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Featured Person: Daniel Newman

Ron Westfall

T-Mobile Q4 2022 & FY 2022: Smashing Milestones and Competition

Futurum’s Ron Westfall and Daniel Newman assess T-Mobile’s Q4 2022 and FY 2022 results and why the attainment of its highest ever postpaid account net additions as well as postpaid and broadband growth that continue to outflank Verizon and AT&T provide the warrant for its robust 2023 outlook. Factor in T-Mobile for Business’s substantial revenue upside and we find that T-Mobile is solidly positioned to meet new competitive challenges, as well as sufficiently handle any macroeconomic uncertainties that may arise on the horizon.
Ron Westfall

Juniper Q4 2022 and FY 2022 Earnings: Momentum is on Juniper’s Side

Futurum’s Ron Westfall and Daniel Newman assess Juniper’s financial results for the fourth quarter and full year of fiscal 2022 and why they validate the company is sustaining market-wide momentum and executing its strategic vision under CEO Rami Rahim’s leadership. From their perspective, the results are impressive as Juniper delivered a second consecutive quarter of double-digit YoY growth, a record performance by the enterprise business, and its second-highest cloud revenue quarter.
Daniel Newman & tweiss@futurumresearch.com

AMD Revenue Hits $5.6B in Q4, Up 16% YoY, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as AMD revenue hits $5.6B in Q4, up 16% YoY, beating estimates as the chip maker heads into FY2023 following its 2022 acquisition of embedded chip vendor Xilinx.
Daniel Newman

Greatest Data Challenges Facing Large Enterprises in 2023

On this episode of The Six Five – Insider Edition, hosts Patrick Moorhead and Daniel Newman talk with Cloudera's Otho Lyon about data optimization, adaptability, and the future of innovation at Cloudera.
Daniel Newman

The Potential Impact of Outcome-based Investment on Customer Experience

On this episode of the Futurum Tech Webcast – Interview Series, Futurum principal analyst Daniel Newman sits down with Marne Martin of IFS, to discuss service management in the global market.
Daniel Newman

Elliott Management Storms Salesforce

The Six Five team discusses NRF Impressions with Microsoft and More..
Daniel Newman

Microsoft and OpenAI Deepen Partnership

The Six Five team discusses Microsoft and OpenAI deepen partnership.
Daniel Newman

IBM Partner Plus: New Program Helps Partners Grow Faster, Earn More

The Six Five hosts Daniel Newman and Patrick Moorhead talk with Kate Woolley, GM of IBM Ecosystem, about the critical role of IBM Ecosystem and how its partners contribute to its accelerating development.
Daniel Newman

Talking MSFT, OpenAI, Elliott Management & Salesforce, Earnings from MSFT, IBM, SAP & Intel – The Six Five Webcast

Talking MSFT, OpenAI, Elliott Management & Salesforce, Earnings from MSFT, IBM, SAP & Intel – The Six Five Webcast
Daniel Newman

Nokia Fiscal Q4 2022 & FY 2022: Demonstrates Impressive Company-wide Progress with Turnaround Mission

Futurum’s Daniel Newman and Ron Westfall assess Nokia’s fiscal Q4 and FY 2022 results highlighted by constant currency full-year net sales growth accelerating to 6% and its impressive Network Infrastructure unit performance in Q4, which grew net sales 14% in constant currency with significant operating margin expansion, all contributing toward a positive 2023 outlook.
Daniel Newman

Intel Q4 2022 and FY 2022 Results: Patience is a Virtue

Futurum’s Ron Westfall and Daniel Newman assess Intel’s financial results for the fourth quarter of fiscal 2022 and full year 2022 and why they believe the company is executing the strategy required to improve its overall financial situation, including focus on driving $3 billion in cost reductions in 2023, growing to $8 billion to $10 billion in annualized cost reductions and efficiency gains by the end of 2025, as well as making long game moves to boost prospects in key areas such as IFS, data center, and mobile & gaming platforms.
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