The Futurum Group’s Daniel Newman is joined by SAP’s Mandar Paralkar and Vistex’s Sandra Garitonandia for a conversation on digital transformation and the role of technology in navigating the future of Life Sciences and Healthcare.
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.
