By Patrick Moorhead, Jason Andersen, Matt Kimball, Bill Curtis, Melody Brue, Robert Kramer, Anshel Sag - July 15, 2024
The Moor Insights & Strategy team hopes you had a great week!
Last week, Patrick Moorhead, Robert Kramer, and Jason Andersen attended the AWS Analyst Summit 2024 in New York. Patrick and Anshel Sag attended Samsung Galaxy Unpacked and Anshel attended HP Imagine AI and the ASUS event in New York.
Our MI&S team published 11 deliverables:
3 Forbes Insight Columns
5 MI&S blog posts
3 Podcasts
Over the last two weeks, the press quoted us with9citations.They wanted to hear about Apple, AWS, NVIDIA, Oracle, RingCentral, Samsung, Qualcomm, Copilot PC, and Microsoft.
Last week, no fewer than six Moor Insights & Strategy analysts appeared in the top 30 of the ARInsights Power 100 list, a ranking of the top analysts according to their activity level among all ARchitect users. We’re proud of the hard work that it takes to maintain this level of activity, research, publishing, and interaction, and we’re honored to share space on the list with some of the brightest analysts in the world. Congratulations to the team!
MI&S Quick Insights
A new AI company is announced seemingly every week. So often, in fact, it’s almost a non-event. However, a new one called Skild AI caught my eye because it is an LLM specifically for robotics. Robots have almost become an industrial fixture. They are used in a wide variety of applications. Skild AI is developing a scalable foundation model for AI-powered robots. It has secured $300 million in Series A funding in a round led by Jeff Bezos and Amazon. It plans to create a general-purpose AI model that can function in various robot types and for various tasks. Skild’s model serves as a “brain” for robot embodiments, covering tasks such as manipulation, locomotion, and navigation. The technology aims to make robots more agile, dexterous, and safe for human interaction in real-world environments.
OpenAI and Los Alamos National Laboratory (LANL) announced a partnership to study the safe use of AI in labs for scientific research. This collaboration is in keeping with the White House order that tasks national labs with evaluating frontier models and their biological use. The partnership highlights AI’s potential to accelerate scientific research and the need to understand the risks associated with AI.
A new AI company is announced seemingly every week. So often, in fact, it’s almost a non-event. However, a new one called Skild AI caught my eye because it is an LLM specifically for robotics. Robots have almost become an industrial fixture. They are used in a wide variety of applications. Skild AI is developing a scalable foundation model for AI-powered robots. It has secured $300 million in Series A funding in a round led by Jeff Bezos and Amazon. It plans to create a general-purpose AI model that can function in various robot types and for various tasks. Skild’s model serves as a “brain” for robot embodiments, covering tasks such as manipulation, locomotion, and navigation. The technology aims to make robots more agile, dexterous, and safe for human interaction in real-world environments.
OpenAI and Los Alamos National Laboratory (LANL) announced a partnership to study the safe use of AI in labs for scientific research. This collaboration is in keeping with the White House order that tasks national labs with evaluating frontier models and their biological use. The partnership highlights AI’s potential to accelerate scientific research and the need to understand the risks associated with AI.
AWS Summit was held last week in New York and there were more than 10 announcements related to GenAI alone. While some in the industry have suggested that AWS has been running behind other major tech vendors, we believe that this is not the case. In fact, AWS has unique capabilities and an enterprise-centric approach that many customers should consider. While other members of the team can comment on the hardware announcements, this update will focus on the developer and partnership angles.
Extending the Q Strategy — Chief among the announcements were additional capabilities for the AWS Q services. These services are geared toward rapid development of AI apps for a range of developer skills. Q Developer assistance is now available in Sagemaker, which targets data scientists and machine learning devs. Additionally, Q Developer has had more features added since our last research note on it in May. This includes the ability to make memory persistent within agents so there is a degree of collaboration between agents, leading to richer experiences. For example, Q Developer now can support more complex tasks including all phases of application development, versus just code assistance—which is now a standard feature in most development platforms.
AWS App Studio — AWS has delivered other low-code services in the past such as AWS QuickSight, but it just announced a tech preview of a new service called App Studio. App Studio is an AI-native low-code tool that allows you to start the app creation process from a prompt before doing anything else. The AI will create a requirements specification for you to approve, then start out building the application by leveraging AWS and other connected services. AWS is serious about getting more developers engaged with its services outside of its established pro-developer install base.
