Tag: Earnings

T-Mobile Q1 2024: Breakthrough Service Revenue and Profitability
April 26, 2024

T-Mobile Q1 2024: Breakthrough Service Revenue and Profitability

The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its...
ServiceNow Posts Strong Q1, Driven by Big Deals and Subscriptions
April 26, 2024

ServiceNow Posts Strong Q1, Driven by Big Deals and Subscriptions

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q1 2024 earnings and discuss how the company has successfully leveraged generative AI across its platform to drive revenue growth....
Alphabet Earnings Analysis: Navigating AI and Cloud Computing
April 26, 2024

Alphabet Earnings Analysis: Navigating AI and Cloud Computing

The Futurum Group’s Steven Dickens and Keith Kirkpatrick cover Google’s Q1 2024 earnings and discuss how the company’s innovations across cloud, workflows, and AI are helping it to drive success....
Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat
April 26, 2024

Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the...
IBM Q1 2024 Earnings: A Deep Dive into Hybrid Cloud and AI Strategy
April 25, 2024

IBM Q1 2024 Earnings: A Deep Dive into Hybrid Cloud and AI Strategy

Steven Dickens, Vice President and Practice Lead, at The Futurum Group, provides his insights into IBM’s earnings and how the announcement of the HashiCorp acquisition is playing into continued growth...
SAP’S Strong Q1 2024 Revenue Driven by Cloud and Business AI Demand
April 25, 2024

SAP’s Strong Q1 2024 Revenue Driven by Cloud and Business AI Demand

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover SAP’s Q1 2024 earnings and discuss the continuing impact of the company’s focus on migrating customers to its cloud-based ERP system....
Micron Tech Q2 FY24 Earnings
March 27, 2024

Micron Tech Q2 FY24 Earnings

The Six Five team discusses Micron Tech Q2 FY24 Earnings....
Talking NVIDIA, Apple, Broadcom, Intel, Micron, Synopsys
March 25, 2024

Talking NVIDIA, Apple, Broadcom, Intel, Micron, Synopsys

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA GTC 2024, Broadcom Investor Day, Intel’s $20B CHIPS Act funding, Apple sued by DoJ...
MongoDB Q4 FY2024 Earnings
March 20, 2024

MongoDB Q4 FY2024 Earnings

The Six Five team discusses MongoDB Q4 FY2024 Earnings....
Adobe Q1 FY2024 Earnings
March 20, 2024

Adobe Q1 FY2024 Earnings

The Six Five team discusses Adobe Q1 FY2024 Earnings....
Oracle Q3 FY2024 Earnings
March 20, 2024

Oracle Q3 FY2024 Earnings

The Six Five team discusses Oracle Q3 FY2024 Earnings....
Quantum in Context: Rigetti Q4 2023 Earnings and Other Numbers
March 19, 2024

Quantum in Context: Rigetti Q4 2023 Earnings and Other Numbers

The Futurum Group’s Dr. Bob Sutor examines Rigetti Computing’s announcement of its Q4 and full year 2023 earnings, putting the company’s quantum technology and products into an understandable context....

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