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Category: Semiconductors, Supply Chain, & Emerging Tech

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus
June 4, 2024

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into HP’s Q2 2024 earnings and makes the case for why the PC segment’s recovery has dragged in anticipation...
Olivier Blanchard
NVIDIA Q1 FY25 Earnings
June 3, 2024

NVIDIA Q1 FY25 Earnings

The Six Five team discusses NVIDIA Q1 FY25 earnings....
Synopsys Q2 FY24 Earnings
June 3, 2024

Synopsys Q2 FY24 Earnings

The Six Five team discusses Synopsys Q2 FY24 earnings....
T-Mobile Acquires UScellular Wireless Ops: A Boon to Rural Areas and Competition
June 3, 2024

T-Mobile Acquires UScellular Wireless Ops: A Boon to Rural Areas and Competition

The Futurum Group’s Ron Westfall examines why the T-Mobile UScellular deal will inject much-needed competition into the US wireless services market segment across underserved rural areas, help reduce the US...
Dell Tech World 2024
May 31, 2024

Dell Tech World 2024

The Six Five team discusses Dell Tech World 2024....
Synopsys Q2 2024: Strong Tech Performance Amid Rising Chip Complexity
May 30, 2024

Synopsys Q2 2024: Strong Tech Performance Amid Rising Chip Complexity

The Futurum Group’s Steven Dickens highlights Synopsys’ strong Q2 2024 performance with the evolution of AI and the need for sophisticated silicon technology placing the company at the forefront of...
DTW24: Dell and Ericsson Boost Joint Goal to Spur Telco Cloud Journeys
May 29, 2024

DTW24: Dell and Ericsson Boost Joint Goal to Spur Telco Cloud Journeys

The Futurum Group’s Ron Westfall examines why the Dell Ericsson partnership plays an integral role in ensuring that CSPs can catalyze their network cloud transformation alongside improving their business outcomes....
Synopsys Sells Off Software Integrity Division
May 24, 2024

Synopsys Sells Off Software Integrity Division

The Six Five team discusses Synopsys sells off Software Integrity Division....
AI Assistants and the Mainframe - Six Five In The Booth at IBM Think
May 23, 2024

AI Assistants and the Mainframe – Six Five In The Booth at IBM Think

Tina Tarquinio, VP at IBM, joins Steven Dickens to share her insights on leveraging AI with the mainframe to enhance productivity and modernize applications, charting the course for future innovations...
MFD 11: Juniper Choreographs AI-Native Networking Breakthroughs
May 23, 2024

MFD 11: Juniper Choreographs AI-Native Networking Breakthroughs

The Futurum Group’s Ron Westfall examines why the new Juniper AI-Networking Platform capabilities, such as Marvis Application Experience Insight alongside wireless/wired digital experience twinning, gives Juniper a competitive edge....
Memory’s Role in Advancing AI - Six Five On The Road at Dell Technologies World
May 22, 2024

Memory’s Role in Advancing AI – Six Five On The Road at Dell Technologies World

Christina Day, Director of DRAM Product Marketing at Samsung Semiconductor, joins hosts Dave Nicholson and Lisa Martin to share her insights on how advanced memory technology is critical for accelerating...
Lisa Martin
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Quantum in Context: Rigetti Computing’s Q1 2024 Earnings and 9 Qubits
May 22, 2024

Quantum in Context: Rigetti Computing’s Q1 2024 Earnings and 9 Qubits

The Futurum Group’s Dr. Bob Sutor looks at quantum computing company Rigetti’s earnings in the first quarter of 2024. The net loss is troubling, but the company is making good...
Dr. Bob Sutor

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