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...
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...
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...
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....
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...
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into the methodology behind Ford Pro’s accelerating success in driving EV adoption and software services subscriptions in the commercial...
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...
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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