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    Moor Insights & Strategy Podcast

    Top-ranked boutique technology industry analyst firm Moor Insights & Strategy analysts analyze the tech industry's biggest news each and every week and also conduct interviews with tech industry "Insiders" on a regular basis.
    enPatrick Moorhead100 Episodes

    Episodes (100)

    MI&S Market Spotlight: Insights from Palo Alto Networks Intersect 2023

    MI&S Market Spotlight: Insights from Palo Alto Networks Intersect 2023

    On this episode of the Moor Insights & Strategy Podcast, Will Townsend, Vice President and Principal Analyst for Networking and Security is joined by Nav Singh, Vice President of Marketing for Network Security at Palo Alto Networks. Their conversation covers Palo Alto Networks' virtual event, Intersect, which focused on four best practice sessions:

    1. Zero Trust Foundation for Network Security: They explore the concept of zero trust in network security. Zero Trust is simple in concept but challenging to implement, and the pandemic and hybrid work models have shifted the approach to network security from implicit trust to explicit, continuous verification. Palo Alto Networks advocates three principles: least privileged access control, continuous trust verification, and continuous security inspection.
    2. Hybrid Workforce Security: The conversation shifts to the challenges of securing networks in a hybrid work environment and Palo Alto Networks' approach, which includes secure access service edge (SASE) to bring security and networking closer to users, whether mobile or in branch offices. The two discuss the need for exceptional user experience and sophisticated threat protection in various settings.
    3. Securing a Hybrid Cloud with Complete Zero Trust: Will and Nav delve into the complexities of securing multi-cloud and hybrid cloud environments, highlighting the shared responsibility in cloud security and Palo Alto Networks' solutions that provide sophisticated security in a software form factor for cloud-hosted applications.
    4. Securing Endpoints and Operational Technology (OT) Environments: The focus turns to securing endpoints and OT environments, like manufacturing and healthcare, where IoT and machine-to-machine connections are prevalent. Nav discusses the unique challenges in these environments and Palo Alto Networks' tailored approach to visibility, policy recommendations, and securing IT and OT environments.

    Throughout their conversation, Will and Nav emphasize the importance of simplicity, scalability, visibility, and tailored solutions for different industry verticals in network and security management.

    We're LIVE for Episode 10 of the MI&S Hot Desk Podcast

    We're LIVE for Episode 10 of the MI&S Hot Desk Podcast

    We're LIVE for Episode 10 of the MI&S Hot Desk Podcast, talking about Adobe MAX, Box Works, Avaya’s customer journey, Cisco WebexOne, and Hot or Not? A not-quite-freemium XaaS model. 

     

    Adobe MAX 

     

    BoxWorks 

     

    Avaya’s “Choose Your Journey” Strategy

     

    Cisco WebexOne 

     

    Hot or Not? “No-Additional Cost” Features

    Webex contact center basic

    Zoom Companion AI 

    Microsoft Windows 11 AI Features 

    Canva - Free for Classrooms 

     

    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.

    MI&S Insider Podcast with Adobe GenStudio: Addressing Marketers Needs for Content Velocity and Scale

    MI&S Insider Podcast with Adobe GenStudio: Addressing Marketers Needs for Content Velocity and Scale

    On this episode of the Moor Insights & Strategy Insider Podcast, host Melody Brue is joined by Matthew Purdon, Sr. Product Director, Creative Cloud for Enterprise & SMB at Adobe during the Adobe Max conference. Their conversation focuses on Adobe's response to the dramatically increasing need for content, particularly in terms of personalization, variety of channels, and velocity. Key points discussed:

