On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Jim Anderson, CEO, Esam Elashmawi, Chief Strategy and Marketing Officer, and Steve Douglass, Chief Technology Officer at Lattice Semiconductor during the Lattice Developers Conference for a conversation on the key themes of the event, the latest announcements and more. 

Their discussion covers:

• Key themes of the Lattice Developers Conference event

• Highlights of the announcements made by Lattice

• How Lattice is partnering with NVIDIA with regard to AI

• The innovations driving the latest Avant product releases and their application use cases

• What Lattice is most excited about for the future

Learn more about the event on Lattice’s website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead share their analysis and insights on some of the announcements from HPE during AWS re:Invent 2023, in Las Vegas.

Their discussion covers:

• Hot topics discussed at AWS re:Invent 

• Announcements & innovations from HPE 

• The changes in technology that excited them the most

• The biggest news from last week, along with their analysis on what it means for work, life, and the world

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome OpenText’s Muhi Majzoub, Executive Vice President and Chief Product Officer, for a conversation on how Information Management has evolved and how the company is innovating with AI and OpenText Aviator during OpenText World 2023.

Their discussion covers:

• Opentext’s brocaded mission following the MicroFocus acquisition 

• How OpenText approaches innovation when driving their product roadmap

• Why integration is so important to innovating

• Why OpenText Aviator is unique in its approach to AI

• The key value drivers OpenText is delivering as OpenText Aviator rolls out

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome OpenText’s Sandy Ono, Executive Vice President and Chief Marketing Officer, for a conversation on the company’s Partner Ecosystem, OpenText Aviator and the unveiling of the OpenText Partner Network during OpenText World 2023.

Their discussion covers: 

• OpenText’s AI strategy around their partner ecosystem

• How they see their partners engaging with OpenText Aviator, and some background on where the name Aviator comes from

• The unveiling of the OpenText Partner Network and what it means 

• What Sandy is most excited about at OpenText World this year

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome OpenText’s Mark J. Barrenechea, Chief Executive Officer & Chief Technology Officer, for a conversation on the AI Revolution, their AI strategy and what they’ve announced during OpenText World 2023.

Their discussion covers:

• How OpenText's AI strategy differs from the competition, and how the company's information management experience informs that strategy

• What makes OpenText a unique partner for customers on their AI journey

• How AI is revolutionizing the software industry

• What OpenText Aviator is and the benefits customers can expect

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:

AWS re:Invent 2023

• https://twitter.com/PatrickMoorhead/status/1728498445122740623
• https://twitter.com/PatrickMoorhead/status/1729532686191190154
• https://twitter.com/PatrickMoorhead/status/1729540845542793517
• https://twitter.com/PatrickMoorhead/status/1729580167574806796
• https://twitter.com/PatrickMoorhead/status/1729539741698396628
• https://twitter.com/PatrickMoorhead/status/1729909821493932146
• https://twitter.com/PatrickMoorhead/status/1729911611329278270
• https://twitter.com/PatrickMoorhead/status/1729936030382592130
• https://twitter.com/SixFivePodcast/status/1730007455193821296
• https://twitter.com/PatrickMoorhead/status/1730057172372070425
• https://twitter.com/danielnewmanUV/status/1729937211381182848

VMWare & Broadcom Together…Finally 

• https://twitter.com/PatrickMoorhead/status/1727331891265536450
• https://twitter.com/PatrickMoorhead/status/1727340696405995563
• https://twitter.com/SixFivePodcast/status/1727344908502188061

Apple Abandoning Home-Grown Modems?

• https://twitter.com/PatrickMoorhead/status/1730150145638248713
• https://twitter.com/PatrickMoorhead/status/1730150464501776870
• https://twitter.com/PatrickMoorhead/status/1730150557002961319
• https://twitter.com/danielnewmanUV/status/1730008476989227044

Salesforce Q3 Earnings 

• https://twitter.com/danielnewmanUV/status/1730012066415841496
• https://www.salesforce.com/news/press-releases/2023/11/29/fy24-q3-earnings/
• https://mail.google.com/mail/u/0/#inbox/FMfcgzGwHxqHjNMkTfRLWztMfwWHqHJG

Synopsys Q4 Earnings 

• https://twitter.com/danielnewmanUV/status/1730237238225580144
• https://investor.synopsys.com/financials/quarterly-results/default.aspx
• https://mail.google.com/mail/u/0/#inbox/FMfcgzGwHxqHPlBrwTwHVkvrJVmLBKld

