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.
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.