AWS Bedrock — AWS Bedrock is central to the company’s GenAI strategy because it enables multiple LLMs to be used by employing one unified API. While Bedrock has been around for a year, new services are emerging that follow the pattern of abstracting AI capabilities from the foundation models. This allows companies to share services between models. The most notable example of this is Guardrails, which is the core of AWS’s “responsible AI” features. Guardrails can store a range of content restraints from an AI application. This can include, for example, the removal of hate speech or something as simple as filtering out a competitor’s name from your customer-support chats. What is also very interesting about Guardrails is that a new external API is available for AI apps hosted outside of AWS. So you can almost think of this as “responsible AI as a service.”
Deloitte Digital — AWS and Deloitte also announced a deeper partnership for the development of GenAI applications. Deloitte hosted a group of analysts for a demonstration of both live AI solutions in production as well as others in development, all of which leveraged AWS AI technologies. It was interesting to see the level of complexity in each of these solutions, which focused on marketing campaign management, automotive supply chain management, and clinical productivity and care.
Another week, another big move from Oracle Cloud as it releases its Exadata Exascale service, which it terms as the only intelligent data architecture for the cloud. What’s in Exadata Exascale? It’s a loose coupling of Oracle Exadata compute and storage hardware, combined with a simplification of cloud data tiering. These architectural changes, along with preprocessing and intelligent SQL offload, are joined by an RDMA connection between Exascale compute and Exascale storage.
What does this mean? Exascale infrastructure that can deliver near-native performance for organizations using a database service in the cloud—much more affordably. And this affordability is the result of OCI being able to fully leverage its infrastructure (with cost savings passed on to customers). Throw in Oracle Database 23ai, and you have an enterprise database platform that can service a non-enterprise IT budget. (Oracle projects a 95% cost savings.)
Why is this significant? Oracle Database has always been the gold standard for databases and data management. This is why enterprise organizations have been willing to pay such a premium for it. However, this platform has been out of consideration for smaller companies (startups and established SMBs) because of that premium. Now, by delivering Wall Street capabilities at Main Street prices, the company should be able to attract an entirely new audience.
The key for Oracle/OCI will be amplified education. This great service will not find success if the intended audience doesn’t know about it. Hopefully we’ll see an aggressive campaign.
AWS just announced the general availability of its latest-generation CPU, Graviton 4. While this CPU is for use only in AWS datacenters, this release is significant nonetheless. AWS pioneered the first-party Arm CPU market when it acquired Annapurna Labs back in 2015. The first three generations of Graviton, focusing on scale-out and cloud-native workloads, became wildly successful, eventually displacing roughly 25% of traditional x86 deployments in its datacenters.
With Graviton 4, AWS pivots to support both scale-out and scale-up workloads. Virtually no workloads are off-limits as the company looks to further expand Arm’s footprint in its datacenters. While the specs are interesting—even compelling—they are strangely almost irrelevant because AWS has full control over where, when, and to what extent Graviton 4 is deployed. Further, the organization has the ability to fine-tune Graviton 4 to support “hero” workloads—those instances where it believes it can see the greatest uplift in performance per watt and performance per dollar.
It’s going to be an interesting ride as Graviton 4 further eats into the workloads that x86 has tried to gate on raw performance and compatibility/interoperability for so long. The compatibility challenge is a thing of the past. I suspect performance advantages are also dissipating.
Watch as AWS finds ways to push Graviton (Arm) as a preferred platform for IT organizations deploying to the cloud. The next phase of this evolution is Arm in the enterprise datacenter.
AMD announced the acquisition of Silo.AI. This AI lab—the largest (private) lab in Europe—came at a cost of $665 million and is really focused on helping AMD close the software tools and services gap with market leader NVIDIA.
I like what AMD is doing. This isn’t the first of AMD’s acquisitions and investments (other notable acquisitions include Nod.ai and Mipsology), and surely the company will continue to focus on this critical element of standing up AI solutions. I’ve written before—and still contend—that software and services are the castle walls that sit behind NVIDIA’s CUDA moat. The most performant GPUs and accelerators are rendered useless without a robust ecosystem that is broadly adopted in the marketplace. This strategy by AMD, along with its evolving ROCm framework, is smart and should help the company continue to gain momentum.
