Leading global tech analysts Patrick Moorhead (Moor Insights &amp; Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.&nbsp; &nbsp; The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.&nbsp; &nbsp; Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights &amp; Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking: &nbsp; Microsoft Q2 FY2024 Earnings       &nbsp; Google Cloud Q4 FY2023 Earnings       &nbsp; AMD Q4 FY2023 Earnings     &nbsp; Qualcomm Q1 FY2024 Earnings       &nbsp; Apple Extends Qualcomm Licensing      &nbsp; Amazon Q4 FY2023 Earnings     &nbsp; Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Ep. 202: We are Live! Talking Microsoft, Google, AMD, Qualcomm, Apple & Qualcomm, Amazon

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Mark Lohmeyer, Vice President &amp; GM Compute and ML Infrastructure, for a conversation on Google Cloud's latest innovations and strategic direction, particularly focusing on workload-optimized infrastructure. The discussion covers:   The holistic approach of Google Cloud toward system-level design optimization across essential technology stacks.   The extensive range of TPUs and GPUs available through Google Cloud and partners, enhancing infrastructure flexibility.   An in-depth look at Google Cloud's AI Hypercomputer architecture designed to supercharge AI operations.   The introduction of Axion, a new custom-designed Arm-based CPU by Google.   Exciting expansions in Google Cloud's storage capabilities, including the launch of Hyperdisk ML for AI applications.   &nbsp;

Google's Workload Optimized Infrastructure at Next '24 - Six Five On the Road

On this episode of Marketing Art and Science, I am joined by Domino Data Lab CMO Thomas Been for a conversation on how Domino is enabling its customers to unleash the power of AI, how marketing is leveraging generative AI to facilitate the customer journey, and how its martech stack is influencing targeting, amplification, and engagement. Our discussion covers:   How Domino Data Lab is enabling organizations to unleash the power of AI to transform leveraging marketing.&nbsp;   About Domino’s MarTech stack and AI integration: The CMO’s recommendations on AI (e.g., build the basics, learn your business, innovate); an overview of Domino’s Martech stack   Marketing’s influence on the customer journey from prospect to advocate, emphasizing use case discovery and valuable content creation   Fail to Fab: An example of turning a marketing failure into a success using technology and generative AI   &nbsp;

How Modern Marketing is Enabling Domino Data Lab to Unleash the Power of AI

In this episode of&nbsp;The 5G Factor, our series that focuses on all things 5G, the IoT, and the 5G ecosystem as a whole, we look at the recent high impact telco cloud, multi-access edge computing (MEC), and APIs moves. The major cloud, edge, and API developments include the progress of Azure Private MEC in supporting manufacturer private 5G network implementations, VMware Telco Cloud Platform Release 4.0 using a horizontal infrastructure approach to ease VNF and CNF deployment and administration, VMware Telco Cloud Platform RAN assisting the optimization of disaggregated RAN functions and CNF management, as well as how the Vonage Singtel partnership is uplifting network, edge, and&nbsp; communications API prospects.&nbsp;&nbsp; Our analytical review focused on: Azure Private MEC Proving Manufacturing Prowess. Microsoft Azure private MEC targets the streamlining and acceleration of private 5G (P5G) networks on the Azure cloud platform by providing a fully managed solution that can allow, for example, manufacturers to deploy and operate their own P5G networks with full control over their data and applications. We delve into how Azure private MEC and its ecosystem partners are helping manufacturers use 5G for improved outcomes with Pegatron, an electronics manufacturer of laptops, smartphones, and gaming consoles, creating its&nbsp;own private 5G network&nbsp;to covers its entire factory and Weavix, through the company’s Internet of Workers platform, is equipping front line workers with wearable technologies and solutions to improve performance and safety. VMware Ups Telco Cloud Proposition. VMware Telco Cloud Platform Release 4.0 focuses on solidifying numerous capabilities into a unified platform that can give telcos the flexibility to modernize their network according to their business objectives particularly through the implementation of requisite automation and assurance capabilities. We discuss how the rigors of designing and managing services combined with the intricacies of coordinating virtual network functions (VNFs) and cloud-native network functions (CNFs) demands a horizontal infrastructure that can support the deployment and administration of VNFs and CNFs with consistency, efficiency, and automation.&nbsp; VMware Telco Cloud Platform RAN Underlines Disaggregation Benefits. VMware Telco Cloud Platform RAN delivers a horizontal platform optimized for running virtualized baseband functions or virtualized distributed units (vDUs) and virtualized central units (vCUs) from various vendors while meeting the stringent performance and latency requirements of a radio access network (RAN).&nbsp;The use of a horizontally consistent architecture that supports cloud-native principles can cultivate the build-out of logical end-to-end networks tailored to different 5G services.&nbsp;We explore why disaggregated RAN functions can be instantiated on a horizontal platform and deployed at the locations that best serve their functional purposes. Plus, how CNFs can be managed efficiently at scale and readily modified to turn business objectives into productive outcomes. Vonage and Singtel Uplift API Prospects. Vonage, part of Ericsson, is partnering with Singtel to integrate Vonage’s API platform with Singtel’s orchestration platform Paragon with the goal of bolstering innovation opportunities for&nbsp;enterprises and telcos through access to a global ecosystem of communications, network, and edge APIs. Paragon-enabled telcos from Singapore, Thailand, Spain, Taiwan, and Indonesia will be able to integrate Vonage and Paragon APIs into a globally unified telco and edge API library as well as worldwide independent software vendors (ISVs), enterprises and developers can look to use the APIs to deliver digital services at greater speed and scale over hybrid networks, hybrid edge, and public cloud infrastructures across multiple markets. We assess why this partnership can be a harbinger to answering why this time is looking...

