On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for NVIDIA, Lenovo, and Synopsys, what to expect at MWC 2024, third generation Arm Neoverse, and the Intel Foundry Direct Connect event.
Earnings Highlight a Strong Growth Path for the PC Giant and Point to Accelerating Recovery for the Tech Sector
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Lenovo Q3 FY 23/24 earnings, which confirm the accelerating sector-wide AI-driven recovery and make a strong case for the company’s growth opportunities.
On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Sridhar Vembu, CEO at Zoho for a conversation on the long game, transnational localism, and the future of AI.
WalkMe Shows Strong Results with a Lot of Upside for 2024
The Futurum Group’s Daniel Newman, Sherril Hanson, and Keith Kirkpatrick of The Futurum Group cover WalkMe’s Q4 2023 earnings. The company rounded out a transformational 2023 with strong results, continued customer growth, and new product innovation.
Solid Quarter as the Company Focuses on Innovation and Profitable Growth
Daniel Newman and Sherril Hanson of The Futurum Group break down Twilio’s Q4 2023 earnings, which saw the company exceed its guidance with a record quarter of revenue, non-GAAP income from operations, and free cash flow.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA getting into the DC AI ASIC market, preview of IFS’s "Direct Connect" event, Plus AI Open Auto Platform, Cisco and Lattice earnings, and Cloudera Elevate 25 SKO event.