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 (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:
 
IBM Quantum Summit
https://twitter.com/danielnewmanUV/status/1460973712677683201  
SAP TechEd
https://twitter.com/PatrickMoorhead/status/1460267822718849024?s=20 https://futurumresearch.com/research-notes/saps-tech-education-focus-is-front-and-center-at-sap-teched-aimed-at-closing-the-skills-gap/ https://www.forbes.com/sites/patrickmoorhead/2021/11/22/sap-adds-no-codelow-code-to-its-business-technologies-platform-at-teched-2021/  
Qualcomm Investor Day $QCOM
https://twitter.com/PatrickMoorhead/status/1460608420554366980?s=20 https://www.forbes.com/sites/patrickmoorhead/2021/11/18/qualcomm-showcases-diversification-growth-and-resilience-at-investor-day-2021/ https://twitter.com/danielnewmanUV/status/1460656719680393223 https://twitter.com/danielnewmanUV/status/1460631022018650114  
Lattice Acquires Mirametrix
https://twitter.com/PatrickMoorhead/status/1460254199917203464?s=20 https://www.forbes.com/sites/patrickmoorhead/2021/11/18/lattice-semiconductor-acquires-mirametrix-in-an-all-cash-transaction/  
NVIDIA earnings $NVDA
https://twitter.com/PatrickMoorhead/status/1461084246018166786?s=20 https://www.marketwatch.com/story/this-is-how-nvidia-plans-to-make-lots-of-money-from-the-metaverse-11637246368 https://cheddar.com/media/nvidia-beats-earnings-expectations-on-strong-gaming-data-center-revenue https://www.youtube.com/watch?v=VWdxwkEMzOk (Yahoo Finance Interview)  
Cisco Earnings $CSCO
https://twitter.com/PatrickMoorhead/status/1461082517906284544?s=20 https://twitter.com/danielnewmanUV/status/1461079230595440650  
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:
 
AMD’s Datacenter Announcement and Meta and SAP?
https://www.forbes.com/sites/moorinsights/2021/11/08/amd-doubles-down-on-hpc-with-milan-x-and-mi200/   
NVIDIA GTC 2021
https://www.youtube.com/watch?v=udmMNu2U8vY&ab_channel=NVIDIA  https://www.forbes.com/sites/danielnewman/2021/11/11/nvidias-omniverse-announcements-at-gtc-further-validate-the-merging-of-our-physical-and-digital-worlds/?sh=5960004ae0dc  https://www.forbes.com/sites/patrickmoorhead/2021/11/10/nvidia-improves-its-intelligent-vehicle-stack-at-nvidia-gtc/  https://futurumresearch.com/research-notes/nvidia-gtc-2021-cloudera-and-nvidia-expand-partnership-look-to-rapidly-advance-data-scientist-adoption-of-gpus/   
Luminar Design Win with NVIDIA Hyperion 8 Platform
https://investors.luminartech.com/news-releases/news-release-details/luminar-lidar-selected-nvidia-drive-hyperion-autonomous-vehicle  https://futurumresearch.com/research-notes/nvidia-announced-its-self-driving-tool-kit-hyperion-8-will-be-ready-for-cars-by-2024/  https://www.forbes.com/sites/patrickmoorhead/2021/11/10/nvidia-improves-its-intelligent-vehicle-stack-at-nvidia-gtc/   
Mitel and RingCentral Partnership
https://www.mitel.com/blog/for-mitel-customers-theres-a-new-pathway-to-private-cloud  https://www.mitel.com/about/newsroom/press-releases/ringcentral-and-mitel-announce-strategic-partnership?utm_campaign=Newsroom&utm_content=1636484592&utm_medium=social&utm_source=twitter  https://futurumresearch.com/research-notes/mitel-and-ringcentral-announce-new-strategic-partnership-which-could-have-lasting-impact-on-ucaas-market/   
Windows 11 SE and the New Surface Laptop SE
https://educationblog.microsoft.com/en-us/2021/11/imagining-a-new-era-of-education   
Intel Cites Qualcomm as Strategic Account
https://www.crn.com/news/components-peripherals/intel-calls-qualcomm-a-top-strategic-account-in-sales-reorg-memo    
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:
 
