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The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
Daniel Newman

The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and recent earnings from Oracle and Adobe.
Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion
Keith Kirkpatrick & Daniel Newman
,

Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion

With Record RPO Growth and Strong Cloud Momentum, Oracle Forecasts Accelerating Revenue Expansion Into FY 2026, Driven by AI Demand and Hyperscaler Partnerships
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption.
How Organizations Can Get the Best of Oracle Database and Google Cloud - Six Five Media
Six Five Media
Daniel Newman & Six Five Media

How Organizations Can Get the Best of Oracle Database and Google Cloud – Six Five Media

Andi Gutmans, VP & GM of Databases at Google Cloud, and Karan Batta, SVP of Oracle Cloud Infrastructure, join Patrick Moorhead to share their insights on leveraging the best of Oracle Database and Google Cloud for organizational growth. This collaboration aims to provide enhanced data management solutions.
Shaun Mehr

Guy Currier

Oracle Bets on AI-Driven Sales and Supply Chain Transformation
Keith Kirkpatrick
,

Oracle Bets on AI-Driven Sales and Supply Chain Transformation

Oracle Fusion Cloud Sales and SCM Introduce AI Agents to Boost Customer Interactions, Optimize Supply Chains, and Drive Productivity
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve enterprise efficiency.
US Govt Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push
Nick Patience
,

US Government Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push

OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security
Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.
Oracle Exadata X11M: The Enterprise AI Architecture
Ron Westfall
,

Oracle Exadata X11M: The Enterprise AI Architecture

Oracle’s Latest Exadata X11M Platform Delivers Key Enhancements in Performance, Efficiency, and Energy Conservation for AI and Data Workloads
Futurum’s Ron Westfall examines why Exadata X11M allows customers to decide where they want to gain the best performance for their Oracle Database workloads from new levels of price performance, consolidation, and efficiency alongside savings in hardware, power and cooling, and data center space.
NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast
Six Five Media
Daniel Newman & Six Five Media

NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss Broadcom’s AI networking surge, Marvell’s pivot to AI-driven infrastructure, and NVIDIA’s regulatory challenges in China and how these advancements and obstacles shape the future of tech innovation.
Talking Adobe, Broadcom, Oracle, NVIDIA, & More
Daniel Newman

Talking Adobe, Broadcom, Oracle, NVIDIA, & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Adobe, Broadcom, and Oracle, along with Marvell Industry Analyst Day and Lattice Semi Developer Conference
Oracle Q2 FY2025 Results Focus on AI, Healthcare, and Cloud Revenue
Keith Kirkpatrick

Oracle Q2 FY2025 Results Focus on AI, Healthcare, and Cloud Revenue

Oracle’s Q2 FY2025 Earnings Highlight AI-Driven Growth in Cloud and Healthcare Despite Narrowly Missing Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Oracle’s Q2 FY2025 results and AI’s role in Oracle’s cloud revenue growth, its impact on healthcare innovations, and the strategic significance of recurring revenues.
Oracle Unveils Next-Generation EHR to Redefine Healthcare Delivery
Keith Kirkpatrick

Oracle Unveils Next-Generation EHR to Redefine Healthcare Delivery

Oracle’s Next-Generation Electronic Health Record Integrates AI and Advanced Data Intelligence
Keith Kirkpatrick, Research Director at The Futurum Group, explores Oracle’s next-generation EHR and its potential to revolutionize healthcare. Focused on AI integration and personalized care, this innovation positions Oracle as a transformative player in the healthcare technology landscape.
Is it Cloud or on Prem? Plus VMware, Oracle and Lenovo - Six Five Webcast Infrastructure Matters
Camberley Bates
Camberley Bates & Steven Dickens

Is it Cloud or on Prem? Plus VMware, Oracle and Lenovo – Six Five Webcast Infrastructure Matters

In this episode of the Six Five Webcast Infrastructure Matters, hosts Camberley Bates and Steven Dickens dive into cloud trending, repatriation, and AI, plus what are the current impacts, in addition to Oracle and Lenovo.
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