Author: Daniel Newman

The Six Five team discusses Amazon Q1/24 earnings & Q goes GA.
The Six Five team discusses AMD Q1/24 earnings.
GlobalFoundries Q1 2024 Delivered Beats on Top and Bottom Results Gaining Momentum from Mobility Recovery and GenAI-Fueled Power Management Demand
The Futurum Group’s Ron Westfall and Daniel Newman examine GlobalFoundries’ solid Q1 2024 results due to funding from the US Department of Commerce and New York State that enables the company to expand and build new manufacturing capacity.
Growth Powered by Rising Revenue in Communications and Segment Businesses
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Twilio’s Q1 2024 earnings and discuss the elements that the company must address to move forward in the year ahead.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and Q4 earnings for Commvault.
Amazon’s First Quarter Earnings Blend Robust Growth and Competitive Dynamics
The Futurum Group’s Daniel Newman and Steven Dickens note Amazon's Q1 2024 earnings and discuss the company’s expansion into retail, advertising, and cloud computing as a masterclass in market disruption.
Q3 FY 2024 Revenue Reached $1.4 Billion, Up 16.3% YoY
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on OpenText’s strong Q3 fiscal 2024 earnings.
Our latest research brief, Responsible Artificial Intelligence: Dell Data Protection for AI Applications– done in partnership with Dell Technologies– explores AI’s increasing need for data protection and cyber security, the unique protection requirements for AI, and how Dell’s data protection portfolio can be leveraged to meet these data protection needs.
Strong Automotive Growth Ahead of Snapdragon X PC Launches
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage for Qualcomm’s next growth cycle.
Learn more about the ever-changing mainframe talent acquisition, skill development, and industry trends in our upcoming Research Report. Explore the complex talent flow funnel to learn about the interests and capabilities of students who are specializing in mainframes.
The Six Five team discusses ServiceNow Q1/24 earnings.
Lattice Semiconductor Q1 2024 Experienced Broad Declines Battling Industry Cyclical Headwinds But Robust Margins Show Solid Positioning for Long-Term Gains
The Futurum Group’s Ron Westfall and Daniel Newman review Lattice Semiconductor’s Q1 2024 results and why it remains the FPGA player to watch in the low and mid-tier segments of the market.

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