Author: Daniel Newman

Kamal Hathi, SVP & GM at Cisco, joins Patrick Moorhead and Daniel Newman to discuss the powerful synergy between Cisco and Splunk, and the future of digital resilience.
Oracle Posts Q4 Fy 2025 Revenue and EPS Beat as Cloud Demand Fuels Growth Acceleration
Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026 acceleration.
Liz Centoni, EVP & Chief Customer Experience Officer at Cisco, joins the hosts to explore how Agentic AI is revolutionizing CX in the B2B sector.
DJ Sampath, SVP at Cisco, joins Six Five to delve into Cisco's AI advancements and the evolutionary shift towards an "Internet of Agents," spotlighting the future of artificial intelligence.
Jeetu Patel, President & Chief Product Officer at Cisco, joins the Six Five On The Road to discuss Cisco's strategic advancements in AI, security, and silicon technology at Cisco Live 2025, emphasizing the power of a unified technology stack.
Google Cloud Introduces Enhanced Data Boundary Controls, New Security Testing, and Localised Partnerships To Meet Rising Regional Demands for Data Governance and Operational Autonomy
Daniel Newman, CEO at Futurum, shares insights on Google Cloud’s sovereign cloud expansion, highlighting how new data controls and local partnerships aim to address EU regulatory concerns and customer sovereignty demands.
VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
Menaka Sundar, VP at HPE, joins the discussion to share insights into how HPE's hybrid cloud and AI solutions are crafting the future of enterprises.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's reorganization signaling the potential end of SaaS, the public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance. The hosts also analyze recent earnings from Tesla, Broadcom, and HPE, offering insights on market reactions and company strategies. Throughout the episode, Newman and Moorhead engage in spirited debates, including a "flip" segment where they argue opposing viewpoints on whether the Musk-Trump feud is genuine or a publicity stunt. The podcast concludes with a reminder about their upcoming AI summit and playful banter between the hosts.
Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.
Strong Blackwell Demand Offsets H20 Restrictions as NVIDIA Delivers Solid Q1 Results
Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in the AI infrastructure race.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments like the US chip software ban on China, Meta's AI team restructuring, and iPhone manufacturing in the US. The hosts analyze earnings from companies like Nvidia, Pure Storage, and Dell, offering insights on AI's impact on the tech industry. Their banter includes playful jabs and inside jokes, showcasing their chemistry as co-hosts. The episode concludes with a rapid-fire discussion of various tech companies' financial performances and strategic moves in the AI-driven market landscape.

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