On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss IBM & Albany NanoTech, Google Cloud, the Intel AI Event, earnings from Oracle and Adobe, and announcements from Plus AI.
Insights on How Intel Plans to Compete, Grow, and Innovate in the AI Landscape
The Futurum Group’s Daniel Newman shares his brief "dissertation" on last week's Intel Corporation event in NYC. There have been big positive changes for Intel in past couple of years, but there is still work to be done.
For FY 2023, Adobe Brought In Record Revenue of $19.4 Billion, Up 10% from $17.6 Billion YoY
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Adobe revenue in Q4 hits $5 billion, up 12% YoY, as growth continues with record revenue for the digital creativity and experience software maker.
Oracle Reported Sound FY 2024 Q2 Results Underscored by Robust Oracle Cloud Infrastructure Growth of 52% YoY, Huge SaaS Gains, and Multi-Cloud Advances
The Futurum Group’s Ron Westfall and Daniel Newman assess Oracle’s FY 2024 Q2 results and how they validate Oracle is powering innovation and accelerating adoption across the cloud and AI ecosystems, especially in multi-cloud environments.
Bloated Inventories Still Saddle Recovery with Growth Asymmetries
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.
