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The Six Five Team discusses Oracle Q1 2024 Earnings.
The Six Five Team discusses Apple September 2023 Event.
The Six Five Team discusses Arm Goes Public with Successful Debut.
The Six Five Team discusses Oracle Database on Microsoft Azure.
New Generative AI Offerings Provide Industry, Process, and Enterprise System-Specific Solutions
Keith Kirkpatrick, Research Director at The Futurum Group, covers C3 AI’s announcement of its Generative AI Suite, which includes 28 domain-specific generative AI solutions, and discusses why this tactic is a winning approach for C3 AI.
On this episode of The Six Five On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Greg Lavender, CTO, SVP and GM of Intel SATG for an inside preview of the upcoming Intel InnovatiON event happening this week in San Jose, California.
The Impact of Qualcomm’s Multi-Year Snapdragon 5G Modem-RF System Agreement With Apple on Both Companies and Consumers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into why the multi-year Snapdragon 5G modem-RF system agreement between Apple and Qualcomm is good news for both companies and for iPhone users.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Oracle and Azure, Arm’s successful public debut, Apple’s September 2023 event announcements, Salesforce Dreamforce 2023 and the latest earnings releases for Oracle and Adobe.
The Futurum Group’s Steven Dickens and Krista Macomber discuss trends around using AI to bolster data protection, protecting SaaS applications, Tesla Dojo as an example for AI-driven business model innovation, and the implications of Oracle Cloud’s financial performance.
The Futurum Group’s Daniel Newman is joined by Qualcomm’s Nakul Duggal, SVP & GM, Automotive & Cloud Computing for a conversation on Qualcomm’s automotive business during the IAA Mobility Event in Munich, Germany.
The Futurum Group’s Daniel Newman is joined by Qualcomm’s CMO, Don McGuire at IAA Mobility in Munich, for an inside look at the Qualcomm Snapdragon concept car, their partnership ecosystem and the upcoming Snapdragon Summit.
Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.