Zoho has introduced Zoho Apptics, an application analytics solution offering insights into user behavior and application performance. By tracking metrics such as user engagement, session durations, and crashes, Apptics should make it easier for businesses to understand how their applications are used. This data can then be used to improve the user experience, identify and fix issues, and optimize overall application performance. Overall, Zoho Apptics appears to be a valuable tool for companies looking to gain a deeper understanding of their applications.
I attended the AWS Analyst Summit 2024 in New York last week. At the event, AWS put the focus on democratizing data and AI by enhancing its three-layer GAI stack. At the top layer are AI-powered applications, including Amazon Q functionality through the new AWS App Studio that allows non-technical users to create AI applications. The middle layer is supplied by Amazon’s Bedrock service, which enables fine-tuning of models such as Anthropic’s Claude 3 Haiku, as well as supplying expanded data sources, improved vector search, advanced agents, guardrails for hallucinations, and new data connectors. The bottom layer is provided by AWS’s infrastructure, including AI-specific chips and Amazon SageMaker for building and running models.
Other democratizing aspects discussed by the AWS team included accessibility for all users, cost-effective AI and data services for businesses of all sizes, expanded data availability via SageMaker, enhanced security, and increased collaboration via the AWS GAI Competency Partner Program and AWS SimuLearn. I’ll have more on all of this in my upcoming summary article about the AWS Summit.
This week I published my overview about the impact of modern ERP and SCM systems on manufacturing companies. In the piece, I explore how the evolution of today’s manufacturing industry makes it essential to use management systems that can deal with higher levels of complexity. Modern ERP and SCM software systems are helping modernize the industry, enabling companies to make the most of recent innovations in AI, machine learning, automation, IoT, and smart-factory technologies. The concepts of Industry 4.0 and Industry 5.0 also provide new lenses for understanding the potential of smart technologies and human-machine collaboration to revolutionize both manufacturing processes and the ERP and SCM solutions that manage them.
Blue Yonder has announced new capabilities to enhance its supply chain platform:
- Retail Enterprise Planning — New visualization, hierarchical planning, and collaboration features
- Fulfillment Sourcing — A simulator to ensure timely deliveries and prevent stockouts
- Cognitive Demand Planning — Optimizes forecasting and team collaboration for better inventory management
- Yard Operations — Machine learning for centralized yard management
- Warehouse Efficiency — Automated process using automated storage and retrieval system (AS/RS) technologies
- Returns Management — Improved handling of returns for better performance and customer experience
These updates support Blue Yonder’s retail, manufacturing, and logistics sectors for better performance across the supply chain.
Infor has recently acquired two companies—data migration specialist Albanero and data management provider Acumen. In a past discussion I had with Kevin Samuelson, CEO of Infor, he emphasized how crucial data management is for ERP success. Albanero developed a data mesh platform to improve data quality, migrations, and governance, which Infor plans to integrate into its Infor OS. Acumen specializes in consulting services for the CPG industry, enhancing Infor’s capabilities in that vertical.
Xbox Game Pass is getting more confusing than it already is now with increased pricing and the loss of day-one game access for the lowest tier. I think Microsoft needs to think hard about how it markets Game Pass now that it has created a significant delta between its already plenty confusing plans.
LG-Athom acquisition — LG Electronics acquired Netherlands-based Athom B.V., a small privately held company known primarily for its Homey Pro multiprotocol smart home hub. Although the Homey Pro product is unattractive at its $399 price point, it has a loyal fan base of tech-savvy smart-home aficionados. However, it’s too complicated for mainstream consumers. Advanced features include 100% local operation (see “IoT and the imperfect Internet” below), a flow editor with drag-and-drop if-then-else logic, local and cloud backups, a scripting language, support for Bluetooth, Zigbee, Z-Wave, Wi-Fi, infrared, Thread, and Matter, and integration with Google Assistant, Amazon Alexa, and Siri Shortcuts. I’d like to see a simplified, cost-reduced implementation of Homey Pro as a Matter controller, aimed squarely at mainstream consumers and off-the-shelf Matter-enabled products—with support for other protocols via Matter’s bridge architecture. Meanwhile, I’ll put the existing version of Homey Pro on my evaluation list.
