Company: Microsoft

The Six Five team discusses Microsoft Q2 FY2024 earnings.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Microsoft, Google, AMD, Qualcomm, and Amazon, and Apple extending Qualcomm licensing.
Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, discusses several key insights from Cisco’s 2024 Data Privacy Survey, and provides his recommendations to enterprise organizations based on the findings.
The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.
The Company Is Becoming the Standard Bearer for AI Integration, Commercialization
The Futurum Group’s Daniel Newman and Mark Beccue examine how Microsoft Q2 2024 earnings set the tone for tech in 2024.
Embracing Privileged Access Control and Anomaly Detection to Thwart Ever-More Sophisticated, State-Associated Attackers
Krista Macomber, Research Director at The Futurum Group, shares her insights on the implications of the recent Midnight Blizzard attacks on HPE and Microsoft.
Mark Beccue, Research Director, AI at The Futurum Group discusses Microsoft Copilot, LLM research, Fairly Trained, Google ASPIRE.
Addition of Google Cloud Could Be a Key Trigger for AI Innovation, Enterprise Adoption
Research Director Mark Beccue of The Futurum Group examines the Google Cloud announcement of the Hugging Face partnership.
Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, discusses the highlights from the National Retail Federation’s 2024 Big Show, and discusses the challenges retailers and vendors will face in the year ahead.
Vodafone and Microsoft Strike Decade-Long Alliance to Bring Generative AI, Cloud, and Digital Service Benefits to 300 Million Customers and Businesses in Europe and Africa
The Futurum Group’s Ron Westfall examines why the 10-year, $1.5 billion Vodafone and Microsoft alliance can broaden their channel influence across the digital ecosystems of Europe and Africa through generative AI and hybrid cloud flexibility.
Generative AI and Data Offerings Focus on Personalization, Empowering Employees, and Unifying Retail Data
Keith Kirkpatrick, Research Director with The Futurum Group, covers Microsoft’s retail-focused announcements, and discusses how these innovations will help retailers improve operations and their customers’ experiences.
An Assessment of Key 5G-IoT Ecosystem Developments Including 5G Sustainability Market Shapers, Top Sustainability Suppliers, and Vodafone Microsoft GenAI Alliance
The Futurum Group’s Ron Westfall and Todd R Weiss review review of the top market shapers in the 5G sustainability realm, why Ciena, Cisco, Ericsson, Juniper, and Nokia excel at 5G sustainability, and the Vodafone Microsoft GenAI-focused alliance.

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