Market Insight: Jio Platforms and Facebook Driving Digital India

Facebook's recent investment and partnership with Jio Platforms was met with a great deal of media and industry excitement. This move was widely touted as a coming of age of Digital India. The largest US tech companies such as Facebook, Google, Microsoft are looking to expand their global fortunes in the new digital economic frontier that is India with its 1.32 billion large consumer market. What is really at stake here and what does it mean in the broader context of India's economic digitization?

Market Insight: The Unintended Consequence of the US War on Huawei

The US Department of Commerce recently amended its foreign-produced direct product rule (FPDP) and Entity List to include HiSilicon, Huawei’s semiconductor design subsidiary. This action has been widely deemed an escalation of the US government's "war on Huawei. In the broader context of the US sanction on Chinese tech firms, the addendum applies a consistency of "national security and foreign policy purpose” to HiSilicon.

Market Insight: Microsoft’s Flight to the Hyper-converged Edge Cloud

In the last three months, Microsoft has been on a tear building out its portfolio of 5G core and virtualized network service management technologies having acquired Affirmed Networks, and most recently, Metaswitch. The acquisition of these telecom tech companies by the leading enterprise IT technology company and cloud service provider may seem curious at first, but these transactions highlight the acceleration of a transformative trend that we at neXt Curve dubbed Under-the-Bottom (UTB) in our 2019 technology horizon study for Ofcom, the United Kingdom’s communications and media sector regulator.

Industry Insight: COVID-19 Tests China’s Resiliency

We have come a long way in a short time since COVID-19 emerged from Wuhan, China late last year. The virus has stealthily yet rapidly evolved from a provincial epidemic to a pandemic that is suffocating the largest and the smallest of economies around the globe.

Industry Insight: China’s Trade “Win-Win” and the Phase 2 Trade Deal

While the White House has touted a major victory in the trade war with China with the signing of a so-called “Phase One” deal, it was difficult not to notice the very visible absence of Chinese President Xi Jinping himself. Instead, the Trump Administration received a congratulatory letter from President Trump’s Chinese counterpart read by Vice Premier Liu He, a level-three member of the Chinese Politburo.

Industry Insight: AT&T’s Alliances with Microsoft and IBM/Red Hat – A Tale of Two Clouds?

July has been a watershed month for AT&T as it enters into two major "cloud deals", one with Microsoft and another with the newly merged IBM and Red Hat. At first glance, the two deals seem oddly contradictory - a collision of proprietary Microsoft cloud (although about half of Azure workloads run on top of Linux) with open source cloud from the combined IBM and Red Hat. But why two cloud deals? What makes them different? What does it mean for the companies involved?

Industry Insight: Apple’s China Problem

The big story yesterday afternoon was Tim Cook's surprise letter to investors announcing that Apple's Q1 2019 revenue would come in far below the $89 to $93 billion guidance that it issued back on November 1st of 2018.  Tim rattled off numerous factors that promoted Apple to issue a revenue warning one month prior their first earnings call of 2019.  The most prominent factor - China.

Industry Insight: The Marriott Hack: A Call to Action for Holistic Security and Due Diligence for Mergers and Acquisitions

On November 30th, 2018, Marriott disclosed its Starwood acquisition had a 4-year-old data breach that exposed data for up to 500 million customers.  However, this wasn’t the first time they have been hacked. Corporate boards need to take cybersecurity and the risks of a digital future seriously.

Industry Insight: Apple’s Not-So-Slow-Moving Coup of The Personal Computing World

While industry sages prognosticated the diminishing relevance of the tablet device category for the past three years as iPad and tablet sales slowed, Apple quietly amassed an installed base of over 400 million active iPads thanks to extended iOS device support. The newly announced iPad Pro is poised to bring about an inflection point in personal computing by changing the way we think of portable computing.

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