5G Factor: New Cloud, Edge & API Moves

In this episode of Enterprising Insights, The Futurum Group’s Enterprise Applications Research Director Keith Kirkpatrick discusses the news coming out of the Zendesk and Avaya Analyst Days, focusing on new product enhancements around AI, corporate strategy, and automation. He then closes out the show with the Rant or Rave segment, where he picks one item in the market, and either champions or criticizes it. &nbsp;

Enterprising Insights, Episode 22 -  Zendesk and Avaya Analyst Day Recaps

In this episode of Infrastructure Matters, hosts Camberley Bates, Krista Macomber, and Steven Dickens discuss recent developments in IT infrastructure, with a focus on security, cloud computing, and data protection. They highlight the enduring impact of strategic partnerships and investments among major companies, underscoring the importance of cybersecurity and cloud solutions in today's IT landscape. They also discuss updates from the NAB Show in Las Vegas, discussions on the significance of sovereign clouds, and the potential ramifications of recent acquisitions in the tech space. Key Points:   Cohesity recently completed its Series F funding round, supported by major companies like IBM and NVIDIA, emphasizing the critical role of data protection in cybersecurity.   Commvault announced its acquisition of Appranix, enhancing its capabilities in recovering entire application stacks, especially for cloud-hosted applications.   Cisco introduced Hypershield, integrating AI with network management to improve security and vulnerability management.   Recent investments in sovereign clouds by Oracle, IBM, and AWS illustrate a growing trend towards localizing cloud services to meet regulatory and latency issues.   Future expectations for the industry, such as the potential IPO of Rubrik and the ongoing strategic developments in cloud and cybersecurity.   &nbsp;

