expectations and delivered another quarter of double-digit top and bottom-line growth. The Dynamics business stood out with an impressive 21% year-over-year revenue increase. However, Microsoft acknowledged that the booking growth was hampered by a decline in new business, explicitly affecting Dynamics 365 ERP and CRM workloads. The company anticipates a moderation in revenue growth for the Dynamics business in the upcoming quarter, expecting it to settle in “the mid-teens.” Despite integrating Copilot with Microsoft Dynamics 365 for Sales and Customer Service customers, it has yet to boost CRM performance substantially.

Datacenter:

Networking– (Will Townsend)

• Cisco and Hitachi recently announced a partnership to deliver hybrid cloud network monitoring, alerting, capacity management and provisioning. The resulting converged infrastructure services leverage Cisco’s networking, compute and software capabilities with Hitachi’s storage portfolio. I like the consumption-based model and the high degree of customization that gives enterprises flexibility and the ability to treat infrastructure as an operational expense.

Compute/Storage/Cloud (Matt Kimball)

• (Si): AMD announced its 4Q 2023 and FY23 earnings this week, and the datacenter business is cooking. Moderate EPYC growth in the cloud was buoyed by a historically strong MI300 revenue ramp that caused the company to revise its server GPU 2024 outlook from $2B to $3.5B. The volume of MI300 in the cloud (and enterprise) will shift how pundits and competitors view this accelerator – from “alternative” to NVIDIA to peer technology.
• The strong double-digit growth of EPYC in the enterprise was discussed but perhaps underplayed during the earnings call. This is maybe the most significant bit of news coming out of earnings. Enterprise has been the most challenging market segment to capture for AMD (as it is for any technology vendor). These conservative buyers have built operations and technology stacks around the CPU. Further, lifecycle management adds a level of incumbent stickiness, making this market very hard to penetrate. The fact that AMD is seeing good momentum is a very positive sign for the company’s market share growth prospects – and long-term competitiveness. Further, it indicates AMD is seeing strong transactional sales through its channel partners.
• (CLOUD): Microsoft also released very strong earnings, fueled by general cloud (Azure) growth and AI in particular. Azure growth was 20% year-over-year, with 6% attributed to AI. Further, 2023 saw the Azure AI service end the year with 53,000 customers, of whom approximately 16,000 were new. The company has made the right investments in its AI strategy, and I suspect those investments have a halo effect on other Azure cloud services.
  • When I see the moves Azure makes concerning AI and the partnerships it enters into with data management companies such as Oracle (Database@Azure), it reinforces my thinking that this company is unmatched when it comes to understanding the real requirements (and behaviors) of enterprise IT users.
• (STORAGE): SoftIron, a storage player out of the UK, released an update to its HyperCloud private cloud appliance this week. What makes this unique? Interestingly, a lot. It’s important to understand that SoftIron cut its teeth in hardware design. Motherboards and platforms for the storage industry. So, an intimate understanding of the architecture is required to set up a finely tuned hardware-software design focused on software-defined storage (the underlying technology behind HCI and cloud).
  • With HyperCloud, the company did exactly this. It delivered a platform built from the top down (and ground up) for the private cloud. With an emphasis on private.
  • I can see where government entities, heavily regulated industries, and those that emphasize data privacy would find this solution attractive. Further, the scale nature of this solution lends itself well to distributed environments where automation is critical to business operations.
• (STORAGE): Hitachi Vantara and Cisco announced a partnership to deliver a consumption-based hybrid cloud offering to its customers and the market. This is interesting as I see the potential around data management and optimized use for joint customers. Think of this as converged infrastructure (CI) as a service, or what Cisco calls CI+ (existing partnerships include Pure Storage). I see the benefit for Hitachi and believe this complements its partnerships with other providers, such as CTERA and Model9.
• (STORAGE): Can we cut through some of the chatter and noise around VMware? There are a lot of opinions and a lot of (dare I say) misinformation out in the press. Change comes with every shift in business model and acquisition, which brings disruption. And with disruption comes unease. This is nothing new with Broadcom and VMware. So a few things:
  • VMware had been trying to rationalize its licensing model long before Broadcom acquired the company. Further, its licensing aligns with what the industry has been doing.
  • Likewise, we have been witnessing VMware align its product strategy and portfolio to deliver the appropriate (and quality) level of support and investment. This has not changed post-acquisition. There are product and product categories with higher growth and more room for innovation (e.g., cloud), and there are product and product categories that see innovation incrementally. Again – this is aligned with every technology company that delivers IT services to the market.
  • The VMware channel program being terminated and transitioned into Broadcom’s channel program was maybe not communicated as clearly as it could have/should have been. However, streamlining channel management into one program and organization is logical. Time will tell if the company manages this transition well and maintains the strong channel presence VMware has enjoyed for years. However, a lot of prognosticating is being presented as fact, which does a disservice to customers and channel partners.
  • The bottom line is that with change, a certain number of customers and partners will look for alternatives as the “new” VMware doesn’t quite work for them. This is entirely normal. And it happens all of the time when companies transform go-to-market efforts. However, most customers and partners will continue to consume and sell VMware products with little to no noticeable difference. The sky isn’t falling. VMware isn’t going anywhere. And small competitors – though they create a bit of FUD – will not replace VMware at scale.
• (CLOUD): VAST Data strikes another strategic partnership with European-based AI and advanced computing cloud provider Genesis Cloud. Per the agreement, Genesis will be utilizing VAST for data services. The upside for both companies is significant. It is impressive to watch VAST continue to be selected as the data management layer of choice by many of the specialized cloud providers pushing the boundaries in terms of AI and other data-rich, data-critical services.
• (CLOUD): Raise your hand if you’ve heard of Inference.ai. This small cloud provider recently came out of stealth mode with about $4M in seed funding to start serving the inference market. With so much attention (and press) focused on training, the inference wave will hit the market significantly. I am excited to watch what the Inference.ai team can do and how the market moves forward.
• (STORAGE): WekaIO continues to increase its footprint in the AI and supercomputing data management platform as it was recently selected by UK-based NextGen Cloud to partner in this space. While we have seen VAST continue to secure wins, WekaIO has been quietly blazing its trail in this space.

