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Talking MSFT, OpenAI, Elliott Management & Salesforce, Earnings from MSFT, IBM, SAP & Intel – The Six Five Webcast
Futurum’s Daniel Newman and Ron Westfall assess Nokia’s fiscal Q4 and FY 2022 results highlighted by constant currency full-year net sales growth accelerating to 6% and its impressive Network Infrastructure unit performance in Q4, which grew net sales 14% in constant currency with significant operating margin expansion, all contributing toward a positive 2023 outlook.
Steve Vonder Haar, senior analyst at Wainhouse Research, part of The Futurum Group family of companies, dives into the new partnership between Adobe and RainFocus, made with the intention of improving data management and overall business value.
Futurum’s Ron Westfall and Daniel Newman assess Intel’s financial results for the fourth quarter of fiscal 2022 and full year 2022 and why they believe the company is executing the strategy required to improve its overall financial situation, including focus on driving $3 billion in cost reductions in 2023, growing to $8 billion to $10 billion in annualized cost reductions and efficiency gains by the end of 2025, as well as making long game moves to boost prospects in key areas such as IFS, data center, and mobile & gaming platforms.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as ServiceNow revenue hits $1.94B in Q4 2022, up 20% YoY, as the cloud workflow automation software vendor also saw a 22.9% rise in FY2022 revenue to $7.24B.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights about SAP revenue for Q4 2022 up 6% to $8.4B euros as cloud up 30% as the enterprise ERP software vendor also announced total FY2022 revenue of 30.87 billion euros.
Futurum’s Ron Westfall assesses why Marvell’s family of Prestera DX1500 TSN switches combine enterprise-grade visibility tools with accurate visibility of time-sensitive operational technology solutions critical to accelerating adoption of TSN visibility tools and can further boost the addressable market of Marvell’s Secure Deterministic Ethernet solution.
Futurum analysts Daniel Newman and Todd R. Weiss look as IBM Q4 2022 revenue is flat at $16.7B, but beats estimates, as Big Blue revenue gains across most business units as difficult macroeconomic conditions continue.
Futurum principal analyst Daniel Newman explores the expanded partnership between Microsoft and OpenAI, which was announced earlier this week. Newman offers insight on how this investment into AI development will help Microsoft in the future.
Steve Vonder Haar, senior analyst at Wainhouse Research, part of The Futurum Group family of companies, covers news of MediaPlatform’s launch of MediaPlatform Autocaster, a feature designed to enable automated webcast reply and why that’s of interest in the enterprise video production arena.
Daniel Root, senior analyst with Wainhouse, part of The Futurum Group family of companies, covers Jupiter’s Pana34 desktop display and the impact of 21:9 aspect ratio devices on hybrid work.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Microsoft revenue hits $52.7B for Q2 FY23, up 2% YoY, as the Azure cloud, Windows, and business productivity tech giant announces its latest quarterly earnings.

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