Security Bonanza - Infrastructure Matters, Episode 38

Leading global tech analysts Patrick Moorhead (Moor Insights &amp; Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.&nbsp; &nbsp; Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights &amp; Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: &nbsp; Google Q1/24 Earnings&nbsp;  https://twitter.com/danielnewmanUV/status/1783592718712668547  https://x.com/PatrickMoorhead/status/1783651113767706925&nbsp;  https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf  https://finance.yahoo.com/news/alphabet-earnings-preview-all-eyes-on-ai-investments-ad-market-growth-as-meta-disappoints-142011581.html &nbsp; Microsoft Q3/24 Earnings&nbsp;  https://x.com/PatrickMoorhead/status/1783642788409888806&nbsp;  https://twitter.com/danielnewmanUV/status/1783589533725958356  https://www.microsoft.com/en-us/investor/earnings/fy-2024-q3/press-release-webcast  https://www.microsoft.com/en-us/Investor/earnings/FY-2024-Q3/performance &nbsp; ServiceNow Q1/24 Earnings&nbsp;  https://twitter.com/danielnewmanUV/status/1783231711490302031  https://www.servicenow.com/company/media/press-room/first-quarter-2024-financial-results.html &nbsp; SAP Q1/24 Earnings  https://twitter.com/danielnewmanUV/status/1782746698625737023  https://twitter.com/PatrickMoorhead/status/1783309345779814513 https://news.sap.com/2024/04/sap-announces-q1-2024-results/ &nbsp; Meta Q1/24 Earnings  https://twitter.com/danielnewmanUV/status/1783239579463553395  https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-First-Quarter-2024-Results/default.aspx &nbsp; IBM Q1/24 Earnings  https://x.com/PatrickMoorhead/status/1783319862950998392&nbsp; &nbsp; Intel Q1/24 Earnings&nbsp;  https://x.com/PatrickMoorhead/status/1783635930894782641&nbsp;  https://twitter.com/danielnewmanUV/status/1783596972236050773  https://twitter.com/danielnewmanUV/status/1783600304577012055  https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results https://finance.yahoo.com/news/intel-earnings-135825817.html &nbsp; Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Ep. 214: We are Live! Talking Google, Microsoft, ServiceNow, SAP, Meta, Intel

, National Senior Manager of Partner Solutions at  for Business, joins Ron Westfall and Krista Macomber to discuss the rapidly evolving threat landscape and steps decision makers can take to protect their organizations. They delve into why 5G connected laptops are integral to meeting mounting cybersecurity threats, particularly as remote work is increasing, and how they can empower organization to connect securely from anywhere, especially through the backing of a nationwide 5G standalone network.  Their discussion covers:    The increase in cybersecurity threats and the potential risks, impacts, and costs they can incur for businesses.   How the increase in remote work is expanding the traditional attack surface including more risks posed by public Wi-Fi   An explanation of what connected laptops are and the opportunity they represent in the market.   How connected laptops empower organizations to , limiting their reliance on risky unknown Wi-Fi networks and eliminating the risks they pose.&nbsp;   The strategic value of a nationwide 5G standalone network in attaining optimized 5G connected laptop outcomes.   For more information, download our report,&nbsp;, and the  on our website.

How to Work Securely from Virtually Anywhere with 5G Connected Laptops

In this episode of&nbsp;The 5G Factor, our series that focuses on all things 5G, the IoT, and the 5G ecosystem as a whole, we review the Q1 2024 earnings of T-Mobile, Verizon, and AT&amp;T and their impact across the 5G ecosystem, BT’s partnership with Global to modernize its UK Portfolio Businesses, and Charter’s Q1 2024 earnings reflect making significant strides in residential mobile service revenue growth.&nbsp; Our analytical review spotlighted: Big 3 US Mobile Operators Hit Guidance Home Runs:&nbsp;T-Mobile reported Q1 2024 results, raising full year guidance and delivering breakthrough customer growth, including a higher share of postpaid phone net additions year-over-year and matching its lowest ever Q1 postpaid phone churn. Verizon spotlighted that the company is on track to meet its financial guidance and to deliver positive Consumer postpaid phone net adds for the year. AT&amp;T stressed that the Q1 2024 results reflect continued strong growth in the company’s Mobility and Consumer Wireline connectivity businesses, which represent about 80% of its total revenues. This consistent, solid performance driven by its investment-led strategy gives AT&amp;T confidence to re-affirm full-year consolidated financial guidance. We examine why all three major operators fulfilled their guidance, who excelled in their guidance outcomes, and the implications of the results for the entire mobile ecosystem.&nbsp; BT Partners with Global to Modernize UK Portfolio Businesses. BT’s&nbsp; comes a year since BT’s former Enterprise and Global divisions came together to create one B2B unit connecting customers in the UK and internationally. As a group of standalone businesses that consume BT’s core assets and serve diverse industries, its UK Portfolio Businesses are integral to BT from the Media &amp; Broadcast services that focus much of the UK’s digital content to the company’s directories businesses that underpin BT’s critical 999 service and credit reference agencies. We assess how BT’s agreement with Global to continue marketing and selling advertising on BT’s 1,000+ existing Street Hubs as well as convert up to 2,000 conventional BT payphones and kiosks into brand new Street Hubs will play a critical role in modernizing BT’s B2B proposition.&nbsp; Charter’s Q1 2024 Reflect Residential Mobile Strides. Charter Communications Q1 2024 included revenue of&nbsp;$13.7 billion&nbsp;grew by 0.2% year-over-year, driven by residential mobile service revenue growth of 37.8% and residential Internet revenue growth of 1.9%. Also, Q1 2024 total residential and SMB mobile lines increased by 486,000. As of&nbsp;March 31, 2024, Charter served a total of 8.3 million mobile lines. Plus, as of&nbsp;March 31, 2024, Charter had a total of 32.0 million residential and SMB customer relationships, excluding mobile-only relationships. We explore why we see Charter executing on the company’s plan to evolve its network at a lower cost than its competitors to offer symmetrical and multi-gigabit speeds across its entire footprint.