    • Content Demand Explosion: Adobe predicts a 5x increase in content demand in the next two years. This surge encompasses personalization, channel variety, and content velocity.
    • Adobe Gen Studio's Role: Adobe's integrated end-to-end solution addresses challenges in the entire content supply chain and facilitates content creation by leveraging generative AI, enabling efficient collaboration between creatives and marketers.
    • Content Supply Chain: The content supply chain process, from creative brief to content delivery, is inefficient in its current state in areas such as asset mismanagement and time wastage. Melody and Matthew explore how Adobe's solutions enhance efficiency and speed to market.
    • Macro vs. Agile Marketing: Adobe Gen Studio supports both macro marketing (large, brand-focused campaigns) and agile marketing (quick, iterative campaigns) by enabling the use of assets from macro campaigns in agile ones, improving efficiency and brand consistency.
    • Control Over Content Creation: The importance of control in content creation is stressed, ensuring that AI tools like Firefly augment rather than replace human creativity and preserve brand integrity.
    • C-Suite Attention on Content Velocity: The discussion shifts to why content velocity is a C-suite concern, emphasizing cost reduction and efficiency in content creation as key drivers.
    • Adobe's Competitive Edge: Adobe's strength lies in its comprehensive product suite, seamless integrations, and data analytics capabilities, leading to a robust content management ecosystem.
    • Ecosystem and Generative AI: Adobe’s ecosystem is tailored to unite marketers and creatives, facilitating content creation across professional and more accessible tools. Adobe is investing heavily in generative AI (like Firefly) to integrate into creative workflows, enhancing productivity and creative potential.

    Overall, the conversation underscores Adobe’s strategic response to the increasing demands of content creation, focusing on efficiency, integration of advanced technologies like AI, and the balance of creative control with scalable content production. This is a great conversation you don't want to miss!

    MI&S DataCenter Podcast: Cisco and Nutanix Partnership Delivers On Many Levels

    MI&S DataCenter Podcast: Cisco and Nutanix Partnership Delivers On Many Levels

    In this Moor Insights & Strategy DataCenter Podcast, VP & Principal Analyst Matt Kimball is joined by Daniel McGinniss, VP Product Management at Cisco and Lee Caswell, SVP Solutions and Product Marketing at Nutanix to discuss the partnership between their two companies. Highlights of their conversation include:

    The partnership between Nutanix and Cisco is a strategic one that aims to deliver the industry's most complete hybrid cloud solution to simplify customer operations, maximize resiliency, and accelerate IT transformation. Together, they are focused on three pillars: technology, support, and go-to-market. 

    Cisco and Nutanix both recognize that the hyperconverged space is one of the largest growing segments in the IT industry, and that there is a growing need for distributed data and the ability to run workloads anywhere.

    The partnership brings together Nutanix's expertise in hyperconverged infrastructure with Cisco's expertise in networking and infrastructure management. 

    The two companies have also worked together to optimize their technologies for the partnership, resulting in a solution that is greater than the sum of its parts.

    This is a great conversation you don't want to miss!

    MI&S Insider with IonQ: Getting Ready for the Era of Enterprise-Grade Quantum Computers

    MI&S Insider with IonQ: Getting Ready for the Era of Enterprise-Grade Quantum Computers

    On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Peter Chapman, IonQ President and CEO. They discuss:

    • How to be a front-runner in today's quantum era and beyond,
    • Highlights of exciting announcements from IonQ's product roadmap, and
    • Why it's essential to ensure access to enterprise-grade systems that deliver commercial advantage.

    This is a fascinating conversation you don't want to miss!

    Ep 9: Hot Desk: Ceridian Insights and Dayforce HCM, SAP SuccessConnect, Zoomtopia, and HP Imagine

    Ep 9: Hot Desk: Ceridian Insights and Dayforce HCM, SAP SuccessConnect, Zoomtopia, and HP Imagine

    Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: Microsoft’s big AI event in NYC, Cadence Design Systems’ $50 Racial Equity Investment, and Hot or Not?

     

    Ceridian Insights: Ceridian HCM is Now Dayforce 

     

    Zoomtopia 2023

     

    SAP SuccessConnect 

     

    HP Imagine 2023 

     

    Hot or Not? HP “All In” Printing Solution 

      

    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.

