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Tag: earnings report

Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center
February 9, 2026
 

Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center

Brendan Burke, Research Director at Futurum, analyzes Microchip Technology's Q3 fiscal 2026 results including broad-based market recovery and strategic wins in automotive Ethernet and Gen 6 PCIe switching....
Brendan Burke, Research Director
HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured
March 10, 2025

HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured

Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal...
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Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage
December 23, 2024

Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage

Daniel Newman, Principal Analyst and CEO at The Futurum Group, explores Broadcom’s Q4 and FY2024 earnings, including the company’s record-breaking AI revenue growth and VMware integration’s impact on software expansion....
Intel’s Q3 2024 Earnings Release: Restructuring and Investments
November 4, 2024

Intel’s Q3 2024 Earnings Release: Restructuring and Investments

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Intel’s Q3 2024 earnings report, focusing on the company’s restructuring efforts, investments in artificial intelligence, and...
Dr. Bob Sutor
Microsoft Q1 FY2025 Earnings: Record Growth Driven by AI and Cloud Services
October 31, 2024

Microsoft Q1 FY2025 Earnings: Record Growth Driven by AI and Cloud Services

Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on Microsoft’s Q1 FY2025 earnings, where record growth in AI and cloud segments, including Azure OpenAI and Microsoft 365 Copilot,...
NetApp Q1 FY25 Financial Results Showcase Strong Growth in Cloud and Flash Storage Segments
August 29, 2024

NetApp Q1 FY25 Financial Results Showcase Strong Growth in Cloud and Flash Storage Segments

NetApp Inc. reported strong Q1 FY25 financial results, with a 7.6% YoY revenue growth driven by cloud services and AI integration advancements. The company’s strategic focus on high-demand areas has...
Camberley Bates
Krista Case
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Oracle Q1 2024 Earnings
September 18, 2023

Oracle Q1 2024 Earnings

The Six Five Team discusses Oracle Q1 2024 Earnings....
June 19, 2023

Oracle Q1 Earnings

The Six Five team discusses Oracle Q1 Earnings....
September 7, 2022

HPE Earnings

The Six Five team takes a look at HPE's latest earnings....
September 7, 2022

HP Earnings, Poly Deal Closes

The Six Five team takes a look at HP's earnings and their acquisition of Poly....
August 16, 2022

GlobalFoundries Earnings, Luminar, Lenovo, Micron, NVIDIA & Apple’s Supply Chain Risk – The Six Five Webcast

On this episode of The Six Five, leading global tech analysts Daniel Newman and Patrick Moorhead discuss earnings, the CHIPS Act, Micron's Memory Fab, Apply, and ongoing supply chain issues,...
August 9, 2022

We are LIVE! Talking AMD, Zoho, Micron, Lattice, Pelosi Taiwan Visit and Amazon – The Six Five Webcast

On this episode of The Six Five, leading global tech analysts Daniel Newman and Patrick Moorhead discuss AMD and Lattice earnings, Zoho Days 2022, Amazon's Sustainability report, and Nancy Pelosi's...

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