On this episode of The Six Five – Insiders Edition I am joined by Julia White, SAP's Chief Marketing Officer, Head of Marketing for a conversation around digital cloud, ERP and other SAP solutions.

 

My conversation with Julia revolved around the following:

• Julia’s observations on SAP over the last year
• An overview of SAP’s "Always on" innovation
• How SAP is focusing on sustainability
• How SAP is getting customers to come along on their innovation journey

If you’d like to learn more about SAP visit their website. And don’t forget to subscribe to The Six Five webcast so you never miss an episode.

On this episode of The Six Five – Insiders Edition we are joined by Alan Trefler, CEO of Pegasystems for a conversation on the upcoming PegaWorld iNspire — a 2 and half hour virtual event on May 24, 2022.

Their conversation covered:

• What attendees can expect from PegaWorld
• Some of the key themes that will be covered
• A dive into Pega and low code
• How Pega is bringing AI and automation together

If you’d like to register for this year’s PegaWorld iNspire you can do register here. And don’t forget to subscribe to The Six Five webcast so you never miss an episode.

We are LIVE! Talking with Lattice CEO Jim Anderson on Q1 results, growth segments, software strategy & what's next in 2022.

 

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.

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 Think - AWS with IBM Apps

• https://twitter.com/PatrickMoorhead/status/1524411650178170880?s=20&t=fhxGq98TRA04ppnlwekAvw
• https://twitter.com/PatrickMoorhead/status/1524436860063342593?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://twitter.com/PatrickMoorhead/status/1524369505107038209?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://twitter.com/PatrickMoorhead/status/1524013032694853641?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://futurumresearch.com/research-notes/ibm-and-amazon-web-services-sign-collaboration-agreement-to-run-ibm-software-as-a-service-on-aws/

 

IBM Think - Quantum

• https://twitter.com/PatrickMoorhead/status/1524457953893437440?s=20&t=tPP58B2ucj1I1yrtw9IcuA

 

SAP Sapphire

• https://twitter.com/PatrickMoorhead/status/1523761213963837440?s=20&t=tPP58B2ucj1I1yrtw9IcuA

 

Marvell Acquires Tanzanite

• https://twitter.com/PatrickMoorhead/status/1523774648915136512?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://futurumresearch.com/research-notes/marvell-injects-new-cxl-technology-into-cloud-optimized-cxl-portfolio-with-tanzanite-acquisition/

 

Zoho Marketing Plus

• https://futurumresearch.com/research-notes/zoho-launches-zoho-marketing-plus-a-unified-marketing-platform-designed-to-increase-effectiveness-of-marketing-strategies/

 

Micron Investor Day

• https://twitter.com/PatrickMoorhead/status/1524749681019867139?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://futurumresearch.com/research-notes/zoho-launches-zoho-marketing-plus-a-unified-marketing-platform-designed-to-increase-effectiveness-of-marketing-strategies/

 

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.

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:

 

Dell Technologies World Observations

• https://twitter.com/PatrickMoorhead/status/1521536345184768002?s=20&t=_59G-LEBm73byaascDhYmA
• https://twitter.com/PatrickMoorhead/status/1521164989142233088?s=20&t=58tpf3yjCNfI1NHX9HUlww
• https://www.forbes.com/sites/moorinsights/2022/05/04/multi-cloud-storage-center-stage-at-dell-technologies-world/?sh=56af7c6c1d79

 

AMD Earnings

• https://twitter.com/PatrickMoorhead/status/1522348685849464836?s=20&t=hI9jZTkm8dEutn54zDNMOg
• https://twitter.com/danielnewmanUV/status/1521596668432379904?s=20&t=UEtzphY0kVcgwxPdl2lqaA

 

Lattice Earnings

• https://twitter.com/PatrickMoorhead/status/1522353024001314821?s=20&t=d7j-oOjLcYZ5w93OTXRSkw
• https://futurumresearch.com/research-notes/lattice-semiconductor-delivers-robust-q1-growth-and-raises-q2-guidance/

 

T-Mobile's "Internet Freedom"

• https://twitter.com/PatrickMoorhead/status/1522021050208473088?s=20&t=_59G-LEBm73byaascDhYmA

 

Honeywell HCE

 

Qualcomm Wins VW

• https://twitter.com/PatrickMoorhead/status/1521513665110765569?s=20&t=_59G-LEBm73byaascDhYmA

 

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.

