Author: Daniel Newman

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.
The Six Five team discusses Synopsys RISC-V IP in this highlight from episode 192 of the Six Five Webcast.
The Six Five team discusses VMware/IBM/OpenShift in this highlight from episode 192 of the Six Five Webcast.
The Six Five team discusses IBM AI and Research Day in this highlight from episode 192 of the Six Five Webcast.
The Six Five team discusses OpenAI Announcements in this highlight from episode 192 of the Six Five Webcast.
The Six Five team discusses Arm Q2 Earnings results in this highlight from episode 192 of the Six Five Webcast.
The Six Five team discusses GlobalFoundries Q3 Earnings in this highlight from episode 192 of the Six Five Webcast.
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.

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