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Tag: Earnings

We are Live! Talking Intel and UMC, IBM, SAP, ServiceNow, Apple, Intel
January 30, 2024

We are Live! Talking Intel and UMC, IBM, SAP, ServiceNow, Apple, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the earnings results for IBM, Intel, SAP, and ServiceNow, Intel IFS and UMC collaboration, and...
Unpacking Tesla's 2023 Earnings
January 29, 2024

Unpacking Tesla’s 2023 Earnings

The Futurum Group’s Steven Dickens and Olivier Blanchard share their insights into Tesla’s Q4 2023 earnings call and highlight some of the company’s most critical challenges and opportunities for 2024...
Olivier Blanchard
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ServiceNow Q4 2023 Earnings Exceed Guidance, Driven by Generative AI
January 26, 2024

ServiceNow Q4 2023 Earnings Exceed Guidance, Driven by Generative AI

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q4 and FY 2023 earnings and discuss how the company has successfully leveraged generative AI to drive revenue growth....
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IBM Grew Revenue in All Segments in Q4 2023
January 25, 2024

IBM Grew Revenue in All Segments in Q4 2023

Daniel Newman and Steven Dickens, analysts with The Futurum Group, share their insights about IBM Q4 revenue growth, driven by continued adoption of its hybrid cloud and AI offerings....
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SAP Meets or Exceeds All Key Financial Metrics for FY 2023
January 25, 2024

SAP Meets or Exceeds All Key Financial Metrics for FY 2023

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover SAP’s Q4 and FY 2023 earnings and discuss the impact of the company’s planned restructuring....
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TSMC Earnings
January 24, 2024

TSMC Earnings

The Six Five team discusses TSMC earnings....
We are Live! Talking Davos 2024, Samsung Unpacked, TSMC, IBM, Synopsys, Intel & DigitalBridge
January 23, 2024

We are Live! Talking Davos 2024, Samsung Unpacked, TSMC, IBM, Synopsys, Intel & DigitalBridge

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Davos 2024, Samsung Unpacked, TSMC earnings, IBM’s acquisition of Advanced’s application modernization assets, Synopsys’ acquisition...
Making Markets EP49: The Future of Silicon: Sassine Ghazi’s Vision as the New CEO of Synopsys
January 17, 2024

Making Markets EP49: The Future of Silicon: Sassine Ghazi’s Vision as the New CEO of Synopsys

In this episode of Making Markets, Sassine Ghazi, President and CEO of Synopsys, joins host Daniel Newman for a conversation about Synopsys’ recent earnings and outlook for 2024, his top...
Making Markets EP48: Elastic CEO Ash Kulkarni on Generative AI, Elastic’s Recent Earnings, its Product Evolution and the Company’s Solutions for Search & Other Challenges
January 5, 2024

Making Markets EP48: Elastic CEO Ash Kulkarni on Generative AI, Elastic’s Recent Earnings, its Product Evolution and the Company’s Solutions for Search & Other Challenges

In this episode of Making Markets, Ash Kulkarni, CEO of Elastic, talks with host Daniel Newman about Generative AI, Elastic’s recent earnings, its product evolution and the company’s solutions for...
Micron Q1 Earnings
January 3, 2024

Micron Q1 Earnings

The Six Five team discusses the Micron Q1 Earnings results....
We are Live! Talking Microsoft, Micron, Cisco, Semis, AI, Cloud
January 3, 2024

We are Live! Talking Microsoft, Micron, Cisco, Semis, AI, Cloud

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the NYT’s lawsuit against OpenAI & Microsoft, the latest earnings from Micron, Cisco and Isovalent,...
Adobe Q4 2023 Earnings; CMA Shows Up 18 Months
December 20, 2023

Adobe Q4 2023 Earnings; CMA Shows Up 18 Months

The Six Five team discusses the Adobe Q4 2023 Earnings; CMA Shows Up 18 Months....

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