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Archives: Insights

Groq Chooses Samsung Over TSMC and IFS
Daniel Newman

Groq Chooses Samsung Over TSMC and IFS

The Six Five Team discusses Groq's decision to do its manufacturing and to partner with Samsung over TSMC and IFS.
Synopsys Q3 2023 Earnings and New CEO
Daniel Newman

Synopsys Q3 2023 Earnings and New CEO

The Six Five Team discusses the latest earnings release from Synopsys and the news that Sassine Ghazi will succeed Aart de Geus as CEO, effective January 1, 2024.
Intel-Tower Deal Off - What’s Next?
Daniel Newman

Intel-Tower Deal Off – What’s Next?

The Six Five Team discusses the termination of the Intel-Tower acquisition, and what's next now that the deal is off.
Lenovo Q1 2024 Earnings
Daniel Newman

Lenovo Q1 2024 Earnings

The Six Five team discusses Lenovo's Q1 2024 earnings.
Cisco Q4 2023 Earnings
Daniel Newman

Cisco Q4 2023 Earnings

The Six Five team discusses Cisco Q4 2023 earnings.
Zoom Revenue for Q2 Hits $1.14 Billion, Up 3.6% YoY, Beating Estimates
Craig Durr
tweiss@futurumresearch.com & Craig Durr

Zoom Revenue for Q2 Hits $1.14 Billion, Up 3.6% YoY, Beating Estimates

It Was a Solid Q2 for Zoom’s Video Conferencing, Cloud Contact Center, and Collaboration Software Products
Todd R. Weiss and Craig Durr, analysts at The Futurum Group, share their insights as video conferencing, cloud contact center, and collaboration vendor Zoom reported that its Q2 FY2024 revenue rose to $1.14 billion, up 3.6% from $1.1 billion YoY.
Marvell 5nm Multi-Gig PHY Platform Starting With W-Fi 7 Breakthroughs
Ron Westfall

Marvell 5nm Multi-Gig PHY Platform: Starting With W-Fi 7 Breakthroughs

Marvell Debuts Alaska M 3610 Based on its New 5nm Multi-Gigabit Copper Ethernet PHY Platform Poised to Deliver Performance Power Breakthroughs for Wi-Fi 7
The Futurum Group’s Ron Westfall assesses why Marvell’s 5nm multi-gigabit copper Ethernet PHYs, underpinning the Alaska M 3610 debut, are integral to advancing the performance power proposition of multi-gigabit network technologies such as Wi-Fi 7.
Salesforce Announces Field Service GPT for Field Service Workers
Keith Kirkpatrick

Salesforce Announces Field Service GPT for Field Service Workers

Generative AI Features Allow Workers to Improve Efficiency and Speed
Keith Kirkpatrick, Research Director at The Futurum Group covers Salesforce’s forthcoming Field Service GPT offering, and discusses how generative AI is a natural fit for workers who may only have access to mobile devices.
Talking Cisco, Lenovo, Intel, Tower, Synopsys, Groq, Samsung, TSMC, IFS, and Amazon Devices
Daniel Newman

We are live! Talking Cisco, Lenovo, Intel, Tower, Synopsys, Groq, Samsung, TSMC, IFS, and Amazon Devices – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for Cisco and Lenovo, the termination of the Intel-Tower acquisition, Groq and Samsung, and SVP Dave Limp’s exit from Amazon Devices.
BlueVoyant's AI-Powered Cyberdefense Platform Responds to Threats
Krista Case
Krista Case

BlueVoyant’s AI-Powered Cyberdefense Platform Responds to Threats

Bluevoyant’s AI-Powered Cyberdefense Platform Helps Businesses Detect and Respond to Threats, Including Supply Chain Vulnerabilities and Threats in the Open and Dark Web
Krista Macomber, Senior Analyst at The Futurum Group, covers BlueVoyant, a cloud-native cyberdefense platform that uses AI and ML to detect and respond to internal and external threats, including supply chain vulnerabilities and threats existing in both the open and dark web.
5G Factor Video Research Note: Intel vRAN Boost Ready to Boost vRAN
Ron Westfall & tweiss@futurumresearch.com

5G Factor Video Research Note: Intel vRAN Boost Ready to Boost vRAN

Intel Injects New Competitive Dynamic Across the vRAN realm with Introduction of Intel vRAN Boost Fully Integrating vRAN Acceleration Directly into CPU
The Futurum Group’s Ron Westfall and Todd Weiss examine why Intel’s vRAN Boost, providing full integration of vRAN acceleration directly into the CPU, reduces complexity, improves energy efficiency, and alters vRAN competitive landscape.
Western Digital Announces New Disaggregated Data Center Solutions
Randy Kerns
Randy Kerns

Western Digital Announces New Disaggregated Data Center Solutions

Randy Kerns, Senior Strategist at The Futurum Group shares information on the recent information from Western Digital. Randy covers technology and products that deal with Information Storage and Management.
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