Apple, after wide rumors, will in fact complete the acquisition of Intel’s modem business for a billion dollars. This acquisition is said to be the key to the company winning their ambitions to build their own 5G modem. But is it enough to drive their 5G strategy forward?
Intel Q2 Earnings: Strong Performance Should Quash Negative Sentiment
Pre-earnings call, many analysts were betting against Intel (INTC) this quarter based upon competition, china and chip shortage, but results are in and the company is up versus expectations and continuing to show strength. A look at the earnings and what’s ahead for Intel.
Samsung’s New 5G-Ready 12Gb LPDDR5 Mobile DRAM Gives a Glimpse Into the Future
While some might interpret this announcement as Samsung keeping its A+ chip to itself while serving up its A- chip to Qualcomm, and see its timing as a slight, I don’t see this as an attempt to undermine or one-up Qualcomm in any way. Here’s why.
Facebook Q2 Earnings Pop Despite FTC Fine
Facebook Q2 earnings reveal a company that is outperforming the market despite a number of regulator challenges beating on revenue and earnings. What is the outlook for the company and should investors worry about the continued probes?
Sorry Folks, AMD RX Pricing Drop Didn’t Sucker NVIDIA Into Anything
AMD and NVIDIA are battling out for GPU supremacy with a leap frog of GPU solutions that are driving quality up and price down. Recently an AMD RX pricing drop led the company to claim a victory by forcing NVIDIA to drop their pricing substantially, but there are signs that may not at all be what happened.
Openet ECS Platform Captures Early 5G Operator Mindshare
Openet has launched a no-cost data intelligence platform, getting first dibs on operator mind share in the early stages of adoption of 5G charging systems. This microservices-based system is designed to deliver new monetization models and expand Openet’s channel influence, driving the adoption of their rapidly evolving 5G monetization requirements.
Medallia Surges 70% Day 1, Is It Time to Put It On The Watch List?
Medallia shot up more than 70% on its IPO debut. The customer experience management company has launched into the market gaining a 4.5 billion dollar valuation, however, has had little press compared to big IPO’s like Slack and Zoom.
Huawei Keeps a Footing in the 5G Race in the UK
Huawei has seen an onslaught of challenges as the U.S. and Australia have banned their technologies in critical 5G infrastructure. The U.K. is now pondering whether to allow the Chinese company to participate in their 5G network deployments.
Microsoft Beat Earnings, Smashes Revenue Estimates
Microsoft beat earnings and smashed revenue estimates in today’s earnings report. While a big deal was made by some of the Azure slowdown in growth, that is to be expected. Microsoft is a company that has momentum. For investors, they are a company that no matter how high the price of the stock goes, it’s hard to bet against them over the long term. I believe the Azure business will settle in and continue double-digit growthI do expect the Azure business to settle in and continue its significant double-digit growth, but hey, 40-70% YoY is a number everyone should feel good about.
IBM Red Hat Acquisition Nets First Payoff With AT&T Contract
The IBM Red Hat acquisition nets its first big payoff with AT&T strategic alliance, multi-year, multi-billion dollar contract. IBM’s move, acquiring Red Hat in order to be the hybrid multi-cloud platform out there, was smart. Hybrid multi-cloud is not only the reality of the enterprise today, it’s the reality of all businesses. The ability to modernize apps, move them to the cloud, partner seamlessly with others, and manage everything in a hybrid cloud environment isn’t rocket science, it’s table stakes. I’m looking forward to seeing what’s on the horizon for these two.