On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and Q4 earnings for Commvault.
Amazon’s First Quarter Earnings Blend Robust Growth and Competitive Dynamics
The Futurum Group’s Daniel Newman and Steven Dickens note Amazon's Q1 2024 earnings and discuss the company’s expansion into retail, advertising, and cloud computing as a masterclass in market disruption.
Visualizing a Sharper Message to the Market, Partners, and Core Users
Keith Kirkpatrick, Research Director with The Futurum Group, discusses Tableau Conference 2024 and provides his take on the company’s strategy for moving ahead in a competitive and evolving market for data visualization software.
Strong Automotive Growth Ahead of Snapdragon X PC Launches
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage for Qualcomm’s next growth cycle.
Keith Kirkpatrick, Research Director with The Futurum Group, discusses Oracle’s focus on customer experience (CX) enhancements within its Fusion Cloud CCX Suite, as well as the company’s further penetration into the healthcare space.
Oracle Databases 23ai Unleashes Breakthrough Enterprise AI Capabilities Across AI Vector Search, App Dev Acceleration, and Mission-Critical Data Domains
The Futurum Group’s Ron Westfall and Steven Dickens examine why Oracle's comprehensive suite of enhancements in Oracle Database 23ai positions it uniquely in the marketplace.
Ford Pro Continues to Drive EV Adoption and New Services Revenue in the Commercial Segment
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into the methodology behind Ford Pro’s accelerating success in driving EV adoption and software services subscriptions in the commercial segment, and discusses the importance of its strategy to the Ford brand’s expanding ecosystem.
AMD’s AI-Enabling Solutions Portfolio Gains Traction in All the Right Places
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early in the AI disruption cycle.
In this episode of Infrastructure Matters, hosts Steve Dickens and Camberley Bates take on earnings, IPOs and business growth: Rubrik, IBM, Google, and Oracle.
LISSA Aims to Usher ESG Programs into the Age of AI
The Futurum Group’s Stephen Dickens and Olivier Blanchard share their insights on Lenovo’s new Intelligent Sustainability Solutions Advisor, dubbed LISSA, and its potential impact on ESG programs.
In this episode, Keith Kirkpatrick speaks with Gina Whitty, Product Management, CCaaS + AI at GoTo, about the challenges faced by SMBs and mid-market companies that are trying to undergo a digital transformation.