5G Factor: Q1 2024 Earnings Implications and Pay Phones

In this episode of Infrastructure Matters, hosts Steven Dickens and Camberley Bates cover the Rubrik IPO, Oracle’s positioning in the cloud market, plus IBM’s Storage announcements. Key topics covered:&nbsp;   Rubric IPO: Rubric, a data protection company, went public with a $5.6 billion valuation, emphasizing its scale-out data protection capability and its focus on cybersecurity.   IBM Earnings and Acquisition: IBM reported solid earnings, with notable growth in software and hybrid cloud, and announced the acquisition of HashiCorp for $35 a share, enhancing its open-source support model.   IBM Storage Announcements: IBM introduced Storage Assurance Perpetual, a program aimed at keeping customers' storage infrastructure current over an eight-year period, and unveiled enhancements to its virtualized storage product, SVC, focusing on replication and mirroring capabilities.   Google Cloud Growth: Google Cloud's revenue surged 28% year-on-year, nearing $10 billion for the quarter, signaling strong sales execution and growth momentum in the enterprise market.   Oracle Developments: Oracle showcased its Exadata platform's cloud connectivity and cost-effectiveness, positioning itself as a competitive player in the IaaS space. Larry Ellison's involvement highlighted the company's AI strategy and its integration with the Cerner acquisition for healthcare innovation.   &nbsp;

Q1 Earnings and another busy week in Tech! - Infrastructure Matters, Episode 39

Leading global tech analysts Patrick Moorhead (Moor Insights &amp; Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.&nbsp; &nbsp; Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights &amp; Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: &nbsp; AMD Q1/24 Earnings        &nbsp; Amazon Q1/24 Earnings &amp; Q Goes GA          &nbsp; Qualcomm Q2/FY24 Earnings        &nbsp; Apple Q2/FY24 Earnings        &nbsp; Lattice Q1/24 Earnings      &nbsp; Commvault Q4/FY24 Earnings     &nbsp; Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Ep. 215: We are Live! Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault

Leading tech analysts from The Futurum Group share weekly deep dives on the latest tech news, new products and services, mergers, earnings, regulations, and more. The Futurum Tech Webcast will keep you current on what’s happening in the tech space — from startups to industry leaders, emerging tech, and what’s ahead for industries across the globe, along with interviews with tech industry leaders and experts.

Subscribe now and stay connected to this exciting journey into the world of technology and the future of work. For more information, visit https://www.futurumgroup.com.

As a reminder, the Futurum Tech Webcast is intended as an informational webcast/podcast only. While publicly traded companies and equities are frequently discussed, the analysts on this show are not in any way offering financial or investment advice.

Ep. 202: We are Live! Talking Microsoft, Google, AMD, Qualcomm, Apple & Qualcomm, Amazon

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