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Archives: Insights

July 23, 2025
 

SAP Delivers 28% Cloud Growth, Reaffirms FY 2025 Outlook in Q2 FY 2025

Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s Q2 FY 2025 earnings, spotlighting AI-led cloud growth, ERP suite momentum, rising internal AI productivity, and a reaffirmed FY outlook...
July 22, 2025
 

Building And Scaling Hybrid AI Factories With AI Agents And Solutions

Flynn Maloy from Lenovo and Sandeep Gupte from NVIDIA join Daniel Newman to share insights on scaling Hybrid AI with innovative solutions....
July 22, 2025
 

Powering the New Industrial Revolution with AI and Sustainable Cooling Solutions – Six Five Media

Matt Ziegler and Mike Sabotta join host David Nicholson to share their insights on leveraging Lenovo Neptune's Liquid Cooling and NVIDIA's AI platforms to revolutionize industries with sustainable, efficient solutions....
July 21, 2025
 

TSMC Q2 FY 2025 Earnings: Too Impressive To Be True

Ray Wang, Research Director at Futurum, shares his insights on TSMC’s Q2 earnings result and outlook, specifically the company's key growth drivers, technology roadmap, and firm’s current and future market...
July 21, 2025
 

The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in AI chip exports to China, the Synopsys-Ansys deal, and TSMC's earnings. The...
July 18, 2025
 

AWS Summit New York City: AWS Forges the Enterprise-grade Pipeline for Agentic AI

Nick Patience and other analysts at Futurum share insights on AWS's major AI agent announcements at their NYC Summit, including Amazon Bedrock AgentCore and expanded marketplace capabilities designed to move...
Brad Shimmin
Alex Smith
Mitch Ashley
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July 17, 2025
 

ASML Q2 FY 2025 Earnings Reflect Strong Demand, but Outlook Clouded by Future Uncertainty

Ray Wang, Research Director at The Futurum Group shares his insights on ASML’s Q2 earnings result and outlook, specifically the company's key growth drivers and some existing and future challenges....
July 17, 2025
 

Zoho Unveils Zia LLM, No‑Code Agent Studio, and Open Agent Interoperability

Keith Kirkpatrick, Research Director at Futurum shares his/her insights on Zoho’s latest AI announcements, including proprietary LLMs, new AI agents, an agent marketplace, and future roadmap plans....
July 17, 2025
 

Responding to Transformation: Generative Al and Knowledge Transfer -The Main Scoop

Phil Weintraub, President at Weintraub Systems Consulting, joins Daniel Newman to share his insights on how Generative AI and new innovations are driving IT transformation....
July 15, 2025
 

Inside Samsung’s Business Play: AI, Foldables, and the Power of Mobile Transformation- Six Five On The Road

Tyler Gipson, GM and Head of Samsung Mobile B2B at Samsung Electronics America, joins Patrick Moorhead to discuss the latest innovations revealed at Galaxy Unpacked in Brooklyn....
Six Five Media
 & 
July 14, 2025
 

Can Micron’s New 2600 SSD Exceed QLC SSD Expectations?

Ray Wang, Research Director at Futurum, shares his insights on how Micron’s 2600 SSD combines Adaptive Write Technology and G9 QLC NAND to close the performance gap between QLC and...
July 14, 2025
 

The Six Five Pod | EP 267: Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets

On episode 267 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech trends and market dynamics. They discuss Samsung's Galaxy Unpacked event, highlighting...

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