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Tag: Earnings

Lenovo Q1FY24: Service-Led Solutions and AI Are Primary Growth Vectors
August 18, 2023

Lenovo Q1FY24: Service-Led Solutions and AI Are Primary Growth Vectors

Daniel Newman and Olivier Blanchard of The Futurum Group share their insights on Lenovo’s Q1FY24 earnings, which highlight the strength of the group’s AI and services businesses and a possible...
Olivier Blanchard
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GlobalFoundries Q2 2023 Earnings
August 14, 2023

GlobalFoundries Q2 2023 Earnings

The Six Five team discusses GlobalFoundries Q2 2023 earnings release....
178-03 Qualcomm Earnings
August 8, 2023

Qualcomm Earnings

The Six Five team discusses Qualcomm's latest earnings release....
178-01 Amazon AWS Earnings
August 8, 2023

Amazon/AWS Earnings

The Six Five team discusses Amazon/AWS's latest earnings release....
Talking Amazon AWS AMD Qualcomm Latice Semi Apple Zoom
August 8, 2023

We are live! Talking Amazon, Apple, Qualcomm, AMD, Zoom, and Lattice – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Amazon/AWS, Apple, Qualcomm, AMD, and Lattice and the recent Zoom Perspectives 2023 event....
OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth
August 4, 2023

OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth

Steven Dickens, VP and Practice Leader and Keith Kirkpatrick, Research Director at The Futurum Group share their insights on OpenText’s Q4 and FY 2023 earnings. OpenText Inc. has reported strong...
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August 4, 2023

Amazon Smashes Profit Expectations, Surpasses Sales Projections

Daniel Newman, Chief Analyst and Steven Dickens, VP and Practice Leader at The Futurum Group share their insights on Amazon’s Q2 earnings. Amazon's Q2 2023 financial performance, marked by its...
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August 4, 2023

Informatica Earnings: Surpassing Estimates With Strong Growth

Steven Dickens, VP and Practice Leader at The Futurum Group shares his insights on Informatica's Q2 earnings. Informatica reported quarterly earnings of $0.17 per share, demonstrating robust financial management. Over...
T-Mobile Q2 2023- Breakthrough Growth in Customers and Profitability
July 30, 2023

T-Mobile Q2 2023: Breakthrough Growth in Customers and Profitability

The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q2 2023 results and why they expect T-Mobile to fulfill its raised 2023 guidance as the company is consistently outperforming...
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AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI
July 27, 2023

AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI

Daniel Newman, CEO and Steven Dickens, VP and Practice Leader at The Futurum Group, share their insights on Microsoft earnings. Microsoft's Q4 earnings showcased the significant impact of AI across...
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Alphabet's Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth
July 27, 2023

Alphabet’s Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth

The Futurum Group analysts Daniel Newman and Steven Dickens share their insights on Q2 earnings from Alphabet, parent company of Google. Alphabet's Q2 earnings surpassed expectations, driven by strong advertising...
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ServiceNow Revenue Up in Q2 2023 to $2.15 Billion, Beating Estimates
July 27, 2023

ServiceNow Revenue Up in Q2 2023 to $2.15 Billion, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss examine ServiceNow’s increase in revenue during Q2 2023 to $2.15 billion, beating estimates, as the cloud digital workflow automation software...
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