 

ESG (Melody Brue)

• N/A

Enterprise Data (Robert Kramer)

• Dynatrace Perform 2024, a customer event recently concluded, had multiple announcements with a theme of business transformation focused on cloud modernization, AI, and threat protection.
  • Dynatrace’s new AI Observability provides a complete AI solution with models and databases for building, training, and implementing AI projects.
  • Dynatrace releases OpenPipeline for the analytics and automation platform, providing oversight and management of the data being fed into the Dynatrace platform. This ensures the data’s original context and cloud ecosystems are maintained.
  • Dynatrace introduces new AI features to its analytics and automation platform for better data tracking, analytics, and automation.
  • Dynatrace recently acquired Runecast, which offers AI-based security and compliance tools. This will improve Dynatrace’s ability to protect against security risks and rule violations in cloud environments by using automated,
  • Dynatraced declared that it is working with Lloyds Banking Group to measure the environmental carbon impact of its IT ecosystem, contributing to the organization’s sustainability goals to develop Dynatrace Carbon Impact further. The app translates utilization metrics.
• AI and Data powered Microsoft’s significant earnings in 2Q2024.
  • Let’s recap data’s influence. AI integrated into data stack transforming Intelligent Data Platform.
  • CosmosDB data transactions +42% YoY.
  • Microsoft Fabric. Data stored in Fabric’s multi-cloud data lake, OneLake, +46% QoQ.
• My insights for 2024 for how companies can use 3-pillars for AI to enhance operations and data management strategies.
  • Data quality. Required for AI to be effective.
  • Processes to improve operations.
  • Automation to solve problems. More to come!
• HYCU focused on data protection as a service (DPaaS) through its R-Cloud platform and announced a partnership with Anthropic AI this week. The partnership intends to integrate Anthropic’s AI assistant, Claude, into R-Cloud to improve data security and simplify data management. HYCU’s strategic partnership with Anthropic comes at a reasonable time, bringing even more innovation and aligning with the global trend of increasing investment in AI and security and risk management technologies. More from my latest article on HYCU. https://moorinsightsstrategy.com/research-notes/research-note-hycu-and-anthropic-join-forces-for-ai-enabled-saas-data-protection/
• Data fun facts on upcoming Super Bowl
  • This will be the first Super Bowl held in Las Vegas, Nevada.
  • This is a rematch of Super Bowl LIV; the Chiefs won 31-20 in 2020.
  • The 49ers are favored by 2 points. Go Chiefs!!
• Data influences predictions, game strategies, game decisions, and fan engagement.
  • AI and ML analyze player stats, team tactics, past game results, weather, and injuries to predict who will win and how games will turn out. They look at teams’ win-loss records, trends, and player performance to understand strengths and weaknesses, which help make predictions and even betting decisions.
  • During games, coaches make strategic decisions based on real-time data about player positioning and team formations to take advantage of opponents’ weaknesses and increase the chances of scoring. At the same time, medical teams keep an eye on health metrics like heart rate, fatigue, and muscle strain to prevent injuries and optimize player performance.
  • Ticket prices, which change based on demand through dynamic pricing algorithms, can influence fan attendance by adjusting real-time costs to increase team revenue. Advertisers use targeting data to reach specific groups, customizing Super Bowl ads for more significant impact and engagement. Sports commentary and analysis are enhanced by media coverage data, focusing on essential metrics and trends to shape the game’s story and attract more viewers.
  • More to come as I will analyze data on the outcome of the Super Bowl.