    Ep12 MI&S Datacenter Podcast: We’re Talking Intel, Oracle, Cisco & Splunk, BlackBerry, Gigamon, AI

    Ep12 MI&S Datacenter Podcast: We’re Talking Intel, Oracle, Cisco & Splunk, BlackBerry, Gigamon, AI

    Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

     

    Intel Doubles Down on Core Counts and AI at Innovation

     

    Cisco and Splunk is Full of Potential

     

    Hello AI, Goodbye Job

     

    Oracle Had a Couple of Big Weeks

     

    BlackBerry Separates IoT and Security Businesses

     

    The Value of 3 Logical Qubits

     

    Gigamon Delivers a Sixth Sense With Precryption

     

    Does AI Know When It Hallucinates?

     

    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.

     

    Ep8: Hot Desk: Microsoft’s AI Event, Cadence Design Systems’ $50 Racial Equity Invest & Hot or Not?

    Ep8: Hot Desk: Microsoft’s AI Event, Cadence Design Systems’ $50 Racial Equity Invest & Hot or Not?

    Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: Microsoft’s big AI event in NYC, Cadence Design Systems’ $50 Racial Equity Investment, and Hot or Not?

     

    Microsoft’s AI Event 

     

    Cadence Makes $50M Racial Equity Investment 

     

    Hot or Not? Lazy-Girl Jobs

     

    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.

    Cadence Addresses Racial Wealth Inequities With $50 Million Investment in Affordable Housing, Homeownership, and Small Business

    Cadence Addresses Racial Wealth Inequities With $50 Million Investment in Affordable Housing, Homeownership, and Small Business

    On this episode of the Moor Insights & Strategy Hot Desk Podcast, host Melody Brue, VP and Principal Analyst, welcomes John Wall, SVP and CFO and KT Moore, VP of Marketing of Cadence Design Systems, a leading semiconductor design company for a conversation about the company’s recent $50 million purpose-driven investment in an impact investment program managed by Royal Bank of Canada’s Global Asset Management Group.

    Key takeaways:

    • The investment is one of the largest corporate impact investments to address racial wealth inequities and will focus on affordable housing, homeownership, and small business in specific locations where Cadence has operations and a community presence, as well as internationally on projects to support women, people of color, and climate issues.
    • The goal of the investment is to create opportunities for underrepresented people who may not have access to funding or other resources.
    • Cadence encourages other companies to join the program and make a similar impact.
    • The program is designed to be scalable and easy for other companies to adopt.
    • The investment is intended to make a real difference in BIPOC (Black, Indigenous, People of Color) communities in the United States and internationally.
    • Cadence believes that addressing the racial wealth gap is one of society's most important challenges. The company hopes that its investment program will help to create a more equitable future for all.

    Cadence is known for its innovation and knack for tackling the biggest problems. KT and John believe that this same spirit of innovation can be applied to solving social problems such as racial inequality. The company’s investment is a significant step in the right direction. This positive development for the company, the tech industry, and society demonstrates corporations’ growing interest and commitment in using their capital to tackle racial wealth inequities.

    #techforgood, #affordablehousing, #racialwealthequity, #racialwealthgap, #smallbusiness, #impactinvestment #purposedriveninvestment, #technology, #semiconductors 

    Ep11: MI&S Datacenter Podcast: Talking Intel and Arm Hot Chips, Google Next, HPE, Cisco, IBM, Gaudi2

    Ep11: MI&S Datacenter Podcast: Talking Intel and Arm Hot Chips, Google Next, HPE, Cisco, IBM, Gaudi2

    Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

     

    Hot Chips Recap - Intel and Arm Big Reveals

     

    Hard Rock From IBM

     

    HPE Delivers Strong Earnings With Intelligent Edge

     

    Face Hugs For Gaudi2

     

    Google Next 2023

     

    Cisco Launches Lifecycle Services

     

    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.

