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.
Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss their experience at Google Cloud Next, the latest earnings releases for Pure Storage, HP Inc, HPE and Salesforce, and Intel Habana 2 on Hugging Face.
HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
With Meta’s Llama 2 LLM to Power On-Device Generative AI, MediaTek Takes Another Swing at Mobile’s Premium Tier
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s announcement that it has partnered with Meta to bring on-device generative AI capabilities to its next-gen SoCs, and what this move signals about MediaTek’s mobile and edge compute ambitions.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Amazon/AWS, Apple, Qualcomm, AMD, and Lattice and the recent Zoom Perspectives 2023 event.
Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