Qualcomm and Foundries.io — Since Qualcomm acquired Foundries.io in April, I’ve expected it to announce a fully integrated development platform—silicon, hardware, board support, software, AI enablement, and full support for the Foundries Factory’s highly automated, Yocto-based Linux platform configuration and management services. My wait is over. The initial target is the QCS6490-based RB3 Gen 2 development kit—an AI-enabled (12 TOPS) board set loaded with multimedia, robotics, advanced networking, and high-speed I/O. I’ve used Foundries Factory for the past two years, and this research paper explains why I’m a fan. I can’t wait to try it with the RB3 Gen 2.
IoT and the imperfect Internet — On July 9, Spectrum’s Internet service failed for Austin and much of South Texas. The company blames the seven-hour outage on a “third-party infrastructure issue caused by the impact of (Hurricane) Beryl.” I don’t doubt it, but Spectrum has multiple IXPs (internet exchange points), so that explanation raises questions about the company’s continuity planning. I bring up this major outage to emphasize the risks of depending on Internet connectivity for critical infrastructure. This outage affected my home, but most of my devices continued operating normally. For instance, my Matter Wi-Fi and Thread devices still communicated with one another and with most smartphone apps, as did many of my standalone Wi-Fi devices. However, hubs and other devices requiring Internet services for essential operations were inoperable (I have a few).
This is a good time for consumer and industrial IoT product companies to review solution architectures to ensure the continuity of essential functions when cloud services are unavailable. For example, a smartphone app can continue operating Matter devices without cloud access because secure local network connectivity is a key feature of Matter architecture. But what about schedules, event triggers, and advanced services like image recognition? System designers should ensure that all services required for essential operations are available locally—directly on sensor devices or via a local controller. In other words, processing should occur as close to the data source as possible. Multicore CPUs with AI coprocessors are now standard equipment in many new embedded SOCs, enabling system designers to reduce cloud dependencies dramatically without busting the budget.
T-Mobile powered the 5G experience at the Major League Baseball All Star Game last week including one very exciting new technology, automated balls and strikes. Considering how important latency is in such an experience, it was really interesting to see the All Star Futures Game embrace this new technology and showcase it for the industry with the help of T-Mobile’s ANS 5G network. In addition to that, T-Mobile also implemented permanent 5G upgrades in the Arlington, Texas, area and continued to use 5G for the catcher’s camera angle.
Avaya announced a leadership transition. Current president and CEO Alan Masarek will retire at the end of the year. Patrick Dennis, the company’s current board chair, will assume the role of CEO effective September 1. The company emphasizes that this transition is based on a shared vision for Avaya’s strategic direction, innovation, and long-term growth. Dennis has been a close partner with Masarek and the leadership team since joining the board in May 2023 after the company’s recapitalization.
Under Masarek’s leadership, Avaya has experienced a notable turnaround, transitioning from financial challenges to a position of strength and innovation. The company successfully navigated bankruptcy, restructured its operations, and refocused its strategy. This transformation has led to increased profitability, a stronger balance sheet, and renewed investor confidence.
At its recent Avaya Engage conference, the company showcased new platform integrations and capabilities, particularly in AI and customer experience management. Additionally, Avaya announced its acquisition of Edify Technologies, a low-code platform for creating tailored customer journeys. This move reinforces Avaya’s commitment to customer experience and is expected to enhance workflow automation and service efficiency for its clients. The acquisition also brings in a team of skilled engineers, highlighting Avaya’s emphasis on aligning talent with its strategic goals. Avaya also highlighted expanded strategic alliances with partners including Google and Alcatel-Lucent Enterprise, demonstrating its focus on ecosystem-driven growth.
I think Masarek’s departure from Avaya is a considerable loss. Still, having gotten to know him over the past year and a half, I feel very confident that he would not be leaving if he didn’t feel the company had all the right people in place to carry on the momentum it has seen since he took over. I look forward to getting to know Dennis as he steps into this new role with what I consider a very strong and capable C-suite (one that Masarek put in place).
