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:
 
Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm
https://bernstein-autonomous.bluematrix.com/sellside/Disclosures.action?brand=SCB https://x.com/PatrickMoorhead/status/1785780919111942486 https://x.com/PatrickMoorhead/status/1785431080146989100 https://x.com/PatrickMoorhead/status/1783635930894782641  
Intel, Qualcomm, and Huawei Licenses
https://twitter.com/danielnewmanUV/status/1788206137030123565 https://finance.yahoo.com/news/us-revokes-intel-qualcomm-licenses-215129066.html https://www.wsj.com/business/telecom/intel-says-u-s-commerce-department-revokes-licenses-for-exports-of-certain-items-to-chinese-customer-ccc24cb4  
Arm Q4 FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1788320613268169075 https://twitter.com/danielnewmanUV/status/1788307911560896740 https://investors.arm.com/financials/quarterly-annual-results  
GlobalFoundries Q1/24 Earnings
https://x.com/PatrickMoorhead/status/1788666648364196204 https://twitter.com/danielnewmanUV/status/1787852243485737438 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-first-quarter-2024-financial-results  
Apple iPad Event, M4, and Crush Ad
https://twitter.com/PatrickMoorhead/status/1788232540014485719 https://twitter.com/PatrickMoorhead/status/1787924179305775113 https://twitter.com/PatrickMoorhead/status/1787872625584451675 https://twitter.com/anshelsag/status/1787853937191919786 https://twitter.com/danielnewmanUV/status/1788038241947718113 https://twitter.com/danielnewmanUV/status/1787888079027490939 https://twitter.com/danielnewmanUV/status/1787874439620911493 https://twitter.com/danielnewmanUV/status/1787645269766738082 https://finance.yahoo.com/news/apples-ipad-event-was-an-ai-teaser-for-its-future-184058075.html  
Visit to Solidigm HQ - State of Storage for AI
https://twitter.com/PatrickMoorhead/status/1787587203889066087 https://twitter.com/danielnewmanUV/status/1787584537993814352  
ServiceNow Knowledge 2024
https://twitter.com/PatrickMoorhead/status/1788377708428251536 https://twitter.com/PatrickMoorhead/status/1788261884707348781 https://twitter.com/PatrickMoorhead/status/1788253247075229755 https://twitter.com/PatrickMoorhead/status/1787947668356165751 https://twitter.com/PatrickMoorhead/status/1787890800812245053 https://twitter.com/PatrickMoorhead/status/1787888259370283299 https://twitter.com/PatrickMoorhead/status/1787879440485318790 https://twitter.com/PatrickMoorhead/status/1787877672951128380 https://twitter.com/danielnewmanUV/status/1787893020928713062 https://twitter.com/danielnewmanUV/status/1787878111465590840  
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, host Shira Rubinoff is joined by IBM's Akiba Saeedi and Scott McCarthy, for a conversation on securing AI against emerging threats and integrating cybersecurity into the fabric of AI innovation.
Their discussion covers:
Current market trends and concerns from clients regarding AI
The importance of Governance in AI and the role of cybersecurity
Identifying and mitigating risks associated with AI technologies
The essential consideration of cybersecurity as part of AI development
Insights into the burgeoning field of Quantum technology and its implications
 

On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & Strategy is joined by Infoblox's Mukesh Gupta, Chief Product Officer for a conversation on the future of cybersecurity in an ever-evolving threat landscape.
Their discussion covers:
Strategies to track the constantly evolving threat landscape
Emerging attack trends to watch
The significance of DNS in cybersecurity enhancements by Infoblox
Infoblox’s latest innovations for enhanced protection and control
Mukesh Gupta's insights on the biggest challenges for security professionals in 2025
 

 
On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & 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.
 

On this episode of the Six Five On the Road, host Shira Rubinoff is joined by Index Engines' Jim McGann, 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.

On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined  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