Tag: Earnings

Informatica's Fiscal 2023 Performance
February 16, 2024

Informatica’s Fiscal 2023 Performance

The Futurum Group’s Steven Dickens reviews Informatica’s Q4 and FY 2023 earnings results, which not only shattered growth and profitability forecasts but also solidified its standing as a leader in...
GlobalFoundries Q4 and FY 2023: Automotive Shines Brightly
February 16, 2024

GlobalFoundries Q4 and FY 2023: Automotive Shines Brightly

The Futurum Group’s Ron Westfall and Daniel Newman assess why they believe GlobalFoundries’ Q4 and FY 2023 results showed GF’s partnership diversification played a key role in the automotive end...
Cisco Q2 2024: Security, Collaboration, and Observability Shine
February 16, 2024

Cisco Q2 2024: Security, Collaboration, and Observability Shine

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q2 FY 2024 results and why the improving subscription-based revenue trend provides a positive framework to successfully address concerns that...
Lattice Semiconductor Q4 and FY 2023 Earnings
February 15, 2024

Lattice Semiconductor Q4 and FY 2023 Earnings

The Futurum Group’s Daniel Newman shares his insights on the Lattice Q4 and FY 2023 earnings report and takes a look at the future outlook for Lattice and the semiconductor...
Arm Q3 FY24 Earnings
February 14, 2024

Arm Q3 FY24 Earnings

The Six Five team discusses Arm Q3 FY24 earnings....
Teradata's Q4 and FY 2023 Financial Results
February 13, 2024

Teradata’s Q4 and FY 2023 Financial Results

The Futurum Group’s Steven Dickens reviews Teradata’s Q4 and FY 2023 earnings results. The company's financial results and strategic advancements in AI and cloud computing signal strong momentum and a...
We are Live! Talking Zoho, Arm, Cohesity & Veritas, Apple, Google, Intel
February 13, 2024

We are Live! Talking Zoho, Arm, Cohesity & Veritas, Apple, Google, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Zoho Day 2024, Arm earnings, Cohesity and Veritas’ deal, Apple Vision Pro first impressions, Google...
NXP Q4 and FY 2023 Earnings Point to Strength of Automotive Segment
February 9, 2024

NXP Q4 and FY 2023 Earnings Point to Strength of Automotive Segment

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on NXP Q4 and FY 2023 earnings, which generally beat expectations and point to automotive, IoT/IIoT, and Mobile segments...
onsemi Earnings Report: Q4 and Fiscal Year 2023 Financials
February 8, 2024

onsemi Earnings Report: Q4 and Fiscal Year 2023 Financials

The Futurum Group’s Daniel Newman shares his insights on the recent release of the onsemi earnings report, revealing Q4 and FY 2023 financials. He also takes a look at the...
Enterprising Insights: Episode 11 – Earnings Season and Enterprise Application Usability
February 8, 2024

Enterprising Insights: Episode 11 – Earnings Season and Enterprise Application Usability

Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, discusses several key enterprise application insights from earnings season, and also discusses the issue of enterprise application usability....
Amazon Reports Q4 and Full Year 2023 Earnings
February 8, 2024

Amazon Reports Q4 and Full Year 2023 Earnings

The Futurum Group’s Steven Dickens and Daniel Newman share their insights on Amazon’s Q4 and FY 2023 earnings and how the next phase of growth will necessitate AWS continuing to...
OpenText Q2 Revenue Growth Driven by Cloud Services, Customer Support
February 6, 2024

OpenText Q2 Revenue Growth Driven by Cloud Services, Customer Support

The Futurum Group’s Steven Dickens and Keith Kirkpatrick share their insights on OpenText’s strong Q2 fiscal 2024 earnings....

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