Author: Daniel Newman

It Was a Solid Quarter for HPE, With Continuing Growth in Its Intelligent Edge Market
Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as HPE revenue hits $7 billion in Q3 2023, beating analyst estimates. Overall, it was a solid quarter for HPE with continuing growth in its intelligent edge market.
The Six Five Team discusses chip architecture design company Arm, their recent F-1 filing, and their thoughts on the appetite for another IPO.
The Six Five Team discusses Oracle Cloud joining the VMware Cloud Universal Program.
The Six Five Team discusses VMWare Explore 2023.
The Six Five Team discusses the latest earnings release from Marvell for Q2 2024.
The Six Five Team discusses the latest earnings release from Zoom for Q2 2024.
The Six Five Team discusses the latest earnings release from NVIDIA for Q2 2024.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for NVIDIA, Marvell and Zoom, VMWare Explore 2023, Oracle Cloud joining the VMware Cloud Universal Program, and the latest on chip architecture design company, Arm.
In this episode of Making Markets, Ed Meyercord, CEO of Extreme Networks, talks with host Daniel Newman about embracing change in the “infinite enterprise” era, resilience in the face of uncertainty, cultivating a winning culture, and more.
Marvell Quarterly Results Are Buoyed By AI/Cloud Infrastructure Growth Drivers and Portfolio Innovation, Setting Foundation for Improved Outlook
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell Q2 Fiscal 2024 results show that its portfolio is solidly aligned with the topmost priorities across the AI and cloud spheres as demand for AI-related chips, such as custom ASICs, ramps up.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Robert Daigle, Director of Global AI Business and Blake Kerrigan, GM of Global ThinkEdge Business Group at Lenovo, for a conversation on Lenovo’s AI Innovator’s program, their AI investment, and how Lenovo’s solutions simplify and improve AI-adoption.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Sergio Severo, President and General Manager, ISG, North America at Lenovo and Jim Francis, CTO, Houston Methodist, for a conversation on Lenovo’s partnership with Houston Methodist and the benefits of AI-driven technology in healthcare during VMWare Explore in Las Vegas.

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