Author: Daniel Newman

August 8, 2023

Daniel Newman

Six Five Webcast

The Six Five Insider with Micron’s Ryan Baxter

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead talk with Mircon’s Ryan Baxter, Senior Director of Marketing about Micron’s Compute Express Link™ (CXL™) technology.

Memory, Semiconductors and Components

August 8, 2023

Daniel Newman

Main Scoop Webcast

The Main Scoop, Episode 13: Tackling the Tech Talent Challenge

On this episode of The Main Scoop, hosts Daniel Newman and Greg Lotko, SVP & GM, Mainframe Software Division of Broadcom, talk to Rick Pittman, Vice President CIO Research at Info-Tech, to uncover people-centric strategies for building the talent pool of tomorrow.

Customer Experience, Employee Experience

August 7, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften

Some Growth in Mobile Phone Sales Expected for the Holiday Season

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.

AI, Edge Networking, PCs and Devices, Semiconductors and Components

August 4, 2023

Daniel Newman & Steven Dickens

Research Note

Amazon Smashes Profit Expectations, Surpasses Sales Projections

Q2 Earnings Report Provides a Positive Outlook for the Future, Insights Into AWS Cloud Growth

Daniel Newman, Chief Analyst and Steven Dickens, VP and Practice Leader at The Futurum Group share their insights on Amazon’s Q2 earnings. Amazon's Q2 2023 financial performance, marked by its largest earnings beat since Q4 2020, reflects the positive impact of CEO Andy Jassy's cost-cutting strategies and the success of AWS.

Business Information, Cloud, Hybrid Cloud, Infrastructure, and Operations

August 3, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

AMD Revenue Hits $5.4 Billion in Q2, Down 18% YoY, But Beats Estimates

AMD’s Q2 Revenue Was Hit by Weaker PC and Gaming Markets

Chief analyst Daniel Newman and senior analyst Todd R. Weiss of The Futurum Group share their insights as AMD revenue hits $5.4 billion in Q2, down 18% YoY, but beats estimates. The CPU, GPU, and AI chip vendor saw revenue affected by weaker PC and gaming markets and global supply chain inventory corrections.

Business Information, Data Infrastructure, Processors, Semiconductors and Components

August 2, 2023

Daniel Newman & Dave Raffo

Research Note

Commvault Reports Q1 2024 Flat Revenues but SaaS Backup Is Catching On

Data Security and Protection Vendor Commvault Makes Progress With Metallic SaaS Backup

The Futurum Group’s Daniel Newman and Dave Raffo provide their take on Commvault fiscal Q1 2024 earnings report, which demonstrates that the data protection vendor is continuing to make strides with its Metallic SaaS backup product and its subscription and recurring revenue models.

Business Information, Cybersecurity, Data Protection, Hybrid Cloud, Infrastructure, and Operations

August 2, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

Lattice Semiconductor Q2 2023 Revenue Hits $190.08 Million, Up 18% YoY

Lattice Continues 13 Consecutive Quarters of Record Revenue Gains

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Lattice Semiconductor Q2 2023 revenue hit $190.08 million, up 18% YoY, as the low-power programmable FPGA maker reported its latest earnings figures on July 31. The company’s Q2 revenue total marks 13 consecutive quarters of record revenue increases for the company.