On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for Dell Technologies, MongoDB, Broadcom, and Elastic, along with Huawei’s “mystery” phone, Qualcomm at IAA and more.
The Futurum Group’s Daniel Newman and Olivier Blanchard break down the news surrounding Intel Foundry Services’ partnership with Tower Semiconductor, offering insight into how this move could impact semiconductor production.
Building experiences to help people foster connections in Microsoft Teams
Craig Durr, Research Director at The Futurum Group, examines the new Microsoft Mesh for Teams feature updates announced at Microsoft’s Build 2023 event including avatars, immersive experiences and custom development. The feature updates aim to combat video fatigue, build stronger relationships in today’s flexible workplace, and increase employee engagement and collaboration.
BlueJeans Retirement Reflects Changes in the Competitive Landscape of Unified Communications Offerings
Craig Durr, Research Director at The Futurum Group, explores the reasons behind Verizon's decision to discontinue BlueJeans, its implications on the UCaaS market, and what it means for Verizon's strategy focusing on mobile-first solutions.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss their experience at Google Cloud Next, the latest earnings releases for Pure Storage, HP Inc, HPE and Salesforce, and Intel Habana 2 on Hugging Face.
Momentous Event Included Key Transformative Announcements Related to Partnerships, Infrastructure, AI, and Security
Steven Dickens, VP and Practice Leader at The Futurum Group highlights Google Cloud Next's key revelations. These include enhancements in Vertex AI, the introduction of TPU v5e, and A3 VMs, along with Duet AI for streamlined workflow.
HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
It Was a Solid Quarter for HPE, With Continuing Growth in Its Intelligent Edge Market
Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as HPE revenue hits $7 billion in Q3 2023, beating analyst estimates. Overall, it was a solid quarter for HPE with continuing growth in its intelligent edge market.