    MI&S Insider with Wells Fargo CIO Chintan Mehta on Evolving an AI Ecosystem

    MI&S Insider with Wells Fargo CIO Chintan Mehta on Evolving an AI Ecosystem

    On this episode of the Moor Insights & Strategy Insider Podcast, hosts Patrick Moorhead and Melody Brue are joined by Chintan Mehta, Chief Information Officer and head of Digital Technology and Innovation for Wells Fargo. Their conversation covers:

    • How the future health of a bank will depend on the ability to integrate disruptive technologies such as AI with an ecosystem of partners
    • How to balance risk and regulatory protection with financial performance and heightened customer and investor expectations, particularly as it relates to AI
    • Wells Fargo's approach to AI across ecosystems working with conventional and non-conventional players across the value chain
    • The advantage of collaboration and partnership models that help expedite GTM and enhance CX, particularly as it relates to AI
    • How to evolve an AI ecosystem, and how to do it at scale
    • Wells Fargo's approach to responsible AI

    This is a fascinating conversation you don't want to miss!

    Ep6 - The Hot Desk Podcast - IBM Study of AI, Passive-Aggressive Work Emails, Microsoft Next-Gen AI

    Ep6 - The Hot Desk Podcast - IBM Study of AI, Passive-Aggressive Work Emails, Microsoft Next-Gen AI

    Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: We’re covering IBM’s study of how AI is changing work, what’s behind passive-aggressive work emails, Microsoft’s next-gen AI for the frontline, and this week’s Hot or Not? topic: co-working spaces. 

     

    IBM Study Reveals How AI is Changing Work

     

    What’s Behind Passive-Aggressive Emails

     

    Microsoft Brings Next-Generation AI to the Frontline

     

    Hot or Not? Co-Working Spaces

     

    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.

    Ep10 of the MI&S Datacenter Podcast: We’re Talking VMware, Enchiladas, Arm, SentinelOne, IBM, NVIDIA

    Ep10 of the MI&S Datacenter Podcast: We’re Talking VMware, Enchiladas, Arm, SentinelOne, IBM, NVIDIA

    Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

     

    VMware Explore 2023 Recap

     

    A New Enchilada Trap

     

    Arm Begins the IPO Process with F-1

     

    SentinelOne Mulls Sale

     

    New and Old: GenAI and COBOL

     

    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.

    Ep5 - The Hot Desk Podcast - Zoom’s TOS, RingCentral Acquires Hopin Assets, Five9 Acquires Aceyus

    Ep5 - The Hot Desk Podcast - Zoom’s TOS, RingCentral Acquires Hopin Assets, Five9 Acquires Aceyus

    Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: We’re covering Zoom’s terms of service and how, or if, customer data is used to train AI models, RingCentral’s acquisition of select Hopin assets plus its C-suite shake-up, and Five9’s acquisition of Aceyus.  This week’s Hot or Not? topic is the latest in RTO mandates: Zoom. 

     

    Zoom’s TOS

     

    RingCentral Acquires Hopin Events and Session

     

    RingCentral C-Suite Succession

     

    Five9 Acquires Aceyus, an Advanced Data Integration Solutions Provider

     

    Hot or Not? Zoom’s RTO Mandate

     

    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.

    Ep9-MI&S Datacenter Podcast: VAST Data, Intel, AMD, Nile, LK-99, Black Hat, Quantum, Cloud CPUs, AWS

    Ep9-MI&S Datacenter Podcast: VAST Data, Intel, AMD, Nile, LK-99, Black Hat, Quantum, Cloud CPUs, AWS

    Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

     

    VAST Data Enters the Data Management Market

     

    Startup Nile Hopes to Disrupt the NaaS Space

    https://twitter.com/WillTownTech/status/1686774167650140160?s=20

     

    LK-99 = Anti-Gravity Skateboards

     

    Intel and AMD Earnings

     

    Black Hat 2023 Insights

     

    First Quantum in the Grid

     

    Cloud CPU Happenings

     

    HealthScribe: AI in Healthcare

     

    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.

