On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Microsoft, Google, AMD, Qualcomm, and Amazon, and Apple extending Qualcomm licensing.
The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.
Google Cloud, Services, and Subscriptions Were Bright Spots Throughout the Quarter
Daniel Newman and Keith Kirkpatrick, analysts from The Futurum Group covers Alphabet’s Q4 and FY 2023 earnings, which featured strong overall revenue, cloud revenue, and subscription revenue growth.
