In this episode of the Futurum Tech Webcast, I’m joined by my colleagues Daniel Newman and Fred McClimans to discuss the reports of Intel Corp being in talks to buy semiconductor manufacturer Global Foundries for about $30 billion. There’s no doubt the silicon industry is in the midst of a crisis — limited fab capabilities and supply chain disruptions (due to trade conflicts and the ongoing pandemic) have impacted chip companies, their customers, and end consumers the world over. Would an acquisition of this nature rock the chip industry or make it better? In this conversation we covered a lot of ground, including:  Intel’s commitment announced just a short while ago, to expand its advanced chip manufacturing capacity by spending as much as $20 billion investing in U.S. factories GlobalFoundries ownership, and whether that’s a benefit or a bonus as it competes for the $52 billion budget recent approved by the U.S. Senate to try and fix the semiconductor supply chain. The NVIDIA/Arm deal and whether this is a defensive move by intel, along with thoughts on AMD What regulators might think about this, and how it’s not just the U.S. regulators that would play a role here. How likely it is that GlobalFoundries would get a piece of the . What stands out about the proposed deal, and where the problems are  We close the show with Fred and Daniel’s predictions on what chances they see of this actually happening and you’ll have to watch or listen to the episode for those deets. All in, this will definitely be interesting to watch play out.

Thoughts on the Intel GlobalFoundries news. Good? Bad? Ever going to happen?

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

On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined by Microsoft's Herain Oberoi, General Manager, Microsoft Security for a conversation on securing and governing AI. Their discussion covers:   The importance of securing AI, in light of Microsoft Security's recent announcements.   Unique threats and risks associated with generative AI and Microsoft’s strategies.   Strategies to address the concern of sensitive data leakage with AI adoption.   Insights and recommendations for organizations planning to adopt Copilot for M365.   &nbsp;

Securing and Governing AI with Microsoft Security - Six Five on the Road

On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined&nbsp; by Microsoft's Vasu Jakkal, Corporate Vice President, Microsoft Security for a conversation on Microsoft’s unwavering commitment to security. Their discussion covers:   Microsoft’s expanded Secure Future Initiative and its approach to security   Insights from the deployment of Microsoft Copilot for Security and its impact from a customer perspective   The role of GenAI in the realm of cybersecurity, examining both threats and defenses   The concept of "security as a team sport" and Microsoft's strategy in fostering robust security ecosystems   &nbsp;

Security Above All Else - Six Five on the Road

On this episode of Marketing Art and Science, I am joined by Delta Airlines’ CMO Alicia Tillman for a conversation on how modern marketing is enabling Delta to revolutionize travel globally. Together, we explore the massive impact Delta’s MarTech stack is having on the business and dive into the emerging technologies Delta is deploying that are already profoundly influencing the personalized passenger experience.&nbsp; Our discussion covers:&nbsp;   Alicia Tillman's role as CMO of Delta Airlines and the company's recent recognition for innovation and customer experience at events like SXSW 2024.   A discussion on Delta's transformation as a digitally and culturally progressive 99-year-old organization that emphasizes how technology is enhancing passenger and employee experiences   Delta's MarTech stack and its influence on brand identity, sales pipeline optimization, and the integration of emerging technologies like AI and IoT to fuel a highly personalized passenger experience.   Insights into Delta's future, including its commitment to global connectivity and the implementation of tech-driven initiatives aimed at enhancing passenger and employee experiences while influencing key business metrics.   Fail to Fab story, Tillman describes a marketing initiative experiment campaign that did not go according to plan and how Delta marketing transformed it into a fabulous marketing win.   &nbsp;

How Modern Marketing is Enabling Delta Airlines to Revolutionize Travel

In this episode of Enterprising Insights, The Futurum Group’s Enterprise Applications Research Director Keith Kirkpatrick discusses the Oracle Analyst Summit, a survey on the changing nature of service organizations from Salesforce, and brief commentary on the plethora of earnings announcements from SaaS vendors. 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 23 - Oracle Analyst Summit, Industry News, and a CX Rant

In this episode of Enterprising Insights, The Futurum Group’s Enterprise Applications Research Director Keith Kirkpatrick discusses Tableau Conference 2024, recent earnings news from major enterprise application vendors. 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.

Enterprising Insights, Episode 24- Tableau Conference, Industry News, and an Enterprise Apps Rave

On this episode of the Six Five On the Road, host Shira Rubinoff is joined by ' , VP of Strategic Alliances, for a conversation on how Index Engines is revolutionizing data security and integrity within the industry. Their discussion covers:   An overview of Index Engines and its role within the security sector.   The success and strategy behind CyberSense for data protection.   Goals and expectations for the upcoming RSA conference.

Index Engines: Ensuring the Integrity and Recoverability of Data - Six Five On the Road

&nbsp; On this episode of the Six Five in the Booth, Will Townsend of Moor Insights &amp; Strategy is joined by Infoblox's Dr. Renée Burton, Vice President, Threat Intelligence, for a deep dive into the world of DNS-based threat intelligence and how Infoblox is leading the charge in protecting businesses from an array of cyber threats. Their discussion covers:   The pivotal role of DNS in the cybersecurity landscape and Infoblox’s approach to unmasking threat actors.   The intriguing story behind the names of threats like seahorses, pumas, vipers, dogs, and meerkats, and the significance of DNS in safeguarding against them.   An exploration of Zero Day DNS and its importance in the battle against cyber threats.   Infoblox's strategic shift from threat aggregator to creator and the reasoning behind this transition.   The necessity of introducing new security products in a market flooded with solutions.   &nbsp;

Threat Intelligence - 24/7 at Infoblox with Dr. Renée Burton - Six Five in the Booth

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.

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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.

Thoughts on the Intel GlobalFoundries news. Good? Bad? Ever going to happen?

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