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On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft Earnings, Qualcomm, Samsung, Google Earnings, T-Mobile, Intel Earnings and Ericsson 18A for IFS, and the Adobe-Figma Deal.
The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q2 2023 financial performance and why the results demonstrate disciplined execution of the company’s strategic vision across the Enterprise, Service Provider, and Cloud markets. The company’s Q2 momentum was directly bolstered by the expansion of its Enterprise business, registering a record quarter as it has become the company’s largest and fastest growing segment for a third consecutive quarter.
The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q2 2023 results and why they expect T-Mobile to fulfill its raised 2023 guidance as the company is consistently outperforming its key rivals across the most important mobile network service categories, including financial, technical, and customer attraction and retention. Once again, T-Mobile is showing the entire mobile industry why it is the service provider pacesetter by executing relentlessly on its portfolio development and market vision.
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s fiscal Q2 2023 and why they see Intel executing on its strategy across its portfolio, including advancing its five processes in 4 years on time as well as positive indications around foundry, reinforced by the robust revenue growth registered by IFS. As such, Q2 2023 marked a positive inflection and can be flagged as a potential turning point after several very tough quarters.
Partnerships Span the Globe to Include Mobicom, Pronovias, SpiceJet, Kubota Tractor Corporation, and Jack in the Box
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest customer wins for CX firms and their partners. In this edition, he examines initiatives from CX providers Flytxt, Sprinklr, CleverTap, 8x8, and InMoment—and how their tie-ups benefit partners including Mobicom, Pronovias, SpiceJet, Kubota Tractor Corporation, and Jack in the Box.
Daniel Newman, CEO and Steven Dickens, VP and Practice Leader at The Futurum Group, share their insights on Microsoft earnings. Microsoft's Q4 earnings showcased the significant impact of AI across its portfolio, with impressive profits and revenues exceeding expectations. While the Azure cloud revenue growth slightly declined, CEO Satya Nadella remains optimistic about sustained high growth, emphasizing the early stages of cloud migration and AI's potential. Microsoft's commitment to AI research and development positions it as a leader in the digital age, with a promising future of innovation and transformation. However, investors closely monitor Azure's performance amid rising interest rates and cost-cutting measures.
Expanded Capabilities Include AI-Powered Enhancements, Desktop-Level Gaming, and Professional-Grade Photography
Clint Wheelock, Chief Research Officer at The Futurum Group, examines the recent announcement by Qualcomm Technologies that its Snapdragon 8 Gen 2 Mobile Platform for Galaxy is now powering the Samsung Galaxy Z Fold5 and Galaxy Z Flip5, along with Samsung Galaxy Tab S9 Series devices.
Google Earnings Provide Insights Into Cloud Growth
The Futurum Group analysts Daniel Newman and Steven Dickens share their insights on Q2 earnings from Alphabet, parent company of Google. Alphabet's Q2 earnings surpassed expectations, driven by strong advertising and Google Cloud growth. The company reported a substantial increase in YouTube ads revenue and a record operating income for Google Cloud, indicating a positive trajectory for future growth. Additionally, CEO Sundar Pichai highlighted the growing adoption of generative AI among startups, signaling a promising trend for AI adoption and revenue growth for the Google Cloud Platform in the future.
The Futurum Group analysts Daniel Newman and Todd R. Weiss examine ServiceNow’s increase in revenue during Q2 2023 to $2.15 billion, beating estimates, as the cloud digital workflow automation software vendor announced its latest earnings on July 26. ServiceNow is bringing powerful new generative AI features to its offerings, which will be a big lever of growth for ServiceNow as customers seek these new capabilities.
Mediapolis Savings Bank and Salem Five Bank Go Live at Launch of Instant Payment Rail via Fiserv
Keith Kirkpatrick, Research Director at The Futurum Group, focuses on the recent announcement by Fiserv on the launch of FedNow, the Federal Reserve’s instant payment service, and discusses the benefits of real-time payments for customers, businesses, and payment processors.
The Six Five team discusses the approval of Broadcom's acquisition of VMWare by the UK's CMA, the largest transaction the CMA has ever investigated.