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Author: Daniel Newman

Microsoft Earnings
Daniel Newman

Microsoft Earnings

The Six Five team discusses Microsoft Earnings.
Talking Microsoft Qualcomm Samsung Google T-Mobile Intel Adobe Figma
Daniel Newman

Talking Microsoft, Qualcomm, Samsung, Google, T-Mobile, Intel, Adobe, Figma

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft Earnings, Qualcomm, Samsung, Google Earnings, T-Mobile, Intel Earnings and Ericsson 18A for IFS, and the Adobe-Figma Deal.
Juniper Q2 2023 Earnings- Enterprise and AI Deliver Solid Performance
Ron Westfall & Daniel Newman

Juniper Q2 2023 Earnings: Enterprise and AI Deliver Solid Performance

The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q2 2023 financial performance and why the results demonstrate disciplined execution of the company’s strategic vision across the Enterprise, Service Provider, and Cloud markets. The company’s Q2 momentum was directly bolstered by the expansion of its Enterprise business, registering a record quarter as it has become the company’s largest and fastest growing segment for a third consecutive quarter.
T-Mobile Q2 2023- Breakthrough Growth in Customers and Profitability
Ron Westfall & Daniel Newman

T-Mobile Q2 2023: Breakthrough Growth in Customers and Profitability

The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q2 2023 results and why they expect T-Mobile to fulfill its raised 2023 guidance as the company is consistently outperforming its key rivals across the most important mobile network service categories, including financial, technical, and customer attraction and retention. Once again, T-Mobile is showing the entire mobile industry why it is the service provider pacesetter by executing relentlessly on its portfolio development and market vision.
Intel Q2 2023 Results- Return to Profitability Energizes Turnaround
Ron Westfall & Daniel Newman

Intel Q2 2023 Results: Return to Profitability Energizes Turnaround

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s fiscal Q2 2023 and why they see Intel executing on its strategy across its portfolio, including advancing its five processes in 4 years on time as well as positive indications around foundry, reinforced by the robust revenue growth registered by IFS. As such, Q2 2023 marked a positive inflection and can be flagged as a potential turning point after several very tough quarters.
AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI
Daniel Newman & Steven Dickens

AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI

Daniel Newman, CEO and Steven Dickens, VP and Practice Leader at The Futurum Group, share their insights on Microsoft earnings. Microsoft's Q4 earnings showcased the significant impact of AI across its portfolio, with impressive profits and revenues exceeding expectations. While the Azure cloud revenue growth slightly declined, CEO Satya Nadella remains optimistic about sustained high growth, emphasizing the early stages of cloud migration and AI's potential. Microsoft's commitment to AI research and development positions it as a leader in the digital age, with a promising future of innovation and transformation. However, investors closely monitor Azure's performance amid rising interest rates and cost-cutting measures.
Alphabet's Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth
Daniel Newman & Steven Dickens

Alphabet’s Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth

Google Earnings Provide Insights Into Cloud Growth
The Futurum Group analysts Daniel Newman and Steven Dickens share their insights on Q2 earnings from Alphabet, parent company of Google. Alphabet's Q2 earnings surpassed expectations, driven by strong advertising and Google Cloud growth. The company reported a substantial increase in YouTube ads revenue and a record operating income for Google Cloud, indicating a positive trajectory for future growth. Additionally, CEO Sundar Pichai highlighted the growing adoption of generative AI among startups, signaling a promising trend for AI adoption and revenue growth for the Google Cloud Platform in the future.
ServiceNow Revenue Up in Q2 2023 to $2.15 Billion, Beating Estimates
Daniel Newman & tweiss@futurumresearch.com

ServiceNow Revenue Up in Q2 2023 to $2.15 Billion, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss examine ServiceNow’s increase in revenue during Q2 2023 to $2.15 billion, beating estimates, as the cloud digital workflow automation software vendor announced its latest earnings on July 26. ServiceNow is bringing powerful new generative AI features to its offerings, which will be a big lever of growth for ServiceNow as customers seek these new capabilities.
The Six Five Insider with Micron's Girish Cherussery
Daniel Newman

The Six Five Insider with Micron’s Girish Cherussery

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome Mircon’s Girish Cherussery, Senior Director, Product Management for a conversation on High Bandwidth Memory (HBM) along with insight into the memory ecosystem.
Broadcom CMA Approval
Daniel Newman

Broadcom CMA Approval

The Six Five team discusses the approval of Broadcom's acquisition of VMWare by the UK's CMA, the largest transaction the CMA has ever investigated.
Lenovo Storage Announcement
Daniel Newman

Lenovo Storage Announcement

The Six Five team discusses the Lenovo storage and data management announcements.
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