E12: Sunny Days Ahead For The Edge Cloud

Oct 23, 2019

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

IBM Earnings

• https://futurumresearch.com/ibms-q3-results-mixed-with-red-hat-and-cloud-
  showing-promise/
• https://finance.yahoo.com/video/ibm-q3-earnings-beat-revenue-
  141211446.html

 

NVIDIA at MWC Americas: EGX Announcement

• https://siliconangle.com/2019/10/21/nvidia-announces-egx-platform-deliver-
  ai-network-edge/

 

Qualcomm 4G/5G Summit

• DSS and MEC

 

Poly Event

• https://futurumresearch.com/poly-analyst-day-competing-around-an-open-
  ecosystem/
• https://www.forbes.com/sites/moorinsights/2019/10/21/poly-the-comeback-
  mojo-is-building/#3ecd72fa1011

 

Google Launch

• https://futurumresearch.com/made-by-google-how-the-pixel-4-launch-went-
  down/
• https://www.engadget.com/2019/10/15/google-pixel-4-on-all-major-us-
  carriers/
• Buds 2020, radar, Google Nest WiFi (confusing brand), channel expansion, transcription yes

 

China censorship and how U.S. companies like Apple and Google are handling these situations.

• Apple: HK Maps, Quartz app
• Google: HK Maps

 

Alright...let’s get started.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.