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LoneStar Advisory & Research

  • LoneStar Advisory & Research
  • LoneStar Advisory & Research
  • 2025,  Video and Podcasts

    Episode 241: Verizon’s Aggressive Price Cuts, T-Mobile’s F1 Activations, and the Future of Nokia

    December 23, 2025 /

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    LoneStar Advisory and Research

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    2025 ZKast #145 – Whats New In Security With Will Townsend Episode #1

    September 22, 2025

    Black Hat USA 2025: The Year Of The Enterprise Browser

    August 20, 2025

    INFOBLOX REIMAGINES UNIVERSAL DDI MANAGEMENT – REDUCING COMPLEXITY AND OPTIMIZING BUSINESS OUTCOMES IN THE AI ERA

    November 3, 2025
  • 2025,  Research Papers

    IBM – UNLOCKING RESILIENCY THROUGH NETWORK INTELLIGENCE

    December 9, 2025 /

    SUMMARY The application of AI and machine learning to enterprise network operations is not a new concept. AIOps has made great strides over the past several years to improve resiliency through deeper assurance and by providing higher levels of security. However, the complexity of today’s networks — resulting from continued disaggregation and cloudification — is taxing the application of traditional AIOps tools. Ethernet’s continued evolution and modern network scale-up, -out, and -across architectures hold great promise in addressing these challenges, as do emerging agentic AI frameworks to facilitate deeper automation. Despite these advancements, more is needed to support the performance and automation requirements of campus, branch, and datacenter network deployments…

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    LoneStar Advisory and Research

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    Palo Alto Networks Completes Its Platform Play With CyberArk Deal

    August 13, 2025

    DataCenter Podcast: Episode 49 – Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings

    August 29, 2025

    Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM

    November 24, 2025
  • 2025,  Video and Podcasts

    Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM

    November 24, 2025 /

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    LoneStar Advisory and Research

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    INFOBLOX REIMAGINES UNIVERSAL DDI MANAGEMENT – REDUCING COMPLEXITY AND OPTIMIZING BUSINESS OUTCOMES IN THE AI ERA

    November 3, 2025

    ANALYST INSIGHT: Marvell’s Trailblazing Efforts in System Development

    September 30, 2025

    The G2 on 5G: Episode 239 – AT&T 5G SA, Verizon CEO, Intel 18A & More!

    October 9, 2025
  • 2025,  Research Papers

    SAMSUNG NETWORKS – UNLEASHING MOBILE NETWORK TRANSFORMATION THROUGH AI-POWERED AUTOMATION

    November 20, 2025 /

    SUMMARY Modern AI, including generative and agentic applications, has great promise. It can transform centralized and edge datacenter operations, supercharge workloads, and streamline use cases. Furthermore, mobile networks stand to benefit from next-generation AIOps thanks to enhanced agility in communication service provider provisioning and management, as well as higher availability — all realized through automation. Future mobile network standards, including 5G Advanced and 6G, are expected to not only incorporate AI into the radio access network layer, but also the core and transport functions. This should help optimize performance, ease management, reduce energy expenses, and more. However, there are multiple barriers to entry within the modern AIOps journey, including the…

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    LoneStar Advisory and Research

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    ERICSSON ENTERPRISE WIRELESS SOLUTIONS – UNLOCKING 4G LTE AND 5G NON-TERRESTRIAL NETWORK USE CASES

    March 3, 2025

    FORTINET – THE IMPORTANCE OF TRANSPARENCY IN CYBERSECURITY

    October 28, 2025

    2025 ZKast #145 – Whats New In Security With Will Townsend Episode #1

    September 22, 2025
  • 2025,  Video and Podcasts

    DataCenter Podcast: Episode 53 – Talking Arista, VAST & CoreWeave, Quantum, Cisco, AMD, IBM

    November 11, 2025 /

    Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! On this week’s show we covered: 00:00 Intro3:33 Can Arista Push Past The Data Center?9:37 Are VAST & CoreWeave The Wonder Twins?19:14 Qubit Wars: The Power Players29:51 Cisco Partner Summit 2025 Insights38:58 My Case For AMD In Enterprise AI45:36 DARPA’s Quantum Elite Can Arista Push Past The Data Center?https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2025/Arista-Networks-Inc–Reports-Third-Quarter-2025-Financial-Results/default.aspx Are VAST & CoreWeave The Wonder Twins?https://www.linkedin.com/feed/update/urn:li:activity:7392244888316280832/ Qubit Wars: The Power Playershttps://arxiv.org/pdf/2502.06471 Cisco Partner Summit 2025 Insightshttps://www.linkedin.com/posts/wstownsend_cisco-supercharges-its-secure-enterprise-activity-7391366688908292096-iB6K?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk My Case For AMD In Enterprise AIhttps://www.theregister.com/2025/11/05/amd_pins_its_hopes_on/…

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    LoneStar Advisory and Research

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    HPE Ramps Up Networking, Automation And Observability At Discover 2025

    June 30, 2025

    2025 ZKast #156 – What’s New in Cyber Ep2-IBM’s TechXChange, Zscaler, SailPoint, and Netskope IPO

    October 13, 2025

    The G2 on 5G: Episode 239 – AT&T 5G SA, Verizon CEO, Intel 18A & More!

