Author: Daniel Newman

August 21, 2023

Daniel Newman

Six Five Webcast

We are live! Talking Cisco, Lenovo, Intel, Tower, Synopsys, Groq, Samsung, TSMC, IFS, and Amazon Devices – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for Cisco and Lenovo, the termination of the Intel-Tower acquisition, Groq and Samsung, and SVP Dave Limp’s exit from Amazon Devices.

AI Platforms, Digital Leadership & CIO, Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech, Sustainability, Markets, and Policy

August 18, 2023

Daniel Newman & Olivier Blanchard

Market Coverage

Lenovo Q1FY24: Service-Led Solutions and AI Are Primary Growth Vectors

Lenovo Q1FY24 earnings point to rebound in devices, and confirms SSG and AI as primary growth vectors

Daniel Newman and Olivier Blanchard of The Futurum Group share their insights on Lenovo’s Q1FY24 earnings, which highlight the strength of the group’s AI and services businesses and a possible return to normal for PCs and handsets in 2024

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

August 18, 2023

Ron Westfall & Daniel Newman

Market Coverage

Cisco Q4 and FY 2023: AI, Security, and Cloud Fuel Milestone Results

Cisco Achieved Milestones with Record Performance in Both the Full Year and Q4, Powered by Solid Customer Demand and Portfolio-Wide Innovation

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 and FY 2023 results and why delivering double-digit growth in revenue and EPS shows execution of its business model transformation and readiness to drive AI, cloud, and security innovation.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

August 17, 2023

Daniel Newman

Futurum Tech Webcast

The Power of Infrastructure-as-a-Service: Simplifying Your Multicloud Management | Futurum Tech Webcast

The Furutum Group’s Daniel Newman is joined by Dell Technologies’ Chris Burkhart, Director, Outbound & Partner Marketing for Dell APEX for a conversation on the power of Infrastructure-as-a-Service (IaaS) and the challenges Dell is helping its customers overcome in multicloud management, scalability, compliance and sustainability.

Data Intelligence, Analytics, & Infrastructure, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations, Sustainability, Markets, and Policy

August 16, 2023

Daniel Newman

Futurum Tech Webcast

The Future of Industrial and Commercial IoT | Futurum Tech Webcast

In this episode of the Futurum Tech Webcast–Interview Series, The Futurum Group’s Daniel Newman is joined by Ross Sabolcik, SVP, Industrial and Commercial at Silicon Labs for a conversation on Industrial and Commercial IoT.

AI Platforms, Digital Leadership & CIO, Intelligent Devices

August 15, 2023

Daniel Newman & Mark Beccue

Market Coverage

Groq Ushers In a New AI Compute Paradigm: The Language Processing Unit

Llama-2 Test Shatters AI Inference Performance Record, Could LPU Represent Better Option Than GPUs?

The Futurum Group’s CEO Daniel Newman and Research Director Mark Beccue assess and provide their insights on Groq’s new performance metrics for its Language Processing Unit, and the implications for the company’s market positioning, success requirements, and competitive threats.