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Category: Semiconductors, Supply Chain, & Emerging Tech

Daniel Newman

Intel Q1 2023 Results: Adversity Sharpens Focus on Turnaround Strategy

Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the first quarter of fiscal 2023, including $11.7 billion revenue, down 36% year over year, and why they believe the company is meeting the top challenge of executing a strategic plan that requires vigilance but also a great deal of patience, such as delivering on its IDM 2.0 roadmap as well as meeting process and product portfolio objectives that can entail or require a horizon beyond 2023 to bear more enduring fruit.
mdiamond@futurumresearch.com

Qualcomm Snapdragon Game Super Resolution: Better Graphics and Power Savings

The Futurum Group analyst, Michael Diamond discusses Qualcomm’s Snapdragon Game Super Resolution (GSR) process that is designed to enhance the mobile gaming experience by leveraging its single-pass spatial aware process that improves game resolution while saving battery life.
Steven Dickens

BMC to Acquire Model9: What It Means for Mainframe Data Management

The Futurum Group VP & Practice Leader Steven Dickens provides his take on the latest announcements from BMC Software and its plan to acquire Model9. As mainframe customers grapple with how to modernize their applications and leverage the benefits of hybrid cloud, how they manage data is becoming a key battleground. Model9 has emerged over the last couple of years as a key player in this space and the acquisition of Model9 by long-standing mainframe software vendor BMC validates the solution and the approach.
Daniel Newman

The Six Five In the Booth: Securing Data with IBM’s Quantum-safe Cryptography Algorithms

The Six Five – In The Booth at RSA 2023 hosts Daniel Newman and Patrick Moorhead welcome Ray Harishankar, IBM Fellow, IBM Quantum Safe and Michael Osborne, CTO, IBM Quantum Safe and Security Research.
Daniel Newman

Alphabet Announces Q1 FY23 Results: Search and Cloud Lift Performance as Google Preps for AI Battles

The Futurum Group's Daniel Newman and Ron Westfall assess why Google is making the strategic moves necessary to meet macroeconomic uncertainties during 2023. Google’s strategic AI moves indicate that it is fully prepared to counter the looming Microsoft-backed ChatGPT threat as well as other AI competitive threats and make AI integral to invigorating revenue streams across its portfolio including Search and Cloud.
Daniel Newman & tweiss@futurumresearch.com

IBM Q1 Revenue Hits $14.3B, up 0.4% YoY, EPS Beats Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as IBM Q1 revenue hits $14.3B, up 0.4% YoY, and EPS beats estimates as Big Blue continues to see its AI and hybrid cloud strategies playing out well in the market, with IBM maintaining a solid financial performance against a still-difficult macroeconomic environment around the world.
Daniel Newman

We are Live! Talking Intel, Broadcom, VMware, Luminar, Groq, Apple, AWS

On this episode of the Six Five, hosts Daniel Newman and Patrick Moorhead discuss Intel, Broadcom, VMware, Luminar, Groq, Apple, and AWS.
Daniel Newman

Intel’s IFS and Arm Collaborate on 18A

The Six Five team discusses Intel's IFS and Arm Collaboration on the 18A.
Ron Westfall

Oracle Cloud Infrastructure: New Features and Database Portfolio Capabilities Boost Market Momentum

The Futurum Group's Ron Westfall examines why the new OCI features further strengthen Oracle’s expectation that the company’s cloud computing portfolio can attain an annual run rate of over $20 billion in fiscal year 2023, building on Oracle’s cloud businesses exceeding $16 billion in annualized revenue, reported during fiscal Q3 2023. The new cloud migration, workload security, and CDN features, in alignment with Oracle Database portfolio enhancements, can reinforce OCI’s key value proposition of right-sizing workloads according to specific customer requirements, moving the data industry away from predetermined inflexible workload parameters imposed by major providers.
mdiamond@futurumresearch.com

Qualcomm and LA Unified School District Deploy Fleet of More than 100,000 Chromebooks Powered by Snapdragon

The Futurum Group analyst Michael Diamond discusses Qualcomm’s recent win as the Los Angeles Unified School District adopted Chromebooks using Qualcomm’s Snapdragon 7c compute platform. He explores why this is not only tremendously beneficial for the school district and others seeking economical, powerful computing solutions that can help prepare all students for college and careers, but which can also help bridge the digital divide. And all of this? It plays nicely in Qualcomm’s PC expansion strategy.
tweiss@futurumresearch.com

Intel Foundry Services Partners with Arm on New SoC Designs

The Futurum Group’s analyst Todd R. Weiss shares his insights as Intel Foundry Services partners with Arm on new SoC designs for next-gen low-power chips that will run on Arm-designed cores, using Intel 18A process technology for mobile devices.
Daniel Newman

Intel Announces 13th Gen vPro

The Six Five team discusses Intel's announcement of their 13th Gen vPro.
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