    October 9, 2025
  • 2025,  Research Papers

    INFOBLOX REIMAGINES UNIVERSAL DDI MANAGEMENT – REDUCING COMPLEXITY AND OPTIMIZING BUSINESS OUTCOMES IN THE AI ERA

    November 3, 2025 /

    SUMMARY The rising adoption of generative AI tools and agentic frameworks present a multitude of challenges to enterprise networking operations teams that are struggling to ensure robust connectivity and security at scale. Simultaneously, multi-cloud and on-premises infrastructure deployments, and emerging edge and hybrid AI use cases, are creating operational friction in the form of poor visibility and assurance. This is resulting in more frequent enterprise connectivity outages, longer mean time to resolution of faults and recovery, and unwanted business disruption. Enterprises view the use of modern AI as a competitive advantage. Universal DDI services that include domain name system (DNS), dynamic host configuration protocol (DHCP), and IP address management (IPAM)…

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    LoneStar Advisory and Research

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    Episode 241: Verizon’s Aggressive Price Cuts, T-Mobile’s F1 Activations, and the Future of Nokia

    December 23, 2025

    Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM

    November 24, 2025

    DataCenter Podcast: Episode 52 – HPE, Intel, IBM & AMD, OCP, Qualcomm, Google

    October 27, 2025
  • 2025,  Video and Podcasts

    2025 ZKast #168 – What’s New In Security #3 With Will Townsend – Fortinet Edition

    October 31, 2025 /

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    LoneStar Advisory and Research

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    The G2 on 5G: Episode 237 – Mavenir, NVIDIA & Intel, MasOrange, Meta and More!

    September 18, 2025

    SAMSUNG NETWORKS – UNLEASHING MOBILE NETWORK TRANSFORMATION THROUGH AI-POWERED AUTOMATION

    November 20, 2025

    DataCenter Podcast: Episode 49 – Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings

    August 29, 2025
  • 2025,  Video and Podcasts

    The G2 on 5G: Episode 240 -T-Mobile Edge, GTC DC, Samsung & Softbank, 6G, Verizon and More!

    October 31, 2025 /

    In this episode of The G2 on 5G, Will Townsend and Anshel Sag break down six fast-moving stories: T-Mobile Edge, GTC DC, Samsung & Softbank, 6G, Verizon and More! Key Points: T-Mobile Edge Control Solution Nokia–Nvidia Partnership All-American AI RAN Stack and Open Source Aerial Platform Samsung Networks & SoftBank 6G Research MOU European 5G Reflections and 6G Outlook Verizon’s Wholesale Fiber Expansion Source: https://moorinsightsstrategy.com/g2-on-5g/the-g2-on-5g-episode-240-t-mobile-edge-gtc-dc-samsung-softbank-6g-verizon-and-more/ Credits: Will Townsend, Anshel Sag

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    LoneStar Advisory and Research

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    MITRE ATT&CK Round 6 Insights

    December 12, 2024

    RESEARCH NOTE: NTT and Its Partners Take a ‘Quantum Leap’ into Connectivity

    December 4, 2025

    The G2 on 5G: Episode 237 – Mavenir, NVIDIA & Intel, MasOrange, Meta and More!

    September 18, 2025
  • 2025,  Research Papers

    FORTINET – THE IMPORTANCE OF TRANSPARENCY IN CYBERSECURITY

    October 28, 2025 /

    SUMMARY Broad industry efforts — including Secure by Design, the National Institute of Standards and Technology (NIST) Cybersecurity Framework, the Joint Cyber Defense Collaborative within CISA, and widespread threat intelligence sharing — have bolstered cybersecurity defenses. Still, bad actors continue finding new ways to compromise security controls across infrastructure solution providers. It represents an unprecedented onslaught, further intensified by the rise of nation-state attacks buoyed by an ongoing and unstable geopolitical climate. Modern generative and agentic AI tools have great promise for fortifying security posture and defense within cybersecurity platforms. However, cyber criminals are also leveraging the same technologies to improve the sophistication of attacks to disrupt operational efficiency and…

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    LoneStar Advisory and Research

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    Beyond 5G: AI, Innovation, and What’s Next for Telecom

    August 22, 2025

    Stop Treating Telemetry Like an Afterthought

    June 5, 2025

    DataCenter Podcast: Episode 50 – We’re Talking Splunk, HPE & Oracle, Intel, NVIDIA

    September 11, 2025
  • 2025,  Video and Podcasts

    DataCenter Podcast: Episode 52 – HPE, Intel, IBM & AMD, OCP, Qualcomm, Google

    October 27, 2025 /

    Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! On this week’s show we covered: 00:00 Intro2:32 HPE Securities Analyst Meeting Insights10:52 Intel Shows Momentum In Its Earnings20:36 IBM & AMD: Chip TItans Unite26:58 OCP Scales- Up Ethernet32:39 Qualcomm Leans Into Inference40:26 Quantum Echoes: Whispers Of Future Molecules HPE Securities Analyst Meeting Insightshttps://x.com/WillTownTech/status/1978542076330745891 Intel Shows Momentum In Its Earningshttps://d1io3yog0oux5.cloudfront.net/_a9c76828df1af0b055f7cffea57824a7/intel/db/887/9148/earnings_presentation/Q3+2025+Earnings+Deck+Revised.pdf IBM & AMD: Chip TItans Unitehttps://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm OCP Scales- Up Ethernethttps://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m Qualcomm Leans Into Inferencehttps://www.qualcomm.com/processors/data-center Quantum Echoes: Whispers Of Future Moleculeshttps://blog.google/technology/research/google-willow-quantum-chip/ Source: https://moorinsightsstrategy.com/data-center-podcast/datacenter-podcast-episode-52-hpe-intel-ibm-amd-ocp-qualcomm-google/ Credits:…

