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Category: Intelligent Devices

SAP Announces Completion of LeanIX Acquisition
November 13, 2023

SAP Announces Completion of LeanIX Acquisition

Keith Kirkpatrick, Research Director at The Futurum Group, covers SAP’s acquisition of LeanIX and discusses how the additional capabilities will help the company compete for services and management revenue with...
Luminar Posts Rising Revenue in Q3 2023, But Misses Expectations
November 13, 2023

Luminar Posts Rising Revenue in Q3 2023, But Misses Expectations

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...
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Cisco’s Proactive Stance on Labels for Consumer IoT Devices
November 9, 2023

Cisco’s Proactive Stance on Labels for Consumer IoT Devices

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...
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Raspberry Pi Gets a Strategic IoT Investment from Arm
November 8, 2023

Raspberry Pi Gets a Strategic IoT Investment from Arm

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...
Siemens and Microsoft Introduce Siemens Industrial Copilot
November 8, 2023

Siemens and Microsoft Introduce Siemens Industrial Copilot

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...
Qualcomm Q4 2023 Earnings Reflect Start of Device Market Recovery
November 6, 2023

Qualcomm Q4 2023 Earnings Reflect Start of Device Market Recovery

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...
Olivier Blanchard
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Apple Spooky Event and M3
November 6, 2023

Apple Spooky Event and M3

The Six Five team discusses Apple Spooky Event and M3 in this highlight from episode 191 of the Six Five Webcast....
We are Live! Talking Cloudera, Lattice, Qualcomm, AMD, AWS, and Apple
November 6, 2023

We are Live! Talking Cloudera, Lattice, Qualcomm, AMD, AWS, and Apple

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...
AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach
November 3, 2023

AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach

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...
Olivier Blanchard
Nutanix Preps for VMware Takeover, Generative AI Wave
November 2, 2023

Nutanix Preps for VMware Takeover, Generative AI Wave

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...
Rockwell Automation and Microsoft Bring AI to Industrial Automation
November 1, 2023

Rockwell Automation and Microsoft Bring AI to Industrial Automation

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...
Intel Earnings
October 31, 2023

Intel Earnings

The Six Five team discusses Intel Earnings results in this highlight from episode 190 of the Six Five Webcast....

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