Author: Daniel Newman

The Six Five team discusses Microsoft’s Custom Silicon at Microsoft Ignite 2023.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft’s custom silicon announcement at Ignite 2023, Synopsys, Qualcomm, Supercomputing 2023, and the latest earnings releases from Cisco and Lenovo.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Giovanni Di Filippo and LRZ Director Dieter Kranzlmueller, for a conversation on Lenovo’s partnership with the LRZ and how they are driving innovation forward in the HPC space, together.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Scott Tease and Imperial College London’s Andrew Richards, for a conversation on Lenovo’s partner ecosystem in the public sector, HPC and AI research.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Sergio Severo, and Simons Foundation’s Ian Fisk, for a conversation on Lenovo’s partnership and technology has supported the Flatiron Institute’s vision for “doing new kinds of science.”
The Futurum Group’s Daniel Newman is joined by Steve Stone, Head of Rubrik Zero Labs for a conversation on how AI is responsible for creating a large amount of data but it can also be the solution for protecting it, and the importance of data visibility.
Cisco Delivers Record Q1 Results on Both Revenue and Profitability Fueled by AI, Security, Cloud, and Observability Inroads and Business Model Transformation
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q1 FY 2024 results and why a record Q1 is a positive sign for Cisco and the enterprise IT space, indicating a gradual recovery and strong spending on AI and cybersecurity are in play.
Strong Lenovo Q2 FY 2024 Earnings Boosted by Storage, Services, and AI as Primary Growth Drivers
The Futurum Group’s Daniel Newman, Olivier Blanchard, and Steven Dickens share insights on the Lenovo Q2 FY 2024 earnings, which strengthen the argument for an accelerating sector-wide recovery and highlight storage, AI, and hybrid IT solutions as Lenovo growth drivers.
WalkMe Continues to Execute On Its Plan, Reaching Profitability Ahead of Schedule
Daniel Newman and Sherril Hanson of The Futurum Group cover WalkMe’s Q3 2023 earnings. The company continues to show strong progress against its objectives, accomplishing operational efficiencies and reaching financial milestones.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Microsoft’s Eric Boyd, CVP, Azure AI Platform, and Ross Kennedy, VP, Digital Natives, for a conversation about Microsoft’s AI approach and leadership from Microsoft Ignite 2023.
The Futurum Group’s Daniel Newman is joined by Sameer Verma, Head of Product at Microsoft for a conversation on the launch of new Copilot and demand planning capabilities in Dynamics 365 Supply Chain Management.
In our latest Research Brief, Enhancing Demand Planning with Microsoft Dynamics 365, completed in partnership with Microsoft, we cover the challenges with managing myriad internal and external data signals that impact demand planning, the growing use of AI for forecasting, and the need to integrate and consolidate data and planning into a single system to improve agility, responsiveness, and accuracy.

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