At the Galaxy Unpacked event, Samsung and Google confirmed that the upcoming XR platform that the two collaborated on with Qualcomm will be launching later this year. This will mean a new software ecosystem that will support Samsung’s new hardware. The Samsing, Google, and Qualcomm partnership has given us some of the best phones in the world, so I believe it’s fair to predict that it should also yield us a great XR device.
Samsung launched a multitude of new devices at Galaxy Unpacked in Paris. At the event, the company announced two phones, two watches, earbuds, and a ring. The new phones, the Fold6 and Flip6, target two entirely different markets and come in at two very different price points and form factors. The Fold6 ($1,899) targets business users, while the Flip6 ($1,099) targets young and hip consumers that might also be content creators. The Watch Ultra and Watch 7 share many of the same specs, except that the Ultra has a different physical design and a much larger battery. The Watch 7 and Ultra both ship with Google’s latest WearOS 5 and a new 3nm five-core processor, which should bring welcome performance and battery life improvements. The $299 starting price is aligned with the last generation and should enable a welcome upgrade for older Watch users, although I’m not sure it’s a big enough upgrade for Watch 6 Classic users like myself. The Galaxy Ring may have been the most anticipated announcement and it did not disappoint, with an extremely thin and light design with ample battery life and no recurring monthly membership. As a current Samsung Ring owner, I welcome how these two rings might compare.
Quantinuum researchers have made another breakthrough in quantum error correction. Effective error correction requires error rates of less than one in a billion or trillion operations. Quantinuum collaborated with the University of Colorado to implement a high-rate non-local qLDPC code on their H2 quantum processor. The researchers created and entangled four error-protected logical qubits in a GHZ state, achieving better fidelity than physical qubits. This is the first time four logical qubits have been entangled with better fidelity than their physical counterparts. The advantage of this approach is its high encoding rate, where the number of logical qubits is proportional to physical qubits. For more context, see my recent Forbes article about big improvements in quantum error rates from Quantinuum and Microsoft researchers.
NATO recently announced that it is funding startups that are focused on solving cybersecurity challenges within communications and computer network infrastructure. It is an innovative approach, one that could bring a fresh perspective to protecting the alliance and national security interests in light of ongoing Russian aggression in the region.
T-Mobile has significantly upgraded its 5G network at Globe Life Field and surrounding Arlington, Texas, in anticipation of the 2024 MLB All-Star Week. The improvements for the Midsummer Classic, which started on July 12 and culminates with the MLB All-Star Game on July 16, include permanent enhancements to coverage and capacity designed to provide a better mobile experience for local T-Mobile customers and visitors attending the events.
T-Mobile is also deploying additional temporary mobile cell sites around the stadium to boost network capacity further and ensure uninterrupted service for users during the All-Star Week festivities. The company is heavily investing in infrastructure as it aims to improve connectivity and cater to the growing demand for data-intensive applications, such as live streaming and social media sharing, during major sporting events. As someone who spends a lot of time on baseball fields (as a baseball mom and major fan of the game), this is a very needed and welcomed enhancement.
Right next door in Arlington is AT&T Stadium, home of the Dallas Cowboys. Although Arlington lost its bid to host the 2026 FIFA World Cup final, it will host nine matches during the World Cup and is viewing this week’s MLB All-Star Game as a crucial trial run for World Cup readiness. The insights gained will inform further infrastructure improvements, such as potential investments in the stadium and enhancements to public signage, software, and transportation systems as Arlington prepares to welcome the world in 2026.
Hurricane Beryl served as another test for critical infrastructure in Texas. To no one’s surprise, mobile network operators reported service outages, but AT&T deployed flying cell on wings (COWs) to provide temporary connectivity in South Texas for hospitals and customers in the area. T-Mobile used satellite COWs to provide temporary coverage for its subscribers, demonstrating the role that low-earth-orbit satellites can play in supporting first responders.
