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    Latest analyst opinions View all

    The AWS domino effect: Overreliance on AWS means when it sneezes, we all fall down

    On October 20, 2025, AWS experienced a massive outage in its largest and most critical region, US-EAST-1. 

    UPGRADE
    Global Cybersecurity

    Beyond the backlog: How low-voltage drive vendors can win in the new normal

    Free

    The low-voltage drives market normalized in 2024 as excess inventory and weak demand shifted vendor focus from capital expansion to operational efficiency. Successful vendors must pivot from backlog-driven growth to offering localized, certified, system-level solutions that leverage regulatory compliance as a selling point while targeting efficiency-focused markets where LV drives are non-negotiable.

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    Global Manufacturing Technology

    Exotel’s evolution reflects where the CPaaS market is heading

    Exotel's strategic aspirations reflect the broader CPaaS evolution from basic APIs to workflow-orchestrated platforms. With voice-centric infrastructure and regulatory compliance, they're positioned for complex markets, but must execute beyond regional strength.

    UPGRADE
    Global Team Collaboration and Messaging

    Whatever happened to digital transformation?

    Free

    The term “digital transformation” has been replaced by AI and cloud-driven transformation and network autonomy. This opinion examines the shift in telecom operator priorities.

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    Global Service Provider

    Display Dynamics – October 2025: Foldable OLED screen aspect ratios should shift to 16:11, driven by the anticipated foldable iPhone launch

    Apple’s foldable iPhone will feature a 16:11 aspect ratio, which could shift the current foldable OLED mainstream away from the 11:10 aspect ratio.

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    Global Display

    Display Dynamics – October 2025: Large-area panel shipments increased by 4% MoM in September 2025

    In September 2025, large-area panel shipments increased by 4% MoM and increased by 8% YoY to 82.8 million units.

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    Global Display
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