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    LoneStar Advisory and Research

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    Stop Treating Telemetry Like an Afterthought

    June 5, 2025

    HPE Ramps Up Networking, Automation And Observability At Discover 2025

    June 30, 2025

    2025 ZKast #168 – What’s New In Security #3 With Will Townsend – Fortinet Edition

    October 31, 2025
  • 2025,  Video and Podcasts

    2025 ZKast #156 – What’s New in Cyber Ep2-IBM’s TechXChange, Zscaler, SailPoint, and Netskope IPO

    October 13, 2025 /

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    LoneStar Advisory and Research

    Related Posts

    2025 ZKast #168 – What’s New In Security #3 With Will Townsend – Fortinet Edition

    October 31, 2025

    DataCenter Podcast: Episode 53 – Talking Arista, VAST & CoreWeave, Quantum, Cisco, AMD, IBM

    November 11, 2025

    INFOBLOX REIMAGINES UNIVERSAL DDI MANAGEMENT – REDUCING COMPLEXITY AND OPTIMIZING BUSINESS OUTCOMES IN THE AI ERA

    November 3, 2025
  • 2025,  Video and Podcasts

    DataCenter Podcast: Episode 51 – Talking SailPoint, Intel, Quantum, Marvell, Microsoft, IBM & AMD

    October 9, 2025 /

    Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! On this week’s show we covered: 00:00 Intro9:03 SailPoint’s Agentic Wind19:36 Only Cheaters Bid With Quantum24:36 The Intel Comeback Tour Continues30:14 Marvell’s System Development Journey33:43 Microfluidics Can Be Massively Disruptive39:37 Latency Could Undo The IBM-AMD Supercomputer SailPoint’s Agentic Windhttps://www.linkedin.com/posts/wstownsend_sailpoint-ushers-in-new-era-of-adaptive-identity-activity-7378794063438778368-Nt-f/ Only Cheaters Bid With Quantumhttps://arxiv.org/pdf/2509.17715v1 The Intel Comeback Tour Continueshttps://www.linkedin.com/feed/update/urn:li:activity:7378195648267001857/ Marvell’s System Development Journeyhttps://moorinsightsstrategy.com/analyst-insight-marvells-trailblazing-efforts-in-system-development/ Microfluidics Can Be Massively Disruptivehttps://www.linkedin.com/feed/update/urn:li:activity:7377106369843441664/ Latency Could Undo The IBM-AMD Supercomputerhttps://newsroom.ibm.com/2025-08-26-ibm-and-amd-join-forces-to-build-the-future-of-computing Source: https://moorinsightsstrategy.com/data-center-podcast/datacenter-podcast-episode-51-talking-sailpoint-intel-quantum-marvell-microsoft-ibm-amd/ Credits: Will Townsend, Matt Kimball and Paul…

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    John Tipton

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    SAMSUNG NETWORKS – UNLEASHING MOBILE NETWORK TRANSFORMATION THROUGH AI-POWERED AUTOMATION

    November 20, 2025

    HEWLETT PACKARD ENTERPRISE – REDEFINING ENTERPRISE CONNECTIVITY WITH THE SECURE AI-NATIVE NETWORK

    July 3, 2025

    DataCenter Podcast: Episode 50 – We’re Talking Splunk, HPE & Oracle, Intel, NVIDIA

    September 11, 2025
  • 2025,  Video and Podcasts

    The G2 on 5G: Episode 239 – AT&T 5G SA, Verizon CEO, Intel 18A & More!

    October 9, 2025 /

    In this episode of The G2 on 5G, Will Townsend and Anshel Sag break down six fast-moving stories: AT&T’s nationwide 5G standalone deployment, Intel’s Panther Lake and Clearwater Forest Nodes, Vodafone and AST SpaceMobile’s launch of LEO Broadband Research Hub, Verizon’s acquisition of Starry, Verizon CEO’s exit, and AI partnerships poised to reshape telecom edge architecture. Key Points: Source: https://moorinsightsstrategy.com/g2-on-5g/the-g2-on-5g-episode-239-att-5g-sa-verizon-ceo-intel-18a-more/ Credits: Will Townsend and Anshel Sag

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    LoneStar Advisory and Research

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    The Agntcy Framework For Agentic AI Moves To The Linux Foundation

    July 29, 2025

    Stop Treating Telemetry Like an Afterthought

    June 5, 2025

    IBM – UNLOCKING RESILIENCY THROUGH NETWORK INTELLIGENCE

    December 9, 2025
  • 2025,  Research Notes

    Gigamon Leans into Agentic AI at Visualyze Bootcamp 2025

    October 7, 2025 /

    Every fall for the past six years, Gigamon hosts engaging discussions with its customers and business partners during its signature Visualyze Bootcamp virtual event. This year, a major theme centered on how the company’s deep observability pipeline is evolving in the AI era. Keynotes from Chief Executive Shane Buckley and other executives also underscored that network-derived telemetry is quickly becoming foundational in unlocking new ways for enterprises to detect threats, troubleshoot application performance, and close compliance gaps across hybrid and multi-cloud environments. In this piece, I will dive deeper into these areas and share why I believe Gigamon continues to refine its solution strengths and deliver continued value through product…

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    LoneStar Advisory and Research

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    Episode 241: Verizon’s Aggressive Price Cuts, T-Mobile’s F1 Activations, and the Future of Nokia

    December 23, 2025

    Stop Treating Telemetry Like an Afterthought

    June 5, 2025

    The G2 on 5G: Episode 237 – Mavenir, NVIDIA & Intel, MasOrange, Meta and More!

