The Futurum Group’s Daniel Newman is joined by HPE’s Frances Guida, Director, HPE Compute Workload Solutions for a conversation on how HPE is helping customers navigate AI inference, and bringing its expertise to empower AI adoption for businesses.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm Snapdragon Summit 2023, NVIDIA creating Arm-based SOC, and the latest earnings from Microsoft, Google, Intel and IBM.
Honeywell’s Q3 EPS of $2.27 Beat Analyst Estimates, While Revenue Just Missed Estimates of $9.23 Billion
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Honeywell Q3 revenue hits $9.21 billion, up 3% YoY, as the controls and automation company released its latest earnings results on October 26.
In Amazon’s Q3 Earnings Announcement, the Company Provides Q4 Projections, Outlines the Impact of Cost-Cutting, and Highlights AWS Growth Numbers
The Futurum Group’s Steven Dickens and Daniel Newman share their insights on Amazon’s Q3 earnings. Amazon's recent Q4 projections are notable in the context of strong earnings from Microsoft and Google, highlighting industry competitiveness.
T-Mobile Achieved Network Milestone by Covering 300 Million People with Ultra Capacity 5G and Delivers Lowest Q3 Postpaid Phone Churn in Company History
The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q3 2023 results and why they expect the company to meet the new raise in 2023 guidance by outperforming rivals across key mobile network service categories.
Strong AI and Execution Strategy Drive Results from Government, Transportation, and Education Markets
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q3 2023 earnings and discuss how the company’s strong AI strategy and execution plan are delivering robust results to customers and investors.
IBM Saw Free Cash Flow Rise by $0.9 Billion to $1.7 Billion in Q3 as Margins Expanded and Steady Performance Continues
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights about IBM Q3 revenue being up 4.6% to $14.75 billion, beating analyst estimates, partly due to early success from its new watsonx generative AI and data platform.
Microsoft Cloud Revenue Increased 19% from a Year Ago to Reach $24.3 Billion
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Microsoft’s Q1 2024 earnings and discuss how the company’s laser-like focus on AI and cloud computing are helping to drive revenue.
Subscriptions and Ad Sales Are Powering Alphabet Revenue Growth
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Alphabet’s Q3 2023 earnings and discuss how the company’s focus on AI will help drive additional revenue growth in the future.
Nokia Shows Resilience in Operating Margin Amid Macroeconomic Uncertainties as It Adopts Key Actions to Meet Long-Term Targets and Protect Profitability
The Futurum Group’s Ron Westfall and Daniel Newman assess Nokia’s fiscal Q3 2023 as the company showed resilience in operating margin amid uncertain economic conditions and is taking the right strategic actions to prepare for expected improved conditions.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm and Google's wearable platform, Lenovo’s Analyst Event, Oracle, NetSuite, SuiteWorld 2023, NVIDIA, AWS Chips, and SAP Q3 2023 Earnings.
