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Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP
Daniel Newman

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
HP’s FY 2024 Q3 Results The AI PC Supercycle Starts Now
Olivier Blanchard
Olivier Blanchard

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
Zendesk Announces Outcome-based Pricing Model for AI Agents
Keith Kirkpatrick

Zendesk Announces Outcome-based Pricing Model for AI Agents

Significant Shift in its Pricing Model Focuses on Automated Resolutions to Deliver Value to Customers
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Zendesk’s announcement of outcomes-based pricing for its gen AI-powered agent technology, and discusses the challenges and opportunities for vendors and customers.
Scandit Empower Features Innovation in Retail and Beyond
Keith Kirkpatrick

Scandit Empower Features Innovation in Retail and Beyond

Technology Removes Friction Associated with Moving Data Between Physical and Digital Realms
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Scandit’s Empower 2024 event, and discusses the key commonalities among successful implementations of smart data capture technology.
Salesforce Q2 FY25 Financials Exceed Expectations
Daniel Newman & Keith Kirkpatrick

Salesforce Q2 FY25 Financials Exceed Expectations

AI and Cloud Innovations Leading the Way Forward
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Salesforce's Q2 FY25 financial performance, highlighting the company's AI advancements, strong revenue growth, and cloud expansions that drove market-leading results.
Enterprising Insights: Episode 35 – Fall Conference Season Preview
Keith Kirkpatrick

Enterprising Insights: Episode 35 – Fall Conference Season Preview

In this episode of Enterprising Insights, Futurum Group Research Director Keith Kirkpatrick discusses the fall conferences and events he is attending, and provides an overview of the information he hopes to hear from the vendors and customers at each event.
Windows Recall Gets A Date
Daniel Newman

Windows Recall Gets A Date

The Six Five team discusses Windows Recall Gets A Date
Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision
Daniel Newman

Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from OpenAI, the size of the AI GPU and ASIC Market, the Windows recall date and the massive downward job revision.
VMware Explore General Session Live Recap with Hock Tan - Six Five On The Road
Daniel Newman

VMware Explore General Session Live Recap with Hock Tan – Six Five On The Road

Hock Tan, President and CEO at Broadcom, joins Daniel Newman and Patrick Moorhead to share his insights on VMware Explore, including vital takeaways and the powerful feedback from the community.
VMware Explore General Session: Q&A with Hock Tan, President and CEO, Broadcom - Six Five at VMware Explore Las Vegas
Daniel Newman

VMware Explore General Session: Q&A with Hock Tan, President and CEO, Broadcom – Six Five at VMware Explore Las Vegas

Hock Tan, President and CEO at Broadcom, joins Daniel Newman and Patrick Moorhead on The Six Five at VMware Explore Las Vegas to share his insights on Broadcom’s ambitious plans for VMware, offering a glimpse into the future of technology innovation and customer engagement.
Scandit Expands Shelf Intelligence with MarketLab's Fixed-Camera Tech
Steven Dickens & Keith Kirkpatrick

Scandit Expands Shelf Intelligence with MarketLab’s Fixed-Camera Tech

New Fixed-Camera Shelf Scanning Could Boost Store Efficiency, But It Is Crucial To Address Customer Privacy Concerns
The Futurum Group’s Steven Dickens and Keith Kirkpatrick share their insights on Scandit’s acquisition of MarketLab’s fixed-camera scanning solutions, and discuss the steps retailers should take to ensure privacy issues do not derail its use.
OpenText Axcelerate Integrates AI-Power via Aviator
Keith Kirkpatrick

OpenText Axcelerate Integrates AI-Power via Aviator

New Capabilities Aid Legal Teams with eDiscovery, Document Review, Analysis, and Litigation Strategies
Keith Kirkpatrick, Research Director at The Futurum Group, dives deep into OpenText's AI-driven Axcelerate with Aviator, showcasing its potential to revolutionize legal eDiscovery through advanced analytics and automation.
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