Columns Published
- IBM Goes for the Grand Slam at Wimbledon with New AI App Features (Melody Brue and Robert Kramer)
- AI Meets Simplicity at Pure Accelerate 2024 (Matt Kimball)
- The Impact of Modern ERP and SCM Systems In Manufacturing (Robert Kramer)
Blogs Posts Published
- SAP Charts A Course For The AI-Driven Enterprise At Sapphire 2024 (Robert Kramer, Melody Brue, Jason Andersen)
- 2024 Microsoft Work Trend Index Shows Shifting Workplace Dynamics (Melody Brue)
- HPE Discover: Bringing AI To The Enterprise In A Consumable Way (Matt Kimball)
- Zscaler Supercharges Its Cybersecurity Portfolio At Zenith Live 2024 (Will Townsend)
- IBM’s InstructLab: A New Era For AI Model Creation And Performance (Paul Smith-Goodson)
Podcasts Published
G2 on 5G (Will Townsend and Anshel Sag)
Nokia’s Big Move, AT&T’s 5G RedCap, FCC’s Unlock Rule, India’s Auction, Verizon’s Concerns, Rel. 18
Hot Desk Podcast (Melody Brue and Robert Kramer)
Episode 29: IBM & Wimbledon, AWS Summit, Avaya’s CEO Change, Zoho Apptics
Game Time Tech Podcast (Melody Brue, Robert Kramer and Anshel Sag)
Join The GTT Crew for Some MLB All-Star Game Technology Talk
Citations
Apple / Anshel Sag / Love Money
Anshel Sag’s thoughts on how Apple’s antitrust lawsuit will impact Apple’s business
AWS / Patrick Moorhead / TweakTown
Patrick Moorhead on AWS’s credibility in the semiconductor space
AWS / Jason Andersen / TechTarget
Jason Andersen on AWS’s introduction of their GenAP app studio
NVIDIA / Patrick Moorhead / Yahoo! Finance
Patrick Moorhead talks about the chip race
Oracle / Matt Kimball / Silicon Angle
Matt Kimball shares his opinion on Oracle Cloud’s new low-priced Exadata Cloud offering
RingCentral / Melody Brue / UC Today
Melody Brue joins this episode of The Latest Big UC News: Latest on NICE in UCaaS, RingCentra’s Relationships, Microsoft’s Case, and OpenAI’s New Acquisition
Samsung Galaxy Ring / Anshel Sag / The Scotsman
Anshel Sag weighs in on the announcement of Samsung’s Galaxy Ring
Google / Anshel Sag / Business Insider
Anshel Sag shares his thoughts on Google’s AR Glasses
Microsoft, Qualcomm / Anshel Sag / IEEE Spectrum
Anshel Sag offers his opinion on the Copilot Plus PCs
New Gear or Software We Are Using and Testing
- Samsung Book4 Edge 16” (Anshel Sag)
Events MI&S Plans on Attending In-Person or Virtually (New)
Unless otherwise noted, our analysts will be attending the following events in person.
- AWS Analyst Forum, July 8-10, New York – onsite (Robert Kramer)
- AWS Analyst Forum, July 8-10, New York – onsite (Jason Andersen, Robert Kramer)
- HP Imagine AI, July 11, New York – onsite (Anshel Sag)
- SIGGRAPH, July 29-August 1 — virtual (Matt Kimball)
- AWS Analyst Forum, July 8-10, New York – onsite (Robert Kramer)
- AWS Analyst Forum, July 8-10, New York – onsite (Jason Andersen, Robert Kramer)
- HP Imagine AI, July 11, New York – onsite (Anshel Sag)
- SIGGRAPH, July 29-August 1 — virtual (Matt Kimball)
- Black Hat, August 3-8, Las Vegas (Will Townsend)
- VMware Explore, August 26-29, Las Vegas (Matt Kimball, Will Townsend)
- GlobalFoundries Analyst Event, August 26-28 (Matt Kimball)
- IFA Berlin, September 6-11, Berlin, Germany (Anshel Sag)
- Oracle Cloud World, September 9-12, Las Vegas (Melody Brue, Robert Kramer)
- Connected Britain, September 11-12, London (Will Townsend)
- Salesforce Dreamforce, September 17-19, San Francisco (Robert Kramer)
- Intel Innovation, September 23-26 (Matt Kimball)
- Meta Connect, September 25, San Jose (Anshel Sag)
- Verint Engage, September 23-25, Orlando (Melody Brue)
- Infor Annual Summit, September 30-October 2, Las Vegas (Robert Kramer)
- LogicMonitor, Austin, October 2-4 (Robert Kramer)
- Teradata, October 7-10, Los Angeles (Robert Kramer)
- Zoomtopia, San Jose, October 8-9 (Melody Brue)
- MWC Americas, October 8-10, Las Vegas (Will Townsend)
- AdobeMAX, October 14-16, Miami (Melody Brue)
- Lenovo Global Analyst Summit & Tech World, October 14-17, Bellevue, WA (Matt Kimball, Paul Smith-Goodson, Anshel Sag)
- IBM Analyst Summit, October 16-18, New York City (Matt Kimball, Robert Kramer)
