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CrowdStrike Aftermath: Microsoft Fires Back At Delta
Daniel Newman

CrowdStrike Aftermath: Microsoft Fires Back At Delta

The Six Five team discusses CrowdStrike aftermath: Microsoft fires back at Delta.
Google deemed a monopoly in DOJ ruling
Daniel Newman

Google Deemed A Monopoly In DOJ Ruling

The Six Five team discusses Google deemed a monopoly in DOJ ruling.
GlobalFoundries Q2FY24 Earnings
Daniel Newman

GlobalFoundries Q2FY24 Earnings

The Six Five team discusses GlobalFoundries Q2FY24 earnings.
Marvell Structera To Solve Memory Challenges For Cloud Providers
Daniel Newman

Marvell Structera To Solve Memory Challenges For Cloud Providers

The Six Five team discusses Marvell Structera to solve memory challenges for cloud providers.
Rigetti Computing Reports Second Quarter 2024 Financial Results
Dr. Bob Sutor
Dr. Bob Sutor

Rigetti Computing Reports Second Quarter 2024 Financial Results

The Futurum Group’s Dr. Bob Sutor discusses Rigetti Computing’s Q2 2024 earnings, highlighting $3.1 million in revenue and the development of the 84-qubit Ankaa-3 system. Read on for an in-depth analysis of the company’s progress and future outlook.
D-Wave Reports Second Quarter 2024 Results
Dr. Bob Sutor
Dr. Bob Sutor

D-Wave Reports Second Quarter 2024 Results

The Futurum Group’s Dr. Bob Sutor shares his insights on D-Wave’s second-quarter 2024 results, highlighting the company’s growth, technological advancements, and strategic partnerships.
IonQ Reports Second Quarter 2024 Financial Results
Dr. Bob Sutor
Dr. Bob Sutor

IonQ Reports Second Quarter 2024 Financial Results

The Futurum Group’s Dr. Bob Sutor discusses IonQ’s Q2 2024 results, which include a 160% year-over-year revenue increase to $5.5 million and a raise of its full-year guidance, reflecting growing demand for its quantum computing systems.
Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI
Daniel Newman

Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Marvell to solve memory challenges for cloud providers, GlobalFoundries Q2FY24 earnings, Google deemed a monopoly in DOJ ruling, Crowdstrike aftermath: Microsoft fires back at Delta, new Intel SVP & GM provides foundry updates, and OpenAI revolving door of founders and executives.
Enterprising Insights: Episode 34 – Earnings Season for Enterprise Applications
Keith Kirkpatrick

Enterprising Insights: Episode 34 – Earnings Season for Enterprise Applications

In this episode of Enterprising Insights, The Futurum Group Research Director Keith Kirkpatrick discusses recent earnings from OpenText, Twilio, ServiceNow, and Alphabet (Google) and explains how their earnings reflect larger market trends.
The Future of NVIDIA: A Comparison with Intel and Cisco's Legacy
Steven Dickens

The Future of NVIDIA: A Comparison with Intel and Cisco’s Legacy

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on the position of NVIDIA in the marketplace and how this relates to the wider trends in the market.
Groq's Leap Forward: AI Acceleration, Strategic Pivots, and a $640 Million Boost - Six Five
Daniel Newman

Groq’s Leap Forward: AI Acceleration, Strategic Pivots, and a $640 Million Boost – Six Five

Mark Heaps, Chief Tech Evangelist at Groq, and Daniel Newman share insights on Groq's impressive Series D fundraising, strategic innovations, and the future of AI acceleration. This conversation highlights Groq's mission to democratize AI and its plans to deploy millions of LPUs.
Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault - Infrastructure Matters, Episode 50
Krista Case
Camberley Bates
Krista Case, Camberley Bates & Steven Dickens

Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault – Infrastructure Matters, Episode 50

In episode 50 of Infrastructure Matters, the hosts delve into recent earnings reports and industry trends, highlighting AWS's continued growth, Commvault's successful integration of its cloud division, and Intel's strategic restructuring. They also discuss Kyndryl's turnaround efforts and new announcements from Veeam, Splunk, and Google in AI and data management.
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