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Kit Beall and Brian Hamel join us to share their insights on forming the world's largest data protection provider. They delve into what this means for the future of data security and how it aims to simplify data protection for businesses worldwide.
Oracle’s Q2 FY2025 Earnings Highlight AI-Driven Growth in Cloud and Healthcare Despite Narrowly Missing Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Oracle’s Q2 FY2025 results and AI’s role in Oracle’s cloud revenue growth, its impact on healthcare innovations, and the strategic significance of recurring revenues.
Deepak Mohan and Srinivasan Murari, leaders at Veritas and Cohesity respectively, join the Six Five team to share insights on their companies' combination, emphasizing innovation, no customer left behind, and harnessing AI for future data protection.
Enabling Enterprises to Confidently Test, Deploy, and Refine AI Agents at Scale With Innovative Tools and Secure Environments
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce’s Agentforce Testing Center, highlighting how its tools, such as secure sandboxes, synthetic testing, and analytics, redefine AI agent lifecycle management.
Sanjay Poonen, CEO at Cohesity, joins Patrick Moorhead and Daniel Newman to share his insights on Cohesity's acquisition of Veritas, marking the creation of the world's largest data protection provider.
By Excluding “Soft” Services and Working on a Project Basis, SOUTHWORKS Offers a Completion-Focused Model for Engaging an External Firm on Application Development
Guy Currier, CTO of Visible Impact at The Futurum Group, shares his insights on the model provided by app dev services firm SOUTHWORKS for leveraging the expertise and reliable output of a service provider without creating ongoing dependencies that can delay release or cause lock-in.
Strong Revenue Growth, Operational Efficiency, and Strategic Realignments Define a Transformative Year for Synopsys
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group, discusses Synopsys' fiscal year 2024 results, the company’s record-breaking revenue, operational efficiency, the sale of its Software Integrity business, and progress on the Ansys acquisition.
Marvell Reports 19% Sequential Revenue Growth Fueled by AI and Cloud Solutions While Addressing Operational Challenges Through Restructuring Efforts
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group discusses Marvell’s Q3 FY2025 earnings and how AI silicon and cloud interconnect solutions drove robust revenue growth while restructuring costs presented challenges, shaping the company's outlook.
Dr. Craig Martell, CTO at Cohesity, joins Patrick Moorhead to share his insights on the dual nature of AI in the enterprise space, emphasizing the need for cautious optimism and responsible AI usage as we approach 2025.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2024, Intel CEO departure, and earnings from Pure Storage, Salesforce, Synopsys, Marvell, and HPE
Smartsheet Posts Robust Q3 Growth and Announces Transformative Acquisition by Blackstone and Vista Equity Partners
Keith Kirkpatrick, Research Director at The Futurum Group, explores Smartsheet’s Q3 FY2025 results, focusing on its 17% revenue growth, customer retention strategies, and the $8.4B acquisition by Blackstone and Vista Equity Partners. What does this mean for its future in enterprise work management?
Ron Westfall and Tom Hollingsworth explore the latest 5G and IoT initiatives by Qualcomm, Ericsson, and AT&T, delving into how these strategies might shape the industry's future.
