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Author: Daniel Newman

ServiceNow Posts Strong Q1, Driven by Big Deals and Subscriptions
Daniel Newman & Keith Kirkpatrick

ServiceNow Posts Strong Q1, Driven by Big Deals and Subscriptions

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 Q1 2024 Results: New Reporting Structure with Top Bottom Beat
Ron Westfall & Daniel Newman

Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat

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.
SAP’S Strong Q1 2024 Revenue Driven by Cloud and Business AI Demand
Daniel Newman & Keith Kirkpatrick

SAP’s Strong Q1 2024 Revenue Driven by Cloud and Business AI Demand

Though SAP Missed Analysts’ Bottom-Line Expectations, Its Core Business Remains Strong
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover SAP’s Q1 2024 earnings and discuss the continuing impact of the company’s focus on migrating customers to its cloud-based ERP system.
Google's Workload Optimized Infrastructure at Next '24 - Six Five On the Road
Daniel Newman

Google’s Workload Optimized Infrastructure at Next ’24 – Six Five On the Road

Mark Lohmeyer, VP & GM at Google Cloud, shares insights on how Google Cloud's strategy is revolutionizing infrastructure options for diverse workloads through system-level optimizations and the introduction of leading-edge solutions like the Axion CPU.
Navigating the AI-Fueled Future: Insights from Google Cloud Next '24
Daniel Newman

Navigating the AI-Fueled Future: Insights from Google Cloud Next ’24

Unveiling the Latest Advancements in AI, Cloud, and Application Development
The Futurum Group’s Daniel Newman reviews the highlights of Google Cloud Next ‘24 and provides a wrap-up for the event and insights into the future of AI development and adoption.
Arm Says CPUs Can Save 15 Percent of Total Datacenter Power
Daniel Newman

Arm Says CPUs Can Save 15 Percent of Total Datacenter Power

The Six Five team discusses Arm says CPUs can save 15 percent of total datacenter power.
Samsung Knocks Apple Off Of Number 1 Market Share
Daniel Newman

Samsung Knocks Apple Off Of Number 1 Market Share

The Six Five team discusses Samsung knocks Apple off of number 1 market share.
Adobe’s Use of Midjourney
Daniel Newman

Adobe’s Use of Midjourney

The Six Five team discusses Adobe’s use of Midjourney.
Does AMD Really Have a Datacenter AI GPU Problem?
Daniel Newman

Does AMD Really Have a Datacenter AI GPU Problem?

The Six Five team discusses does AMD really have a Datacenter AI GPU problem?
U.S. Awards Samsung & Micron over $6B in CHIPS Act
Daniel Newman

U.S. Awards Samsung & Micron over $6B in CHIPS Act

The Six Five team discusses U.S. Awards Samsung & Micron over $6B in CHIPS Act.
Apple Vision Pro Developers Losing Interest?
Daniel Newman

Apple Vision Pro Developers Losing Interest?

The Six Five team discusses Apple Vision Pro developers losing interest?
Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm
Daniel Newman

Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple Vision Pro developers losing interest, U.S. awards Samsung and Micron over $6B in CHIPS Act funding, does AMD have a datacenter AI GPU problem, Adobe’s use of Midjourney, Samsung knocks Apple off of number 1 market share, and Arm says CPUs can save 15% of total datacenter power.
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