Tuesday, December 18, 2018 from 12:00 PM to 1:15 PM PST
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CalPERS East Bldg, Room 2823
Sacramento, CA 95814

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Trends in technology industry, including impact from tariffs and emerging technologies 

Communications and technology companies have been deepening their involvement in the software-defined space as they are dealing with effects of cloud computing and the virtualization of networking functions. This shift to a software-centric model has been deemed inevitable and irreversible and is significantly disrupting traditional industrial markets and companies business models by shifting to recurring revenue, subscription-based consumption and higher software sales at better gross margins.

Will the imposed Tariffs on Hardware drive companies to accelerate the shift to this Software-centric model, and will it drive the industry faster to a lasting improved operating profits and gross margins?

Additionally, will leveraging emerging technologies such as the Internet of Things (IoT), Artificial Intelligence and Security drive an increasing percentage of revenues to come from their digital transformation efforts and further drive these potentially titanic shifts?

Speaker Bio
Chris DePuy is Research Analyst/Co-Founder at 650 Group, a leading market intelligence research firm for communications, data center, and cloud markets. He was previously a Vice-President at Dell’Oro Group, responsible for the Carrier IP Telephony, Enterprise Edge, Wireless LAN, Wireless Packet Core, and Storage market research programs. He has over 20 years of financial analysis, business analysis, and engineering experience. He has been a consultant with TS Cap and a research analyst covering software, communications, and Internet with Bowman Capital and Morgan Stanley. He was named the top ranking Equity Research Analyst in the data networking sector by Institutional Investor and Greenwich Research Survey. The co-author of a book called The Internet Report (HarperBusiness, 1996),  he holds a Masters in engineering from Cornell and a BS in engineering from Union College.