Tag: Earnings

May 17, 2024

Cisco Q3 2024: Networking, Security, Observability, and Data Wax

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q3 FY 2024 results and why Cisco’s progress with the integration of Splunk and the harnessing of portfolio synergies provides...

Ron Westfall & Daniel Newman

May 16, 2024

Video Research Note

GlobalFoundries Q1/24 Earnings

The Six Five team discusses GlobalFoundries Q1/24 earnings....

Daniel Newman

May 16, 2024

Video Research Note

Arm Q4 FY24 Earnings

The Six Five team discusses Arm Q4 FY24 earnings....

Daniel Newman

May 16, 2024

Video Research Note

Welcome Stacy Rasgon, Bernstein Research

The Six Five team discusses welcome Stacy Rasgon, Bernstein Research....

Daniel Newman

May 15, 2024

Market Coverage

Quantum in Context: D-Wave Q1 2024 Earnings

Compared with Q4 2023, D-Wave had a consistent quarter to start 2024. Its fast-anneal feature is a notable achievement that will benefit existing users, allowing them to run individual computations...

Dr. Bob Sutor

May 13, 2024

Six Five Webcast

Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman invite a special guest, Stacy Rasgon to discuss the Intel, Qualcomm, and Huawei license, Arm Q4...

Daniel Newman

May 10, 2024

Market Coverage

Quantum in Context: IonQ Announces Q1 2024 Earnings

The Futurum Group’s Dr. Bob Sutor examines quantum computing company IonQ’s Q1 2024 earnings report, discusses their relative financial position, and points out the key metric to watch over the...