Author: Daniel Newman

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including earnings reports from Dell Technologies, NVIDIA and Salesforce, announcements from the Microsoft Build 2021 Event and more.
In what has become the norm, Zoom delivered another massive beat to the top and bottom line while adding big to its TTM $100,000 customer base
Futurum’s Daniel Newman and Fred McClimans break down first quarter results for fiscal 2022 from Dell Technologies. Dell delivered both record revenue and adjusted earnings above consensus estimates.
Cloudera, in a $5.3 billion deal is going private, which should provide the company runway to focus on innovation and shifting cloud demand.
Increasing pressure on data privacy is putting more necessity on enterprise CMOs and leaders to facilitate first-party data and CDP solutions will be key to enabling enterprises to unlock customer data and experiences without being intrusive or relying on no longer available third-party data.
Salesforce continued its FY 21 momentum with a strong first quarter for its fiscal 2022 campaign touting growth in Tableau and MuleSoft.
Earlier this week, Microsoft published it’s Book of News at Microsoft Build. It’s an annual guide to upgrades and enhancements that were announced at the event. These spanned the entire Microsoft developer platform including Visual Studio, GitHub, Microsoft Azure, Power Platform, Windows, and Microsoft 365.