Author: Daniel Newman

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.
The Six Five team discusses Qualcomm & Google's announcement on RISC-V wearable platform in this highlight from episode 189.
SAP’s Cloud Revenue Rose 16% in Q3 to €3.47 Billion, While Its S/4HANA Cloud Revenue Jumped 67% to €914 Million
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as SAP Q3 revenue is up 4% to €7.74 billion as cloud growth continues for the intelligent cloud ERP software vendor.
The Six Five team discusses the Lenovo 2023 analyst event in this highlight from episode 189 of The Six Five Webcast.
The Six Five team discusses Oracle NetSuite SuiteWorld 2023 in this highlight from episode 189 of The Six Five Webcast.
The Six Five team discusses SAP Q3 2023 earnings in this highlight from episode 189 of The Six Five Webcast.
The Six Five team discusses their tour inside AWS's chip lab in this highlight from episode 189 of The Six Five Webcast.
The Six Five team discusses US ban on China export of more NVIDIA AI cards in this highlight from episode 189 of The Six Five Webcast.
On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Jinman Han, President of Samsung Semiconductor, US for an inside look at Samsung Memory Tech Day happening in San Jose, California.
On this episode of The Six Five – On the Road, hosts Daniel Newman and Patrick Moorhead talk with Dell’s Travis Vigil and Varun Chhabra at Dell Tech’s “Bring AI to Your Data” Event, for a discussion on how Dell is empowering AI adoption and a closer look at their latest announcements.

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