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 Snapdragon Summit

• https://twitter.com/PatrickMoorhead/status/1466089900156071950?s=20
• https://twitter.com/PatrickMoorhead/status/1466183986682597379?s=20
• https://twitter.com/PatrickMoorhead/status/1466199848466542592?s=20

AWS re:Invent AI

• https://futurumresearch.com/research-notes/aws-provides-six-key-new-reasons-to-adopt-and-use-amazon-sagemaker/

AWS re:Invent Compute

• https://www.forbes.com/sites/patrickmoorhead/2021/11/30/aws-unveils-the-latest-on-graviton-inferentia-and-trainium-instances-at-reinvent-2021/
• https://twitter.com/PatrickMoorhead/status/1466138761268367361?s=20
• https://youtu.be/zGBdb2VnxNo
• https://futurumresearch.com/research-notes/aws-reinvent-2021-day-1-announcements-on-graviton-trainium-inferentia-and-more/

Quantinuum Company Announcement

• https://www.forbes.com/sites/moorinsights/2021/12/01/quantinuum-a-new-quantum-computing-company-is-formed-from-merger-of-honeywell-quantum-solutions-and-cambridge-quantum/

HPE $HPE Earnings 

• https://futurumresearch.com/research-notes/hpe-announced-strong-q4-numbers-fueled-by-strengthening-demand-in-edge-and-continued-everything-as-a-service-pivot/

Salesforce $CRM Earnings

• https://futurumresearch.com/research-notes/salesforce-delivers-a-strong-q3-as-platform-bet-accelerates/

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 Quantum Summit

• https://twitter.com/danielnewmanUV/status/1460973712677683201

SAP TechEd

• https://twitter.com/PatrickMoorhead/status/1460267822718849024?s=20
• https://futurumresearch.com/research-notes/saps-tech-education-focus-is-front-and-center-at-sap-teched-aimed-at-closing-the-skills-gap/
• https://www.forbes.com/sites/patrickmoorhead/2021/11/22/sap-adds-no-codelow-code-to-its-business-technologies-platform-at-teched-2021/

Qualcomm Investor Day $QCOM

• https://twitter.com/PatrickMoorhead/status/1460608420554366980?s=20
• https://www.forbes.com/sites/patrickmoorhead/2021/11/18/qualcomm-showcases-diversification-growth-and-resilience-at-investor-day-2021/
• https://twitter.com/danielnewmanUV/status/1460656719680393223
• https://twitter.com/danielnewmanUV/status/1460631022018650114

Lattice Acquires Mirametrix

• https://twitter.com/PatrickMoorhead/status/1460254199917203464?s=20
• https://www.forbes.com/sites/patrickmoorhead/2021/11/18/lattice-semiconductor-acquires-mirametrix-in-an-all-cash-transaction/

NVIDIA earnings $NVDA

• https://twitter.com/PatrickMoorhead/status/1461084246018166786?s=20
• https://www.marketwatch.com/story/this-is-how-nvidia-plans-to-make-lots-of-money-from-the-metaverse-11637246368
• https://cheddar.com/media/nvidia-beats-earnings-expectations-on-strong-gaming-data-center-revenue
• https://www.youtube.com/watch?v=VWdxwkEMzOk (Yahoo Finance Interview)

Cisco Earnings $CSCO

• https://twitter.com/PatrickMoorhead/status/1461082517906284544?s=20
• https://twitter.com/danielnewmanUV/status/1461079230595440650

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’s Datacenter Announcement and Meta and SAP?

• https://www.forbes.com/sites/moorinsights/2021/11/08/amd-doubles-down-on-hpc-with-milan-x-and-mi200/ 

NVIDIA GTC 2021

• https://www.youtube.com/watch?v=udmMNu2U8vY&ab_channel=NVIDIA 
• https://www.forbes.com/sites/danielnewman/2021/11/11/nvidias-omniverse-announcements-at-gtc-further-validate-the-merging-of-our-physical-and-digital-worlds/?sh=5960004ae0dc 
• https://www.forbes.com/sites/patrickmoorhead/2021/11/10/nvidia-improves-its-intelligent-vehicle-stack-at-nvidia-gtc/ 
• https://futurumresearch.com/research-notes/nvidia-gtc-2021-cloudera-and-nvidia-expand-partnership-look-to-rapidly-advance-data-scientist-adoption-of-gpus/ 

