29 min

A Mere $2.3B Growth In Quarterly Cloud Revenue 003 The Six Five with Patrick Moorhead and Daniel Newman

    • Tech News

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 acquires Modem Business from Intel https://futurumresearch.com/apples-acquisition-of-intels-modem-business-may-enable-their-5g-vision-but-guarantees-nothing/ https://futurumresearch.com/why-apples-looking-to-buy-intels-5g-smartphone-modem-business/ https://www.forbes.com/sites/moorinsights/2019/07/25/apples-purchase-of-intels-modem-business-is-all-about-5g/#650bd7912da5  
Oracle attempts to Sabotage Amazon Jedi Contract? (according to CNN) https://www.cnn.com/2019/07/26/politics/oracle-trump-amazon-defense-contract-conspiracy/index.html https://twitter.com/jonathanvswan/status/1154868196933083137?s=20 https://www.dailymail.co.uk/news/article-7292573/Tech-giant-Oracle-lobbies-Trump-scuttle-Amazons-shot-10B-Pentagon-contract.html  
Intel Earnings https://futurumresearch.com/intel-q2-earnings-strong-performance-should-squash-negative-sentiment/ https://www.forbes.com/sites/patrickmoorhead/2019/07/26/intel-registers-solid-q2-earnings-but-its-the-future-that-matters-most/#7c0db6674500  
AMD Lures NVIDIA?  https://futurumresearch.com/sorry-folks-amd-rx-pricing-drop-didnt-sucker-nvidia-into-anything/ https://www.forbes.com/sites/patrickmoorhead/2019/07/15/amd-rx-5700-series-midrange-consumer-gpu-product-reviews-indicate-it-is-competitive/#4cea10836674 https://www.forbes.com/sites/moorinsights/2019/07/29/amd-nvidia-competition-is-back-in-mid-range-consumer-gpus/#1dfa5f446c68  
AWS 37% Growth https://futurumresearch.com/amazon-web-services-stay-the-course-37-growth-is-absolutely-fine/ https://www.forbes.com/sites/patrickmoorhead/2019/07/29/aws-reinforces-with-its-q2-results-which-cloud-company-has-the-magic/#4c564a253b0a  
Apple Siri Privacy https://futurumresearch.com/apple-siri-issue-confirms-privacy-challenges-come-with-enhancing-ai/ https://twitter.com/PatrickMoorhead/status/1154934002865754112?s=20 https://twitter.com/PatrickMoorhead/status/1154504491909054464?s=20  
Alright...let’s get started.
 
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 acquires Modem Business from Intel https://futurumresearch.com/apples-acquisition-of-intels-modem-business-may-enable-their-5g-vision-but-guarantees-nothing/ https://futurumresearch.com/why-apples-looking-to-buy-intels-5g-smartphone-modem-business/ https://www.forbes.com/sites/moorinsights/2019/07/25/apples-purchase-of-intels-modem-business-is-all-about-5g/#650bd7912da5  
Oracle attempts to Sabotage Amazon Jedi Contract? (according to CNN) https://www.cnn.com/2019/07/26/politics/oracle-trump-amazon-defense-contract-conspiracy/index.html https://twitter.com/jonathanvswan/status/1154868196933083137?s=20 https://www.dailymail.co.uk/news/article-7292573/Tech-giant-Oracle-lobbies-Trump-scuttle-Amazons-shot-10B-Pentagon-contract.html  
Intel Earnings https://futurumresearch.com/intel-q2-earnings-strong-performance-should-squash-negative-sentiment/ https://www.forbes.com/sites/patrickmoorhead/2019/07/26/intel-registers-solid-q2-earnings-but-its-the-future-that-matters-most/#7c0db6674500  
AMD Lures NVIDIA?  https://futurumresearch.com/sorry-folks-amd-rx-pricing-drop-didnt-sucker-nvidia-into-anything/ https://www.forbes.com/sites/patrickmoorhead/2019/07/15/amd-rx-5700-series-midrange-consumer-gpu-product-reviews-indicate-it-is-competitive/#4cea10836674 https://www.forbes.com/sites/moorinsights/2019/07/29/amd-nvidia-competition-is-back-in-mid-range-consumer-gpus/#1dfa5f446c68  
AWS 37% Growth https://futurumresearch.com/amazon-web-services-stay-the-course-37-growth-is-absolutely-fine/ https://www.forbes.com/sites/patrickmoorhead/2019/07/29/aws-reinforces-with-its-q2-results-which-cloud-company-has-the-magic/#4c564a253b0a  
Apple Siri Privacy https://futurumresearch.com/apple-siri-issue-confirms-privacy-challenges-come-with-enhancing-ai/ https://twitter.com/PatrickMoorhead/status/1154934002865754112?s=20 https://twitter.com/PatrickMoorhead/status/1154504491909054464?s=20  
Alright...let’s get started.
 
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.

29 min