    September 18, 2025
  • 2025,  Research Notes

    ANALYST INSIGHT: Marvell’s Trailblazing Efforts in System Development

    September 30, 2025 /

    In recent years, semiconductor companies have expanded their activities to include system development. This trend is not surprising since it provides critical infrastructure space, power, and performance optimization opportunities within datacenter deployments to keep pace with demanding workload requirements. Modern AI, including generative and agentic frameworks, will benefit from this development activity in many ways, especially given rising power consumption and throughput demands. Case in point: both NVIDIA and AMD are moving towards more fully integrated rack solutions, while hyperscalers and cloud service providers are designing both servers and switches to complement their own custom silicon designs. As AI surges in importance, there is a need for shorter time-to-market. There…

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    LoneStar Advisory and Research

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    FASTLY – ENABLING INNOVATION AND SECURITY WITHIN THE DEVELOPER JOURNEY

    July 2, 2025

    The Agntcy Framework For Agentic AI Moves To The Linux Foundation

    July 29, 2025

    ERICSSON ENTERPRISE WIRELESS SOLUTIONS – UNLOCKING 4G LTE AND 5G NON-TERRESTRIAL NETWORK USE CASES

    March 3, 2025
  • 2025,  Video and Podcasts

    2025 ZKast #145 – Whats New In Security With Will Townsend Episode #1

    September 22, 2025 /

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    LoneStar Advisory and Research

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    Episode 241: Verizon’s Aggressive Price Cuts, T-Mobile’s F1 Activations, and the Future of Nokia

    December 23, 2025

    The G2 on 5G: Episode 239 – AT&T 5G SA, Verizon CEO, Intel 18A & More!

    October 9, 2025

    The Transformative Potential of AI-Infused Radio Access Network Infrastructure

    June 13, 2025
  • 2025,  Video and Podcasts

    The G2 on 5G: Episode 237 – Mavenir, NVIDIA & Intel, MasOrange, Meta and More!

    September 18, 2025 /

    In this episode of The G2 on 5G, Will Townsend and Anshel Sag break down six fast-moving stories: Avenir’s “agentic AI” ambitions for OSS, why NVIDIA is investing in Intel and what NVLink on x86 could mean for edge AI and future 6G, MásOrange’s nationwide launch of Voice over New Radio (VoNR) in Spain, Meta’s next-gen smart glasses (including Oakley Vanguards and a display model) and how 5G enables on-device AI, NATO’s MN5G dual-use experiments for defense and critical infrastructure, and EchoStar’s post-spectrum-sale strategy. Key Points: Credits: Will Townsend & Anshel Sag Source: https://moorinsightsstrategy.com/g2-on-5g/the-g2-on-5g-episode-237-mavenir-nvidia-intel-masorange-meta-and-more/

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    LoneStar Advisory and Research

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    Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM

    November 24, 2025

    DataCenter Podcast: Episode 49 – Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings

    August 29, 2025

    Stop Treating Telemetry Like an Afterthought

    June 5, 2025
  • 2025,  Video and Podcasts

    DataCenter Podcast: Episode 50 – We’re Talking Splunk, HPE & Oracle, Intel, NVIDIA

    September 11, 2025 /

    Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! On this week’s show we covered: 00:00 Intro6:13 Getting Splunky19:53 More Earnings – HPE & Oracle30:13 Intel’s Datacenter Reset38:28 NVIDIA Goes Large (Context) Getting Splunky https://www.linkedin.com/posts/wstownsend_splunkconf25-activity-7371179885823709184-ETLK?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk More Earnings – HPE & Oracle https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx Intel’s Datacenter Reset https://www.datacenterknowledge.com/data-center-chips/intel-s-data-center-reset-new-leadership-signals-significant-shift NVIDIA Goes Large (Context) https://www.datacenterknowledge.com/data-center-chips/nvidia-showcases-inference-chops-with-rubin-cpx-preview Credits: Will Townsend, Matt Kimball and Paul Smith-Goodson Source: https://moorinsightsstrategy.com/data-center-podcast/datacenter-podcast-episode-50-were-talking-splunk-hpe-oracle-intel-nvidia/

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    LoneStar Advisory and Research

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    The G2 on 5G: Episode 240 -T-Mobile Edge, GTC DC, Samsung & Softbank, 6G, Verizon and More!

