Author: Daniel Newman

January 4, 2022

Daniel Newman

Making Markets

Making Markets EP20: Honeywell Pivots to Tech as the Edge Opportunity Proves Massive

Making Markets EP20: Honeywell Pivots to Tech as the Edge Opportunity Proves Massive. A new episode of Making Markets podcast with host Daniel Newman.

Edge Networking, IoT

December 23, 2021

Daniel Newman

Research Note

Micron Delivers Strong Q1 Giving a Bullish Outlook For Semiconductors

Micron delivered a very strong quarter which drove its stock price higher, but its guidance gave semiconductors a bullish outlook

Semiconductors and Components

December 23, 2021

Daniel Newman

Video Research Note

Barclays Selects HPE GreenLake for Private Cloud Platform

Cloud, Hybrid Cloud, Infrastructure, and Operations

December 23, 2021

Daniel Newman

Video Research Note

Planet Earnings Report

Cloud, Hybrid Cloud, Infrastructure, and Operations

December 23, 2021

Daniel Newman

Video Research Note

Latest Earnings Report from Adobe

Digital Transformation, Emerging Technologies

December 23, 2021

Daniel Newman

Video Research Note

What to Expect from CES

Digital Transformation

December 23, 2021

Daniel Newman

Video Research Note

Oracle Acquiring Cerner?

December 23, 2021

Daniel Newman

Video Research Note

Meta Diversify’s Its Approach to Silicon

AR/VR

December 23, 2021

Daniel Newman

Six Five Webcast

Talking Meta Silicon, Oracle – Cerner, CES, HPE Barclays Win, Adobe & Planet Earnings – The Six Five Webcast

Talking Meta Silicon, Oracle - Cerner, CES, HPE Barclays Win, Adobe & Planet Earnings – The Six Five Webcast. A new episode of The Six Five Webcast with hosts Patrick Moorhead and Daniel Newman.

Cloud, Hybrid Cloud, Infrastructure, and Operations

December 17, 2021

Daniel Newman

Research Note

Xerox Announces Multi-Year Deal with Oracle

Futurum’s principal analyst Daniel Newman breaks down the news of the Xerox-Oracle multi-year deal, offering insights on what this will mean for both companies.