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Select Dates:
Zoom significantly outperformed the market in its fiscal Q4 beating estimates on the top and bottom line heading into the new year.
After going public just 3 months ago, C3.ai is reporting its fiscal third quarter where it grew by 19% top line on growing demand for AI.
The FCC’s just announced Emergency Broadband Benefit program addresses the digital divide with a $50 monthly internet subsidy aimed at assisting low-income individuals gaining temporary internet access. Futurum’s Shelly Kramer explores the program, the benefits, and the challenges ahead in this initiative to breach the digital divide in the US.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech new stories that made headlines this week including earnings reports from Salesforce, NVIDIA, Twilio, Pure Storage, Dell Technologies, and HP, and a quick review of HP’s HyperX acquisition.
HPE is in a distinct position to upset the competitive balance in the open 5G space, including the Open RAN market segment. Futurum’s Ron Westfall discusses the specifics of the launch of HPE’s Open RAN Solution Stack and the fact that he believes it poses a serious competitive challenge to Open RAN specialists, as well as sets the stage for HPE to duel long-term with the incumbent RAN and mobile infrastructure players in determining the destination of the overall Open 5G ecosystem. Factor in HPE assets such as the formation of HPE CTG, HPE GreenLake/Ezmeral, and HPE 5G Core Stack, HPE is now in a strong position to become a prime influencer across the entire 5G ecosystem.
Salesforce finished its year delivering 20% growth for the quarter and 24% for the year. Going forward it anticipates similar growth in FY 21
Riding high on the growth in demand for PCs, Dell Technologies was able to deliver a record top and bottom line year in 2020.
NVIDIA capped off a strong fiscal 2021 with record revenue and earnings despite global chip shortages and economic headwinds.
Futurum’s Olivier Blanchard on Apple’s search for automotive LiDAR supplier fueling new rumors about Project Titan. While it may make more sense for Apple to stay in its consumer electronics lane, where it could focus on building a first rate Smart Home ecosystem to displace Alphabet and Amazon, and make XR cool enough to displace Microsoft, Oculus (Facebook), and potentially other consumer electronic giants like Samsung, Sony, HTC, and more, the real flex play for Apple this decade, its boldest hard swing for the fences, lies in entering the automotive market to take on Tesla.
Alphabet released cloud results for the first time. What's clear is that it isn't a shoo-in for No. 3 in the cloud business.
Apple M1 vulnerability "Silver Sparrow" has opened discussions as to the M1 and Apple's security risks as it moves to homegrown chips.
Companies around the world are dealing with not just digital transformation and growing customer expectations, but the continued pandemic, decreased budgets, and changing customer priorities.
