Archives: Insights

August 10, 2022

Daniel Newman

Video Research Note

Lattice Earnings

The Six Five team discusses Lattice's latest earnings report.

Semiconductors and Components

August 10, 2022

Daniel Newman

Video Research Note

Amazon 2021 Sustainability Report

The Six Five team discusses Amazon's 2021 Sustainability Report.

Sustainability, Markets, and Policy

August 10, 2022

Ron Westfall

Video Research Note

AT&T, DISH, and CableLabs Advance Americas O-RAN Alliance Testing

Ron Westfall and Shelly Kramer assess the three-way collaboration between AT&T, DISH, and CableLabs to establish O-RAN Alliance testing and development initiatives at the CableLabs Kyrio facility and how it advances the global O-RAN Alliance mission in making sure the 5G ecosystem achieves the predicable use of open, intelligent, virtualized, and fully interoperable RAN technology.

5G, Communications Networks, Digital Transformation

August 10, 2022

Ron Westfall

Video Research Note

Qualcomm, Ericsson, and Thales Take 5G Out of this World

Ron Westfall and Shelly Kramer assess the three-way collaboration between Qualcomm, Ericsson, and Thales to test and develop 5G Non-Terrestrial Networks to help provide global 5G coverage, including areas currently not served by terrestrial networks, which can make deliver 5G ecosystem benefits such as making 5G smartphones that next incarnation of satellite phones.

5G, Communications Networks

August 10, 2022

Ron Westfall

Video Research Note

NEC Buys Aspire Technology to Advance Open RAN 5G Adoption

Ron Westfall and Shelly Kramer examine how NEC’s acquisition of Aspire Technology augments NEC’ s systems integration offering for Open RAN 5G applications, gaining the expertise and assets needed to deliver increased levels of system design and integration across 5G environments, including especially 5G standalone networks.

5G, Communications Networks

August 9, 2022

Daniel Newman

Six Five Webcast

We are LIVE! Talking AMD, Zoho, Micron, Lattice, Pelosi Taiwan Visit and Amazon – The Six Five Webcast

On this episode of The Six Five, leading global tech analysts Daniel Newman and Patrick Moorhead discuss AMD and Lattice earnings, Zoho Days 2022, Amazon's Sustainability report, and Nancy Pelosi's visit to Taiwan.

Processors, Semiconductors and Components, Sustainability, Markets, and Policy

August 9, 2022

Daniel Newman

Six Five Webcast

Collaboration Experiences for the New Hybrid Workforce – The Six Five Summit Sessions

Collaboration Experiences for the New Hybrid Workforce - The Six Five Summit Sessions

Cloud, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, IoT

August 9, 2022

Daniel Newman

Six Five Webcast

Six Five On the Road at IBM: The CHIPS Act — Why it was Critical, Opportunities, and IBM’s role

On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by Dr. Mukesh Khare, Vice President of Hybrid Cloud at IBM Research to discuss the CHIPS Act and how it could impact the semiconductor space.

Semiconductors and Components

August 8, 2022

Daniel Newman

Six Five Webcast

From ESG to Purpose: Getting to the Heart of Business Strategy – The Six Five Summit Sessions

From ESG to Purpose: Getting to the Heart of Business Strategy- The Six Five Summit Sessions

Environmental, Social, Governance, Sustainability, Markets, and Policy

August 8, 2022

Daniel Newman

Research Note

Zendesk Q2 Revenue Up 28% to $407M Just Before Going Private

Futurum analysts Daniel Newman and Todd R. Weiss share their insights on Zendesk Q2 revenue, which is up 28% to $407M just before going private, as the online customer service vendor prepares for its acquisition by the end of 2022.

Customer Data Platform, Customer Experience

August 8, 2022

Daniel Newman

Research Note

Twilio Revenue Hits $943M in Q2 2022, Up 41% From 2021

Futurum analysts Daniel Newman and Todd R. Weiss provide their insights as Twilio revenue hits $943M in Q2 2022, up 41% from 2021, as the company seeks to bolster its position in a crowded marketplace.