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T-Mobile Starlink, New Nokia CEO & Qualcomm Results - Six Five Webcast: The 5G Factor
Olivier Blanchard
Ron Westfall & Olivier Blanchard

T-Mobile Starlink, New Nokia CEO & Qualcomm Results – Six Five Webcast: The 5G Factor

Ron Westfall and Olivier Blanchard explore T-Mobile Starlink's Super Bowl debut, Nokia's leadership change, and Qualcomm's revenue surge in the latest episode of the Six Five Webcast - The 5G Factor.
Talking Cisco, DOGE, Lattice Semi, OpenAI, and More
Daniel Newman

Talking Cisco, DOGE, Lattice Semi, OpenAI, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cisco, DOGE, Lattice, OpenAI and more.
Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline
Richard Gordon
Richard Gordon

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline

Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.
End of Free Preview: Microsoft 365 Copilot Agents Move to Paid Metered Model
Keith Kirkpatrick

End of Free Preview: Microsoft 365 Copilot Agents Move to Paid Metered Model

Microsoft Adopts a Paid Metered Approach for Autonomous Agents, Highlighting Evolving AI Monetization in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, examines Microsoft’s shift to metered pricing for autonomous agents in Microsoft 365 Copilot and its impact on enterprise AI adoption.
Talking Qualcomm, Arm, AMD, Coherent, and More
Daniel Newman

Talking Qualcomm, Arm, AMD, Coherent, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!
Amazon Delivers Strong Q4 FY 2024 with Record Operating Income, AWS Growth
Olivier Blanchard
Olivier Blanchard

Amazon Delivers Strong Q4 FY 2024 with Record Operating Income, AWS Growth

AWS Continues to Scale as Amazon Accelerates AI Investments, While Same-Day Delivery Expansion and Cost Control Drive Retail Profitability
Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization.
Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption

Strong Handset Demand and Automotive Growth Propel Record QCT Revenues
Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive.
Arm Q3 FY 2025 Results: Armv9 and CSS Adoption Accelerates
Richard Gordon
Richard Gordon

Arm Reports Record Q3 Revenue as Armv9 and CSS Adoption Accelerates

The Latest Earnings Reinforce Arm’s Competitive Momentum, Driven by the Increasing Integration of Its Technology in AI Workloads and High-Performance Computing
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations.
HPE Private Cloud AI with NVIDIA AI Computing by HPE Essential to Accelerating GenAI Industrial Transformation
Nick Patience & Ron Westfall

HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation

The Futurum Group’s latest research report, HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation, completed in partnership with HPE and NVIDIA, assesses why HPE Private Cloud AI directly addresses the top challenges enterprises face in adopting AI across their entire organization.
Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE A Smarter Approach
Nick Patience & Ron Westfall

Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach

In our latest brief, Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach, completed in partnership with HPE and NVIDIA, delves into HPE’s Private Cloud AI, which offers enterprises a turnkey solution that eliminates the complexities of a DIY approach while accelerating AI adoption.
Oracle Bets on AI-Driven Sales and Supply Chain Transformation
Keith Kirkpatrick

Oracle Bets on AI-Driven Sales and Supply Chain Transformation

Oracle Fusion Cloud Sales and SCM Introduce AI Agents to Boost Customer Interactions, Optimize Supply Chains, and Drive Productivity
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve enterprise efficiency.
How AI is Transforming the Economics of Customer Service
Keith Kirkpatrick

How AI is Transforming the Economics of Customer Service

In our latest brief, How AI is Transforming the Economics of Customer Service, completed in partnership with Zendesk, The Futurum Group explores how AI is revolutionizing customer support by automating repetitive tasks, optimizing workflows, and enabling businesses to shift focus from outdated productivity metrics to customer-centric KPIs.
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