Author: Daniel Newman

Twilio Surpasses Revenue and Profit Targets as the Company Continues its Focus on Efficient Growth
Daniel Newman and Sherril Hanson of The Futurum Group break down Twilio’s Q2 2023 earnings, which saw the company surpassing both revenue and profit targets.
Lidar Technology Provider Sees Path to Profitability by 2025
Daniel Newman and Keith Kirkpatrick at The Futurum Group cover Luminar’s Q2 2023 earnings, and examine the key factors that will help position the LiDAR technology provider for future success in late 2023 and beyond.
The Futurum Group’s Daniel Newman shares insight on the risks and rewards of generative AI and the need for an industry-standard process to manage those risks, particularly around data security. Newman also reflects on his recent conversation with Dimitri Sirota, CEO and co-founder of BigID, a leader in data security, during an episode of Spotlight on Security with Cohesity on the AI wave we are currently experiencing and the risks that come with it.
The Futurum Group’s Daniel Newman shares his insight on news that Amazon is set to meet with the US Federal Trade Commission ahead of a potential antitrust lawsuit the federal government may bring against the company.
GlobalFoundries Q2 2023 Earnings Proved Solid, Particularly as China and Other Recessionary Concerns Loom
The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q2 2023 results show it is primed for growth with both broad geographic manufacturing capabilities and process specialization across important legacy nodes.
The Six Five team discusses Lattice Semiconductor's latest earnings release.
The Six Five team discusses Zoom Perspectives 2023.
The Six Five team discusses AMD's latest earnings release.
The Six Five team discusses Apple's latest earnings release.
The Six Five team discusses Qualcomm's latest earnings release.
The Six Five team discusses Amazon/AWS's latest earnings release.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Amazon/AWS, Apple, Qualcomm, AMD, and Lattice and the recent Zoom Perspectives 2023 event.

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