The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cloudera Evolve 2023, the latest earnings from Lattice, Qualcomm, and AMD, as well as news from AWS and Apple.
AMD Q3 2023 Earnings Point to a Normalizing Chip Market and Strong Tailwinds for AI
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for AMD across all segments.
HCI Pioneer’s Goal Is to Run Data and Apps Anywhere and Everywhere
Dave Raffo, Senior Analyst at The Futurum Group, looks at the strategy Nutanix laid out at its analyst day about becoming a data platform company, competing with VMware after the Broadcom deal, and helping customers run generative AI.
Microsoft’s Azure OpenAI Service Will Be Incorporated into FactoryTalk Design Studio to Enhance Time-to-Market for Industrial Automation Systems
Keith Kirkpatrick, Research Director with The Futurum Group, covers Rockwell Automation and Microsoft’s announcement of generative AI tools for industrial automation and discusses how they will help drive ROI for non-office workers.
Qualcomm’s New PC Platform and Custom CPU Could Pose a Real Challenge to x86 and Go Head-to-Head with Apple Silicon
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Qualcomm’s impressive new Snapdragon X Elite PC platform and Oryon CPU take aim at x86 and Apple silicon to redefine PCs for the era of on-device AI.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm Snapdragon Summit 2023, NVIDIA creating Arm-based SOC, and the latest earnings from Microsoft, Google, Intel and IBM.
Honeywell’s Q3 EPS of $2.27 Beat Analyst Estimates, While Revenue Just Missed Estimates of $9.23 Billion
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Honeywell Q3 revenue hits $9.21 billion, up 3% YoY, as the controls and automation company released its latest earnings results on October 26.