    October 31, 2025

    FORTINET – THE IMPORTANCE OF TRANSPARENCY IN CYBERSECURITY

    October 28, 2025

    2025 ZKast #145 – Whats New In Security With Will Townsend Episode #1

    September 22, 2025
  • 2025,  Video and Podcasts

    DataCenter Podcast: Episode 49 – Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings

    August 29, 2025 /

    Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! This week’s episode covers: 00:00 Intro3:42 NVIDIA’s Datacenter Bridge11:28 VMware Explore Recap – Private Cloud Is Cool Again26:05 Cisco Earnings & HPE Expectations43:21 Earnings Season Is In Full Force – Pure, Nutanix, NVIDIA (oh my) NVIDIA’s Datacenter Bridge VMware Explore Recap – Private Cloud Is Cool Again Cisco Earnings & HPE Expectations Earnings Season Is In Full Force – Pure, Nutanix, NVIDIA (oh my) Credits: Matt Kimball, Will Townsend and…

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    LoneStar Advisory and Research

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    DataCenter Podcast: Episode 48: Talking Black Hat USA, QEC, AMD, Infoblox, Quantum Computing, NVIDIA

    August 11, 2025

    Google Cloud WAN Aims To Simplify, Supercharge, And Secure Network Services

    April 24, 2025

    2025 ZKast #156 – What’s New in Cyber Ep2-IBM’s TechXChange, Zscaler, SailPoint, and Netskope IPO

    October 13, 2025
  • 2025,  Video and Podcasts

    Beyond 5G: AI, Innovation, and What’s Next for Telecom

    August 22, 2025 /

    How will artificial intelligence shape the future value proposition and operational landscape of telecommunications? Host Will Townsend is joined by Boost Mobile‘s Dawood Shahdad, VP, Core Network & Innovation Labs, and Nokia‘s Dr. Srinivas Bhattiprolu, Head of Global Presales and Advanced Consulting Services, for a conversation on how AI, innovation, and the next wave of technology advances are reshaping the telecom industry. Discover how next-gen telecom, AI, and innovation are driving transformation across business models and customer engagement. Key Takeaways: 🔹Redefining Telecom’s Value: Executive perspectives on how artificial intelligence is moving the telecom sector beyond traditional services to unlock new revenue streams, leveraging data-driven opportunities.🔹The Rise of AI-Powered Services: A…

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    LoneStar Advisory and Research

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    SAMSUNG NETWORKS – UNLEASHING MOBILE NETWORK TRANSFORMATION THROUGH AI-POWERED AUTOMATION

    November 20, 2025

    HPE Ramps Up Networking, Automation And Observability At Discover 2025

    June 30, 2025

    DataCenter Podcast: Episode 48: Talking Black Hat USA, QEC, AMD, Infoblox, Quantum Computing, NVIDIA

    August 11, 2025
  • 2025,  Research Notes

    Black Hat USA 2025: The Year Of The Enterprise Browser

    August 20, 2025 /

    Black Hat USA 2025 returned to the Mandalay Bay Convention Center in Las Vegas, marking its 27th year in North America. With more than 22,000 participants, the event unwound over six days with an agenda that focused on deep dives into cybersecurity, underlying research efforts, practitioner training, vendor summits, technical demonstrations and social events. The rise of new types of attacks in the threat landscape is not slowing down, but accelerating at a monumental pace, fueled by the same modern AI tools that defenders are using. Bad actors are increasingly leaning into generative AI to dramatically improve the sophistication of phishing campaigns and create new forms of malware. They are…

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    LoneStar Advisory and Research

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    HEWLETT PACKARD ENTERPRISE – REDEFINING ENTERPRISE CONNECTIVITY WITH THE SECURE AI-NATIVE NETWORK

    July 3, 2025

    NOKIA – DELIVERING OPERATIONAL COST SAVINGS THROUGH AUTONOMOUS NETWORKS

    January 15, 2025

    DataCenter Podcast: Episode 50 – We’re Talking Splunk, HPE & Oracle, Intel, NVIDIA

    September 11, 2025
  • 2025,  Research Notes

    Palo Alto Networks Completes Its Platform Play With CyberArk Deal

    August 13, 2025 /

    On the heels of a new partnership with identity and access management leader Okta, Palo Alto Networks surprised the tech industry with its recent announcement to acquire identity stalwart CyberArk for an eye-opening $25 billion. If approved by regulators, this deal represents a massive combination of two highly successful and mature cybersecurity infrastructure providers. This opens up a discussion about the value of identity management, what this tie-up could produce both short and long term and how customers might benefit. With that context set, let’s dive in. (Note: Palo Alto Networks is an advisory client of my firm, Moor Insights & Strategy.) The Value Of Identity And Privileged Access Management…

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    LoneStar Advisory and Research

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    INFOBLOX REIMAGINES UNIVERSAL DDI MANAGEMENT – REDUCING COMPLEXITY AND OPTIMIZING BUSINESS OUTCOMES IN THE AI ERA

    November 3, 2025

    FORTINET – THE IMPORTANCE OF TRANSPARENCY IN CYBERSECURITY

    October 28, 2025

    Application Metadata Is the Oil That Fuels Modern AI

    July 28, 2025
  • 2025,  Video and Podcasts

    DataCenter Podcast: Episode 48: Talking Black Hat USA, QEC, AMD, Infoblox, Quantum Computing, NVIDIA

    August 11, 2025 /

    Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! This week’s show covers: 00:00 Intro4:09 Insights from Black Hat USA 202516:37 95% Can’t Be Wrong27:27 Musing on AMD Earnings39:07 Infoblox’s Precrime Capabilities46:24 Datacenters – from Bits to Qubits53:20 NVIDIA & AI for the Masses Insights from Black Hat USA 2025 95% Can’t Be Wrong Musing on AMD Earnings Infoblox’s Precrime Capabilities Datacenters – from Bits to Qubits NVIDIA & AI for the Masses Credits: Will Townsend, Matt Kimball and Paul Smith-Goodson Source:…

