On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Microsoft, Google, AMD, Qualcomm, and Amazon, and Apple extending Qualcomm licensing....
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company....
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to...
Daniel Newman and Keith Kirkpatrick, analysts from The Futurum Group covers Alphabet’s Q4 and FY 2023 earnings, which featured strong overall revenue, cloud revenue, and subscription revenue growth....
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