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Category: Semiconductors, Supply Chain, & Emerging Tech

Qualcomm’s Q4 FY2024 Earnings: Strong Growth and Strategic Diversification
November 22, 2024

Qualcomm’s Q4 FY2024 Earnings: Strong Growth and Strategic Diversification

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...
Olivier Blanchard
Quantum in Context: D-Wave, IonQ, and Rigetti 3Q2024 Financial Results
November 21, 2024

Quantum in Context: D-Wave, IonQ, and Rigetti 3Q2024 Financial Results

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines the 3Q 2024 financial results from the three quantum computing companies that went public via SPACs:...
Dr. Bob Sutor
Talking Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta & More
November 15, 2024

Talking Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, Lattice, Cisco and much more!...
The Impact of Power Servers at IBM TechXchange Conference - Six Five Media In the Booth
November 13, 2024

The Impact of Power Servers at IBM TechXchange Conference – Six Five Media In the Booth

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...
Six Five Media
Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue
November 13, 2024

Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue

Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive....
Dr. Bob Sutor
GlobalFoundries Q3 2024 Earnings: Strategic Moves in a Challenging Market
November 12, 2024

GlobalFoundries Q3 2024 Earnings: Strategic Moves in a Challenging Market

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, discusses GlobalFoundries’ Q3 2024 earnings, with key partnerships in automotive and AI sectors and industry-wide pressures and...
Dr. Bob Sutor
Mainframe And Open-Source - Yes You Read That Right
November 12, 2024

Mainframe And Open-Source – Yes You Read That Right

Steven Dickens shares his insights on The Open Mainframe Project leading the charge around open-source capabilities on mainframes, particularly through Zowe, an open-source tool for hybrid-friendly interfaces and DevOps integration....
Lattice Semiconductor Q3 2024 Earnings: Still Fighting Industry Headwinds
November 8, 2024

Lattice Semiconductor Q3 2024 Earnings: Still Fighting Industry Headwinds

Bob Sutor, VP and Practice Lead of Emerging Technologies at The Futurum Group analyzes Lattice Semiconductor's Q3 2024 results, examining the company's strategic cost reductions, AI-PC partnerships, and leadership transition...
Dr. Bob Sutor
AMD’s Q3 2024 Earnings Highlights Growth in AI and Data Center Solutions
November 8, 2024

AMD’s Q3 2024 Earnings Highlights Growth in AI and Data Center Solutions

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...
Olivier Blanchard
IBM Enhances Secure AI and Quantum-Safe Tech with Guardium Security Center
November 7, 2024

IBM Enhances Secure AI and Quantum-Safe Tech with Guardium Security Center

Krista Case, Research Director at The Futurum Group, provides insights into IBM's Guardium Data Security Center, highlighting its role in enhancing data security for AI and quantum technologies through a...
Krista Case
Talking Google, AMD, Microsoft, Apple, Amazon, Intel
November 4, 2024

Talking Google, AMD, Microsoft, Apple, Amazon, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Google, AMD, Microsoft, Apple, Amazon, and Intel....
Intel’s Q3 2024 Earnings Release: Restructuring and Investments
November 4, 2024

Intel’s Q3 2024 Earnings Release: Restructuring and Investments

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Intel’s Q3 2024 earnings report, focusing on the company’s restructuring efforts, investments in artificial intelligence, and...
Dr. Bob Sutor

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