On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another...
Steven Dickens from The Futurum Group highlights Google's impressive cloud revenue growth, emphasizing its strategic focus on leveraging AI and vast data resources to differentiate itself from competitors. He notes...
Olivier Blanchard, Research Director at The Futurum Group, digs into the Ford Motor Company’s Q2 2024 earnings, shares his insights on why EV sales might be a red herring, and...
Steven Dickens, Chief Technology Advisor from The Futurum Group, shares insights on IBM's strong Q2 2024 performance, driven by strategic investments in AI and hybrid cloud solutions....
Keith Kirkpatrick, Research Director with The Futurum Group, shares insights on how generative AI drove ServiceNow’s impressive Q2 2024 revenue growth, highlighting new AI capabilities and strategic partnerships....
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Alphabet's Q2 2024 earnings, focusing on significant revenue growth, the impact of generative AI, and impressive Google Cloud...
Keith Kirkpatrick and Daniel Newman at The Futurum Group, share their insights on SAP’s Q2 2024 results fueled by strong cloud revenue growth, significant customer wins, AI integration, and strategic...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss CrowdStrike Global meltdown, Meta won't do GAI in EU or Brazil, HP Imagine AI 2024,...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Micron Q3FY24 earnings, their first personal impressions on Copilot+ PC, Google kills endless scroll, Lenovo...
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