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Category: Business Information

Zoom Beats Earnings Forecasts, But Future Growth May Be Slowing
Daniel Newman & Keith Kirkpatrick

Zoom Beats Earnings Forecasts, But Future Growth May Be Slowing

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.
Talking Google, OpenAI, Cisco, AWS, Dell, Synopsys
Daniel Newman

Talking Google, OpenAI, Cisco, AWS, Dell, Synopsys

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss OpenAI GPT-4 and 4o, Google I/O 2024, Cisco Q3 2024 earnings, Dell AI server orders, AWS CEO change, IBM and Palo Alto partnering on AI-powered security, and Synopsys selling off software integrity division.
Cisco Q3 2024: Networking, Security, Observability, and Data Wax
Ron Westfall & Daniel Newman

Cisco Q3 2024: Networking, Security, Observability, and Data Wax

Cisco Q3 Results Show Progress in Portfolio Synergies Across Networking, Security, Observability, and Data with the Splunk Addition Positioned to Spur More Growth
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q3 FY 2024 results and why Cisco’s progress with the integration of Splunk and the harnessing of portfolio synergies provides a positive framework for the company.
ServiceNow Knowledge 2024
Daniel Newman

ServiceNow Knowledge 2024

The Six Five team discusses ServiceNow Knowledge 2024.
Visit to Solidigm HQ - State of Storage for AI
Daniel Newman

Visit to Solidigm HQ – State of Storage for AI

The Six Five team discusses visit to Solidigm HQ - state of storage for AI.
Apple iPad Event, M4, and Crush Ad
Daniel Newman

Apple iPad Event, M4, and Crush Ad

The Six Five team discusses Apple iPad event, M4, and crush ad.
GlobalFoundries Q1/24 Earnings
Daniel Newman

GlobalFoundries Q1/24 Earnings

The Six Five team discusses GlobalFoundries Q1/24 earnings.
Arm Q4 FY24 Earnings
Daniel Newman

Arm Q4 FY24 Earnings

The Six Five team discusses Arm Q4 FY24 earnings.
Intel, Qualcomm, and Huawei Licenses
Daniel Newman

Intel, Qualcomm, and Huawei Licenses

The Six Five team discusses Intel, Qualcomm, and Huawei licenses.
Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm
Daniel Newman

Welcome Stacy Rasgon, Bernstein Research

The Six Five team discusses welcome Stacy Rasgon, Bernstein Research.
Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm
Daniel Newman

Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman invite a special guest, Stacy Rasgon to discuss the Intel, Qualcomm, and Huawei license, Arm Q4 FY24 earnings, GlobalFoundries Q1/24 earnings, Apple, ServiceNow Knowledge 2024, and Solidigm.
ServiceNow's Vision for the Future of App Development
Paul Nashawaty
Sam Holschuh
Paul Nashawaty & Sam Holschuh

ServiceNow’s Vision for the Future of App Development

A Recap of CreatorCon 2024 and Its Implications for Low-Code Development, Collaboration, and AI Integration
Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insights on ServiceNow's announcements at CreatorCon 2024, outlining the implications for developers and the app development market.
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