Qualcomm Earnings $QCOM
https://twitter.com/PatrickMoorhead/status/1456005521656451082?s=20 https://futurumresearch.com/research-notes/qualcomms-fiscal-wraps-q4-with-strong-growth-across-its-segments/  https://twitter.com/YahooFinance/status/1456002621173608452?s=20   
SkyWorks Earnings $SWKS 
https://www.skyworksinc.com/ https://twitter.com/PatrickMoorhead/status/1456369121294266377?t=sf0oDzKrutOitVM7-OMcDA&s=19 https://investors.skyworksinc.com/news-releases/news-release-details/skyworks-reports-q4-and-full-year-fy21-results  https://www.techinsights.com/blog/teardown/apple-iphone-13-pro-teardown   
Microsoft Ignite 2021
https://twitter.com/PatrickMoorhead/status/1455233566086926337?s=20  
Oracle LIVE Analytics and AI Event
https://www.oracle.com/news/announcement/oracle-fusion-scm-analytics-helps-organizations-build-resilient-supply-chains-improved-visibility-2021-11-02/  https://www.oracle.com/events/live/applications/nov-2021/?source=:ow:lp:pt::::RC_WWMK210817P00091:OLSeriesWebPage&intcmp=:ow:lp:pt::::RC_WWMK210817P00091:OLSeriesWebPage  https://youtu.be/R3FUoPgJJMU   
IBM-Kyndryl Spin Off
https://youtu.be/x92prDpJ-BE  https://newsroom.ibm.com/2021-11-03-IBM-Completes-the-Separation-of-Kyndryl   
Dell+VMware Spin Out
https://news.vmware.com/releases/vmware-announces-completion-of-spin-off-from-dell-technologies  https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-announces-completion-vmware-spin   
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. 

https://newsroom.ibm.com/Bob-Lord
https://www.linkedin.com/in/rwlord/
https://twitter.com/rwlord
 
Introduction of Show  
Welcome Guest SVP Bob Lord  
While the deal is finally done. It has been a while since the deal was originally announced. Can you provide a quick background on the reason this spin-off became a priority, and how it fits within IBM’s transformation and strategy?  
From your viewpoint, what should clients expect from IBM now that this deal is done?  
What about your massive partner ecosystem?  
Give us a bit more clarity on the platform strategy going forward. It seems that the company will consist of software, infrastructure, consulting, and research. How do you connect all of these dots and make sure all stakeholders clearly see the value and opportunity for growth  
Conclusion and wrap  
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:
 
Alphabet Earnings $GOOG $GOOGL
https://twitter.com/PatrickMoorhead/status/1453101269816651783?s=20   
Microsoft Earnings $MSFT
https://twitter.com/PatrickMoorhead/status/1453099180050747397?s=20  https://futurumresearch.com/research-notes/microsoft-sees-revenue-growth-accelerate-to-22-in-q1/   
AMD Earnings $AMD
https://twitter.com/PatrickMoorhead/status/1453103230330736641?s=20   
Amazon Earnings $AMZN
https://twitter.com/PatrickMoorhead/status/1453838228155473927?s=20 https://futurumresearch.com/research-notes/amazon-results-miss-expectations-as-investments-in-growth-continue/?utm_source=rss&utm_medium=rss&utm_campaign=amazon-results-miss-expectations-as-investments-in-growth-continue   
IntelON Developer Event
https://www.forbes.com/sites/patrickmoorhead/2021/10/25/intel-ceo-pat-gelsingerdevelopers-youre-the-center-of-value-creation/  https://twitter.com/PatrickMoorhead/status/1453391832084357130?s=20   
Cisco WebexOne
https://twitter.com/PatrickMoorhead/status/1453358189093785608?s=20  https://futurumresearch.com/research-notes/cisco-expands-webex-ecosystem-with-new-devices-and-features-at-webexone/  https://www.eweek.com/networking/cisco-launches-a-plethora-of-new-hardware-and-software-at-webexone-2021/   
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. 

McLaren-Splunk
https://www.splunk.com/en_us/blog/leadership/accelerating-into-the-u-s-grand-prix-with-mclaren.html   
RedBull-Oracle
https://www.oracle.com/news/announcement/blog/oracle-red-bull-racing-launch-the-paddock-loyalty-program-2021-10-20/  https://futurumresearch.com/research-notes/oracle-and-red-bull-racing-partner-to-advance-f1-analytics/  
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.