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Tag: Earnings

Cisco Q4FY24 Earnings
August 20, 2024

Cisco Q4FY24 Earnings

The Six Five team discusses Cisco Q4FY24 Earnings...
Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
August 20, 2024

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings,...
Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
August 19, 2024

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already...
Olivier Blanchard
Cisco Q4 & FY 2024: Focus on AI, Security, and Cloud
August 15, 2024

Cisco Q4 & FY 2024: Focus on AI, Security, and Cloud

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 2024 and FY 2024 results and why Cisco’s portfolio consolidations focused its AI, security, and cloud capabilities pave the...
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GlobalFoundries Q2FY24 Earnings
August 14, 2024

GlobalFoundries Q2FY24 Earnings

The Six Five team discusses GlobalFoundries Q2FY24 earnings....
Rigetti Computing Reports Second Quarter 2024 Financial Results
August 13, 2024

Rigetti Computing Reports Second Quarter 2024 Financial Results

The Futurum Group’s Dr. Bob Sutor discusses Rigetti Computing’s Q2 2024 earnings, highlighting $3.1 million in revenue and the development of the 84-qubit Ankaa-3 system. Read on for an in-depth...
Dr. Bob Sutor
D-Wave Reports Second Quarter 2024 Results
August 13, 2024

D-Wave Reports Second Quarter 2024 Results

The Futurum Group’s Dr. Bob Sutor shares his insights on D-Wave’s second-quarter 2024 results, highlighting the company’s growth, technological advancements, and strategic partnerships....
Dr. Bob Sutor
IonQ Reports Second Quarter 2024 Financial Results
August 13, 2024

IonQ Reports Second Quarter 2024 Financial Results

The Futurum Group’s Dr. Bob Sutor discusses IonQ’s Q2 2024 results, which include a 160% year-over-year revenue increase to $5.5 million and a raise of its full-year guidance, reflecting growing...
Dr. Bob Sutor
Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI
August 12, 2024

Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Marvell to solve memory challenges for cloud providers, GlobalFoundries Q2FY24 earnings, Google deemed a monopoly...
Enterprising Insights: Episode 34 – Earnings Season for Enterprise Applications
August 8, 2024

Enterprising Insights: Episode 34 – Earnings Season for Enterprise Applications

In this episode of Enterprising Insights, The Futurum Group Research Director Keith Kirkpatrick discusses recent earnings from OpenText, Twilio, ServiceNow, and Alphabet (Google) and explains how their earnings reflect larger...
8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense
August 8, 2024

8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense

Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or...
Olivier Blanchard
The Future of NVIDIA: A Comparison with Intel and Cisco's Legacy
August 8, 2024

The Future of NVIDIA: A Comparison with Intel and Cisco’s Legacy

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on the position of NVIDIA in the marketplace and how this relates to the wider trends in the...

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