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Author: Daniel Newman

Daniel Newman

SAP Sapphire 2023

The Six Five team discusses SAP's Sapphire 2023 Event.
Daniel Newman

We are Live! Talking SAP, Dell, Microsoft, NVIDIA, Marvell, Lenovo

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss SAP Sapphire 2023, Dell Technologies World 2023, Microsoft Build, NVIDIA, Marvell and Lenovo.
HPE Revenue Hits $7B in Q2 2023 as ARR Rises 38% to $1.1B
Daniel Newman & tweiss@futurumresearch.com

HPE Revenue Hits $7B in Q2 2023 as ARR Rises 38% to $1.1B

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $7B in Q2 2023 as ARR rises 38% to $1.1B as the global edge to cloud company reported its latest earnings for the period ending on April 30.
Daniel Newman

The Six Five – On The Road with Ed Ward at Dell Tech World

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with Dell Tech’s Ed Ward, President, Client Product Group, during Dell Tech World 2023.
Daniel Newman

The Six Five – On The Road with Doug Schmitt at Dell Tech World

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with Dell Technologies' Doug Schmitt, President of Dell Technologies Services, during Dell Tech World 2023.
Daniel Newman

HP FY Q2 2023 Earnings: Weathering the Storm and Investing for the Future

The Futurum Group’s Chief Analyst Daniel Newman and Industry Analyst Michael Diamond explore Hewlett-Packard’s fiscal second-quarter 2023 earnings what it means for the company moving forward.
Daniel Newman

Marvell Fiscal Q1 2024: AI and ASICs are Marvell’s Shining Stars

The Futurum Group’s Daniel Newman and Ron Westfall examine why Marvell turned in an impressive fiscal Q1 2024 fueled by rapidly burgeoning ecosystem-wide demand for AI and expanding demand for custom ASICs in the enterprise networking segment as its Nova product is ready to meet the bandwidth boom clouds are facing and the company’s 3nm portfolio can broaden and catalyze data infrastructure market adoption of Marvell interconnect, SerDes, and parallel interface features.
Daniel Newman

Lenovo Q4 2022-2023 Full Year Earnings: Continued Diversification Despite Challenging Market Conditions

The Futurum Group’s Chief Analyst Daniel Newman and Industry Analyst Michael Diamond explore Lenovo’s Q4 2023 and full year earnings and what it means for the company moving forward.
Daniel Newman

Qualcomm and Microsoft: On-Device AI Will Make the PC Experience Shine

The Futurum Group's CEO Daniel Newman and Industry Analyst Michael Diamond explore how AI at the edge using Qualcomm’s Snapdragon 8cx Gen 3 system-on-chip will make the experience that much richer for consumers and businesses in the future.
Daniel Newman

The Six Five – On The Road: Lattice Analyst & Investor Day

On this episode of The Six Five – On The Road, host Daniel Newman sits down with Lattice Semiconductor’s President and CEO, Jim Anderson, along with Esam Elashmawi, Chief Strategy and Marketing Officer, and CFO, Sherri Luther, to discuss the recent announcements made at their Analyst & investor Day event.
Daniel Newman & tweiss@futurumresearch.com

Zoom Revenue for Q1 Hits $1.1B, up 3% YoY, Beating Estimates

The Futurum Group's analysts Daniel Newman and Todd R. Weiss share their insights as Zoom revenue for Q1 hits $1.1B, up 3% YoY, beating estimates, as the video conferencing, cloud contact center, and collaboration vendor unveiled its latest Q1 earnings on May 22.
Daniel Newman

WalkMe Q1 2023 Revenues up 16% Year-over-Year

The Futurum Group's Chief Analyst, Daniel Newman and Industry Analyst, Michael Diamond discuss WalkMe’s Q1 2023 earnings and how the DAP market is expected to resonate with organizations in the future as they seek to digitally transform themselves.
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