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.
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 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.
Cisco Q2 Results Reflect Ongoing Macro Caution and Uncertainties with Revenue Growth in Security, Collaboration, and Observability Bright Spots
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q2 FY 2024 results and why the improving subscription-based revenue trend provides a positive framework to successfully address concerns that resulted in the dial back of guidance.
Lattice Finished the Year Strong with Record Revenue
The Futurum Group’s Daniel Newman shares his insights on the Lattice Q4 and FY 2023 earnings report and takes a look at the future outlook for Lattice and the semiconductor industry in 2024.
On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Stu Pann, Senior VP and GM, Intel Foundry Services (IFS) at Intel for a conversation about why Intel is pursuing the foundry services business.
A Deep Dive into Q4 and FY 2023 Earnings, Cloud Expansion, AI, and Future Outlook
The Futurum Group’s Steven Dickens reviews Teradata’s Q4 and FY 2023 earnings results. The company's financial results and strategic advancements in AI and cloud computing signal strong momentum and a commitment to innovation.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Zoho Day 2024, Arm earnings, Cohesity and Veritas’ deal, Apple Vision Pro first impressions, Google Bard becoming Gemini, and NVIDIA selecting Intel IFS.
