The Six Five with Patrick Moorhead and Daniel Newman

Ep 183: Talking Earnings From Dell Tech, MongoDB, Broadcom, Elastic, Huawei Phones, Qualcomm IAA


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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:

 

Dell Tech Q2 2024 Earnings

  • https://twitter.com/PatrickMoorhead/status/1697368991759581260
  • https://twitter.com/danielnewmanUV/status/1697348088737010158
  • https://investors.delltechnologies.com/static-files/9a291f79-b86e-4ef2-9ad4-9b83cba26c8c

 

MongoDB Q2 2024 Earnings

  • https://twitter.com/danielnewmanUV/status/1697372858198933663
  • https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-second-quarter-fiscal-2024-financial

 

Broadcom Q3 2023 Earnings

  • https://twitter.com/PatrickMoorhead/status/1697364164023361963
  • https://twitter.com/danielnewmanUV/status/1697349845047005336
  • https://www.cnbc.com/video/2023/09/01/broadcom-adoes-not-have-a-lot-of-costs-to-cuta-analyst-says.html
  • https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2021

 

Elastic Q1 2024 Earnings

  • https://ir.elastic.co/news-events/press-releases/press-releases-details/2023/Elastic-Reports-First-Quarter-Fiscal-2024-Financial-Results/default.aspx
  • https://www.wallstreetzen.com/news/elastic-nv-estc-q1-2024-earnings-report-exceeds-expectations-driving-price-target-increase
  • https://s2.q4cdn.com/265747582/files/doc_financials/2024/q1/Q1FY24-Investor-Presentation.pdf

 

Huawei's Mystery P60 Smartphone

  • https://www.washingtonpost.com/technology/2023/09/02/huawei-raimondo-phone-chip-sanctions/
  • https://www.pcmag.com/news/what-us-sanctions-huawei-mate-60-pro-launches-with-korean-memory-chip
  • https://www.androidauthority.com/huawei-mate-60-pro-3358902/

 

Qualcomm IAA announcements; AWS-BMW Tie up

  • https://twitter.com/danielnewmanUV/status/1699081097487823111
  • https://twitter.com/danielnewmanUV/status/1699390097215353179
  • https://twitter.com/danielnewmanUV/status/1699390245970567450
  • https://www.cnbc.com/amp/2023/09/05/qualcomm-focuses-on-auto-and-ai-as-apple-business-faces-uncertainty.html
  • https://www.qualcomm.com/news/releases/2023/09/qualcomm-and-aws-commit-to-long-term-co-innovation-to-advance-th
  • https://press.aboutamazon.com/2023/9/the-bmw-group-selects-aws-to-power-next-generation-automated-driving-platform
  • https://twitter.com/danielnewmanUV/status/1699017029267693874
  • https://twitter.com/danielnewmanUV/status/1698699743424037180

 

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.

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

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