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The stocks I care about for the IoT

November 5, 2018 by Stacey Higginbotham Leave a Comment

Every year or so I take a look at the publicly traded companies I track from an earnings perspective to see which firms belong in the pack and which don't. I figured that you guys might wonder which companies I monitor, as either indicators of IoT … [Read more...]

Filed Under: Analysis, Featured Tagged With: Amazon, Arlo, best buy, bosch, comcast, Control4, Emerson, google, Honeywell, ibm, Johnson Controls. Zebra, Microsoft, PTC, Qualcomm, Resideo, Siemens, Sierra Wireless, Silicon Labs, sonos

Podcast: Amazon’s news bonanza explained

September 27, 2018 by Stacey Higginbotham 1 Comment

Last week Amazon released a ridiculous amount of news that we’ve covered in detail, but Kevin and I talk it out and draw attention to some of the things we thought were relevant. We stay in the Seattle area to cover the Microsoft news out this week … [Read more...]

Filed Under: Featured, Podcast Tagged With: alexa, Amazon, August, Auklet, Azure, Entergy, google, Microsoft, PTC, rachio, Raiford Smith, SAS, Withings, Yale

IoT News of the week for August 17, 2018

August 20, 2018 by Stacey Higginbotham Leave a Comment

Graphic showing Internet of Things news

This is bad news: Security researchers from IBM have taken a deep dive into several products aimed at the smart city and found that it's possible to exploit them to issue false emergency alerts. For example, hackers could use available sensors to say … [Read more...]

Filed Under: Featured, News Tagged With: Accenture, C3 IoT, Forrester, ibm, Johnson Controls, Microsoft, MineSense, Mythic, PTC, Rio Tinto, SAP, shodan, Syntiant

What Rockwell Automation’s $1 billion deal with PTC means

June 18, 2018 by Stacey Higginbotham 2 Comments

Big names in the industrial IoT, especially industries such as oil refining and pharmaceutical sales, got an emboldened competitor with the announcement of a strategic partnership between Rockwell Automation and PTC. The deal sees Rockwell giving $1 … [Read more...]

Filed Under: Analysis, Featured Tagged With: Amazon, Microsoft, PTC, Rockwell automation

How GE’s Current curtailed dreams to meet reality

June 14, 2018 by Stacey Higginbotham Leave a Comment

This week Kevin and I spend a bit of time on industrial IoT news with Rockwell Automation’s $1 billion investment in PTC and also ARM’s buy of a Stream Technologies. On the consumer side, we debate Wi-Fi subscription plans and Nest’s price … [Read more...]

Filed Under: Featured, Podcast Tagged With: Amazon, ARM, Current by GE, ge, google, Hans Vestberg, industrial internet, nest, PTC, Qolsys, Ring, Rockwell automation, smart home, Thread Group, Verizon, Wyze

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