Company Attributes Revenue Target Miss to Larger-Than-Expected Development Costs and Deal Slippage
Daniel Newman and Keith Kirkpatrick of The Futurum Group cover Luminar’s Q3 2023 earnings and discuss the key company strategies and external factors that will help the LiDAR provider’s story resonate more clearly with investors over the next year.
The Futurum Group’s Ron Westfall and Todd R. Weiss share their insights on Cisco’s proactive stance on labels for consumer IoT devices, which are bring proposed by the FCC to improve consumer confidence and understanding of security in IoT devices.
Arm Is Acquiring a Minority Stake in Raspberry Pi to Expand a Partnership that Aims to Work More Closely with IoT Developers
Todd R. Weiss, Analyst with The Futurum Group, shares his insights as Raspberry Pi gets a strategic IoT investment from Arm as they expand their partnership to work more closely with the IoT developer community.
Companies Detail Plans to Build Additional Copilots for Manufacturing, Infrastructure, Transportation, and Healthcare Industries
Keith Kirkpatrick, Research Director at The Futurum Group, covers the announcement of Siemens Industrial Copilot and discusses the Siemens and Microsoft focus on verticals with use cases that can deliver strong ROI from generative AI.
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cloudera Evolve 2023, the latest earnings from Lattice, Qualcomm, and AMD, as well as news from AWS and Apple.
AMD Q3 2023 Earnings Point to a Normalizing Chip Market and Strong Tailwinds for AI
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for AMD across all segments.
HCI Pioneer’s Goal Is to Run Data and Apps Anywhere and Everywhere
Dave Raffo, Senior Analyst at The Futurum Group, looks at the strategy Nutanix laid out at its analyst day about becoming a data platform company, competing with VMware after the Broadcom deal, and helping customers run generative AI.
Microsoft’s Azure OpenAI Service Will Be Incorporated into FactoryTalk Design Studio to Enhance Time-to-Market for Industrial Automation Systems
Keith Kirkpatrick, Research Director with The Futurum Group, covers Rockwell Automation and Microsoft’s announcement of generative AI tools for industrial automation and discusses how they will help drive ROI for non-office workers.