ERP/SCM (Robert Kramer)

• In 2024, ERP and SCM systems will be the backbone of modern businesses, accounting for 50% of global enterprise software revenue. These systems harbor vast information fueling critical operations and driving intelligent decision-making.
• In the first part of my latest Forbes article, I explore how ERP and SCM systems integrate cutting-edge technologies such as AI, cloud computing, and advanced integrations. The piece reviews the trends for 2024, highlights potential challenges in implementation, and profiles the vendors leading the evolution of these transformative systems. https://www.forbes.com/sites/moorinsights/2024/01/29/erp-and-scm—what-to-expect-in-2024-part-1/?sh=56e14be36823

Financial Tech (Melody Brue)

• PayPal is venturing into AI for e-commerce, introducing six innovations for the online shopping experience. These include a revamped checkout process, a faster guest checkout option called Fastlane, AI-driven Smart Receipts with personalized recommendations, an advanced offers platform for real-time, customized promotions, a redesigned consumer app, and improved business profiles for Venmo. Digital commerce is projected to exceed $6 trillion in 2024, and PayPal aims to address customer pain points and bring about significant changes in the payments and commerce landscape.
• PayPal also joined many tech firms in recent layoffs and announced this week that it is laying off nearly 10 percent of its staff across several departments, including research and development. The cuts are part of the new CEO’s efforts to cut costs.
• Block, the parent company of Square, CashApp, and AfterPay, has also announced layoffs of around 1,000 people. Brex, the expense management startup, let go of nearly 300 people (20% of staff). These layoffs add some unease in the fintech and broader tech sector, where tens of thousands of workers have been let go in the past few weeks. This is a continued leadership misjudgment of how the internet economy would grow post-pandemic and overspending on operating costs. Fintech news outlet AltFi also announced this week that it is shutting down after ten years.

HCM (Melody Brue)

• Ceridian is now Dayforce, unified under a single brand with the same mission: “Make work life better.” As the companies unify under one brand for clarity and to tackle HCM complexity, I see this as more than a name change – it’s an alignment of what means the most to the company’s customers and to the global platform the company is known for. I’ll dive deeper into Dayforce, the why behind the brand, how it’s infusing AI across the platform for a more intelligent Dayforce, and what’s next for the company in the always-changing HCM landscape in an analyst insight soon.

IIoT and IoT (Bill Curtis)

• N/A

Modern Work (Melody Brue)

• Cisco is collaborating with industry giants Samsung and Microsoft to deliver improved experiences for shared customers. Cisco’s Room Kit EQ complements Samsung’s newly launched 105″ Smart Signage, featuring a 21:9 aspect ratio and 5K resolution. For customers using Microsoft, Samsung’s large display optimizes the Front Row layout on Cisco Devices for Microsoft Teams Rooms. The companies aim to provide immersive and inclusive video conferencing solutions and address distance challenges with these solutions. Third-party peripheral data is available through Webex Control Hub so IT teams can have a holistic view of room setups remotely.
• This week’s launch of Apple’s Vision Pro headset is set to introduce new features to workplace applications. Box has unveiled the Box app tailored for Apple Vision Pro, focusing on enhancing content experiences and collaboration within enterprise settings by utilizing spatial computing capabilities. One potential use case in the retail sector where businesses can leverage Apple Vision Pro and Box for an improved design process is for retail display windows. By uploading, retailers can virtually explore and evaluate design proposals in Box to see how the design will appear in a retail space. Workers on a construction site can access blueprints and project files without having to drag around devices or large hard copies.
• Zoom also announced an app for Apple Vision Pro with several features available immediately and some to come. The 3D representation of meeting participants means that you will see someone’s “Persona” instead of a static picture or having to look at them with a goofy headset on. The personas in videos posted by early Apple testers so far look pretty creepy to me, and the hand gestures are only apparent if they are right near the user’s face. I have yet to try the AVP, and I will wait for Anshel Sag’s assessment of it and the collaboration apps before I make any judgment calls.
• Microsoft Copilot for Sales and Microsoft Copilot for Service are now generally available. These provide role-specific insights and actions to optimize business workflows.

