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
Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.
Deepak Boppana, at Lattice Semiconductor, joins hosts Patrick Moorhead and Daniel Newman,, sharing insights on the Lattice Nexus 2 platform. This conversation delves into the platform's innovation and its pivotal role at Lattice Developers Conference 24.
Ford Tamer, CEO at Lattice, alongside Esam Elashmawi and Dan Mansur, share in-depth insights into Lattice's growth strategy, key product launches, and their unique stance in the Edge AI marketplace, directly from Lattice DevCon 2024.
Strong Revenue Growth, Operational Efficiency, and Strategic Realignments Define a Transformative Year for Synopsys
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group, discusses Synopsys' fiscal year 2024 results, the company’s record-breaking revenue, operational efficiency, the sale of its Software Integrity business, and progress on the Ansys acquisition.
Marvell Reports 19% Sequential Revenue Growth Fueled by AI and Cloud Solutions While Addressing Operational Challenges Through Restructuring Efforts
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group discusses Marvell’s Q3 FY2025 earnings and how AI silicon and cloud interconnect solutions drove robust revenue growth while restructuring costs presented challenges, shaping the company's outlook.
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
Kim Leyenaar, Principal Performance Architect at Broadcom, joins David Nicholson to share her insights on the groundbreaking AI research at Broadcom, highlighting exciting developments and industry transformations.
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.
Qualcomm’s Remarkable Fourth-Quarter Results Highlight Its Automotive, IoT, and Handsets Advancements, Reinforcing Its Technological Leadership and Diversified Growth Approach
Olivier Blanchard, Research Director at The Futurum Group, delves into Qualcomm’s Q4 FY 2024 earnings, focusing on how strategic diversification across automotive, IoT, and handsets drove record growth and positioned the company for continued success in advanced technology markets.
