On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Adobe, Broadcom, and Oracle, along with Marvell Industry Analyst Day and Lattice Semi Developer Conference
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2024, Intel CEO departure, and earnings from Pure Storage, Salesforce, Synopsys, Marvell, and HPE
Dell Posts a 10% Revenue Increase in Q3 FY2025, Powered by Record-Breaking ISG Performance and Expanding AI Demand
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q3 FY2025 earnings, including record AI-driven ISG performance, ongoing challenges in the consumer market, and Dell’s strategic focus on AI.
An Analysis of HP’s Fiscal 2024 Performance, Emphasizing Revenue Trends, EPS, and Strategic Growth Areas
Olivier Blanchard, Research Director at The Futurum Group, examines HP Inc.'s Q4 FY24 earnings, highlighting revenue gains in Personal Systems and Printing alongside strategic investments to drive growth in high-potential areas.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss recent events including Microsoft Ignite, OpenText World and Qualcomm Investor Days along with other tech news.
Manya Rastogi, a Technical Marketing Engineer at Dell, and Steen Graham, CEO of Metrum AI, share their insights on the innovative Dell PowerEdge XE9680 with Intel Gaudi 3, highlighting its impact on AI and HPC applications.
Lenovo Achieves 24% Revenue Growth and a 48% Net Income Surge, With AI Innovation Leading the Charge
Olivier Blanchard, Research Director at The Futurum Group, discusses Lenovo’s Q2 FY24/25 earnings, focusing on how Lenovo’s investments in hybrid AI and strong growth in its Intelligent Devices Group drive market leadership.
Bargav Balakrishnan, VP of Product Management at IBM, joins Steven Dickens to share insights on the evolution and future of IBM Power servers. Discover the milestones since Power10 and what's next for Power, including the exciting Power11 processor.
AMD Is Developing AI-Focused Infrastructure Solutions and Competitive AI PC Processors, Positioning Itself in the Enterprise and Personal Computing Markets
Olivier Blanchard, Research Director at The Futurum Group, analyzes AMD's Q3 2024 performance and AI advancements from the Advancing AI event, emphasizing AMD’s competitive push in data centers and AI PCs against Intel and Qualcomm.
Jack Huynh, Senior VP and GM at AMD, and Rahul Tikoo, Senior VP & GM, join Daniel Newman and Patrick Moorhead to share their insights on AMD's transformative AI-driven advancements in the PC space with the Ryzen AI PRO 300 series processors.
Todd Lewellen, VP & GM at Intel, and Daryl Cromer, VP & CTO at Lenovo, join Daniel Newman and Patrick Moorhead on Six Five On the Road to share insights on the integration of AI technology in enterprise PCs, discussing innovation and future trends.
