About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

20 Sep Samsung Resets The Business Phone Bar Again With The Note9, Three Weeks In Review

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The Samsung Galaxy Note9.   PATRICK MOORHEAD The Samsung Galaxy Note9 is the next in a series of business and creativity-focused smartphone devices that Samsung has been releasing for many years. Because the Note line has traditionally been a second half of the year release, it comes out with a more refined feel than its “S” […]

13 Sep Intel Rolls Out More 8th Gen Offerings For Thin And Light Notebooks

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The year-long rollout of Intel’s 8th Gen Core Processors  INTEL This week, Intel announced the release of two new 8th Generation Intel Core Processors, the U-series and the Y-series of mobile processors for thin and light laptops. The six new chips that make up these two series are the latest additions to a long series […]

13 Sep AMD Repeats Its Review Success With 2nd Gen Threadripper And Raises The Stakes With 32 Cores

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AMD 2nd Gen Threadripper Last year AMD surprised everyone with their first generation Threadripper products which were received with major excitement from enthusiasts and professionals alike. AMD teased a second generation of Ryzen Threadripper based on the new Zen+ cores built on Globalfoundries 12nm process earlier this year at Computex 2018 in Taiwan. This updated […]

05 Sep Huawei Kirin 980 Looks Good On Paper But AnandTech Benchmarking Accusations Could Indicate Otherwise

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Update: See Huawei’s prepared statement at the end of the article. Huawei has been on an up and down roller coaster related to smartphones as of late. On one hand, it achieved the number two global smartphone unit market share position surpassing Apple, only second to Samsung. Its premium smartphone market share is up, too, […]

04 Sep AWS, Dell, Arm And Edge Announcements Dominate VMware’s VMworld 2018

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VMware CEO Pat Gelsinger welcomes everybody to VMworld.   PATRICK MOORHEAD Five years ago, it appeared that VMware was going to end up like many legacy enterprise businesses, either overwhelmed by the public cloud IaaS (infrastructure as a service), SaaS (software as a service) offerings, or cheap private clouds.  To VMware’s credit, the company hunkered down […]

28 Aug Dell Expands PC-As-A-Service Program At VMworld 2018

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Dell PCaaS positioning with new PCaaS for Business.    DELL This week I’m attending VMware’s  VMworld 2018 in Las Vegas. I’ll be covering the event extensively over the course of the week, but today I wanted to focus on one particular realm of announcements—the further expansion of Dell’s PC-as-a-Service (PCaaS) offerings. PCaaS and DaaS (device-as-a-service) […]

28 Aug Intel Had One Thing To Accomplish At Its Data-Centric Summit, So How’d It Work Out?

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Intel’s Lisa Spellman kicks off its Data Centric Innovation Summit in Santa Clara.     PATRICK MOORHEAD I had the opportunity of attending Intel’s “Data-Centric” Innovation (DCI) Summit last week with a small group of industry analysts, financial analysts, and press and wanted to share with you my quick thoughts. This event seemed a bit financial-analyst […]

22 Aug Cisco’s ‘People Deal’ Exemplifies Its Cutting Edge Commitment To Employees

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Cisco Systems, under the leadership of CEO Chuck Robbins, is on a roll, after years of revenue stagnation. While infrastructure is still the lion’s share of the business, the new focus and growth in software, security, and services is paying off. Last quarter, Q3/2018, 32% of revenue was recurring revenue, 29% was deferred product revenue, […]

22 Aug Intel Makes Storage Integral To Data Center Architecture, And That’s Smart

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SANTA CLARA, CA/USA – MARCH 1, 2014: Intel Sign at Corporate Headquarters.   PATRICK MOORHEAD Intel Corporation is not always top-of-mind when you think about storage companies and that’s a mistake. Intel has been delivering solid-state storage since 1985.  Over the few years, Intel has been increasing its investment both in storage technology, but also in […]

09 Aug Qualcomm Removes Many Investor Unknowns At Its 3rd Quarter Earnings Announcement

While the biggest news of yesterday was that Qualcomm walked away from its NXP acquisition based on China inaction, I wanted to cover more broadly the totality of what was covered and more importantly, what it really means.  I believe that most of the Qualcomm future shareholder unknowns were cleared up and that is important […]

