Archives: Insights

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Lenovo, Intel, TSMC, Broadcom, Groq, and more.
Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, highlights Google’s Gemini 2.0, OpenAI’s Deep Research, and Anysphere’s Cursor, showing how they reshape IT leadership, AI adoption, and custom development.
Keith Townsend and Dion Hinchcliffe discuss Intel's stock, AI ethics, DataRobot's acquisition, SAP and Databricks' partnership, Elon Musk's OpenAI offer, and CIOs' supply chain strategies in AI chips on this insightful Six Five episode.
Ron Westfall and Olivier Blanchard explore T-Mobile Starlink's Super Bowl debut, Nokia's leadership change, and Qualcomm's revenue surge in the latest episode of the Six Five Webcast - The 5G Factor.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cisco, DOGE, Lattice, OpenAI and more.
Novin Kaihani from Intel joins Six Five hosts to discuss the transformative impact of Intel vPro on IT strategies, backed by real-world examples and comprehensive research from Forrester Consulting.
Messaging Growth and Cost Discipline Drive Twilio’s Q4 FY 2024 Profitability Gains
Keith Kirkpatrick highlights Twilio’s Q4 FY 2024 performance driven by messaging growth, AI innovation, and strong profitability gains.
Strong Demand From Webscale and Enterprise Segments Positions Cisco for Continued AI-Driven Growth
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs and HyperFabric driving future opportunities.
Major Partnership Sees Databricks Offered as a First-Party Data Service; Aims to Modernize SAP Data Access and Accelerate AI Adoption Through Business Data Cloud
Nick Patience, AI Practice Lead at The Futurum Group, examines the strategic partnership between SAP and Databricks that combines SAP's enterprise data assets with Databricks' data platform capabilities through SAP Business Data Cloud, marking a significant shift in enterprise data accessibility and AI innovation.
While Zoho Has Established a Strong Foothold in the SMB Market, the Company Has Its Eye on Bigger Fish
The Futurum Group’s Keith Kirkpatrick and Alex Smith cover ZohoDay25 and discuss the company’s new strategic focus targeting enterprise customers, and the company’s go-to-market and partnership approach.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on whether hyperscalers can keep up with AI demand and the efficiency of new LLM releases.
Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.

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