Author: Daniel Newman

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.
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.
Earnings Growth Powered by Subscription and Cloud Revenue and a Focus on Organic Growth
Daniel Newman, Chief Analyst, and Keith Kirkpatrick, Research Director, at The Futurum Group share their insights on OpenText’s strong Q1 FY 2024 earnings.
Despite YoY Revenue Losses, Qualcomm Q4 2023 Earnings Beat Expectations
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.
The Six Five team discusses Apple Spooky Event and M3 in this highlight from episode 191 of the Six Five Webcast.
The Six Five team discusses AWS ML Capacity Blocks in this highlight from episode 191 of the Six Five Webcast.
The Six Five team discusses AMD Q3 Earnings results in this highlight from episode 191 of the Six Five Webcast.
The Six Five team discusses Qualcomm Earnings results in this highlight from episode 191 of the Six Five Webcast.

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