On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies' Sam Grocott, SVP of Product Marketing.

Their discussion covers:

• Highlights of the Dell Tech World event announcements
• What news from Dell Tech World stands out most for customers and press at the show
• An overview of the new APEX Solutions and multicloud partnerships
• Marketing trends at top of mind for the Dell Tech Marketing Team

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies’ Varun Chhabra, SVP, Product Marketing, Infrastructure Solutions Group & Telecom.

Their discussion covers:

• Varun’s point of view on the rapid rise of Generative AI, and what’s real versus just hype
• Varun shares the most interesting use cases of Generative AI he’s heard recently
• We take a look at Project Helix
• What other AI-centric partnerships Dell Technologies has coming in the future

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies’ Cassandra Garber, VP of ESG.

Their discussion covers:

• An introduction to Cassandra and her team’s role within Dell Technologies
• Cassandra shares Dell’s top focus-areas for ESG (Environmental, Social, Governance)
• We learn more what Dell’s customers and partners are interested surrounding ESG
• How ESG has shown up at the Dell Technologies World event this week

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies’ Mindy Cancila, VP, Corporate Strategy, Strategic Growth and Activation.

Their discussion covers:

• Why Dell is well-positioned on their company ecosystem strategy
• What the second half of 2023 holds for Dell, from a strategy perspective
• Mindy shares what Dell’s biggest opportunities for growth are over the next 2-3 years
• We explore whether cloud repatriation is just hype or real movement

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:

SAP Sapphire 2023

• https://news.sap.com/2023/05/sap-sapphire-future-proofed-business-age-of-ai/
• https://news.sap.com/2023/05/sap-successfactors-helps-hr-solve-skills-gap-with-generative-ai/
• https://news.sap.com/2023/05/sap-sapphire-orlando-keynote-customers-trust-sap/?amp=1

Dell Technologies World 2023

• https://twitter.com/PatrickMoorhead/status/1660694029233975296?s=20
• https://twitter.com/PatrickMoorhead/status/1661055691862478848?s=20
• https://twitter.com/PatrickMoorhead/status/1660655045308817409?s=20
• https://twitter.com/danielnewmanUV/status/1661126221651148809?s=20
• https://twitter.com/danielnewmanUV/status/1661056157514088448?s=20
• https://twitter.com/danielnewmanUV/status/1660695845862543361?s=20
• https://futurumresearch.com/research-notes/dell-introduces-dell-nativeedge-an-edge-operations-software-platform-designed-to-help-simplify-secure-optimize-and-automate-edge-infrastructure-deployments/
• https://futurumresearch.com/research-notes/dell-technologies-and-nvidia-launch-project-helix-for-on-prem-generative-ai/
• https://futurumresearch.com/research-notes/dell-technologies-introduces-project-fort-zero-to-help-accelerate-and-simplify-zero-trust-adoption-at-dell-technologies-world-event/
• https://futurumresearch.com/research-notes/dell-apex-platform-advancements-empower-customers-to-optimize-multicloud-strategies-and-streamline-it-operations/

Microsoft Build 2023

• https://twitter.com/PatrickMoorhead/status/1660995939920941057?s=20
• https://news.microsoft.com/build-2023-book-of-news/
• https://twitter.com/danielnewmanUV/status/1661912844282265600?s=20
• https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20
• https://twitter.com/danielnewmanUV/status/1661755277279121408?s=20
• https://twitter.com/danielnewmanUV/status/1661497197798756355?s=20
• https://twitter.com/danielnewmanUV/status/1661120240997269505?s=20

Nvidia Q1 Earnings

• https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20
• https://twitter.com/danielnewmanUV/status/1661497197798756355?s=20
• https://twitter.com/PatrickMoorhead/status/1661492733243195392?s=20
• https://s201.q4cdn.com/141608511/files/doc_financials/2024/Q1FY24/Q1FY24-CFO-Commentary.pdf
• https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20
• https://investor.nvidia.com/news/press-release-details/2023/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2024/default.aspx
• https://s201.q4cdn.com/141608511/files/doc_financials/2024/Q1FY24/Rev_by_Mkt_Qtrly_Trend_Q124.pdf

Marvell Q1 Earnings

• https://twitter.com/PatrickMoorhead/status/1661909835523440642?s=20
• https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20
• https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20
• https://investor.marvell.com/2023-05-25-Marvell-Technology,-Inc-Reports-First-Quarter-of-Fiscal-Year-2024-Financial-Results
• https://twitter.com/danielnewmanUV/status/1661897158264750080?s=20

Lenovo Q4 Earnings

• https://www.google.com/search?q=lenovo+earnings&oq=lenovo+earnings&aqs=edge..69i57j0i512l6j0i390i650j69i64.4079j0j1&sourceid=chrome&ie=UTF-8
• https://investor.lenovo.com/en/financial/results/press_2223_q4.pdf
• https://doc.irasia.com/listco/hk/lenovo/annual/2023/res.pdf
• https://investor.lenovo.com/en/financial/results/presentation_2223_q4.pdf

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 Dell Technologies' Ed Ward, President, Client Product Group.

Their discussion covers:

• Ed gives us a look into his role with Dell Technologies

• We discuss how Dell’s end-user portfolio has evolved to meet the needs of customers in today’s flexible work environment and what makes Dell different in its approach to the Future of Work

• Ed shares insights into where Dell is doubling down in terms of innovation 

• How Dell is modernizing the customer journey with new offerings like Dell APEX, Managed Device Services, & PCaaS

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Doug Schmitt, President, Dell Technologies Services.

Their discussion covers:

• Doug gives us a quick overview of Dell Technologies Services and shares some recent changes in the organization

• We discuss what Dell is hearing from its customers on the global macroeconomic environment 

• Doug shares how Dell Technologies Services is responding to the changing priorities of its customers

• How Dell is ensuring customers are getting maximum value from Services and what the organization is doing to meet future customer needs

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

The Six Five – On The Road: Lattice Analyst & Investor Day

On this episode of The Six Five – On The Road host Daniel Newman is at Lattice Analyst & Investor Day in New York City. He sits down with Lattice Semiconductor’s President and CEO, Jim Anderson, along with Esam Elashmawi, Chief Strategy and Marketing Officer, and Sherri Luther, Chief Financial Officer for a conversation on the announcements that were made during the day.

Their discussion covers:

●      How Lattice has achieved multi-year growth success in terms of product and business strategy

●      The current trend lines driving growth, particularly with AI and EdgeAI

●      Long-term growth for the company, with a look into the expanding product portfolio Lattice has planned for the future

●      Some key insights into Lattice’s capital allocation strategy and how its buyback program has performed for its shareholders

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On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome  Dell Technologies' Adam Glick, Sr. Director of Portfolio Marketing for APEX and Multicloud.

Their discussion covers:

• Key insights to the changes in cloud computing, particularly as businesses look for more tailored solutions

• Dell’s belief that the future is multicloud, and how cost-savings are driving enterprises to reconsider their approach to cloud

• The solutions Dell APEX is providing for customers as they look to operate in a multicloud by design environment

• What to look forward to at this year’s upcoming Dell Technologies World event

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome  IBM’s Rob Thomas, SVP and Director, Software and Chief Commercial Officer, along with Dr. Dario Gil, SVP and Director of Research.

Their discussion covers:

• The dominating topic of AI and how it’s changing the way enterprise gets things done

• How enterprise leaders and decision makers need to respond to the opportunities of AI

• The transition from +AI to “AI-First” and how businesses can best utilize AI to transform how work gets done

• IBM’s new strategy to helping enterprises become “AI-First” including an overview of its watsonx platform

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.