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Generative AI Gets Competitive: IBM's Real-Time Strategy at the US Open – Six Five On The Road
September 5, 2025

Generative AI Gets Competitive: IBM’s Real-Time Strategy at the US Open – Six Five On The Road

Ritika Gunnar, GM of Data & AI at IBM, joins Daniel Newman to discuss IBM’s role at the US Open, innovations in AI-powered fan experiences, and how new platforms like...
Pixel 10’s AI, Triple Camera, and Battery Boost: A New $799 Standard?
September 5, 2025

Pixel 10’s AI, Triple Camera, and Battery Boost: A New $799 Standard?

Olivier Blanchard, Research Director at Futurum, shares insights on the Google Pixel 10, highlighting its 5x telephoto camera, larger 4,970 mAh battery, and on-device AI features that enhance reliability and...
HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum
September 5, 2025

HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
September 4, 2025

AI, Cloud, and the Channel: A Conversation with Ingram Micro’s CEO

Paul Bay, CEO at Ingram Micro, joins Patrick Moorhead and Daniel Newman to discuss how AI, cloud, and the Xvantage platform are redefining the global tech channel and supporting partners’...
A Conversation with MediaTek on the Latest AI Trends for Consumer Devices
September 4, 2025

A Conversation with MediaTek on the Latest AI Trends for Consumer Devices

Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks,...
Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion
September 4, 2025

Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion

Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots...
VMware Explore 2025 Recap: Broadcom’s Big Announcements and What’s Next - Six Five On The Road
September 3, 2025

VMware Explore 2025 Recap: Broadcom’s Big Announcements and What’s Next – Six Five On The Road

Broadcom’s leadership joins Six Five hosts to break down the biggest VMware Explore 2025 announcements – including VCF 9.0, new AI partnerships, and strategies for secure hybrid infrastructure. Discover the...
IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative
September 3, 2025

IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative

Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership to build quantum-centric supercomputing architectures, merging quantum systems with HPC and AI accelerators to solve complex global...
Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition
September 3, 2025

Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition

Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth....
Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge
September 2, 2025

Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge

Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show...
The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
September 1, 2025

The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance....
Apple Bets on AI Robots, Smart Displays, and Security for Its Comeback
August 29, 2025

Apple Bets on AI Robots, Smart Displays, and Security for Its Comeback

Olivier Blanchard, Research Director at Futurum, analyzes Apple’s AI push with robots, smart displays, and security devices, centered on a revamped Siri to restore its innovation edge....

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