Personal Computing (Anshel Sag)

• N/A

Quantum Computing (Paul Smith-Goodson)

• Quantum sensing has been getting a lot of play recently for two good reasons: it works, and it works better than classical devices. The Defense Science Board recently identified three areas of quantum technology that are the most important if we want to maintain our technological superiority over adversaries.  Those areas are sensing, encryption, and communications. Quantum sensing is the most mature and promising for use in the military for accurate positioning, navigation, and timing (PNT). PNT is critical to imaging, earth observation, and communication. The Defense Innovation Unit (DIU) initiated a quantum sensing program in late 2020 focused on getting atomic sensors out of the lab and into the real world, and that is now happening. Several companies are producing working quantum sensors. Vector Atomic and its partner, Honeywell Aerospace, produced a fully integrated, high-performance atomic gyroscope. It is the first atomic gyroscope to be qualified for space qualification, and it is likely to be the first atomic inertial sensor to operate in space.
• Atomic gyroscopes are expected to be better for measuring rotational motion than photon-based methods by using atoms and laser interactions. Quantum inertial sensor technology reduces reliance on GPS. That is seen as a strategic advantage.
• Rydberg Technologies is another quantum sensing company doing great things with the technology.

Security (Will Townsend)

• Identity and access management (IAM) is ripe for disruption by integrating generative AI capabilities. I expect big announcements from companies including SailPoint, Microsoft, Cisco, and others in 2024. IAM is often the first line of defense that is thwarted in phishing and ransomware attacks, and generative AI can go far to shrink attack surfaces and bolster security resiliency.

Sustainability  (Melody Brue)

• HSBC has reaffirmed its commitment to becoming a net-zero bank by 2050, as initially pledged in 2020. Despite pandemic-related challenges and subsequent economic uncertainties, the bank is now unveiling a comprehensive Net Zero Transition Plan. The strategy focuses on prioritizing support for industries crucial to decarbonization, engaging clients on sustainability in their transition processes, and implementing a transformation plan to embed net zero into the business. HSBC aims to contribute meaningfully to the global sustainability effort as economic conditions improve.

Columns Published 

1. A Year In Review Of IBM’s Ambitious AI Strategy, by Patrick Moorhead
2. ERP And SCM — What To Expect In 2024, Part 1, by Robert Kramer

Research Notes (MI&S)

1. RESEARCH NOTE: Alienware x16 and Aurora R16 — and the Ecosystem Alienware Is Building, by Anshel Sag
2. RESEARCH NOTE: Alphabet (GOOG, GOOGL) Reports 2023 Q4 Earnings, by Melody Brue
3. RESEARCH NOTE: Oracle Cloud Leans Heavily Into Generative AI, by Matt Kimball
4. RESEARCH NOTE: Amazon’s ‘AI Ready’ Initiative Aims to Bridge the AI Skills Gap, by Melody Brue
5. RESEARCH NOTE: HYCU and Anthropic Join Forces for AI-Enabled SaaS Data Protection, by Robert Kramer
6. RESEARCH NOTE: Quantinuum Secures $300 Million to Support Research on AI and Quantum Fault-tolerant Hardware, Software, and Algorithms, by Paul Smith-Goodson

 

Blogs Published (MI&S)                                                             

1. N/A

Research Paper(s):

1. RESEARCH PAPER: Infoblox: Unlocking The Power Of Domain Name System For Security, by Will Townsend

 

Podcasts:

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

• The G2 on 5G Podcast – AT&T and T-Mo Earnings, AST Space Mobile $155M Investment, OnePlus 12 & More

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

1. Micron’s LPCAMM2 Offering and the Path to Being First to Market with this New Industry Standard
2. Six Five Insider: AI and The Importance of Memory and Storage

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

• N/A

Other Podcasts

• N/A

 

Citations: 

