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Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More
March 3, 2025

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more....
Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves - Six Five Webcast - The 5G Factor
March 3, 2025

Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves – Six Five Webcast – The 5G Factor

On this episode of The 5G Factor, hosts cover Ericsson's Open RAN initiatives, Apple's entry into modem design with the iPhone 16e, Qualcomm's modem technology leadership, and Telstra's 5G Advanced...
AWS Marketplace Expanding Its SaaS Catalog: Will This Drive the Next Boom?
February 28, 2025

AWS Marketplace Expanding Its SaaS Catalog: Will This Drive the Next Boom?

Alex Smith, VP Channels Research at The Futurum Group shares his insights on AWS’s decision to expand its Marketplace catalog to include any SaaS product....
Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum
February 28, 2025

Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum

Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes Pure Storage’s Q4 FY 2025 results, noting sales, subscription growth, AI and cloud gains, and hyperscale progress, amid margin...
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
February 28, 2025

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints....
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
February 28, 2025

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity...
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
February 28, 2025

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space....
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
February 28, 2025

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid...
Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints
February 28, 2025

Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints

Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Salesforce’s Q4 FY 2025 earnings, highlighting AI growth, margin expansion, and concerns over muted FY 2026 guidance....
Proactive Mainframe Performance Management How Hybrid AI-Guided Remediation and AI Agents are Transforming Operations - Six Five On The Road
February 27, 2025

Proactive Mainframe Performance Management: How Hybrid AI-Guided Remediation and AI Agents are Improving Operations – Six Five On The Road

Anthony DiStauro and Liat Sokolov from BMC Software join Mitchell Ashley to discuss Hybrid AI-Guided Remediation's revolutionary role in modernizing mainframe operations, highlighting practical examples and the technology's impact....
AI Agents and Hybrid AI: Preserving Mainframe Knowledge and the Impact of BMC’s AMI Assistant
February 27, 2025

AI Agents and Hybrid AI: Preserving Mainframe Knowledge and the Impact of BMC’s AMI Assistant – Six Five On The Road

David Jeffries and Priya Doty from BMC Software discuss preserving mainframe knowledge and driving transformation with AI Agents and Hybrid AI on the latest Six Five On The Road....
Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions
February 27, 2025

Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions

Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration....

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