Pure Storage Q3 Earnings 

• https://twitter.com/danielnewmanUV/status/1729982523923697796
• https://www.prnewswire.com/news-releases/pure-storage-announces-third-quarter-fiscal-2024-financial-results-302001083.htm
• https://investor.purestorage.com/news-and-events/press-releases/press-release-details/2023/Pure-Storage-Announces-Third-Quarter-Fiscal-2024-Financial-Results/default.aspx

HPE Q4 Earnings 

• https://twitter.com/danielnewmanUV/status/1729867710971154603
• https://www.washingtonpost.com/business/2023/11/28/earns-hewlett-packard-enterprise/0550a830-8e35-11ee-95e1-edd75d825df0_story.html

Zoom Q3 Earnings

• https://twitter.com/PatrickMoorhead/status/1726967420269568334
• https://twitter.com/danielnewmanUV/status/1726950372999417860
• https://www.nasdaq.com/articles/zoom-zm-q3-earnings-beat-customer-growth-drives-revenues#:~:text=Zoom's%20ZM%20third%2Dquarter%20fiscal,strong%20growth%20from%20Enterprise%20customers.

Nvidia Q3 Earnings 

• https://twitter.com/PatrickMoorhead/status/1727111924565909729
• https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2024
• https://twitter.com/danielnewmanUV/status/1727079545046487102
• https://twitter.com/danielnewmanUV/status/1727097338764644862

HP Q4 Earnings

• https://investor.hp.com/news/press-release-details/2023/HP-Inc.-Reports-Fiscal-2023-Full-Year-and-Fourth-Quarter-Results/default.aspx
• https://s2.q4cdn.com/602190090/files/doc_earnings/2023/q4/supplemental-info/Q423-HP-Inc-Earnings-Summary.pdf

Open AI Debacle Resolved?

• https://twitter.com/PatrickMoorhead/status/1726703268049658112
• https://twitter.com/PatrickMoorhead/status/1726616697036255514
• https://twitter.com/PatrickMoorhead/status/1726584473796661661
• https://twitter.com/PatrickMoorhead/status/1725972537111154852
• https://twitter.com/PatrickMoorhead/status/1725892719506059281
• https://twitter.com/danielnewmanUV/status/1726623432060911738
• https://twitter.com/danielnewmanUV/status/1726333974245515325
• https://twitter.com/PatrickMoorhead/status/1727207264111710329
• https://twitter.com/danielnewmanUV/status/1727316323548766349

Dell Q3 FY 24 Earnings

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, hosts Daniel Newman and Patrick Moorhead welcome Emily Shea, Worldwide Lead, Integration Services and Nick Smit, Principal Product Manager, EventBridge at AWS for a conversation on Event-Driven App Architecture and the role of application integration in modernization. 

Their discussion covers:

• A look at Event-Driven App Architecture and why is it important

• How application architects manage messaging and APIs in the Cloud to create event-driven communications across applications

• Why customers need to first think about integration when they want to migrate and modernize applications

• New launches AWS announced at re:Invent, including Generative AI workflows, HTTPS Endpoints, and Adobe/Stripe Integrations with EventBridge

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Rob Miller, GreenLake Cloud Services Sales for HPE, for a conversation on HPE’s robust partnership with AWS and HPE’s hybrid by design strategy.

Their discussion covers:

• An introduction of Rob and his role at HPE

• HPE’s powerful partnership with AWS

• The depth of HPE’s GreenLake hybrid cloud offerings 

• HPE’s hybrid by design strategy

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome OpsRamp co-founder and CEO Varma Kunaparaju for a conversation on HPE’s hybrid strategy and how they help customers solve their hybrid cloud challenges. OpsRamp is a Hewlett Packard Enterprise company and was acquired earlier this year by HPE.

Their discussion covers:

• An overview of OpsRamp foundation and why it was an attractive acquisition for HPE

• HPE’s overall hybrid cloud strategy 

• How OpsRamp and HPE are helping customers solve their toughest hybrid cloud challenges in a way that’s hybrid by design

• Why OpsRamp is a great solution to improve your ITOM across all cloud environments

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome LogicMonitor CEO Christina Kosmowski and CPO Taggart Matthiesen for a conversation on how their vision for the company and its product strategy has evolved to meet the critical needs of today’s ITOps and CloudOps audiences.

Their discussion covers:

• A look at the biggest challenges facing today's IT and Cloud leaders

• How the vision for the company has evolved over the years to address these challenges

• How LogicMonitor’s product vision and strategy meet the needs of today's ITOps and CloudOps audiences

Learn more about LogicMonitor, on the company’s website.