1. Broadcom / Broadcom acquisition of VMware / Matt Kimball / https://www.datacenterknowledge.com/dcim/how-vmwares-controversial-product-changes-could-impact-smbs
2. Intel / Q1 Earnings / Patrick Moorhead /  https://www.fierceelectronics.com/electronics/intel-stock-drops-disappointing-1q-forecast
3. Juniper / Acquisition of Mist / Patrick Moorhead / https://www.rcrwireless.com/20240129/ai-ml/juniper-lays-out-vision-for-ai-native-networking
4. NVIDIA / AI Chip Market / Patrick Moorhead / https://wccftech.com/nvidia-global-ai-chip-market-share-whopping-90-percent-competitors-years-catching/
5. NVIDIA / AI GPU / Patrick Moorhead / https://www.tweaktown.com/news/95888/nvidia-commands-90-of-ai-gpu-market-competitors-are-years-from-catching-up/index.html
6. Qualcomm / Q1 earnings / Patrick Moorhead / https://finance.yahoo.com/video/qualcomm-possesses-sizable-advantage-ai-225806999.html
7. Samsung / Galaxy Ring / Anshel Sag / https://www.cnet.com/tech/mobile/samsungs-surprise-galaxy-ring-whos-the-wearable-actually-for/

 

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

• Alienware Aurora R16 Desktop PC
• Bang & Olufson Cisco 950 Wireless Earbuds
• HP Poly Studio P15 Video Bar
• Varjo Aero 2
• Ziyun Weebill 3S

 

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

• February 2024
  • ZohoDay 2024, McAllen, TX, February 6-8 (Melody Brue, Patrick Moorhead)
  • Intel Datacenter AI Solutions (DAIS) Quarterly Business Update, Feb 15 (Paul Smith-Goodson – virtual)
  • Iron Mountain Speaking Engagement, Los Angeles, Feb 15, (Matt Kimball)
  • MWC 2024, Barcelona, February 26-29 (Patrick Moorhead, Will Townsend -in person, Anshel Sag – virtual)
  • Intel IFS Direct, San Jose, Feb 21 (Anshel Sag)
  • Mobile World Congress, Barcelona, February 24-29th (Patrick Moorhead, Anshel-virtual, Will Townsend)
  • RingCentral Analyst Summit, Bay Area, February 26-28 (Melody Brue)
  • 8X8 Industry Analyst Summit, San Diego, February 29 (Melody Brue)
• March 2024
  • IBM Focus on IBM Research, March 5 (Paul Smith-Goodson – virtual)
  • Salesforce TDX Analyst Conference, San Fran, March 5-7 (Robert Kramer)
  • Cerebras Media & Analyst Day, March 12 (Paul Smith-Goodson – virtual)
  • Connected Americas, Dallas, March 12-13 (Will Townsend)
  • NVIDIA GTC, March 18-21 (Anshel & Patrick – in person, Matt Kimball – virtual)
  • Enterprise Connect, Orlando, March 25 (Melody Brue)
  • ElasticON Tour March 26, New York (Robert Kramer- TBD)
  • Adobe Summit, March 26-28, Las Vegas (Melody Brue – hybrid, Robert Kramer, Patrick Moorhead)
• April 2024
  • Fortinet Accelerate, Las Vegas, April 1-5 (Will Townsend)
  • Intel Vision, Phoenix, Apr 8-9 (Matt Kimball, Paul Smith-Goodson)
  • Google Next, Las Vegas, April 9-11 (Robert Kramer, Patrick Moorhead)
  • NTT Upgrade, San Francisco, April 10-11 (Will Townsend)
  • Appian World, Wash DC, April 15-17 (Robert Kramer)
  • Datacenter World, DC, Apr 15-18, (Matt Kimball)
  • Oracle Analyst Database Summit, San Francisco, April 24 (Robert Kramer, Matt Kimball)
• May 2024
  • RSA Conference, San Francisco, May 6-9 (Will Townsend)
  • International Super Computing, Hamburg, May 12-16 (Matt Kimball)
  • Blue Yonder, Dallas, May 13-15 (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 (Patrick Moorhead, Matt Kimball)
  • Nutanix .NEXT, May 21-24, Barcelona (Matt Kimball)
• June 2024
  • SAP Sapphire, Orlando, June 3–5 (Melody Brue, Robert Kramer)
  • Snowflake, San Francisco, June 3-5 (Robert Kramer)

 

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The Team

Analysts

• Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud, Enterprise SaaS & Semiconductors.
• 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