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.
The Semiconductor Component Company Is Well-Positioned for 2024
The Futurum Group’s Daniel Newman shares his insights on the recent release of the onsemi earnings report, revealing Q4 and FY 2023 financials. He also takes a look at the outlook for onsemi and the semiconductor industry in 2024.
Amazon Continues to Dominate the E-Commerce and Cloud Computing Landscapes
The Futurum Group’s Steven Dickens and Daniel Newman share their insights on Amazon’s Q4 and FY 2023 earnings and how the next phase of growth will necessitate AWS continuing to innovate, particularly in areas such as AI and cloud services.
