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SAP Sapphire Orlando 2024
Daniel Newman

SAP Sapphire Orlando 2024

The Six Five team discusses SAP Sapphire Orlando 2024.
Computex 2024
Daniel Newman

Computex 2024

The Six Five team discusses Computex 2024.
Cisco Live 2024
Daniel Newman

Cisco Live 2024

The Six Five team discusses Cisco Live 2024.
Talking Computex, SAP, Cisco, NVIDIA & Microsoft & OpenAI, Lenovo, Lattice Semi
Daniel Newman

Talking Computex, SAP, Cisco, NVIDIA & Microsoft & OpenAI, Lenovo, Lattice Semi

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Computex 2024, Cisco Live 2024, SAP Sapphire Orlando 2024, US investigates NVIDIA, Microsoft, and OpenAI, CEO change at Lattice Semi, and senior leadership change at Lenovo.
PayPal Brings PYUSD to Solana, Enhancing Transaction Speed and Cost
Steven Dickens

PayPal Brings PYUSD to Solana, Enhancing Transaction Speed and Cost

Steven Dickens, VP and Practice Leader, shares that PayPal's integration of PYUSD with the Solana blockchain is a significant advancement in digital commerce, leveraging Solana's superior speed and cost efficiency. He emphasized that this development underscores the growing importance of stablecoins in modern finance and the need for robust regulatory frameworks to ensure their safe and effective use.
Elon Musk’s xAI: $6 Billion Funding Boost in the AI Arms Race Against ChatGPT
Steven Dickens

Elon Musk’s xAI: $6 Billion Funding Boost in the AI Arms Race Against ChatGPT

Steven Dickens, VP and Practice Leader at The Futurum Group explores how Elon Musk’s recent $6 billion funding round for xAI marks a significant milestone in the rapidly evolving AI landscape. With xAI's ambitious plans and Tesla's vast data collection capabilities, this move positions Musk to potentially redefine the future of AI development.
Smartsheet Q1 FY2025: Significant Revenue Increase and Efficiency Gains Despite Net Loss
Keith Townsend
Keith Townsend

Smartsheet Q1 FY2025: Significant Revenue Increase and Efficiency Gains Despite Net Loss

The Futurum Group’s Global Advisor, Keith Townsend, covers Smartsheet's Q1 FY25 results, illustrating the company's strong momentum and successful execution of its growth strategies. The strong revenue growth, particularly in subscription services, and the significant improvement in profitability metrics reflect the company's effective management and operational efficiency.
North Africa's Cloud Revolution Led by Oracle
Steven Dickens

North Africa’s Cloud Revolution Led by Oracle

Steven Dickens, VP and Practice Leader, highlights the strategic importance of Oracle's move into Morocco, noting how this expansion will catalyze the digital transformation and AI deployment across North Africa. He emphasizes that this development positions Oracle as a key player in shaping the region's technological landscape.
Analyzing MongoDB’s Q1 FY 2025 Success: The Impact of AI on Earnings
Steven Dickens

Analyzing MongoDB’s Q1 FY 2025 Success: The Impact of AI on Earnings

Steven Dickens, VP and Practice Leader, comments on the strategic positioning of MongoDB in the AI-driven market landscape. He highlights the company's adept adaptation to evolving data management trends and its pivotal role in enabling enterprises to leverage AI for competitive advantage.
Marvell Q1 Fiscal 2025: Custom AI Silicon Plays the Starring Role
Ron Westfall & Daniel Newman

Marvell Q1 Fiscal 2025: Custom AI Silicon Plays the Starring Role

Marvell Q1 2025 Revenue Came in Above Mid-point of Guidance Showing AI’s Key Role in Boosting Data Center Revenue Plus Overall Brighter Q2 2025 Guidance
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q1 Fiscal 2025 results show why the company is positioned solidly to meet the demands of accelerated infrastructure across fast evolving AI environments through portfolio innovation such as the Alaska P PCIe launch and a multitude of breakthrough optical portfolio offerings.
Salesforce $9.13B Q1 FY 2025 Revenue Narrowly Misses Estimates
Daniel Newman & Keith Kirkpatrick

Salesforce $9.13B Q1 FY 2025 Revenue Narrowly Misses Estimates

Company’s Strong AI Strategy May Offset Economic and Industry Headwinds
Daniel Newman, CEO and Principal Analyst and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q1 2025 earnings and discuss the factors contributing to the company’s quarterly performance.
HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus
Olivier Blanchard
Olivier Blanchard

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into HP’s Q2 2024 earnings and makes the case for why the PC segment’s recovery has dragged in anticipation of the PC refresh supercycle.
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