On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm Snapdragon Summit 2023, NVIDIA creating Arm-based SOC, and the latest earnings from Microsoft, Google, Intel and IBM.
T-Mobile Achieved Network Milestone by Covering 300 Million People with Ultra Capacity 5G and Delivers Lowest Q3 Postpaid Phone Churn in Company History
The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q3 2023 results and why they expect the company to meet the new raise in 2023 guidance by outperforming rivals across key mobile network service categories.
New Block Storage, Guarantees, and Security Highlight Launches
Dave Raffo and Krista Macomber of The Futurum Group share their insights on NetApp Insight 2023, the storage vendor’s first live user show since 2019. To no one’s surprise, NetApp focused on the hot trends of generative AI and ransomware protection.
IBM Saw Free Cash Flow Rise by $0.9 Billion to $1.7 Billion in Q3 as Margins Expanded and Steady Performance Continues
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights about IBM Q3 revenue being up 4.6% to $14.75 billion, beating analyst estimates, partly due to early success from its new watsonx generative AI and data platform.
A Paradigm Shift in Data Sovereignty and Public Cloud Landscapes
The Futurum Group’s Steven Dickens discusses the latest from AWS as it looks to address data sovereignty concerns in Europe through the launch of the European Sovereign Cloud.
Cisco’s Webex Innovations Reflect a Smart Approach to AI Enterprise Communications
Craig Durr, Research Director at The Futurum Group, delves into Cisco's latest AI innovations for Webex, highlighting their potential to revolutionize hybrid work communications.
Nokia Shows Resilience in Operating Margin Amid Macroeconomic Uncertainties as It Adopts Key Actions to Meet Long-Term Targets and Protect Profitability
The Futurum Group’s Ron Westfall and Daniel Newman assess Nokia’s fiscal Q3 2023 as the company showed resilience in operating margin amid uncertain economic conditions and is taking the right strategic actions to prepare for expected improved conditions.
Lenovo Showcases the Next Generation of AI Capabilities Focused on Developing Inclusive Solutions According to Organization and Individual Priorities
The Futurum Group’s Ron Westfall and Steven Dickens cover Lenovo's strategic pivot toward an AI for All ecosystem, marked by collaborations with industry leaders and a $1 billion investment.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm and Google's wearable platform, Lenovo’s Analyst Event, Oracle, NetSuite, SuiteWorld 2023, NVIDIA, AWS Chips, and SAP Q3 2023 Earnings.
SAP’s Cloud Revenue Rose 16% in Q3 to €3.47 Billion, While Its S/4HANA Cloud Revenue Jumped 67% to €914 Million
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as SAP Q3 revenue is up 4% to €7.74 billion as cloud growth continues for the intelligent cloud ERP software vendor.
An Assessment of Key 5G Ecosystem Developments Including the Google Pixel 8 Launch, Intel Enters the AI PC Race, and the 5G Americas Forum and NTN Updates
The Futurum Group’s Ron Westfall and Olivier Blanchard examine major 5G ecosystem developments including the debut of new Google Pixel products, Intel’s entry into the AI PC space with Core Ultra processor, and 5G Americas Industry Analyst Forum takeaways.
