The Six Five with Patrick Moorhead and Daniel Newman

Ep. 206: We are Live! Talking Salesforce, Microsoft, Altera, HPE, HP, Pure Storage, Dell


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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:

 

Microsoft Finance AI

  • https://twitter.com/danielnewmanUV/status/1763282381455196304
  • https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-for-finance
  • https://www.microsoft.com/en-us/microsoft-365/blog/2024/02/29/introducing-microsoft-copilot-for-finance-transform-finance-with-next-generation-ai-in-microsoft-365/
  • https://www.cnbc.com/2024/02/29/microsoft-introduces-copilot-ai-chatbot-for-finance-workers.html

 

Salesforce Earnings and Trailblazer DX

  • https://twitter.com/danielnewmanUV/status/1762948630372089889
  • https://s23.q4cdn.com/574569502/files/doc_financials/2024/q4/CRM-Q4-FY24-Earnings-Press-Release-w-financials.pdf
  • https://x.com/PatrickMoorhead/status/1763254180180103547?s=20
  • https://www.cnbc.com/2024/02/28/salesforce-crm-q4-earnings-report-2024.html

 

Altera Spin-out and New Mid-range

  • https://twitter.com/PatrickMoorhead/status/1763370780195492031
  • https://www.intel.com/content/www/us/en/newsroom/news/intel-launches-altera-standalone-fpga-operation.html
  • https://www.crn.com/news/components-peripherals/2024/intel-brings-back-altera-as-standalone-fpga-company
  • https://www.intel.com/content/www/us/en/products/programmable.html#gs.58ubf7

 

HPE Earnings

  • https://twitter.com/PatrickMoorhead/status/1763318368613060882
  • https://twitter.com/danielnewmanUV/status/1763312588635402668
  • https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q1-2024/q1-2024-quarterly-results.pdf

 

HP Earnings

  • https://twitter.com/danielnewmanUV/status/1763211079100837977
  • https://investor.hp.com/news/press-release-details/2024/HP-Inc.-Reports-Fiscal-2024-First-Quarter-Results/default.aspx

 

Dell Technology Earnings

  • https://twitter.com/PatrickMoorhead/status/1763314132953297182
  • https://twitter.com/danielnewmanUV/status/1763328796030312909
  • https://twitter.com/danielnewmanUV/status/1763315665149002082
  • https://investors.delltechnologies.com/

 

Pure Storage Earnings

  • https://twitter.com/danielnewmanUV/status/1763208169474384171
  • https://investor.purestorage.com/financial-information/quarterly-results/default.aspx

 

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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