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The Six Five team discusses Microsoft Earnings.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft Earnings, Qualcomm, Samsung, Google Earnings, T-Mobile, Intel Earnings and Ericsson 18A for IFS, and the Adobe-Figma Deal.
New Program Combines an AI Front End, Development and Compute Resources, and AI Transformation Services
Keith Kirkpatrick, Research Director at The Futurum Group covers the announcement of AI Lighthouse, a program launched by ServiceNow, Nvidia, and Accenture, to help clients quickly develop and scale generative AI, and ponders whether this offering could be viewed as a “generative-AI-in-a-box” offering, albeit a complex and customizable one.
Focus on Supporting Employee Purpose, Performance, Productivity, and Wellbeing
Sherril Hanson, Senior Analyst at The Futurum Group shares her insights on how BetterUp’s integration with Microsoft Viva will support positive employee experience by offering personalized content and guided practices to support purpose, performance, productivity, and wellbeing.
ElevateAI’s 1K Every Day and Enlighten Actions Industry Benchmarks Are Launched
Sherril Hanson, Senior Analyst at The Futurum Group shares her insights on two new AI-related announcements from NICE. One initiative will help broaden the usage of Elevate AI by offering 1,000 free transcriptions and CX insights daily and the other provides access to benchmarking data.
Comprehensive AI Governance Is Critical to AI Success
Mark Beccue, Research Director at The Futurum Group, examines IBM’s announcement of watsonx.governance, a new solution for AI risk management. AI risk management is foundational and critical to operationalizing AI. Enterprises will learn this either the hard way, through ignoring it, or the easier way, by embracing it. IBM is in a great position to help enterprises navigate AI risk management. The research note explores the key takeaways related to IBM’s strategic move in this space.
AI Assistants Are Morphing Beyond Interfaces to Automate Application Tasks
Mark Beccue, Research Director at The Futurum Group, examines Amazon’s preview of agents for Amazon Bedrock, which will enable developers to create agents based on foundational models (FMs) that can manage and perform tasks within multiple applications. The note explores the key takeaways related to Amazon’s strategic move in with task-completing agents.
Enhanced Enterprise Security Helps Rising Combat Cyber Threats in the Era of BYOD Workplaces
Clint Wheelock, Chief Research Officer at The Futurum Group, examines the recent announcement by Samsung and Microsoft on the first on-device attestation for enterprise security.
The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q2 2023 financial performance and why the results demonstrate disciplined execution of the company’s strategic vision across the Enterprise, Service Provider, and Cloud markets. The company’s Q2 momentum was directly bolstered by the expansion of its Enterprise business, registering a record quarter as it has become the company’s largest and fastest growing segment for a third consecutive quarter.
The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q2 2023 results and why they expect T-Mobile to fulfill its raised 2023 guidance as the company is consistently outperforming its key rivals across the most important mobile network service categories, including financial, technical, and customer attraction and retention. Once again, T-Mobile is showing the entire mobile industry why it is the service provider pacesetter by executing relentlessly on its portfolio development and market vision.
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s fiscal Q2 2023 and why they see Intel executing on its strategy across its portfolio, including advancing its five processes in 4 years on time as well as positive indications around foundry, reinforced by the robust revenue growth registered by IFS. As such, Q2 2023 marked a positive inflection and can be flagged as a potential turning point after several very tough quarters.
New Leadership and Focus on Innovation Continue to Drive Progress for a Highly Diversified Global Business
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Honeywell revenue hits $9.15 billion in Q2 and the company raises FY2023 guidance, as the diversified building technologies, performance materials, aerospace, defense, and safety/productivity products vendor released its latest earnings results on July 27. Honeywell’s results show continuing sales progress, especially as challenging pandemic-related global macroeconomic conditions for tech and consumer focused companies are finally beginning to ease up.
