Author: Daniel Newman

February 20, 2024

Daniel Newman

Video Research Note

Cisco Q2 FY2024 Earnings

The Six Five team discusses Cisco Q2 FY2024 Earnings.

Business Information

February 20, 2024

Daniel Newman

Video Research Note

Upcoming IFS “Direct Connect” Event Preview

The Six Five team discusses the upcoming IFS “Direct Connect” event preview.

AI, Business Information

February 20, 2024

Daniel Newman

Video Research Note

NVIDIA Getting into DC AI ASIC Market?

The Six Five team discusses NVIDIA getting into DC AI ASIC market.

AI, Business Information, Semiconductors and Components

February 20, 2024

Daniel Newman

Six Five Webcast

We are Live! Talking Cloudera, NVIDIA, IFS, Plus, Cisco, Lattice

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA getting into the DC AI ASIC market, preview of IFS’s "Direct Connect" event, Plus AI Open Auto Platform, Cisco and Lattice earnings, and Cloudera Elevate 25 SKO event.

AI, Business Information, Semiconductors and Components

February 16, 2024

Ron Westfall & Daniel Newman

Research Note

GlobalFoundries Q4 and FY 2023: Automotive Shines Brightly

GlobalFoundries Q4 and FY 2023 Earnings Spotlight Robust Performance in Automotive Amid Demand Softness and Inventory Adjustments in Other End Markets

The Futurum Group’s Ron Westfall and Daniel Newman assess why they believe GlobalFoundries’ Q4 and FY 2023 results showed GF’s partnership diversification played a key role in the automotive end market’s breakthrough FY 2023 performance.

AI, Business Information, Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning, Semiconductors and Components

February 16, 2024

Ron Westfall & Daniel Newman

Research Note

Cisco Q2 2024: Security, Collaboration, and Observability Shine

Cisco Q2 Results Reflect Ongoing Macro Caution and Uncertainties with Revenue Growth in Security, Collaboration, and Observability Bright Spots

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q2 FY 2024 results and why the improving subscription-based revenue trend provides a positive framework to successfully address concerns that resulted in the dial back of guidance.

AI, Business Information, Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning, Service Provider Networks

February 15, 2024

Daniel Newman

Research Note

Lattice Semiconductor Q4 and FY 2023 Earnings

Lattice Finished the Year Strong with Record Revenue

The Futurum Group’s Daniel Newman shares his insights on the Lattice Q4 and FY 2023 earnings report and takes a look at the future outlook for Lattice and the semiconductor industry in 2024.