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:
Intel Beats Expectations
- https://futurumresearch.com/research-notes/intel-delivers-record-full-year-revenue-and-beat-in-q4/
- https://www.marketwatch.com/story/technology-companies-are-outperforming-expectations-as-the-fed-lowers-the-boom-11643305577
- https://twitter.com/PatrickMoorhead/status/1486449977790545929?s=20&t=N8JDljyYDVovds8sMXJdHg
- https://twitter.com/YahooFinance/status/1486741436548665350?s=20
Microsoft Does What Microsoft Does
- https://www.marketwatch.com/story/technology-companies-are-outperforming-expectations-as-the-fed-lowers-the-boom-11643305577
- https://futurumresearch.com/research-notes/no-tech-wreck-here-as-microsoft-delivers-big-in-q3/
- https://twitter.com/PatrickMoorhead/status/1486086820404285443?s=20&t=aw17fjM_iiYDCMWfOvUvrA
- https://twitter.com/PatrickMoorhead/status/1486086820404285443?s=20&t=N8JDljyYDVovds8sMXJdHg
IBM Surprises
- https://www.marketwatch.com/story/technology-companies-are-outperforming-expectations-as-the-fed-lowers-the-boom-11643305577
- https://futurumresearch.com/research-notes/leaner-and-more-focused-ibm-reports-q4-earnings-and-full-year-2021-results/
- https://www.reuters.com/business/ibm-beats-revenue-expectations-cloud-consulting-strength-2022-01-24/
- https://twitter.com/PatrickMoorhead/status/1485722544724496387?s=20&t=N8JDljyYDVovds8sMXJdHg
ServiceNow Continues Hot Streak
- https://futurumresearch.com/research-notes/servicenow-q4-reiterates-strength-and-points-to-strong-year-ahead/
- https://www.marketwatch.com/story/servicenow-stock-soars-after-earnings-beat-11643232796
SAP Shows Strength in Cloud
- https://www.sap.com/investors/en/investment-story/recent-results.html?pdf-asset=a29a2c2c-147e-0010-bca6-c68f7e60039b&page=5
- https://www.bloomberg.com/news/articles/2022-01-27/sap-enters-fintech-with-deal-for-supply-chain-startup-taulia
NVIDIA Arm Deal All But Over?
- https://futurumresearch.com/research-notes/nvidia-is-reportedly-preparing-to-walk-away-from-arm-acquisition/
- https://www.barrons.com/articles/nvidia-nvda-stock-arm-acquisition-51643109910
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.