Luminar Design Win with NVIDIA Hyperion 8 Platform

• https://investors.luminartech.com/news-releases/news-release-details/luminar-lidar-selected-nvidia-drive-hyperion-autonomous-vehicle 
• https://futurumresearch.com/research-notes/nvidia-announced-its-self-driving-tool-kit-hyperion-8-will-be-ready-for-cars-by-2024/ 
• https://www.forbes.com/sites/patrickmoorhead/2021/11/10/nvidia-improves-its-intelligent-vehicle-stack-at-nvidia-gtc/ 

Mitel and RingCentral Partnership

• https://www.mitel.com/blog/for-mitel-customers-theres-a-new-pathway-to-private-cloud 
• https://www.mitel.com/about/newsroom/press-releases/ringcentral-and-mitel-announce-strategic-partnership?utm_campaign=Newsroom&utm_content=1636484592&utm_medium=social&utm_source=twitter 
• https://futurumresearch.com/research-notes/mitel-and-ringcentral-announce-new-strategic-partnership-which-could-have-lasting-impact-on-ucaas-market/ 

Windows 11 SE and the New Surface Laptop SE

• https://educationblog.microsoft.com/en-us/2021/11/imagining-a-new-era-of-education 

Intel Cites Qualcomm as Strategic Account

• https://www.crn.com/news/components-peripherals/intel-calls-qualcomm-a-top-strategic-account-in-sales-reorg-memo  

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 Earnings $QCOM

• https://twitter.com/PatrickMoorhead/status/1456005521656451082?s=20
• https://futurumresearch.com/research-notes/qualcomms-fiscal-wraps-q4-with-strong-growth-across-its-segments/ 
• https://twitter.com/YahooFinance/status/1456002621173608452?s=20 

SkyWorks Earnings $SWKS 

• https://www.skyworksinc.com/
• https://twitter.com/PatrickMoorhead/status/1456369121294266377?t=sf0oDzKrutOitVM7-OMcDA&s=19
• https://investors.skyworksinc.com/news-releases/news-release-details/skyworks-reports-q4-and-full-year-fy21-results 
• https://www.techinsights.com/blog/teardown/apple-iphone-13-pro-teardown 

Microsoft Ignite 2021

• https://twitter.com/PatrickMoorhead/status/1455233566086926337?s=20

Oracle LIVE Analytics and AI Event

• https://www.oracle.com/news/announcement/oracle-fusion-scm-analytics-helps-organizations-build-resilient-supply-chains-improved-visibility-2021-11-02/ 
• https://www.oracle.com/events/live/applications/nov-2021/?source=:ow:lp:pt::::RC_WWMK210817P00091:OLSeriesWebPage&intcmp=:ow:lp:pt::::RC_WWMK210817P00091:OLSeriesWebPage 
• https://youtu.be/R3FUoPgJJMU 

IBM-Kyndryl Spin Off

• https://youtu.be/x92prDpJ-BE 
• https://newsroom.ibm.com/2021-11-03-IBM-Completes-the-Separation-of-Kyndryl 

Dell+VMware Spin Out

• https://news.vmware.com/releases/vmware-announces-completion-of-spin-off-from-dell-technologies 
• https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-announces-completion-vmware-spin 

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. 

https://newsroom.ibm.com/Bob-Lord

https://www.linkedin.com/in/rwlord/

https://twitter.com/rwlord

1. Introduction of Show

1. Welcome Guest SVP Bob Lord

1. While the deal is finally done. It has been a while since the deal was originally announced. Can you provide a quick background on the reason this spin-off became a priority, and how it fits within IBM’s transformation and strategy?

1. From your viewpoint, what should clients expect from IBM now that this deal is done?

1. What about your massive partner ecosystem?

1. Give us a bit more clarity on the platform strategy going forward. It seems that the company will consist of software, infrastructure, consulting, and research. How do you connect all of these dots and make sure all stakeholders clearly see the value and opportunity for growth

1. Conclusion and wrap

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:

Alphabet Earnings $GOOG $GOOGL

• https://twitter.com/PatrickMoorhead/status/1453101269816651783?s=20 

Microsoft Earnings $MSFT

• https://twitter.com/PatrickMoorhead/status/1453099180050747397?s=20 
• https://futurumresearch.com/research-notes/microsoft-sees-revenue-growth-accelerate-to-22-in-q1/ 

