Keith Kirkpatrick, Research Director at The Futurum Group, discusses Alphabet’s Q3 2024 earnings, focusing on AI's driving revenue growth for Google Services and Google Cloud and how the company uses...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm, Arm & Qualcomm, SAP, IBM, ServiceNow, and NVIDIA...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss HP Imagine 2024 and NetApp Insight 2024, along with Microsoft & Google, GSA, Micron, &...
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Adobe’s Q3 2024 earnings, analyzing subscription growth across key segments and how AI is shaping the company’s future....
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Broadcom and HPE along with Chip announcements from Intel and Qualcomm....
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