    MI&S DataCenter Podcast: Digging Deeper on Modern Workload Acceleration with Dell and Intel

    MI&S DataCenter Podcast: Digging Deeper on Modern Workload Acceleration with Dell and Intel

    In this Moor Insights & Strategy DataCenter Podcast, VP & Principal Analyst Matt Kimball is joined by Gilberto Vargas, VP and GM of Datacenter and AI Global Sales and Marketing at Intel and Jonathan Seckler, Sr Director of Server Product and Solution Marketing at Dell Technologies to discuss server trends in the digitally transformed enterprise. Some of the highlights include:

    • What new workloads are emerging?
    • How does IT meet the demand of modern workloads and traditional line of business applications?
    • And in a market where the cloud rules, what role does the four-socket server play?

    MI&S Insider Podcast: The Intelligent IoT — Opportunities, Challenges, and Solutions

    MI&S Insider Podcast: The Intelligent IoT — Opportunities, Challenges, and Solutions

    On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Venkat Kodavati, Senior VP & GM, Wireless Products, and Vikram Gupta, Chief Product Officer and Senior VP & GM, IoT Processors, at Synaptics.

    The Intelligent IoT, with its combination of AI-infused sensing, processing, and connectivity, is changing industries, from the smart home and security to mobile devices, automotive, the enterprise, and industrial automation. With the change comes an opportunity for innovation, such as the appropriate application AI at the Edge, where designers must strike the right balance of functionality, power consumption, performance, cost, time to market, privacy, and ease of use to ensure an exceptional user experience.

    During their conversation, Patrick, Venkat, and Vikram discuss the opportunities, challenges, and suitable architectural approaches to accelerate next-generation Intelligent IoT devices.

    This is a conversation you don't want to miss!

    Ep. 8 of the MI&S Datacenter Podcast: Talking Fortinet, Oracle, Lenovo, NVIDIA, Microsoft, and Russia

    Ep. 8 of the MI&S Datacenter Podcast: Talking Fortinet, Oracle, Lenovo, NVIDIA, Microsoft, and Russia

    Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

     

    Fortinet Launches Two New NGFWs

     

    Oracle Goes GA on MySQL HeatWave Data Lakehouse

     

    Bing Chat Enterprise Boom!

     

    Lenovo’s Big Data Management Launch

     

    Microsoft Extends Free Security Tools

     

    Russia is on the Quantum Map!

     

    NVIDIA an Anchor Investor in Arm’s IPO?

     

    US VC Firms Warned About China

     

    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.

     

    Is AI Reinventing the Way We Invent? A Conversation with Thomas Andersen, Synopsys VP, AI & ML

    Is AI Reinventing the Way We Invent? A Conversation with Thomas Andersen, Synopsys VP, AI & ML

    On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Dr. Thomas Andersen, Vice President AI and Machine Learning at Synopsys.

    AI touches just about every facet of today’s business world—from infrastructure to tools and solutions. Dr. Thomas Andersen heads the artificial intelligence (AI) and machine learning (ML) solutions group at Synopsys, where he focuses on developing new technologies in the AI and ML space to automate the future of chip design.

    During their conversation, Patrick and Thomas discuss how AI is changing the way we do business, how that is reflected in the semiconductor industry, how AI is being used to help design complex chips and more.

    Ep 4: Hot Desk Podcast: Cisco & Tribeca Film Fest Partnership, Google’s Generative AI Warning & More

    Ep 4: Hot Desk Podcast: Cisco & Tribeca Film Fest Partnership, Google’s Generative AI Warning & More

    Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue this week as we discuss AI's summary capabilities for Webex announced at Cisco Live, HP Poly's new AI-powered devices and updates, and Avaya's C-suite announcement and strong emergence from restructuring. This week’s Hot or Not? topic: The growing trend of the four-day workweek in the modern workplace. Tune in for insightful conversations on the latest developments shaping the way we work.Z

     

    Webex Gets into Showbiz with Tribeca Film Festival Partnership

     

    Google Warns Employees About Using GAI

     

    Green Hushing

     

    Hot or Not? Augmented Reality in Modern Work

     

    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.