On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Micron, Google Gemini improvements, NVIDIA updates and more....
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Adobe, Broadcom, and Oracle, along with Marvell Industry Analyst Day and Lattice Semi...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2024, Intel CEO departure, and earnings from Pure Storage, Salesforce, Synopsys, Marvell, and...
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce's Q3 FY25 earnings. Key topics include the financial impact of its Agentforce AI platform, cRPO growth, strategic acquisitions, and the...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss recent events including Microsoft Ignite, OpenText World and Qualcomm Investor Days along with other tech...
Olivier Blanchard, Research Director at The Futurum Group, delves into Qualcomm’s Q4 FY 2024 earnings, focusing on how strategic diversification across automotive, IoT, and handsets drove record growth and positioned...
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines the 3Q 2024 financial results from the three quantum computing companies that went public via SPACs:...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, Lattice, Cisco and much more!...
Olivier Blanchard, Research Director at The Futurum Group, discusses how Coherent’s Q1 FY2025 earnings were driven by AI-enabled Datacom transceivers and advanced laser innovations, positioning the company for growth across...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Google, AMD, Microsoft, Apple, Amazon, and Intel....
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