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Zoho CEO Sridhar Vembu on the Long Game, Transnational Localism, and the Future of AI
Daniel Newman

Zoho CEO Sridhar Vembu on the Long Game, Transnational Localism, and the Future of AI

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 Q4 2023: The Company Reaches a Record Profitability Milestone
Daniel Newman, Sherril Hanson & Keith Kirkpatrick

WalkMe Q4 2023: The Company Reaches a Record Profitability Milestone

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.
Twilio Q4 2023 Revenue Grows 5% YoY, Beating Targets
Daniel Newman & Sherril Hanson

Twilio Q4 2023 Revenue Grows 5% YoY, Beating Targets

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.
Cloudera Elevate 2025 SKO Event
Daniel Newman

Cloudera Elevate 2025 SKO Event

The Six Five team discusses Cloudera Elevate 2025 SKO Event.
Lattice Q4 FY2023 and 2023 Earnings
Daniel Newman

Lattice Q4 FY2023 and 2023 Earnings

The Six Five team discusses Lattice Q4 FY2023 and 2023 Earnings.
Cisco Q2 FY2024 Earnings
Daniel Newman

Cisco Q2 FY2024 Earnings

The Six Five team discusses Cisco Q2 FY2024 Earnings.
Upcoming IFS “Direct Connect” Event Preview
Daniel Newman

Upcoming IFS “Direct Connect” Event Preview

The Six Five team discusses the upcoming IFS “Direct Connect” event preview.
NVIDIA Getting into DC AI ASIC Market?
Daniel Newman

NVIDIA Getting into DC AI ASIC Market?

The Six Five team discusses NVIDIA getting into DC AI ASIC market.
We are Live! Talking Cloudera, NVIDIA, IFS, Plus, Cisco, Lattice
Daniel Newman

We are Live! Talking Cloudera, NVIDIA, IFS, Plus, Cisco, Lattice

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.
Equinix's 2023 Success
Steven Dickens

Equinix’s 2023 Success

Capitalizing on Cloud Demand with Innovative Infrastructure Solutions
The Futurum Group’s Steven Dickens reviews Equinix’s Q4 and FY 2023 earnings results, which underscore its transformative evolution from a global data center provider to a platform company.
Informatica's Fiscal 2023 Performance
Steven Dickens

Informatica’s Fiscal 2023 Performance

A Beacon of Strategic Success and Market Leadership
The Futurum Group’s Steven Dickens reviews Informatica’s Q4 and FY 2023 earnings results, which not only shattered growth and profitability forecasts but also solidified its standing as a leader in cloud-based data management.
GlobalFoundries Q4 and FY 2023: Automotive Shines Brightly
Ron Westfall & Daniel Newman

GlobalFoundries Q4 and FY 2023: Automotive Shines Brightly

GlobalFoundries Q4 and FY 2023 Earnings Spotlight Robust Performance in Automotive Amid Demand Softness and Inventory Adjustments in Other End Markets
The Futurum Group’s Ron Westfall and Daniel Newman assess why they believe GlobalFoundries’ Q4 and FY 2023 results showed GF’s partnership diversification played a key role in the automotive end market’s breakthrough FY 2023 performance.
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