On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware...
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline...
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Salesforce's Q2 FY25 financial performance, highlighting the company's AI advancements, strong revenue growth, and cloud expansions that drove...
Camberley Bates, Chief Technology Advisor at The Futurum Group, discusses Pure Storage's Q2 FY2025 earnings, highlighting the company's strong financial performance and strategic advancements in AI and sustainability....
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from...
Synopsys, Inc.’s record Q3 earnings reflect the company’s advancements in design automation and AI-driven IP solutions. These innovations support the growth of AI, 5G, and IoT technologies, aligning with the...
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