Google Cloud, Services, and Subscriptions Were Bright Spots Throughout the Quarter
Daniel Newman and Keith Kirkpatrick, analysts from The Futurum Group covers Alphabet’s Q4 and FY 2023 earnings, which featured strong overall revenue, cloud revenue, and subscription revenue growth.
On this episode of The Six Five – In the Booth, host Patrick Moorhead welcomes Praveen Vaidyanathan, VP and GM of the Compute Products Group at Micron to discuss Micron’s announcement of their LPCAMM2 memory offering and how it will change the PC ecosystem.
On this episode of The Six Five – Insider, host Daniel Newman welcomes Sumit Sadana, Chief Business Officer and Executive Vice President from Micron Technology at CES 2024. They discuss the future of AI and its rapid advancement, and what this means for the memory and storage industry.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the earnings results for IBM, Intel, SAP, and ServiceNow, Intel IFS and UMC collaboration, and changes to Apple based on DMA.
Intel Delivers Solid Q4 2023 Results Led by a Rebound in the PC Market with AI Everywhere and IFS Paving the Future Although Tempered by Soft Q1 2024 Guidance
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s 2023 progress, with a rebound in the PC market. The Q1 2024 guide is a wrinkle but advancing its IDM 2.0 strategy delivering 5 nodes in 4 years plus AI PC innovation shows progress.
Q4 and FY 2023 Highlights Include Rising Subscription and Customer AI Workflows
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q4 and FY 2023 earnings and discuss how the company has successfully leveraged generative AI to drive revenue growth.