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    John Tipton

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    HEWLETT PACKARD ENTERPRISE – REDEFINING ENTERPRISE CONNECTIVITY WITH THE SECURE AI-NATIVE NETWORK

    July 3, 2025

    Beyond 5G: AI, Innovation, and What’s Next for Telecom

    August 22, 2025

    Deconstructing the Value of Deep Observability

    March 26, 2025
  • 2025,  Research Papers

    INFOBLOX PREEMPTIVE SECURITY LEVERAGING THE POWER OF DNS

    August 6, 2025 /

    SUMMARY Traditional reactive detect and respond methodologies to address cybersecurity needs are quickly becoming ineffective. Bad actors in growing numbers are weaponizing generative AI applications to dramatically improve the sophistication of cyberattacks for illicit ransomware gains. Furthermore, the use of emerging agentic AI frameworks by criminals to scale the speed and volume of threats is also troubling. Modern AI tools are fortifying cyber defense, but they represent a double-edged sword — also unlocking the ability for attackers to develop unique, single-use malware that renders reactive security solutions obsolete. To address these challenges, a preemptive cybersecurity architecture to harden security is required. A design approach rooted in the Domain Name System…

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    LoneStar Advisory and Research

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    MITRE ATT&CK Round 6 Insights

    December 12, 2024

    SAMSUNG NETWORKS – UNLEASHING MOBILE NETWORK TRANSFORMATION THROUGH AI-POWERED AUTOMATION

    November 20, 2025

    INFOBLOX REIMAGINES UNIVERSAL DDI MANAGEMENT – REDUCING COMPLEXITY AND OPTIMIZING BUSINESS OUTCOMES IN THE AI ERA

    November 3, 2025
  • 2025,  Research Notes

    The Agntcy Framework For Agentic AI Moves To The Linux Foundation

    July 29, 2025 /

    Agentic AI promises to unlock enterprise transformation through massive improvements in the automation of workflows. The potential benefits are enormous. However, agentic workflows are a complicated engineering undertaking, to say the least. Agntcy is an open source collective formed in March 2025 with a vision for building a framework for what it calls the Internet of Agents. Since it was founded by Cisco’s Outshift incubation unit — which then recruited other members — the collective has focused on the coordination and orchestration of agents while ensuring proper identity access management protocols as those agents access enterprise data, open-source tools and customized large and small language models. Endorsing this approach — and giving…

    Read More
    LoneStar Advisory and Research

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    HEWLETT PACKARD ENTERPRISE – REDEFINING ENTERPRISE CONNECTIVITY WITH THE SECURE AI-NATIVE NETWORK

    July 3, 2025

    ANALYST INSIGHT: Marvell’s Trailblazing Efforts in System Development

    September 30, 2025

    Episode 241: Verizon’s Aggressive Price Cuts, T-Mobile’s F1 Activations, and the Future of Nokia

    December 23, 2025
  • 2025,  Research Notes

    Application Metadata Is the Oil That Fuels Modern AI

    July 28, 2025 /

    Two decades ago, British mathematician Clive Humbly coined the term “data is the new oil.” His forward-looking statement has certainly come to fruition. With the rise of modern AI, including generative and agentic AI applications and workloads, data plays an invaluable role in the training and inference functions tied to large and smaller algorithmic models. More specifically, in the context of AI-powered cybersecurity and operations, it is network-derived application metadata that matters. If you are not leveraging it, you are potentially flying blind in a digital infrastructure storm. Network and data observability tools are unlocking newfound capabilities for organizations, but the augmentation of intelligence derived from telemetry flows is critical.…

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    LoneStar Advisory and Research

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    HPE Ramps Up Networking, Automation And Observability At Discover 2025

    June 30, 2025

    The G2 on 5G: Episode 237 – Mavenir, NVIDIA & Intel, MasOrange, Meta and More!

    September 18, 2025

    DataCenter Podcast: Episode 53 – Talking Arista, VAST & CoreWeave, Quantum, Cisco, AMD, IBM

    November 11, 2025
  • 2025,  Research Papers

    HEWLETT PACKARD ENTERPRISE – REDEFINING ENTERPRISE CONNECTIVITY WITH THE SECURE AI-NATIVE NETWORK

    July 3, 2025 /

    SUMMARY Networking has evolved dramatically over the past five decades. The birth of the first network in the late 1960s brought with it the power to connect computational devices intended to improve productivity and collaboration. The creation of Ethernet in the 1970s streamlined networking, as did other efforts to standardize connectivity on a wide scale for personal computers and servers in the 1980s. Public access to the internet in the 1990s redefined the ability to connect people, places, and things, as did cellular mobile networks in the 2000s, delivering higher levels of untethered access and data capacity with the advent of the 3G standard. Within the past decade, machine learning…

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    LoneStar Advisory and Research

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    The G2 on 5G: Episode 237 – Mavenir, NVIDIA & Intel, MasOrange, Meta and More!

