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Category: Semiconductors, Supply Chain, & Emerging Tech

An Inside Look at Lattice Semiconductor's Latest FPGAs - Six Five in the Booth
Daniel Newman

An Inside Look at Lattice Semiconductor’s Latest FPGAs – Six Five in the Booth

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead are joined by Lattice’s Deepak Boppana, for an inside look at Lattice Semiconductor’s latest Avant FPGAs, designed for advanced connectivity like datapath applications, and flexible interface bridging and optimized compute for system expandability.
Synopsys Revenue Hits $1.6B in Q4, Up 25% YoY, Beating Estimates
Daniel Newman & tweiss@futurumresearch.com

Synopsys Revenue Hits $1.6B in Q4, Up 25% YoY, Beating Estimates

For Full FY 2023, Synopsys Revenue Totaled $5.8 Billion, Up 15% YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as semiconductor EDA and IP vendor Synopsys reports revenue of $1.6 billion in Q4, up 25% YoY, beating estimates.
The Six Five on the Road at the Lattice Developers Conference
Daniel Newman

The Six Five on the Road at the Lattice Developers Conference

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead are joined by Lattice’s Jim Anderson, Esam Elashmawi, and Steve Douglass during the Lattice Developers Conference for a conversation on the key themes of the event, the latest announcements and more.
Rocket Software Talks About Strategic Reasons Behind AMC Deal Announcement - Futurum Tech Webcast
Steven Dickens

Rocket Software Talks About Strategic Reasons Behind AMC Deal Announcement – Futurum Tech Webcast

The Futurum Group’s Steven Dickens and Rocket Software’s Phil Buckellew, discuss the company’s plans to acquire OpenText’s Application Modernization and Connectivity Business and the implications for the mainframe modernization landscape.
AWS re:Invent 2023
Daniel Newman

AWS re:Invent 2023

The Six Five team discusses AWS re:Invent 2023.
NVIDIA Q3 Earnings
Daniel Newman

NVIDIA Q3 Earnings

The Six Five team discusses NVIDIA Q3 Earnings.
AWS re:Invent: Kyndryl, AWS Build Bridge to Mainframe Modernization
Steven Dickens & Dave Raffo

AWS re:Invent: Kyndryl, AWS Build Bridge to Mainframe Modernization

Kyndryl Signs on as Global Managed Service Provider for Mainframes
Steven Dickens and Dave Raffo of The Futurum Group dive into the new global managed services partnership between Kyndryl and AWS around mainframe modernization announced at AWS re:Invent.
BMC Shifts Left on Mainframe Development
Steven Dickens & Dave Raffo

BMC Shifts Left on Mainframe Development

New Tools Break Up Monolithic Programs into Smaller Pieces
Steven Dickens and Dave Raffo of The Futurum Group dig into BMC’s new mainframe development tools that can simplify and speed programming on monolithic applications.
Talking AWS, VMWare & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI
Daniel Newman

Talking AWS, VMware & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2023, Broadcom and VMware, Apple, the OpenAI debacle, and the latest earnings from Salesforce, Synopsys, Pure Storage, HPE, Zoom, NVIDIA, HP, and Dell.
HPE Enhances GreenLake for File Storage for AI Workloads
Mitch Lewis

HPE Enhances GreenLake for File Storage for AI Workloads

HPE GreenLake for File Storage Receives Capacity and Performance Enhancements to Focus on AI Workloads
Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on HPE’s latest enhancement to GreenLake for File Storage.
Ensuring Mainframe Security in Dynamic Times
Steven Dickens & Dave Raffo

Ensuring Mainframe Security in Dynamic Times

In our latest research brief, Ensuring Mainframe Security in Dynamic Times, developed in partnership with MainTegrity, we look at how to ensure file integrity on mainframes where organizations’ most important data lives.
Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery
Olivier Blanchard
Olivier Blanchard

Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery

Dell Q3 2024 Earnings Feel Like Two Steps Forward, One Step Back But Points to Generative AI Momentum
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell Q3 2024 earnings, which, despite reflecting a sluggish and inconsistent recovery, highlight the importance of generative AI to the company’s growth.
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