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 Earnings

• https://twitter.com/PatrickMoorhead/status/1519136245078798338?s=20
• https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022
• https://futurumresearch.com/research-notes/microsoft-q3-outpaces-expectations-and-continues-string-of-record-quarters/

 

Google Earnings

• https://twitter.com/PatrickMoorhead/status/1519141269397770241?s=20
• https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022
• https://www.forbes.com/sites/patrickmoorhead/2022/04/25/googles-data-cloud-summit-serves-up-incremental-new-capabilities/

 

Intel Earnings

• https://twitter.com/PatrickMoorhead/status/1519776285949677570?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
• https://twitter.com/danielnewmanUV/status/1519795904768880640?s=20&t=F6e5kA-3WJGicGWoPaOmbA
• https://twitter.com/danielnewmanUV/status/1519769725219319814?s=20&t=F6e5kA-3WJGicGWoPaOmbA

 

Qualcomm Earnings

• https://twitter.com/PatrickMoorhead/status/1519496104575860736?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
• https://futurumresearch.com/research-notes/qualcomm-earnings-deliver-above-expectations-in-q2-as-diverse-strategy-pays-off/
• https://www.forbes.com/sites/patrickmoorhead/2022/04/14/qualcomm-wins-yet-another-major-automaker-with-its-digital-chassis-stellantis-with-14-brands-more-evidence-that-the-diversification-strategy-is-paying-off/

 

Honeywell Earnings

• https://twitter.com/danielnewmanUV/status/1520011779052642304?s=20&t=F6e5kA-3WJGicGWoPaOmbA
• https://twitter.com/PatrickMoorhead/status/1520040288475041793?s=20&t=mWpds8-LRQQ45xKpEYM35g

 

Oracle Launches Industry Labs

• https://twitter.com/PatrickMoorhead/status/1519331342156288002?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
• https://twitter.com/danielnewmanUV/status/1519331274825027587?s=20&t=F6e5kA-3WJGicGWoPaOmbA

 

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.

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 Earnings

• https://twitter.com/PatrickMoorhead/status/1516511769707130881?s=20&t=kyynJphtmPktbHST0vBwpg 
• https://futurumresearch.com/research-notes/ibm-systems-revenue-put-into-a-historical-context/
• https://futurumresearch.com/research-notes/ibm-kicks-off-earnings-season-with-a-bang-as-focus-pays-off/

 

Intel Net Zero by 2040

• https://futurumresearch.com/research-notes/intel-pledges-to-reduce-its-greenhouse-gas-emissions-to-net-zero-by-2040-for-all-intel-facilities-and-to-lower-carbon-footprints-of-intel-products-and-platforms/

 

Earth Day Device Hypocrisy?

• https://twitter.com/PatrickMoorhead/status/1516450159542087686?s=20&t=x_nj4LbSfeN8FKWm0UKECg

 

SAP Earnings

• https://twitter.com/PatrickMoorhead/status/1517478966369607681?s=20&t=zSQQZa6myPp7ZELWxaaAYw
• https://twitter.com/danielnewmanUV/status/1517465009898541061?s=20&t=Tm3rqSamsWfpxhALCp4trg

 

SAP Pulls Completely Out of Russia

• https://news.sap.com/2022/04/sap-plans-russia-exit/
• https://twitter.com/PatrickMoorhead/status/1517501790253629440?s=20&t=zSQQZa6myPp7ZELWxaaAYw

 

TSMC Big Quarter Reflect Chip Strength?

• https://www.marketwatch.com/story/have-semiconductor-companies-performance-decoupled-from-the-economy-taiwan-semi-earnings-say-yes-but-well-get-a-clearer-picture-soon-11650379541

 

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.

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:

 

Qualcomm Announces 14 Brand Stellantis Auto Win

• https://www.forbes.com/sites/patrickmoorhead/2022/04/14/qualcomm-wins-yet-another-major-automaker-with-its-digital-chassis-stellantis-with-14-brands-more-evidence-that-the-diversification-strategy-is-paying-off/
• https://bit.ly/3vnUBHX

 

Honeywell Aerospace UAS/UAM Tour

• https://twitter.com/PatrickMoorhead/status/1512473532399173632?s=20&t=zK3_z7ZCD0aHPxL278qy5w
• https://youtu.be/DBgq8qivRdU
• https://aerospace.honeywell.com/us/en/learn/supported-platforms/urban-air-mobility
• Honeywell Brings the Future of Urban and Advanced Aerial Mobility (futurumresearch.com)

 

Box Announces Canvas

• https://www.businesswire.com/news/home/20220412005454/en/Box-Announces-Box-Canvas-to-Power-Collaboration-Across-the-Hybrid-Workplace

 

DOJ Proposes Patent Protection Changes

• https://futurumresearch.com/research-notes/critical-proposed-change-to-patent-policy-to-potentially-impact-american-tech-companies/

 

