Tag: Earnings

AMD Q1/24 Earnings
May 9, 2024

AMD Q1/24 Earnings

The Six Five team discusses AMD Q1/24 earnings....
Q1 2024 Earnings: AI and Teradata’s Evolutionary Role
May 9, 2024

Q1 2024 Earnings: AI and Teradata’s Evolutionary Role

The Futurum Group’s Steven Dickens discusses Teradata’s Q1 2024 earnings and the company’s expert navigation of the AI-enhanced data landscape....
GlobalFoundries Q1 2024: Delivering Beats and Riding Mobility Recovery
May 8, 2024

GlobalFoundries Q1 2024: Delivering Beats and Riding Mobility Recovery

The Futurum Group’s Ron Westfall and Daniel Newman examine GlobalFoundries’ solid Q1 2024 results due to funding from the US Department of Commerce and New York State that enables the...
Twilio Beats Guidance, Posts Strong Q1 2024 Results
May 8, 2024

Twilio Beats Guidance, Posts Strong Q1 2024 Results

The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Twilio’s Q1 2024 earnings and discuss the elements that the company must address to move forward in the...
Informatica Earnings Report: First Quarter 2024 Financials
May 7, 2024

Informatica Earnings Report: First Quarter 2024 Financials

The Futurum Group’s Steven Dickens shares his insights on the recent release of the Informatica first quarter (Q1) 2024 earnings report....
Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault
May 7, 2024

Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and...
Amazon Q1 2024 Financial Performance: A Deep Dive
May 7, 2024

Amazon Q1 2024 Financial Performance: A Deep Dive

The Futurum Group’s Daniel Newman and Steven Dickens note Amazon's Q1 2024 earnings and discuss the company’s expansion into retail, advertising, and cloud computing as a masterclass in market disruption....
OpenText Q3 Driven by Strength in Cloud and Annual Recurring Revenue
May 7, 2024

OpenText Q3 Driven by Strength in Cloud and Annual Recurring Revenue

The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on OpenText’s strong Q3 fiscal 2024 earnings....
Qualcomm Q2 2024 Earnings
May 6, 2024

Qualcomm Q2 2024 Earnings

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage...
AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions
May 3, 2024

AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early...
5G Factor: Q1 2024 Earnings Implications and Pay Phones
May 1, 2024

5G Factor: Q1 2024 Earnings Implications and Pay Phones

The Futurum Group’s Ron Westfall and Olivier Blanchard review the Q1 2024 earnings of T-Mobile, Verizon, and AT&T and their impact on the 5G ecosystem, BT’s partnership with Global to...

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