On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead sit down with Micron’s Chris Moore, Vice President of Marketing, Mobile Business Unit, and Ziad Asghar, Vice President of Product Management for Qualcomm.
Futurum's Chief Analyst Daniel Newman dives into the announcement that truck manufacturer Nikola will be the first U.S. partner to include PlusDrive technology into its Class 8 trucks, and what he thinks could come out of this partnership.
Futurum analysts Daniel Newman and Todd R. Weiss share that Dell Q4 revenue dips 11%, as FY2023 revenue hits a record $102.3B as the server, networking, PC, and storage vendor reports its Q4 and full FY2023 earnings.
Futurum’s Daniel Newman and Ron Westfall assess why they find Splunk’s Q4 and FY 2023 growth inspiring against a backdrop of swift data growth, increased cybersecurity incidents, ARR advances, and larger customer additions, indicating the company can continue winning mind share and market inroads across the security and observability competitive landscape even with tempered fiscal Q1 and FY 2024 expectations.
Futurum analysts Daniel Newman and Todd R. Weiss report as Broadcom revenue in Q1 2023 hits $8.91B, beating estimates, as the semiconductor and infrastructure software vendor announced its latest earnings figures as it continues to pursue its proposed $61 billion acquisition of virtualization and cloud computing software vendor, VMware.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $7.8B in Q1 2023, beating analyst estimates as the global edge to cloud vendor announced its highest first quarter revenue total since 2016, showing increased sales and energy across its five main business segments.
Futurum Chief Analyst Daniel Newman looks at Salesforce’s Q4 2023 earnings that handily beat analyst estimates and what it means for the company moving forward.
Futurum’s Daniel Newman and Ron Westfall assess why Marvell turned in a solid quarter against a tough semiconductor market as post-pandemic inventory adjustments continue across key segments and believe that the company is shrewdly playing in the right market segments needed to work though the recent headwinds and fulfill its guidance of improved performance in fiscal 2024.
On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Cisco's Masum Mir to talk about Cisco’s CSP Success Model, industrial IoT, and key partners.
On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead sit down with AWS's Sameer Vuyyuru and Aira's Anand Chandrasekher to talk about innovation, sustainability, and improvements in energy efficiency & performance by AI/ML.
On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead talk with Qualcomm CEO CristianoAmon about the power of AI and where Qualcomm is going with the technology.
