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...
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...
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...
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....
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...
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....
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....
Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the...
Jorge Carrera, Mainframe Infrastructure Technical Leader at Banco de Crédito BCP, joins Daniel Newman and Greg Lotko to share insights on the growth of open banking and democratic tools like...
Brad Shimmin, VP & Practice Lead at Futurum, examines Pure Storage’s Q2 FY26 earnings, spotlighting new product launches, hyperscaler traction, and subscription momentum driving its raised full-year outlook....
Krista Case, Research Director at The Futurum Group, examines NetApp’s Q1 FY 2026 earnings, highlighting all-flash market leadership, expanding cloud services, and growing momentum in AI-driven data infrastructure....
Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
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