Moor Insights & Strategy

5 days ago | moorinsightsstrategy.com | Anshel Sag

At a recent two-day event in New York City, Motorola announced its updated Moto Razr lineup, which features a new three-tier strategy that expands the range of foldables offered by the company. The new Razr lineup also introduces broader AI capabilities that enable the user to do more with less direct interaction with the phone; this includes features like Pay Attention, Catch Me Up, Explore with Perplexity or Remember this.

6 days ago | moorinsightsstrategy.com | Patrick Moorhead

While NVIDIA captured the market’s attention as it announced quarterly earnings, Nutanix quietly delivered a strong performance with its Q3 FY2025 results. The $639 million in revenue represents a 22% year-over-year increase, and the operating margin was 21% better year-over-year. Overall, the company beat estimates on both the top and bottom line, with a strong guide through the end of 2025.

6 days ago | moorinsightsstrategy.com | Patrick Moorhead

It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week’s most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce’s strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include:NVIDIA Earnings Analysis: Breakdown of NVIDIA’s strong quarterly performance despite trade restrictions with China.

6 days ago | moorinsightsstrategy.com | Robert Kramer

At its Knowledge 2025 event last week, ServiceNow made it clear that it is not simply adding AI to existing workflows, but rethinking how enterprise systems operate. Central to this strategy is the new ServiceNow AI Platform, which sits above traditional systems like ERP, SCM and CRM to unify intelligence, data and orchestration across the business. The company has gone even further in CRM specifically.

1 week ago | moorinsightsstrategy.com | 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.