On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple WWDC24, Broadcom Q2FY24 earnings, Adobe Q2FY24 earnings, Oracle Q4FY24 earnings, enterprise SaaS reset or...
Keith Kirkpatrick and Daniel Newman with The Futurum Group, cover Adobe’s Q2 FY2024 earnings, and the products, segments, and approaches that have propelled the company to a record quarterly revenue...
Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful integration of VMware....
The Futurum Group’s Ron Westfall and Steven Dickens review Oracle’s Fiscal 2024 Q4 and Full Year results and how the company is producing competitive groundswells across the global cloud market....
The Futurum Group’s Global Advisor, Keith Townsend, covers Smartsheet's Q1 FY25 results, illustrating the company's strong momentum and successful execution of its growth strategies. The strong revenue growth, particularly in...
Steven Dickens, VP and Practice Leader, comments on the strategic positioning of MongoDB in the AI-driven market landscape. He highlights the company's adept adaptation to evolving data management trends and...
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q1 Fiscal 2025 results show why the company is positioned solidly to meet the demands of accelerated infrastructure across...
Daniel Newman, CEO and Principal Analyst and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q1 2025 earnings and discuss the factors contributing to the company’s quarterly performance....
Olivier Blanchard, Research Director with The Futurum Group, shares his insights into HP’s Q2 2024 earnings and makes the case for why the PC segment’s recovery has dragged in anticipation...
Olivier Blanchard, Research Director with The Futurum Group, shares his insights into Dell’s Q1 2025 earnings, and sheds some light into how Dell’s complete end-to-end AI ecosystem play, from data...
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