On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Stu Pann, Senior Vice President and General Manager, Intel Foundry Services (IFS) at Intel for a conversation about the investment and innovation happening at IFS.  

Their discussion covers:

• Why Intel is pursuing the foundry services business

• An overview of IFS, what their offerings are, and what makes them stand out from the competition

• The latest on the CHIPS Act funding and other incentives

On this segment of The Six Five LIVE, host Patrick Moorhead welcomes Matt Barlow, CVP of Microsoft Surface Marketing, at CES 2024. They discuss Microsoft Copilot, AI PCs and OEM collaboration with Microsoft. 

Their discussion also covers:

• The excitement around AI PCs running Copilot experiences and benefits to productivity, creativity, and connectivity.

• How AI PCs represent the next super cycle

• The unique nature of the Windows ecosystem, with Microsoft leading and collaborating with brands like HP, Dell and Lenovo

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:

Zoho Day 2024

• https://twitter.com/TheSixFiveMedia/status/1755286357952303610
• https://twitter.com/PatrickMoorhead/status/1755246862578151586
• https://twitter.com/danielnewmanUV/status/1755320569422070049

Arm Q3 FY24 Earnings

• https://x.com/YahooFinance/status/1755696642093662631?s=20
• https://twitter.com/PatrickMoorhead/status/1755341092134797475
• https://twitter.com/PatrickMoorhead/status/1755339165703573569
• https://twitter.com/danielnewmanUV/status/1755342089548669373
• https://twitter.com/danielnewmanUV/status/1755338997839065457
• https://twitter.com/danielnewmanUV/status/1755336930315644950

Cohesity & Veritas Deal

• https://twitter.com/danielnewmanUV/status/1755606048885670234
• https://www.cohesity.com/press/cohesity-and-veritas-data-protection-business-to-combine-forming-a-new-leader-in-ai-powered-data-security-and-management/
• https://x.com/PatrickMoorhead/status/1755968270753038818?s=20

Apple Vision Pro First Impressions

• https://x.com/PatrickMoorhead/status/1754924083412639797?s=20
• https://twitter.com/PatrickMoorhead/status/1754910439970848796

Google Goes Gemini

• https://blog.google/products/gemini/bard-gemini-advanced-app/

Intel IFS - NVIDIA Tie-up?

• https://x.com/danielnewmanUV/status/1755692195993051248?s=20

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 segment of The Six Five LIVE, host Lisa Martin welcomes Steve Lucas, CEO of Boomi at CES 2024. They discuss Boomi AI, AI readiness, and the growth of the company.

Their discussion also covers:

• Steve’s strategic vision for Boomi and how it has come to life in the past year

• How Boomi is helping organizations become AI-ready with Boomi GPT and Boomi AI

• What is next for the company

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 Q2 FY2024 Earnings

• https://twitter.com/PatrickMoorhead/status/1752740933815148810
• https://twitter.com/danielnewmanUV/status/1752446941974106376
• https://twitter.com/danielnewmanUV/status/1752440149936377899
• https://twitter.com/danielnewmanUV/status/1752439031118332234

Google Cloud Q4 FY2023 Earnings

• https://twitter.com/PatrickMoorhead/status/1752750907182240165
• https://twitter.com/danielnewmanUV/status/1752444687594426527
• https://twitter.com/danielnewmanUV/status/1752440149936377899
• https://twitter.com/danielnewmanUV/status/1752439031118332234

AMD Q4 FY2023 Earnings

• https://twitter.com/PatrickMoorhead/status/1752717114899931357
• https://twitter.com/danielnewmanUV/status/1752453057214820537

Qualcomm Q1 FY2024 Earnings

• https://twitter.com/PatrickMoorhead/status/1752895196402950512
• https://twitter.com/PatrickMoorhead/status/1752802637987115340
• https://twitter.com/PatrickMoorhead/status/1752762322806878594
• https://twitter.com/danielnewmanUV/status/1752801004897100201

Apple Extends Qualcomm Licensing

• https://twitter.com/danielnewmanUV/status/1753053701747376333
• https://twitter.com/PatrickMoorhead/status/1753124873721831571
• https://appleworld.today/apple-extends-modem-chip-licensing-agreement-with-qualcomm-through-march-2027/

Amazon Q4 FY2023 Earnings

• https://twitter.com/danielnewmanUV/status/1753166219706847713
• https://www.marketbeat.com/stocks/NASDAQ/AMZN/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 – In the Booth, host Patrick Moorhead welcomes Praveen Vaidyanathan, VP and GM of the Compute Products Group at Micron Technology at CES 2024. They discuss Micron’s announcement of their LPCAMM2 memory offering and how it will change the PC ecosystem.

Their discussion covers:

• The key trends in the PC ecosystem and how Micron’s memory offerings are changing the ecosystem

• An overview of Micron’s new form factor memory offering, LPCAMM2 and the advantages it has over other memory solutions

• The journey Micron took to bring this new form factor to the market

• The benefits of Micron unveiling the new LPCAMM2 to the client PCs first and what is next beyond client PC adoption

Learn more about Micron’s new memory offering, LPCAMM2, on the company’s website.

On this episode of The Six Five – Insider, host Daniel Newman welcomes Sumit Sadana, Chief Business Officer and Executive Vice President from Micron Technology at CES 2024. They discuss the future of AI and its rapid advancement, and what this means for the memory and storage industry.

