onsemi Joins Other Semiconductors’ Positive Earnings While Remaining Guarded About Expectations This Year
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights about onsemi’s Q1 2024 results and frame what to expect from the semiconductor industry for the rest of the year, particularly as AI continues to cause disruption.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for Google, ServiceNow, SAP, Meta, and Intel, and Q3 2024 earnings for Microsoft.
Revenue from Azure, Cloud, and Productivity and Business Processes Display Healthy Growth
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Microsoft’s Q3 FY 2024 earnings and discuss how the company is balancing functionality and pricing to deliver innovation and customer satisfaction.
T-Mobile Raises 2024 Guidance Driven by Q1 2024 Service Revenue, Profitability, and High-Speed Internet Breakthroughs Plus Record Low Postpaid Phone Churn
The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its rivals across important mobile network service categories.
Generative AI-Powered Workflows Are Helping to Fuel Performance Across All Key Business Areas
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q1 2024 earnings and discuss how the company has successfully leveraged generative AI across its platform to drive revenue growth.
Intel Showed Progress in Q1 2024 Results Led by Double-Digit Growth in Intel Products and Intel Foundry Delivering Breakthrough Intel 3 Production
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the Intel enterprise AI proposition.
