What CEOs talked about in Q2/2023: Generative AI applications, bank troubles, uncertain economy
We updated this research article. Visit the link to view the latest insights. In short According to the latest “What CEOs talked about” report, three themes noticeably gained traction in earnings calls in Q2/2023: 1. AI & Generative AI, 2. Bank troubles, and 3....
Mapping 7,000 global cloud projects: AWS vs. Microsoft vs. Google vs. Oracle vs. Alibaba
In short The cloud market reached $206 billion in 2022, fueled by the COVID-19 pandemic, digitalization, and SaaS adoption. A new analysis of 7,000 cloud implementations reveals distinctly different vendor footprints. AWS dominates North America, Microsoft excels in...
Global cellular IoT module market declined 6% in Q1 2023 in a weakening demand environment
Key insights In Q1 2023, global cellular IoT module revenue declined 6% YoY; shipments declined 16%. The key reasons for the decline are: 1. Cautious end-user spending; 2. Inventory reductions; and 3. Chip supply issues. The top five cellular IoT module...
Winning in IoT: How the enterprise IoT market is evolving
In short IoT enterprise spending reached $201 billion in 2022, significantly lower than many had previously predicted. IoT adopters will focus on building the IoT software backbone, developing IoT applications, and infusing AI in the coming five years. 47% of IoT...