On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm and Google's wearable platform, Lenovo’s Analyst Event, Oracle, NetSuite, SuiteWorld 2023, NVIDIA, AWS Chips, and SAP Q3 2023 Earnings.
SAP’s Cloud Revenue Rose 16% in Q3 to €3.47 Billion, While Its S/4HANA Cloud Revenue Jumped 67% to €914 Million
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as SAP Q3 revenue is up 4% to €7.74 billion as cloud growth continues for the intelligent cloud ERP software vendor.
Highlighting Industry Players Approaching Generative AI in the Right Way
Mark Beccue, Research Director at The Futurum Group, highlights organizations approaching generative AI in the right way. This recent Adults in the Generative AI Rumpus Room features Google, Tidalflow, and Lakera.
Hewlett Packard Enterprise Targets High-Growth Areas Such as AI and Edge Computing To Boost Shareholder Value, as Revealed in Its Recent NYSE Securities Analyst Meeting
The Futurum Group’s Steven Dickens discusses the HPE Securities Analyst Meeting. HPE is well positioned to benefit from the burgeoning AI and edge markets, which was reflected in a positive outlook for the company.
Enhanced Feature Sets Plus Platform-wide Use of AI Set Up Intuit To Target Larger Companies
Keith Kirkpatrick, Research Director at The Futurum Group, covers Intuit’s launch of QuickBooks Bill Pay and discusses how this solution, along with the vendor’s use of AI, is setting up the company to target larger customers.
Limited-Feature License Enables Cost Efficiency and Greater Platform Use Across the Enterprise
Keith Kirkpatrick, research director at The Futurum Group, covers NetSuite’s announcement of a limited-feature NetSuite Warehouse Management license, and discusses how this can help NetSuite drive greater use of its suite across the enterprise.
