On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Oracle and Azure, Arm’s successful public debut, Apple’s September 2023 event announcements, Salesforce Dreamforce 2023 and the latest earnings releases for Oracle and Adobe.
The Futurum Group’s Steven Dickens and Krista Macomber discuss trends around using AI to bolster data protection, protecting SaaS applications, Tesla Dojo as an example for AI-driven business model innovation, and the implications of Oracle Cloud’s financial performance.
Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
Developing a More Engaged and Productive Workforce
Clint Wheelock, Chief Research Officer at The Futurum Group, examines how metaverse and HR integration presents opportunities and challenges for human resources management to develop a more engaged and productive workforce.
New Sales Team Capabilities Launching in Fall 2023, Including Virtual Coach, Deal Risk Signals, and Discover Monthly
Keith Kirkpatrick, Research Director at The Futurum Group, covers Zoom’s rebrand of IQ for Sales as Zoom Revenue Accelerator, and discusses why the fall launch of new sales support features will be essential to the company’s platform strategy.
The Futurum Group’s Infrastructure Matters hosts delve into the critical aspects of infrastructure in the age of AI, emphasizing data management, cybersecurity, and the growing importance of private enterprise AI solutions.
Calix’s AXOS E5 Ethernet Service Access Nodes integrate Carrier Ethernet 10G and 1G UNI Service Demarcation and Ethernet Aggregation Capabilities
The Futurum Group’s Ron Westfall and Todd R. Weiss examine how Calix mobile backhaul products are meeting the growing demands of 5G carriers and their customers as small cells are proliferating and network traffic and competition are growing.
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.
Additional AI Capabilities Can Be Leveraged Across a Wide Range of Industrial and Manufacturing Use Cases
Keith Kirkpatrick, Research Director at The Futurum Group, covers IFS’ acquisition of Falkonry and discusses how Falkonry’s anomaly detection technology can be utilized across a wide range of industrial use cases and functions.
