Futurum’s Daniel Newman shares his insights on the US’s multi-billion-dollar investment in Intel to bolster domestic semiconductor manufacturing, vital for national security, economic competitiveness, and technological sovereignty....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate...
Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform....
Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s launch of Acrobat Studio, a unified hub combining PDF Spaces, AI assistants, and Adobe Express to transform how users analyze,...
Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation....
Krista Case, analyst at Futurum, shares insights on Palo Alto Networks Q4 FY 2025 earnings—platformization, software-led Network Security and SASE momentum, XSIAM/AI scale, and FY 2026 guidance for growth and...
Olivier Blanchard, Research Director at Futurum, shares insights on Pebble’s Time 2 smartwatch reboot, featuring a stainless steel build, e-paper screen, 30-day battery life, and advanced sensors as the brand...
Ray Wang, Research Director at Futurum, shares insights on Ansys integrating NVIDIA Omniverse into its simulation tools to enhance CFD, autonomous validation, and digital twin workflows through OpenUSD-enabled interoperability....
Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts...
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