On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Microsoft, Google, AMD, Qualcomm, and Amazon, and Apple extending Qualcomm licensing....
Our latest brief, Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024, analyzes the devices, semiconductors, automotive, and the policy...
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company....
The Futurum Group’s Keith Kirkpatrick and Krista Macomber cover the results of Cisco’s 2024 Data Privacy Benchmark Study and discuss the steps organizations should take to engender more trust and...
Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, discusses several key insights from Cisco’s 2024 Data Privacy Survey, and provides his recommendations to enterprise organizations based on the...
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to...
Daniel Newman and Keith Kirkpatrick, analysts from The Futurum Group covers Alphabet’s Q4 and FY 2023 earnings, which featured strong overall revenue, cloud revenue, and subscription revenue growth....
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