Their discussion covers:

• Micron’s view on AI

• What are the major impacts AI workloads have on Data Centers and how will it continue to change

• AI coming to devices and what role memory and storage plays

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 Q4 2023 Earnings

• https://x.com/PatrickMoorhead/status/1750890773602599120?s=20
• https://twitter.com/PatrickMoorhead/status/1750275916817682936
• https://twitter.com/danielnewmanUV/status/1750292092163604889
• https://newsroom.ibm.com/2024-01-24-IBM-RELEASES-FOURTH-QUARTER-RESULTS

Intel Q4 2023 Earnings

• https://twitter.com/PatrickMoorhead/status/1750625438865465603
• https://x.com/CNBCOvertime/status/1750637142533869848?s=20
• https://www.nasdaq.com/articles/intel-intc-q4-2023-earnings-what-to-expect

Intel IFS and UMC Deal

• https://twitter.com/PatrickMoorhead/status/1750518086229213446
• https://www.intc.com/news-events/press-releases/detail/1671/intel-and-umc-announce-new-foundry-collaboration

SAP Q4 2023 Earnings

• https://twitter.com/PatrickMoorhead/status/1749941796396732822
• https://twitter.com/danielnewmanUV/status/1750156271490044250
• https://www.sap.com/investors/en/calendar/2023/2024-01-24-q4-fy-financial-results.html

Apple Makes Changes Based on DMA

• https://x.com/PatrickMoorhead/status/1750700796851769525?s=20
• https://www.apple.com/newsroom/2024/01/apple-announces-changes-to-ios-safari-and-the-app-store-in-the-european-union/
• https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/europe-fit-digital-age/digital-markets-act-ensuring-fair-and-open-digital-markets_en
• https://www.theverge.com/2024/1/25/24050200/apple-third-party-app-stores-allowed-iphone-ios-europe-digital-markets-act
• https://techcrunch.com/2024/01/25/apple-dma-changes/

ServiceNow Q4 2023 Earnings

• https://twitter.com/danielnewmanUV/status/1750288014524178563
• https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2023-financial-results.html

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 – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Jack Weast, Vice President and GM for Intel Automotive at CES 2024. They discuss Intel’s automotive announcements that were made during CES and how AI is coming to the vehicle.

Their discussion covers:

• Intel’s ambitious growth plans in the automotive space 

• The silicon needs of a modern vehicle and why Intel’s offerings may interest automakers

• What prompted Intel to get involved on the power management side of the automotive industry

• Chiplet need and Intel's solution to the car chip crunch

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:

Davos 2024

• https://twitter.com/danielnewmanUV/status/1748131753854681331
• https://twitter.com/danielnewmanUV/status/1747952299144630424
• https://twitter.com/danielnewmanUV/status/1747662461811962247
• https://twitter.com/danielnewmanUV/status/1747160570640453835
• https://twitter.com/danielnewmanUV/status/1747581284992356632
• https://twitter.com/danielnewmanUV/status/1747276931295281629
• https://twitter.com/danielnewmanUV/status/1747210093291028602
• https://twitter.com/danielnewmanUV/status/1747163567814479975
• https://twitter.com/danielnewmanUV/status/1746937393993924707
• https://twitter.com/danielnewmanUV/status/1746898704336883725
• https://twitter.com/danielnewmanUV/status/1746866466803048475

Samsung Unpacked

• https://twitter.com/PatrickMoorhead/status/1747699010134302786
• https://twitter.com/PatrickMoorhead/status/1747699622435516624
• https://twitter.com/PatrickMoorhead/status/1747728653218447641
• https://twitter.com/anshelsag/status/1747691376651956721
• https://twitter.com/anshelsag/status/1747690418337440206
• https://twitter.com/PatrickMoorhead/status/1747692598901481495
• https://twitter.com/PatrickMoorhead/status/1747689421166830037
• https://twitter.com/PatrickMoorhead/status/1747686235613913163
• https://twitter.com/PatrickMoorhead/status/1747685325781233852
• https://twitter.com/PatrickMoorhead/status/1747684010254561611
• https://twitter.com/PatrickMoorhead/status/1747682309606957177

TSMC Earnings

• https://twitter.com/asiasquawkbox/status/1748177560427725123
• https://www.cnbc.com/2024/01/18/tsmc-q4-2023-earnings-report.html
• https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/02375f1560d204c5a5752bd98a6ecaff002dc98e/FS.pdf

IBM Acquires Advanced’s Application Modernization Assets

• https://www.streetinsider.com/Corporate+News/IBM+%28IBM%29+to+acquire+application+modernization+capabilities+from+Advanced/22644449.html

Synopsys Acquisition of ANSYS

• https://twitter.com/PatrickMoorhead/status/1747386136694014401
• https://twitter.com/PatrickMoorhead/status/1747286313638797433
• https://twitter.com/danielnewmanUV/status/1747262044276175004

Intel and DigitalBridge

• https://futurumgroup.com/insights/intel-and-digitalbridge-group-announce-the-formation-of-articul8/
• https://www.intel.com/content/www/us/en/newsroom/news/generative-ai-news-2024.html
• https://twitter.com/DBRG_Group/status/1742910877991399690

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.