Carriers Pushing 5G Smartphones in 2020
Head of IT Hardware Research Katy Huberty takes a look at the debate around U.S. consumer demand for 5G smartphones in 2020.
The Future of Streaming
Managing Director and Media Analyst Ben Swinburne sees 4-5 million households cutting the cord in 2020, while starting 40-50 million new digital streaming accounts.
Cybersecurity Spending Remains Strong
Melissa Franchi, equity analyst covering Enterprise Security companies, explains why digital transformation initiatives, the move to the cloud and automation are setting up a strong environment for cybersecurity vendors.
Stability in Telecom Services and Infrastructure
Head of North American Telecom Services and Communications Infrastructure Research Simon Flannery explains why Telecoms Services remains an attractive subsector even in the current macro environment.
Digital Transformation: Finding Durability
Keith Weiss, Head of U.S. Software Research, says despite the advances in recent years, many companies are still at the beginning stages of their road to digital transformation.
Fintech Looks to Deliver on Wish Lists
As e-commerce and fintech flourish, it’s natural that innovative firms would identify synergies between the two. Senior Analyst James Faucette explains.
Cloud and 5G: Platforms and Content Build
Communications analyst Meta Marshall shares her two top trends in the Telecoms space: the 5G build and the move to the cloud.
Electric Vehicles: A Bright Spot for Semis
Craig Hettenbach, equity analyst covering the Semiconductors industry shares why semiconductors were a buzzed-about topic at this year's TMT Conference.