    September 18, 2025

    MITRE ATT&CK Round 6 Insights

    December 12, 2024

    FASTLY – ENABLING INNOVATION AND SECURITY WITHIN THE DEVELOPER JOURNEY

    July 2, 2025
  • 2025,  Research Papers

    FASTLY – ENABLING INNOVATION AND SECURITY WITHIN THE DEVELOPER JOURNEY

    July 2, 2025 /

    SUMMARY Enterprise IT professionals face daunting challenges in the highly disaggregated environment of today’s IT infrastructures. The desire to manage this complexity often leads to the prescriptive use of tech stacks and programming tools pinned to specific public-cloud and on-premises deployments. Unfortunately, developer efficiency and innovation can be stifled due to this approach. Furthermore, the need to ensure the highest levels of secure code can often lead to less time spent empowering developers to deliver innovative applications and services. When it comes to supporting developer operations, organizations must strike a balance that enables both innovation and security. Simply embracing CI/CD pipelines is not enough, as seen in recent operational stumbles…

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    LoneStar Advisory and Research

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    2025 ZKast #156 – What’s New in Cyber Ep2-IBM’s TechXChange, Zscaler, SailPoint, and Netskope IPO

    October 13, 2025

    DataCenter Podcast: Episode 53 – Talking Arista, VAST & CoreWeave, Quantum, Cisco, AMD, IBM

    November 11, 2025

    Mammoth Cyber’s Vision To Reimagine The Enterprise Browser

    October 20, 2025
  • 2025,  Research Notes

    HPE Ramps Up Networking, Automation And Observability At Discover 2025

    June 30, 2025 /

    Hewlett Packard Enterprise celebrates its tenth anniversary this year, and the company’s recent Discover annual user and partner conference in Las Vegas served as a showcase for its past decade of accomplishments, as well as the ten-year anniversary of its acquisition of Aruba in 2015. The event also served as the debut for HPE’s new brand mark, refreshing a stodgy and text-heavy logo by incorporating a variation on Hewlett Packard’s iconic green badge that is meant to appear open to the future. HPE’s future is decidedly agentic in its focus, as evidenced by Discover’s overall theme and the race for the company and other IT infrastructure providers to capitalize on…

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    LoneStar Advisory and Research

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    DataCenter Podcast: Episode 51 – Talking SailPoint, Intel, Quantum, Marvell, Microsoft, IBM & AMD

    October 9, 2025

    2025 ZKast #168 – What’s New In Security #3 With Will Townsend – Fortinet Edition

    October 31, 2025

    Application Metadata Is the Oil That Fuels Modern AI

    July 28, 2025
  • 2025,  Research Notes

    Zscaler Is on a Mission to Deliver Zero Trust Everywhere

    June 11, 2025 / No Comments

    Cloud security provider Zscaler recently held its annual Zenith Live event in Las Vegas, and “zero trust everywhere” was a central theme. This year, I had an opportunity to spend time again with not only chief executive Jay Chaudhry, but also Joyce Kim, who leads the company’s overall marketing efforts, and Adam Geller, who serves in a newly created product leadership role. In this research note, I will share my insights from the event keynotes and leadership conversations, analyze the solution announcements, give my perspective on what the company can improve upon, and provide my take on Zscaler’s ability to deliver on its promise of zero trust everywhere. Riding the…

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    LoneStar Advisory and Research

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    DataCenter Podcast: Episode 51 – Talking SailPoint, Intel, Quantum, Marvell, Microsoft, IBM & AMD

    October 9, 2025

    DataCenter Podcast: Episode 48: Talking Black Hat USA, QEC, AMD, Infoblox, Quantum Computing, NVIDIA

    August 11, 2025

    The Transformative Potential of AI-Infused Radio Access Network Infrastructure

    June 13, 2025
  • 2025,  Research Notes

    Stop Treating Telemetry Like an Afterthought

    June 5, 2025 /

    When I speak with network and security professionals, I often find telemetry pipeline management is still flying under the radar. It’s too often treated as an afterthought — something cobbled together with leftover IT budget. But in today’s hybrid, cloud-driven, AI-heavy environments, that mindset can leave your organization exposed and underperforming. In my latest research note for Moor Insights & Strategy — RESEARCH NOTE: The Value of Telemetry Pipeline Management — I explore why telemetry pipelines should be treated as a strategic asset — a core component of modern IT infrastructure. As the volume and complexity of data grow, especially from AI inference and training workloads, enriched telemetry is becoming essential for…

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    John Tipton

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    FORTINET – THE IMPORTANCE OF TRANSPARENCY IN CYBERSECURITY

    October 28, 2025

    IBM + HASHICORP – DELIVERING INFRASTRUCTURE AUTOMATION AT SCALE

    February 27, 2025

    The G2 on 5G: Episode 239 – AT&T 5G SA, Verizon CEO, Intel 18A & More!

    October 9, 2025
  • 2025,  Research Notes

    Deconstructing the Value of Deep Observability

    March 26, 2025 /

    In today’s digital economy, a highly performant network matters. From the delivery of Software-as-a-Service applications to the facilitation of AI workloads, unfettered access to cloud services for economical scale, and collaboration tools designed to enhance productivity — networks underpin it all. Yet, for too long, business leaders have viewed the network as just another piece of commoditized IT infrastructure rather than the backbone underpinning optimized business outcomes. Networks serve as the foundation for agility, foster innovation, and can provide a competitive advantage. However, many deployments suffer from poor performance, unnecessary downtime, and a lack of visibility that can cripple business operational efficiency. That’s why observability, specifically deep observability, should be…

    Read More
    LoneStar Advisory and Research

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    ANALYST INSIGHT: Marvell’s Trailblazing Efforts in System Development

