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1 month ago | 
moorinsightsstrategy.com | Patrick Moorhead |Jason Andersen |Paul Smith-Goodson |Anshel Sag
Welcome to this edition of our Weekly Analyst Insights roundup, which features key insights that our analysts have developed based on the past week’s events. Last week I mentioned the collective attention we at MI&S would be giving to Google Cloud Next 2025, and you can see some of the fruits of our labor in items from Jason, Matt, Robert, Bill, Melody, and Will in this week’s roundup. I’ll also be publishing an overview with my own takeaways in the next couple of days.
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2 months ago | 
moorinsightsstrategy.com | Patrick Moorhead |Jason Andersen |Paul Smith-Goodson |Anshel Sag
Verizon Business has launched a new AI-powered text messaging assistant, Verizon Business Assistant, designed specifically for small businesses. This tool automates customer interactions by providing instant text responses to common questions. It is designed to improve over time by building a knowledge base from previous interactions. The Business Assistant can respond to customer inquiries via text 24/7.
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2 months ago | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
GTC 2025 has concluded, and I think every one of the 25,000 attendees has some thoughts on NVIDIA’s market position. Here are a few of my takeaways. By now, NVIDIA is as much an enterprise software company as it is a chip company. While the company has built a following (and vendor lock-in) with its CUDA software, it has delivered so much more in terms of software to help enable the AI stack within the enterprise. CEO Jensen Huang talked about being an AI Infrastructure company, and he’s right.
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2 months ago | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
On March 11, Pure Storage announced the FlashBlade//EXA, which it classifies as the most performant and cost-effective data storage platform. FlashBlade//EXA disaggregates data storage from metadata storage, enabling organizations to achieve what Pure calls “nearly unlimited scale” without introducing complexity and latency.
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Mar 10, 2025 | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
Welcome to this edition of our Weekly Analyst Insights roundup, which features key insights that our analysts have developed based on the past week’s events. Mobile World Congress in Barcelona is one of the few conferences each year that draws attention from all corners of the tech world. And in my experience, it’s typically worth the hype: walking the show floor pretty much guarantees that you’ll have your eyes opened to all kinds of compelling new technology.
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Mar 3, 2025 | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
In advance of Mobile World Congress, Intel launched its latest 6500P and 6700P Xeon 6 portfolio to deliver what it considers the optimal combination of performance, power, and efficiency to the enterprise. While the industry has heard quite a bit about “Granite Rapids,” including support for up to 8P configurations, what is perhaps most interesting to me is the company delivering single-socket-optimized platforms — a space previously dominated by AMD’s EPYC processors.
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Feb 24, 2025 | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
The Lenovo Infrastructure Solutions Group impressed the market with its latest earnings, showing strong 59% year-over-year growth, anchored by more than 90% growth among cloud service providers (while the enterprise and SMB segment grew 7%). On $3.9 billion in revenue, the company reported a slight profit, with an operating profit increase of $39 million. Finding its groove once again with its “ODM+” business is good for Lenovo — it is the company’s top-line revenue driver.
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Feb 10, 2025 | 
moorinsightsstrategy.com | Patrick Moorhead |Will Townsend |Jason Andersen |Paul Smith-Goodson
Welcome to this edition of our Weekly Analyst Insights roundup, which features the key insights our analysts have developed based on the past week’s events. Last week, Mel Brue and Robert Kramer attended ZohoDay in Austin and recorded a couple of great interviews with Zoho’s new CEO, Mani Vembu, and its director of AI research, Ramprakash Ramamoorthy.
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Feb 3, 2025 | 
moorinsightsstrategy.com | Patrick Moorhead |Jason Andersen |Paul Smith-Goodson |Anshel Sag
Oracle is bringing new AI features to Oracle Cloud SCM. The supply chain is a critical area where efficiency and cost control can have a significant impact, and Oracle is looking for these new AI-driven capabilities to help tackle both. These updates improve transportation management, global trade compliance, and order processing with AI-powered route and transit time predictions, a transportation emissions calculator, and tools for managing trade incentive programs.
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Jan 31, 2025 | 
moorinsightsstrategy.com | Melody Brue |Patrick Moorhead |Jason Andersen
ServiceNow (NYSE: NOW) released its Q4 and full-year 2024 earnings report on Wednesday, which were in line with analyst expectations. The company demonstrated robust growth across subscription revenue, total revenue, and remaining performance obligations (RPOs). CEO Bill McDermott said on the earnings call that these gains demonstrate that AI is driving a significant transformation in enterprise technology.
