Author: Daniel Newman

June 11, 2024

Daniel Newman

Six Five Webcast

Talking Computex, SAP, Cisco, NVIDIA & Microsoft & OpenAI, Lenovo, Lattice Semi

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Computex 2024, Cisco Live 2024, SAP Sapphire Orlando 2024, US investigates NVIDIA, Microsoft, and OpenAI, CEO change at Lattice Semi, and senior leadership change at Lenovo.

AI, Business Information, Devices, Digital Transformation, Emerging Technologies, Regulations and Policy

June 7, 2024

Daniel Newman & Ryan Shrout

Six Five Webcast

Transforming the PC Landscape: Microsoft’s Vision for AI Integration with Copilot+ PCs – Six Five On The Road

Pavan Davuluri, Corporate VP at Microsoft, joins Daniel Newman and Ryan Shrout to share his insights on Microsoft’s vision for AI in transforming the PC experience with Copilot+ PCs. Discover how AI redefines what's possible in computing.

AI and Data Analytics, Emerging Technologies, PCs and Devices

June 7, 2024

Steven Dickens, Sam Holschuh & Daniel Newman

Market Insight Report

Navigating Trends and Challenges in Cloud Computing for Q1 2024

The Futurum Group’s latest Market Insight Report, Navigating Trends and Challenges in Cloud Computing for Q1 2024, delves into the intricate dynamics of the cloud computing market.

Cloud, Hybrid Cloud, Infrastructure, and Operations

June 6, 2024

Daniel Newman, Ryan Shrout & Olivier Blanchard

Six Five Webcast

The Pace of AI and Innovation: The Six Five’s Insights from Computex 2024 in Taipei

Daniel Newman and co-hosts share their insights on the latest AI and tech innovations from Computex 2024, analyzing how these breakthroughs are driving industry transformation and what to anticipate in the future of technology.

AI and Data Analytics, Emerging Technologies, PCs and Devices

June 6, 2024

Daniel Newman

Six Five Webcast

A Closer Look at the New Snapdragon X Elite and X Plus Devices – Six Five On The Road

Anshel Sag to share his insights on Qualcomm’s Snapdragon X Elite and X Plus devices, spotlighting the blending of cutting-edge technologies with practical applications in major industries.

Emerging Technologies, PCs and Devices, Semiconductors and Components

June 6, 2024

Daniel Newman & Ryan Shrout

Six Five Webcast

Restoring Performance Leadership to the Windows Ecosystem – Six Five On The Road at Computex 2024

Kedar Kondap, SVP and GM at Qualcomm, joins Daniel Newman and Ryan Shrout to share his insights on Qualcomm's bold strategy to lead the Windows PC ecosystem, emphasizing innovation, partnerships, and a focused vision for the future.

AI and Data Analytics, Emerging Technologies, PCs and Devices

June 4, 2024

Daniel Newman & Ryan Shrout

Six Five Webcast

Qualcomm’s AI Evolution: Transforming into a Compute Powerhouse – Six Five On The Road at Computex 2024

Cristiano Amon, President and CEO at Qualcomm, shares insights on the transformative role of AI in diversifying and strengthening Qualcomm's market position, along with the development of Oryon and its influence on the company's compute trajectory.

AI and Data Analytics, Emerging Technologies, PCs and Devices

June 4, 2024

Ron Westfall & Daniel Newman

Research Note

Marvell Q1 Fiscal 2025: Custom AI Silicon Plays the Starring Role

Marvell Q1 2025 Revenue Came in Above Mid-point of Guidance Showing AI’s Key Role in Boosting Data Center Revenue Plus Overall Brighter Q2 2025 Guidance

The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q1 Fiscal 2025 results show why the company is positioned solidly to meet the demands of accelerated infrastructure across fast evolving AI environments through portfolio innovation such as the Alaska P PCIe launch and a multitude of breakthrough optical portfolio offerings.

AI, Business Information, Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning

June 4, 2024

Daniel Newman & Keith Kirkpatrick

Research Note

Salesforce $9.13B Q1 FY 2025 Revenue Narrowly Misses Estimates

Company’s Strong AI Strategy May Offset Economic and Industry Headwinds

Daniel Newman, CEO and Principal Analyst and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q1 2025 earnings and discuss the factors contributing to the company’s quarterly performance.

AI, Business Information, Enterprise Applications

June 4, 2024

Daniel Newman & Ryan Shrout

Six Five Webcast

Navigating the AI Revolution: From Smart Phones to AI PCs and Beyond – Six Five On The Road at Computex 2024

Alex Katouzian from Qualcomm shares his insights on leveraging AI and other cutting-edge technologies to restore performance leadership to the Windows ecosystem, promising an exciting roadmap for on-device AI and XR advancements.

AI and Data Analytics, Emerging Technologies, PCs and Devices

June 4, 2024

Daniel Newman

Main Scoop Webcast

The Main Scoop, Episode 22: Beyond the ‘Regular’ IT Route: What’s Drawing New Technologists to the Mainframe?

On this episode of The Main Scoop, hosts Daniel Newman and Greg Lotko are joined by Broadcom's Lauren Valenti, Director, Mainframe Education, Vitality Residency Program, for a conversation on the allure of the mainframe for new technologists and the critical role of workforce resiliency.