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The Six Five team discusses HP Inc Q3FY24 Earnings
The Six Five team discusses Pure Storage Q2FY25 Earnings
The Six Five team discusses Dell Q2FY25 Earnings
The Six Five team discusses Salesforce Q2FY25 Earnings
The Six Five team discusses VMware Explore 2024
The Six Five team discusses NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
Scott Silk, Chairman and CEO at Astadia, joins Steven Dickens to share his insights on the pivotal role of mainframe modernization in today's technology landscape and how Astadia is leading the charge towards efficient, cloud-based solutions.
Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
Mitch Ashley, Chief Technology Advisor, and Krista Case, Research Director of The Futurum Group, share insights from Black Hat USA 2024.
Significant Shift in its Pricing Model Focuses on Automated Resolutions to Deliver Value to Customers
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Zendesk’s announcement of outcomes-based pricing for its gen AI-powered agent technology, and discusses the challenges and opportunities for vendors and customers.
