15 Nov HPE’s Increased Stability And Consistency Noticeable At Investor Event

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HPE CEO Antonio Neri addresses financial analysts at last week’s SAM.  HPE Last week, Hewlett Packard Enterprise held its annual Securities Analyst Meeting (SAM) at the New York Stock Exchange. The annual event represents the company’s opportunity to talk to investors about its past progress and financials but more importantly, talk about its future opportunities. […]

21 Oct Arm’s Investment And Growth Evident At TechCon 2018

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Arm CEO Simon Segars kicks off Arm TechCon 2018.  PATRICK MOORHEAD Last week, I attended the Arm TechCon 2018 event in San Jose, CA. TechCon is Arm’s annual premier industry event, drawing a huge crowd of developers, analysts, and press together to gain insight into what the semiconductor giant has been cooking up the past […]

03 Oct Globalfoundries Validates The Company’s Pivot At GTC 2018

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Globalfoundries CEO Dr. Thomas Caulfield kicks off GTC 2018.  ANSHEL SAG There has been some talk about Globalfoundries’ decision to not chase after the leading edge 7nm node. As many in the industry obsess over the leading-edge node (guilty as charged), Globalfoundries decided not to continue down the leading edge FinFET path and instead go […]

01 Oct How Does A 74,000 Person Company Align Its Global Leaders In 24 Hours? I Asked Cisco Systems

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Cisco leaders use a simulator to see effects of various business decisions they make.   CISCO Before I created my company Moor Insights & Strategy, I worked at some large tech companies like AT&T, NCR, and Compaq in the 90’s and AMD in the 00’s. I am always fascinated by how some of the larger tech companies […]

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) […]

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, […]

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 […]

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 […]

14 Jun My Biggest Takeaway Of Cisco Live 2018 Wasn’t The Product Announcements

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“Imagine” was the key theme for Cisco Live 2018 As a technology industry analyst, I live a strange life. I take at least 40 trips per year, attending technology vendor events and meeting with companies from around the world from San Jose to Shanghai. On those trips, I get fed data and information by executives […]

02 Apr Intel’s Leadership Role In Aligning The Industry On Spectre And Meltdown Shouldn’t Be Ignored

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Intel While the public discussion on Spectre and Meltdown and daily stories have died down, for now, I wanted to pull back the lens and talk about some broader perspectives I have been thinking about. The reason I think it is important to analyze some of the broader areas is that Spectre and Meltdown are […]

30 Mar Cisco Seeks To Solve Silicon Valley Homelessness Starting With $50M Investment

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Cisco Systems is one of the top companies out there that lives and breathes the concept of corporate social responsibility (CSR). I’ve written fairly extensively about the company’s efforts to give back to communities worldwide—from its TacOps disaster response team to its global Networking Academy, to its extensive partnerships with non-profits, NGOs, and community-based organizations […]