- Snapdragon Summit, Maui, October 20-24 (Will Townsend)
- WebexOne, October 21-24, Miami (Melody Brue)
- Cisco Partner Summit LA October 28–30, 2024 (Robert Kramer)
- SAP SuccessConnect, October 28-30 – virtual (Melody Brue)
- GitHub Universe, October 29-30, San Francisco (Jason Andersen)
- 5G Techritory, October 30-31, Riga (Will Townsend)
- Dell Tech Analyst Summit, early November, Austin (Matt Kimball)
- Apptio TBM Conference, November 4-5, San Diego (Jason Andersen)
- IBM, November 6-8, New York City (Paul Smith-Goodson)
- Fyuz, November 11-13, Dublin (Will Townsend)
- Box Analyst Summit, November 12-13, San Francisco (Melody Brue)
- Microsoft Ignite, November 18-22, Chicago (Robert Kramer – virtual, Will Townsend)
- Super Computing, November 18-22, Atlanta (Matt Kimball)
- AWS re:invent, December 2-6, Las Vegas, (Robert Kramer, Will Townsend, Jason Andersen, Paul Smith-Goodson)
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Patrick Moorhead
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.
Jason Andersen
Jason Andersen is vice president and principal analyst covering application development platforms, technologies, and services. Jason brings over 25 years of experience in product management, product marketing, corporate strategy, sales, and business development at Red Hat, IBM, and Stratus to his work for MI&S and its advisory clients. Working both in the field and in the headquarters of some of the most innovative technology companies, Jason has a wealth of experience in building great products and driving their adoption across a broad spectrum of industries and use cases.
Matt Kimball
Matt Kimball is a Moor Insights & Strategy senior datacenter analyst covering servers and storage. Matt’s 25 plus years of real-world experience in high tech spans from hardware to software as a product manager, product marketer, engineer and enterprise IT practitioner. This experience has led to a firm conviction that the success of an offering lies, of course, in a profitable, unique and targeted offering, but most importantly in the ability to position and communicate it effectively to the target audience.
Bill Curtis
Bill Curtis is the Moor Insights & Strategy Analyst in Residence for large-scale Internet of Things systems. Bill helps enterprises design distributed solutions that integrate the full end-to-end IoT stack from real-world devices to analytics.
Melody Brue
Mel Brue is vice president and principal analyst covering modern work and financial services. Mel has more than 25 years of real tech industry experience in marketing, business development, and communications across various disciplines, both in-house and at agencies, with companies ranging from start-ups to global brands. She has built a unique specialty working in technology and highly regulated spaces, such as mobile payments and finance, gaming, automotive, wine and spirits, and mobile content, ensuring initiatives address the needs of customers, employees, lobbyists and legislators, as well as shareholders.
Robert Kramer
VP & Principal AnalystatMoor Insights & Strategy
Robert Kramer is vice president and principal analyst covering enterprise data, including data management, databases, data lakes, data observability, data analytics, and data protection. Robert has over 30 years of proven experience with startups, IT companies, global marketing, detailed strategies, business modeling, and planning, working with enterprise companies, GTM assets, management, and execution.
Anshel Sag
VP & Principal Analyst|Website
Anshel Sag is Moor Insights & Strategy’s in-house millennial with over 15 years of experience in the IT industry. Anshel has hadextensive experience working with consumers and enterprises while interfacing withboth B2B and B2C relationships, gaining empathy and understanding of what usersreally want. Some of his earliest experience goes back as far as his childhood when he started PC gaming at the ripe of old age of 5 while building his first PC at 11 and learning his first programming languages at 13.
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