The Six Five with Patrick Moorhead and Daniel Newman Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & 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. 
 
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
 
AMD Q1/24 Earnings
https://twitter.com/PatrickMoorhead/status/1785431080146989100 https://twitter.com/PatrickMoorhead/status/1785410851790364722 https://twitter.com/danielnewmanUV/status/1785404308927725708 https://twitter.com/danielnewmanUV/status/1785412651889127782 https://www.amd.com/en/newsroom/press-releases/2024-4-30-amd-reports-first-quarter-2024-financial-results.html#:~:text=SANTA%20CLARA%2C%20Calif.%2C%20April,earnings%20per%20share%20of%20%240.07  
Amazon Q1/24 Earnings & Q Goes GA
https://twitter.com/PatrickMoorhead/status/1785666389996380578 https://moorinsightsstrategy.com/research-notes/amazon-q-delivers-an-evolved-take-on-ai-for-enterprises/ https://twitter.com/danielnewmanUV/status/1785400018263801979 https://twitter.com/danielnewmanUV/status/1785689571033825755 https://twitter.com/danielnewmanUV/status/1785411458383176166 https://twitter.com/danielnewmanUV/status/1785035897861255288 https://ir.aboutamazon.com/news-release/news-release-details/2024/Amazon.com-Announces-First-Quarter-Results-68b9258cd/  
Qualcomm Q2/FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1785787290784035156 https://twitter.com/PatrickMoorhead/status/1785780919111942486 https://twitter.com/PatrickMoorhead/status/1785762212876873826 https://twitter.com/danielnewmanUV/status/1785785183058141199 https://finance.yahoo.com/news/qualcomm-inc-qcom-q2-fiscal-214245257.html  
Apple Q2/FY24 Earnings
https://www.apple.com/newsroom/2024/05/apple-reports-second-quarter-results/ https://twitter.com/PatrickMoorhead/status/1786133526833672202 https://x.com/quartr_app/status/1786134894646554820?s=46&t=YiEHo6jc4-PozRf_efr9PA https://twitter.com/danielnewmanUV/status/1786145686594965978 https://twitter.com/danielnewmanUV/status/1786133257353871491  
Lattice Q1/24 Earnings
https://twitter.com/PatrickMoorhead/status/1785367306584948887 https://twitter.com/danielnewmanUV/status/1785073534449979744 https://ir.latticesemi.com/static-files/02d79053-4b33-46ac-b47c-b16b9d5121f2  
Commvault Q4/FY24 Earnings
https://twitter.com/danielnewmanUV/status/1785361743255921034 https://ir.commvault.com/news-releases/news-release-details/commvault-announces-fiscal-2024-fourth-quarter-financial-results  
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.

Leading global tech analysts Patrick Moorhead (Moor Insights & 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. 
 
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
 
Google Q1/24 Earnings 
https://twitter.com/danielnewmanUV/status/1783592718712668547
https://x.com/PatrickMoorhead/status/1783651113767706925 
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
 
Microsoft Q3/24 Earnings 
https://x.com/PatrickMoorhead/status/1783642788409888806 
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
 
ServiceNow Q1/24 Earnings 
https://twitter.com/danielnewmanUV/status/1783231711490302031
https://www.servicenow.com/company/media/press-room/first-quarter-2024-financial-results.html
 
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/
 
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
 
IBM Q1/24 Earnings
https://x.com/PatrickMoorhead/status/1783319862950998392 
 
Intel Q1/24 Earnings 
https://x.com/PatrickMoorhead/status/1783635930894782641 
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
 
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.

Leading global tech analysts Patrick Moorhead (Moor Insights & 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. 
 
The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:
 
Apple Vision Pro Developers Losing Interest?
https://twitter.com/PatrickMoorhead/status/1780746447102599462 https://twitter.com/PatrickMoorhead/status/1779852272937132347 https://twitter.com/danielnewmanUV/status/1779672831049011663  
U.S. Awards Samsung & Micron over $6B in CHIPS Act
https://twitter.com/PatrickMoorhead/status/1779849058540027907 https://twitter.com/danielnewmanUV/status/1780766818157617281 https://twitter.com/danielnewmanUV/status/1779873626084274559  
Does AMD Really Have a Datacenter AI GPU Problem?
https://twitter.com/PatrickMoorhead/status/1779851395811668037 https://twitter.com/danielnewmanUV/status/1779696805820698953  
Adobe’s Use of Midjourney
https://twitter.com/danielnewmanUV/status/1780264288348766403 https://www.bloomberg.com/news/articles/2024-04-12/adobe-s-ai-firefly-used-ai-generated-images-from-rivals-for-training  
Samsung Knocks Apple Off Of Number 1 Market Share
https://twitter.com/danielnewmanUV/status/1779915488723611791 https://www.washingtontimes.com/news/2024/apr/15/samsung-knocks-apple-out-as-worlds-biggest-phone-s/ https://malaysia.news.yahoo.com/samsung-takes-top-phone-maker-092637769.html  
Arm Says CPUs Can Save 15 Percent of Total Datacenter Power
https://twitter.com/PatrickMoorhead/status/1780674836123074946 https://twitter.com/danielnewmanUV/status/1780687456716861730  
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.

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Oliver Parker, Vice President, Global Generative AI GTM, for a conversation on why Google Cloud is the preferred choice for customers looking into generative AI solutions.
Their discussion covers:
The reasons behind Oliver Parker's decision to rejoin Google Cloud
Insights from recent global meetings with customers about their inquiries and needs regarding generative AI
The key factors driving customers towards choosing Google Cloud for generative AI projects
Additional insights into Google Cloud's offerings and future directions
 

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 & 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.
 

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dipto Chakravarty, Chief Product Officer at Cloudera for a conversation on Cloudera’s growth and product-led innovations and their position as AI continues to disrupt compute infrastructure at Cloudera Elevate 25.
Their discussion covers:
An overview of Cloudera’s growth strategy and specific product-led innovations Cloudera has planned 
Cloudera’s “nexus of trusted data” and how this makes their cloud platform unique 
How Cloudera positions themselves as AI usage trends continue and how Cloudera’s trusted data will make a difference for customers