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Author: Daniel Newman

Oracle Fiscal 2024 Q3: Results Fueled by Cloud and Generative AI Surge
Ron Westfall & Daniel Newman

Oracle Fiscal 2024 Q3: Results Fueled by Cloud and Generative AI Surge

Oracle Reported Impressive Fiscal 2024 Q3 Results Uplifted by Massive New Cloud Infrastructure Contracts Signed in Q3 Boosting RPOs Up 29% to Over $80 Billion
The Futurum Group’s Ron Westfall and Daniel Newman assess Oracle’s fiscal 2024 Q3 results and how the company is generating waves across the global cloud market, validating Oracle as a vital player across the cloud and AI ecosystems.
Marvell Earnings Q4 FY2024
Daniel Newman

Marvell Earnings Q4 FY2024

The Six Five team discusses Marvell Earnings Q4 FY2024.
AMD AI Chip in China
Daniel Newman

AMD AI Chip in China

The Six Five team discusses AMD AI Chip in China.
Apple Reinforces its Monopolist Nature, Again
Daniel Newman

Apple Reinforces its Monopolist Nature, Again

The Six Five team discusses Apple Reinforces its Monopolist Nature, Again.
NVIDIA 3rd Most Valuable Company
Daniel Newman

NVIDIA 3rd Most Valuable Company

The Six Five team discusses NVIDIA 3rd Most Valuable Company
OpenAI - Non-Profit to Profit
Daniel Newman

OpenAI – Non-Profit to Profit

The Six Five team discusses OpenAI - Non-Profit to Profit
Broadcom Q1 FY2024 Earnings
Daniel Newman

Broadcom Q1 FY2024 Earnings

The Six Five team discusses Broadcom Q1 FY2024 Earnings.
HP Amplify 2024
Daniel Newman

HP Amplify 2024

The Six Five team discusses HP Amplify 2024.
We are Live! Talking HP, Broadcom, OpenAI, NVIDIA, AMD, Marvell
Daniel Newman

We are Live! Talking HP, Broadcom, OpenAI, NVIDIA, AMD, Marvell

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss HP Amplify 2024, Broadcom and Marvell earnings, OpenAI going from non-profit to for profit, NVIDIA becoming the third most valuable company, Apple’s monopolist nature, and AMD AI chip in China.
Navigating the 2nd Wave of 5G Deployment: Exploring Innovation and the Future of 5G Networks with Yossi Cohen, CEO of Ericsson North America at MWC
Daniel Newman

Navigating the 2nd Wave of 5G Deployment: Exploring Innovation and the Future of 5G Networks with Yossi Cohen, CEO of Ericsson North America at MWC

On this episode of The Six Five – On The Road, join hosts Daniel Newman and Patrick Moorhead for a conversation with Yossi Cohen, President and CEO at Ericsson North America at MWC 2024 on the future of 5G networks.
Marvell Q4 and Fiscal Year 2024: AI Takes Center Stage
Ron Westfall & Daniel Newman

Marvell Q4 and Fiscal Year 2024: AI Takes Center Stage

Marvell Q4 and Fiscal Year 2024 Results Show AI’s Integral Role in Lifting Data Center Revenue Providing Strength as Non-DC Revenue Recover in H2 Fiscal Year
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q4 and FY 2024 results are solidly positioned to drive infrastructure silicon innovation for accelerated computing throughout 2024 and beyond.
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