Tag: daniel newman

May 16, 2024

Daniel Newman

Video Research Note

Intel, Qualcomm, and Huawei Licenses

The Six Five team discusses Intel, Qualcomm, and Huawei licenses.

Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

May 16, 2024

Daniel Newman

Video Research Note

Welcome Stacy Rasgon, Bernstein Research

The Six Five team discusses welcome Stacy Rasgon, Bernstein Research.

Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

May 13, 2024

Daniel Newman

Six Five Webcast

Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman invite a special guest, Stacy Rasgon to discuss the Intel, Qualcomm, and Huawei license, Arm Q4 FY24 earnings, GlobalFoundries Q1/24 earnings, Apple, ServiceNow Knowledge 2024, and Solidigm.

Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

May 9, 2024

Daniel Newman

Video Research Note

Apple Q2/FY24 Earnings

The Six Five team discusses Apple Q2/FY24 earnings.

Artificial Intelligence Devices, CIO Insights

May 9, 2024

Daniel Newman

Video Research Note

Commvault Q4/FY24 Earnings

The Six Five team discusses Commvault Q4/FY24 earnings.

Artificial Intelligence Software and Tools, CIO Insights, Cybersecurity

May 9, 2024

Daniel Newman

Video Research Note

Lattice Q1/24 Earnings

The Six Five team discusses Lattice Q1/24 earnings.

Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

May 9, 2024

Daniel Newman

Video Research Note

Qualcomm Q2/FY24 Earnings

The Six Five team discusses Qualcomm Q2/FY24 earnings.

Artificial Intelligence Software and Tools, CIO Insights

May 9, 2024

Daniel Newman

Video Research Note

Amazon Q1/24 Earnings & Q Goes GA

The Six Five team discusses Amazon Q1/24 earnings & Q goes GA.

Artificial Intelligence Software and Tools, CIO Insights, Enterprise Applications

May 9, 2024

Daniel Newman

Video Research Note

AMD Q1/24 Earnings

The Six Five team discusses AMD Q1/24 earnings.

Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

May 7, 2024

Daniel Newman

Six Five Webcast

Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and Q4 earnings for Commvault.