Author: Daniel Newman

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.

Application Development and Modernization, PCs and Devices, Workplace Collaboration

June 3, 2024

Daniel Newman

Video Research Note

NVIDIA Q1 FY25 Earnings

The Six Five team discusses NVIDIA Q1 FY25 earnings.

AI, Business Information, Processors, Semiconductors and Components

June 3, 2024

Daniel Newman

Video Research Note

Lenovo Q4 FY23/24 Earnings

The Six Five team discusses Lenovo Q4 FY23/24 earnings.

Business Information, PCs and Devices

June 3, 2024

Daniel Newman

Video Research Note

Synopsys Q2 FY24 Earnings

The Six Five team discusses Synopsys Q2 FY24 earnings.

AI, Business Information, Semiconductors and Components

May 31, 2024

Paul Nashawaty, Sam Holschuh & Daniel Newman

Research Report

Mastering SLOs: Maximizing ROI, Reliability, & Cost Savings with Nobl9

The Futurum Group's latest research report, Mastering SLOs: Maximizing ROI, Reliability, & Cost Savings with Nobl9, completed in partnership with Nobl9, reveals comprehensive insights into the implementation and management of SLOs across diverse industries.