Insight Type: Video Research Note

August 9, 2023

5G Factor Video Research Note: AT&T, T-Mobile, Verizon Q2 Earnings Beat

The Futurum Group’s Ron Westfall and Todd Weiss assess the recent Q2 earnings reports from the Big Three U.S. mobile operators, AT&T, T-Mobile, and Verizon, and their implications for the...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2023/06/Todd-R.-Weiss.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall & [email protected]

August 8, 2023

Video Research Note

Lattice Earnings

The Six Five team discusses Lattice Semiconductor's latest earnings release....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 8, 2023

Video Research Note

Zoom Perspectives 2023

The Six Five team discusses Zoom Perspectives 2023....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 8, 2023

Video Research Note

AMD Earnings

The Six Five team discusses AMD's latest earnings release....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 8, 2023

Video Research Note

Apple Earnings

The Six Five team discusses Apple's latest earnings release....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 8, 2023

Video Research Note

Qualcomm Earnings

The Six Five team discusses Qualcomm's latest earnings release....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 8, 2023

Video Research Note

Amazon/AWS Earnings

The Six Five team discusses Amazon/AWS's latest earnings release....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 3, 2023

Video Research Note

5G Factor Video Research Note: Nokia Unveils Airscale Baseband Capabilities That Bring AI to Mobile Networks

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including why Nokia’s new AI-infused AirScale portfolio boosts its O-RAN and...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-48x48.png" class="attachment-36x36 size-36x36" alt="Clint Wheelock" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-74x74.png 74w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall & Clint Wheelock

August 3, 2023

Video Research Note

5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including how the NVIDIA Softbank collaboration on Gen AI and 5G/6G...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-48x48.png" class="attachment-36x36 size-36x36" alt="Clint Wheelock" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-74x74.png 74w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall & Clint Wheelock

August 3, 2023

Video Research Note

5G Factor Video Research Note: Qualcomm: The Future of AI is Hybrid

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem addressing Qualcomm’s view that the future of AI is hybrid with...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-48x48.png" class="attachment-36x36 size-36x36" alt="Clint Wheelock" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-74x74.png 74w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2023/06/Clint-Wheelock.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall & Clint Wheelock

July 31, 2023

Video Research Note

Intel Earnings and Ericsson 18A for IFS

The Six Five team discusses Intel Earnings and Ericsson 18A for IFS....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

July 31, 2023

Video Research Note

The EU Investigates Adobe-Figma Deal

The Six Five team discusses the EU investigation of the Adobe-Figma Deal....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png 48w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png 500w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png 300w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png 120w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png 150w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png 70w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png 24w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png 96w, https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png 512w" sizes="(max-width: 36px) 100vw, 36px"/>
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Insight Type: Video Research Note

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