03 Aug Musk Confirms Massive Compute Required For AV, But Is Developing Own Processor The Right Direction?

Earlier this week, on Tesla’s earnings call, Tesla’s Elon Musk “outed” what had been previously rumored — that the company is working on its custom, self-driving car chips. Custom silicon has been the rage as of late, as we have seen Apple, Google and Facebook jump into the deep end. While only Apple has proven […]

01 Aug Samsung Sneaks Out Sexy New Galaxy Tab 4 Prior To Unpacked Event

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Samsung Galaxy Tab S4.  SAMSUNG While Samsung’s Galaxy phones get all the headlines, the company is doing well in the tablet market. IDC’s Q2 2018 tablet tracker had Samsung Electronics in the #2 tablet unit market share position shipping 5.3M units, second only to Apple. The tablet market has skewed into what I consider low-end […]

30 Jul AMD’s CEO Lisa Su More Bullish Than Ever On Epyc In The Datacenter

AMD reported Q2/2018 earnings last week and it was a big one as it announced its biggest net income quarter in seven years which drove the stock to a ten-year high. The company announced a 53% increase in revenue driving a $154M increase in operating income leading to a $158 improvement in net income from […]

26 Jul Qualcomm Removes Many Investor Unknowns At Its 3rd Quarter Earnings Announcement

While the biggest news of yesterday was that Qualcomm walked away from its NXP acquisition based on China inaction, I wanted to cover more broadly the totality of what was covered and more importantly, what it really means.  I believe that most of the Qualcomm future shareholder unknowns were cleared up and that is important […]

23 Jul Ookla Data Shows Unsurprisingly That Qualcomm-Based Smartphone Wireless Faster Than Apple iPhone’s

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OOKLA (OOKLA) Qualcomm issued some Ookla Speedtest data today that should surprise absolutely no one who understands modem and carrier network technology. Ookla’s recently-released user data showed that Qualcomm Snapdragon 845-based Android smartphones with the X20 modem outperformed the Apple iPhone X/8/7 between 192% and 11% on a variety of carrier network tests. The Ookla […]

20 Jul HP Launches New Entry Workstation Lineup With The Z2 Mini G4 Stealing The Show

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Z2 Mini G4 HP Yesterday, Hewlett Packard Inc. launched “Z2,” a new family of entry-level workstations, along with a new supercharged business desktop with workstation ISC certifications. Workstations, for those unfamiliar with the term, are very high-end personal computers used by financial traders, 3D and 2D designers, movie studios—some are even embedded into advanced equipment like […]

19 Jul Isn’t It Time We Stop Calling Synaptics The “Touchpad” Company?

This week during our July 4th “break” I had been reading some articles about Synaptics. While Synaptics does still manufacture and has the dominant share in computer touchpads and fingerprint readers, most of its business is related to mobile and IoT, not just PCs. So, isn’t it time to ditch the “touchpad” moniker? I like […]

16 Jul What Is Qualcomm Really Doing With Its Server Division?

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Qualcomm President Cristiano Amon talks growth opportunities at CES 2018 Since May, there has been a lot of rumor and speculation on what Qualcomm was going to do with its server division given CEO Steve Mollenkopf’s Wall Street 2018 promise to cut a billion dollars by 2019 expenses.  The news stories and headlines ranged from […]

16 Jul Microsoft Updates Microsoft 365 With Free Teams, Workspace Analytics, AI Enhancements And Nudges

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Microsoft gearing up for Inspire 2018 partner show in Las Vegas July 16-18. MICROSOFT As I have said many times before, the stakes are very high in the space the industry refers to as “the future of work.” The future of work encompasses the new ways workers get things done in a modern age of heterogeneous […]

09 Jul The New Microsoft Surface Go Finally Goes Head-To-Head With The Apple iPad

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The Surface Go MICROSOFT Since Microsoft introduced the Surface for Windows RT in 2012, the company never went directly head-to-head with the Apple iPad. For years, Microsoft and the Surface team intelligently focused on full-up, Windows detachable 2:1 computers that could run full Windows desktop programs and Store apps, and worked with multiple inputs- finger, keyboard, […]