On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Dell Tech World 2024, Microsoft Build 2024, IBM Think 2024, earnings for NVIDIA, Synopsys, and Lenovo, and a special guest- Dan Ives, Wedbush MD.
Integration of Powerful Tools, Including Generative AI Solutions, Help Deliver Future Growth
The Futurum Group’s Keith Kirkpatrick and Daniel Newman cover WalkMe’s Q1 2024 earnings, which were marked by strong overall revenue and subscription growth and discusses the steps the company needs to continue its momentum.
Net Loss Has Jumped over the Previous Quarter, But the Quantum Technology Is Improving
The Futurum Group’s Dr. Bob Sutor looks at quantum computing company Rigetti’s earnings in the first quarter of 2024. The net loss is troubling, but the company is making good technical progress on its small 9-qubit Novera quantum processing unit.
Transition in Leadership at AWS Signals Shift in Cloud Industry Dynamics
Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insight on the impact of the AWS CEO transition on the cloud computing landscape and developer community.
Zoom Posts Revenue of $1.14 Billion and Non-GAAP EPS of $1.35
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Zoom Video Communications’ Q1 FY 2025 earnings and discuss how the company’s focus on enterprise customers and AI is paying off.