Elon Goes Hostile on Twitter

• https://twitter.com/PatrickMoorhead/status/1514575215493357571?s=20&t=y0RfDuYO34bbJOZf3hr8Jg
• https://marketscale.com/industries/software-and-technology/can-an-elon-musk-owned-twitter-meet-its-free-speech-social-imperative/
• https://www.wsj.com/articles/elon-musk-suggests-changes-to-twitter-blue-subscription-service-11649605777

 

Apple’s Tim Cook Heads to Washington

• https://www.marketwatch.com/story/apples-cook-on-privacy-we-live-in-a-data-industrial-complex-built-on-surveillance-11649777526?mod=jon-swartz

 

Six Five Summit 2022 Event Overview

• https://thesixfivesummit.com/

 

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.

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:

 

AMD Acquires Pensando

• https://twitter.com/PatrickMoorhead/status/1510967279818784769?s=20&t=RGF_uv-BkOPo9q12H8Ghaw
• https://futurumresearch.com/research-notes/amds-1-9b-acquisition-of-pensado/

 

Qualcomm Closes Arriver Acquisition

• https://www.youtube.com/watch?v=tgCVy1Wk9Qk

 

IBM Announces z16

• https://twitter.com/PatrickMoorhead/status/1510994689641562119?s=20&t=RGF_uv-BkOPo9q12H8Ghaw
• https://futurumresearch.com/research-notes/ibms-new-z16-mainframe-a-deep-dive/
• https://www.forbes.com/sites/patrickmoorhead/2022/04/05/ibm-z16--the-mainframe-is-dead-long-live-the-mainframe/?sh=5778a64f6ee9

 

LeaderShIP Event

• https://www.futurumresearch.com/research-notes/leadership-2022-sheds-a-light-on-critical-ip-innovation-national-security-challenges/
• https://youtu.be/vUe3LhItDCw

 

Azure Goes Arm with Ampere

• https://twitter.com/PatrickMoorhead/status/1511047817720385538?s=20&t=drg3sOCdAfvalkvzNHO1hA 
• https://azure.microsoft.com/en-us/blog/now-in-preview-azure-virtual-machines-with-ampere-altra-armbased-processors/
• https://amperecomputing.com/blogs/2022-04-04/ampere-altra-now-available-on-microsoft-azure-cloud-platform.html
• https://www.arm.com/company/news/2022/04/new-arm-based-cloud-services-from-microsoft-highlight-the-power-of-choice-in-computing

 

Six Five Summit

• www.thesixfivesummit.com

 

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.

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 Arc Discrete Graphics Launch

• https://futurumresearch.com/research-notes/intel-launches-its-arc-a-series-gpus-for-notebooks/
• https://www.linkedin.com/posts/patmoorhead_gpus-mwc2022-ai-activity-6915003355220094976-VViP?utm_source=linkedin_share&utm_medium=member_desktop_web

 

Oracle HeatWave

• https://www.youtube.com/watch?app=desktop&v=a0m_M2yXOiM&feature=youtu.be
• https://www.forbes.com/sites/moorinsights/2022/03/29/heatwave-ml-real-time-intelligence-comes-to-mysql/

 

Intel Acquires Granulate

• https://www.techtarget.com/searchdatacenter/news/252515403/Intel-acquires-Granulate-to-boost-cloud-workload-speeds
• https://twitter.com/PatrickMoorhead/status/1509527271425683456?s=20&t=wrc3LOPl60203o2M_b6K7A
• https://www.intel.com/content/www/us/en/newsroom/news/corporate-news-march-2022.html?

 

Micron Earnings

• https://twitter.com/danielnewmanUV/status/1509134995700711427?s=20&t=pVaCdfjWKvZUiiAVOh9WIw
• https://twitter.com/danielnewmanUV/status/1508935516183580674?s=20&t=pVaCdfjWKvZUiiAVOh9WIw

 

Groq Day

• https://twitter.com/danielnewmanUV/status/1509604300628107265?s=20&t=pVaCdfjWKvZUiiAVOh9WIw
• https://twitter.com/PatrickMoorhead/status/1509595937827704847?s=20&t=-I5tbgTAPix8UOWgP-u5WA
• Note: Daniel Newman and Patrick Morhead are Groq investors.

In this episode, the Six Five issues the following corrections from the segment covering Groq Day. 

1. No customers participated as speakers or panelists at Groq day.

2. TPG is not an investor in Groq. 

3. Dr. Ford Tamer joined Groq's Board of Directors from Inphi not Xilinx.

IBM Quantum HSBC News

• https://newsroom.ibm.com/2022-03-29-HSBC-Working-with-IBM-to-Accelerate-Quantum-Computing-Readiness

 

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.