On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss GlobalFoundries Q3 Earnings, Arm Q2 Earnings, announcements from OpenAI, IBM AI and Research Day, VMware, IBM, OpenShift, and Synopsys.
Q3 2023 Revenue Increases 5% Year-Over-Year as Twilio Continues on Its Path for Growth
Daniel Newman and Sherril Hanson of The Futurum Group break down Twilio’s strong Q3 2023 earnings. Twilio exceeded its revenue targets and delivered solid product innovation.
Company Attributes Revenue Target Miss to Larger-Than-Expected Development Costs and Deal Slippage
Daniel Newman and Keith Kirkpatrick of The Futurum Group cover Luminar’s Q3 2023 earnings and discuss the key company strategies and external factors that will help the LiDAR provider’s story resonate more clearly with investors over the next year.
GlobalFoundries Q3 2023 Earnings Delivered Positive Outcomes Amid Macro Uncertainties with Fab Security and Portfolio Innovation Driving Demand
The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q3 2023 results demonstrate resilience amid geopolitical and macro uncertainties and are fueled by demand for fab security and portfolio innovation.
Teradata’s Public Cloud ARR Also Showed Good Performance, Rising 63% to $454 Million in Q3, Up from $279 Million YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as Teradata revenue for Q3 2023 reaches $438 million, up 5% YoY, as the cloud analytics and data platform vendor announced its latest earnings on November 6.
On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Commvault’s Sanjay Mirchandani, for an inside look at Commvault’s launch of Commvault Cloud, powered by Metallic AI and their upcoming virtual event, SHIFT: The Global Cyber Resilience Event.
On this episode of The Main Scoop, Daniel Newman and Greg Lotko are joined by Iain McCorquodale, Global Head of Core Solutions at NatWest, for a discussion on how NatWest approaches relationship banking to increase customer loyalty and create a competitive advantage.
In this fifth edition of the Honeywell Environmental Sustainability Index, we provide a quarter-over-quarter comparison and data-centric perspective of sentiment and progress on the prior and current state of environmental sustainability (ES) initiatives, including response data to questions on the likely impact of weather-related events on sustainability investment levels moving forward.
The Futurum Group’s Daniel Newman is joined by IBM’s Roger Premo, General Manager, Corporate Strategy and Ventures for a conversation on the company's launch of the IBM Enterprise AI Venture fund.
