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Insight Type: Video Research Note

VMware Explore 2023
August 30, 2023

VMWare Explore 2023

The Six Five Team discusses VMWare Explore 2023....
Marvell Q2 2024 Earnings
August 30, 2023

Marvell Q2 2024 Earnings

The Six Five Team discusses the latest earnings release from Marvell for Q2 2024....
Zoom Q2 2024 Earnings
August 30, 2023

Zoom Q2 2024 Earnings

The Six Five Team discusses the latest earnings release from Zoom for Q2 2024....
NVIDIA Q2 2024 Earnings
August 30, 2023

NVIDIA Q2 2024 Earnings

The Six Five Team discusses the latest earnings release from NVIDIA for Q2 2024....
5G Factor Video Research Note Samsung Intel Expand vRAN Collaboration
August 29, 2023

5G Factor Video Research Note: Samsung Intel Expand vRAN Collaboration

The Futurum Group’s Ron Westfall and Todd Weiss assess why Samsung’s integration of its vRAN 3.0 software into Intel Xeon CPUs with vRAN Boost boosts Samsung’s vRAN proposition by supporting...
What Does Amazon Device’s Dave Limp Exit Mean?
August 22, 2023

What Does Amazon Device’s Dave Limp Exit Mean?

The Six Five Team discusses the exit of Amazon’s senior vice president of devices and services, David Limp....
Groq Chooses Samsung Over TSMC and IFS
August 22, 2023

Groq Chooses Samsung Over TSMC and IFS

The Six Five Team discusses Groq's decision to do its manufacturing and to partner with Samsung over TSMC and IFS....
Synopsys Q3 2023 Earnings and New CEO
August 22, 2023

Synopsys Q3 2023 Earnings and New CEO

The Six Five Team discusses the latest earnings release from Synopsys and the news that Sassine Ghazi will succeed Aart de Geus as CEO, effective January 1, 2024....
Intel-Tower Deal Off - What’s Next?
August 22, 2023

Intel-Tower Deal Off – What’s Next?

The Six Five Team discusses the termination of the Intel-Tower acquisition, and what's next now that the deal is off....
Lenovo Q1 2024 Earnings
August 22, 2023

Lenovo Q1 2024 Earnings

The Six Five team discusses Lenovo's Q1 2024 earnings....
Cisco Q4 2023 Earnings
August 22, 2023

Cisco Q4 2023 Earnings

The Six Five team discusses Cisco Q4 2023 earnings....
5G Factor Video Research Note: Intel vRAN Boost Ready to Boost vRAN
August 21, 2023

5G Factor Video Research Note: Intel vRAN Boost Ready to Boost vRAN

The Futurum Group’s Ron Westfall and Todd Weiss examine why Intel’s vRAN Boost, providing full integration of vRAN acceleration directly into the CPU, reduces complexity, improves energy efficiency, and alters...

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