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...
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing...
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...
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...
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....
Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas....
Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand...
Olivier Blanchard, Research Director at The Futurum Group, provides a competitive overview of Ring’s new Battery Doorbell offering, and discusses its balance of pricing and features for three critical customer...
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