    September 30, 2025

    Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM

    November 24, 2025

    FORTINET – THE IMPORTANCE OF TRANSPARENCY IN CYBERSECURITY

    October 28, 2025
  • 2025,  Research Papers

    ERICSSON ENTERPRISE WIRELESS SOLUTIONS – UNLOCKING 4G LTE AND 5G NON-TERRESTRIAL NETWORK USE CASES

    March 3, 2025 / No Comments

    SUMMARY Astonishingly, only half of the world’s population is connected to the internet. It is a complex problem, exacerbated by regions of smaller population densities and the capital and operational expense outlays tied to deploying expansive public fiber and traditional public mobile networks. Private 4G LTE and 5G cellular networks and fixed wireless access deployments have great promise in both industrial use case transformation and closing the global digital divide. These solutions offer connectivity diversity, leveraging the provisioning flexibility and cost-effective coverage required for less densely populated regions — ultimately providing fiber-like performance powered by the lower latency and performance profiles enabled by 5G. Coverage gaps will continue to persist,…

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    LoneStar Advisory and Research

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    IBM – UNLOCKING RESILIENCY THROUGH NETWORK INTELLIGENCE

    December 9, 2025

    HPE Ramps Up Networking, Automation And Observability At Discover 2025

    June 30, 2025

    ANALYST INSIGHT: Marvell’s Trailblazing Efforts in System Development

    September 30, 2025
  • 2025,  Research Papers

    IBM + HASHICORP – DELIVERING INFRASTRUCTURE AUTOMATION AT SCALE

    February 27, 2025 / No Comments

    SUMMARY Cloud computing continues to deliver transformative capabilities for organizations of all sizes. Its ability to scale resources based on demand, improve accessibility, reduce infrastructure costs, and enable quick deployment of applications is without question. However, the continued growth and adoption of cloud-native applications, as well as multi-cloud and hybrid cloud infrastructure deployments, present challenges for enterprises. For starters, developers are often forced to spend less time creating value-added features in lieu of prescriptive coding to ensure the highest levels of security. Furthermore, cloud tool sprawl in the absence of fully integrated solutions tends to reduce productivity, delay time-to-market and slow innovation. This all leads to the adoption of manual…

    Read More
    LoneStar Advisory and Research

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    DataCenter Podcast: Episode 52 – HPE, Intel, IBM & AMD, OCP, Qualcomm, Google

    October 27, 2025

    Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM

    November 24, 2025

    DataCenter Podcast: Episode 48: Talking Black Hat USA, QEC, AMD, Infoblox, Quantum Computing, NVIDIA

    August 11, 2025
  • 2025,  Research Papers

    NOKIA – DELIVERING OPERATIONAL COST SAVINGS THROUGH AUTONOMOUS NETWORKS

    January 15, 2025 / No Comments

    SUMMARY Communications service providers (CSPs) face daunting economic and operational challenges. On one hand, capital expense levels and management complexity tied to next-generation mobile core, radio access network, and backhaul deployment continue to be significant despite the introduction of disaggregated infrastructure and Open RAN systems. The sky-high cost of licensed spectrum used for data transmission and service support also adds to this burden. On the other hand, operator monetization beyond access remains an elusive endeavor because of legacy constraints, persistent security challenges, and friction tied to a historical lack of developer tools to facilitate fixed, mobile, and converged network programmability. AI and automation combined have great potential to help CSPs…

    Read More
    LoneStar Advisory and Research

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    DataCenter Podcast: Episode 49 – Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings

    August 29, 2025

    IBM – UNLOCKING RESILIENCY THROUGH NETWORK INTELLIGENCE

    December 9, 2025

    Black Hat USA 2025: The Year Of The Enterprise Browser

    August 20, 2025
  • 2025,  Research Notes

    MITRE ATT&CK Round 6 Insights

    December 12, 2024 / No Comments

    For the past several years, the MITRE ATT&CK (Adversarial Tactics, Techniques, and Common Knowledge) framework has provided an analysis of cybersecurity threat actor tactics, techniques, and procedures and, in the process, measures how well endpoint security solutions detect and prevent cyber threats. Last year’s Round 5 focused on the ability of almost thirty EDR solution providers to detect, analyze, and describe the techniques of threat group Turla through the execution of multiple attack scenarios. This year’s Round 6 focuses on ransomware emulation and macOS infiltration by a North Korean threat actor profile, including adversary behaviors in abusing legitimate tools and defensive capabilities. The recent round kicked off in late May…

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    LoneStar Advisory and Research

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    October 31, 2025

    DataCenter Podcast: Episode 52 – HPE, Intel, IBM & AMD, OCP, Qualcomm, Google

    October 27, 2025

    The G2 on 5G: Episode 239 – AT&T 5G SA, Verizon CEO, Intel 18A & More!

    October 9, 2025
April 24, 2026Beyond the Network – Episode 3
April 24, 2026What’s New In Security – NTT Research Upgrade 2026
April 17, 2026SmartTechCheck Podcast – Episode 4
April 16, 2026Three Big Takeaways From NTT Research Upgrade 2026
April 9, 2026NTT DATA’s AI Innovation Journey Leans Into Clouds And Connectivity
April 8, 2026Beyond the Network – Episode 2
April 6, 2026SmartTechCheck Podcast – Episode 3
April 4, 2026What’s New In Security – RSA Conference 2026 Insights
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© 2026 LoneStar Advisory & Research | "Ask Will" is a Denser AI beta agent trained on a subset of the formal published work of Will Townsend. It generates responses based on vast data inputs and lacks critical thinking, so it can't guarantee factual accuracy and may produce content that's incorrect or misleading.