Tag: Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft Earnings, Qualcomm, Samsung, Google Earnings, T-Mobile, Intel Earnings and Ericsson 18A for IFS, and the Adobe-Figma Deal.
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s fiscal Q2 2023 and why they see Intel executing on its strategy across its portfolio, including advancing its five processes in 4 years on time as well as positive indications around foundry, reinforced by the robust revenue growth registered by IFS. As such, Q2 2023 marked a positive inflection and can be flagged as a potential turning point after several very tough quarters.
The Futurum Group’s Ron Westfall assesses why the formation of the Network Resilience Coalition can advance improvements in the updating of hardware and software on a more consistent and systematic basis on a global basis, including supporting organizations in attaining the end-to-end visibility key to bolstering network hardware and software resilience that can advance overall cybersecurity capabilities across their networks.
Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem sharing their views on how Juniper and Intel working together on Juniper’s Beyond Labs initiative can foster and accelerate ecosystem-wide 5G transformation.
The Futurum Group’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem including Qualcomm advocacy of operators accelerating their 5G Standalone implementations to spur wider developer interest, Juniper and Intel working together on Juniper’s Beyond Labs initiative to foster 5G transformation, and Samsung and Mediatek demonstrating 3Tx antenna capabilities key to spurring 5G uplink performance and experience.
The Six Five team discusses Oracle optimizing DB for Arm and Ampere as well as Larry Ellison's comments about AMD and Intel.
The Six Five Team discusses Intel Foundry Disclosures.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss HPE Discover 2023, MongoDB Local NYC 2023, Oracle EU Sovereign Cloud, Adobe Earnings, Intel Foundry Disclosures and Oracle Generative AI capabilities with Cohere.
Daniel Newman, Chief Analyst and CEO and Mark Beccue, Research Director at The Futurum Group examine the recent trend where savvy AI players are seeking to gain a generative AI edge by partnering with generative AI specialists, collaborating with customers and generative AI specialists, and investing in generative AI startups.
The Futurum Group’s Ron Westfall and Daniel Newman evaluate the x86 architecture and why they believe having the largest footprint in public and private clouds, provides testament to the trust and long-standing relationship between Intel and the ecosystem and allows organizations to avoid mixing microprocessor architectures from different vendors, such as Arm, thereby creating more challenges, risks, and cost, across their private, public, and hybrid cloud environments.
On this episode of the Six Five, hosts Daniel Newman and Patrick Moorhead discuss the Earnings Palooza for Microsoft, Google, Amazon, Intel, T-Mobile, and Activision.
Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the first quarter of fiscal 2023, including $11.7 billion revenue, down 36% year over year, and why they believe the company is meeting the top challenge of executing a strategic plan that requires vigilance but also a great deal of patience, such as delivering on its IDM 2.0 roadmap as well as meeting process and product portfolio objectives that can entail or require a horizon beyond 2023 to bear more enduring fruit.

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