AMD Earnings $AMD

• https://twitter.com/PatrickMoorhead/status/1453103230330736641?s=20 

Amazon Earnings $AMZN

• https://twitter.com/PatrickMoorhead/status/1453838228155473927?s=20
• https://futurumresearch.com/research-notes/amazon-results-miss-expectations-as-investments-in-growth-continue/?utm_source=rss&utm_medium=rss&utm_campaign=amazon-results-miss-expectations-as-investments-in-growth-continue 

IntelON Developer Event

• https://www.forbes.com/sites/patrickmoorhead/2021/10/25/intel-ceo-pat-gelsingerdevelopers-youre-the-center-of-value-creation/ 
• https://twitter.com/PatrickMoorhead/status/1453391832084357130?s=20 

Cisco WebexOne

• https://twitter.com/PatrickMoorhead/status/1453358189093785608?s=20 
• https://futurumresearch.com/research-notes/cisco-expands-webex-ecosystem-with-new-devices-and-features-at-webexone/ 
• https://www.eweek.com/networking/cisco-launches-a-plethora-of-new-hardware-and-software-at-webexone-2021/ 

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. 

McLaren-Splunk

• https://www.splunk.com/en_us/blog/leadership/accelerating-into-the-u-s-grand-prix-with-mclaren.html 

RedBull-Oracle

• https://www.oracle.com/news/announcement/blog/oracle-red-bull-racing-launch-the-paddock-loyalty-program-2021-10-20/ 
• https://futurumresearch.com/research-notes/oracle-and-red-bull-racing-partner-to-advance-f1-analytics/

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. 

Oracle Live: Connect Your Enterprise with AI Driven Analytics 

Big Disruptions Require Big Change

• Steve, the past year has brought so many challenges from supply chain disruption to labor shortages and the great resignation to digitization of everything. I’ve listened to you talk a lot about modernization and innovation at speed in the past. How do those things tie together? What are some of the big trends you have been seeing?

Competition and Oracle's Approach to Stand Out?  

• Steve, the Cloud applications market is incredibly competitive. What do you think separates Oracle Fusion Cloud Applications from the competition?

Accelerating Faster Than the Rate of Change  

• Steve, we talked about lots of challenges and headwinds in the world of business right now.  How are you helping customers outpace change?

Updating with Purpose - Boosting AI and Analytics 

• T.K., Oracle has been aggressively updating its software with an increasing focus on analytics and AI. Talk about some of the analytics advancements being made and anything upcoming you may be able to share? 

Tying Together Apps and Data Management  

• T.K., we are hearing more about the importance of analytics from vendors and end users and have seen big acquisitions in this space. How is Oracle approaching analytics differently? 
• • Experience and significant value to Fusion Cloud Apps customers.

What to Expect - Oracle's November Event 

• You have a big event coming up early in November. We see its about AI-powered analytics. What are some hot topics that you may be diving into and why should our listeners tune in? 

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 Delivers Mixed Q3 Results $INTC

• https://www.intc.com/financial-info/financial-results 

IBM Growth Pause as Kydryl Exit Imminent $IBM 

• https://www.ibm.com/investor/events/earnings-3q21
• https://futurumresearch.com/research-notes/ibm-hits-a-growth-snag-but-the-place-to-look-is-forward/  

Zoho Announces Updates to its One Platform 

• https://www.zdnet.com/article/zoho-one-gets-analytics-ui-platform-app-enhancements/ 
• https://youtu.be/7Fqj4Xyn2g4 

SAP’s Encouraging Cloud Growth 

• https://news.sap.com/2021/10/sap-announces-third-quarter-2021-results/ 

Honeywell Sees Revenues Jump 9% $HON 

Micron Commits to $150B Fab Investments 

• https://www.wsj.com/articles/micron-plans-over-150-billion-in-capital-r-d-spending-in-decade-ahead-11634724001 
• https://www.globenewswire.com/news-release/2021/10/20/2317142/0/en/Micron-Announces-Over-150-Billion-in-Global-Manufacturing-and-R-D-Investments-to-Address-2030-Era-Memory-Demand.html 
• https://twitter.com/PatrickMoorhead/status/1445772309952811024?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. 

1. Introductions & Background

2. Growth

3. Strategy

4. SuiteBanking Announcement- Automation

5. Analytics Warehouse Announcement- Insight

6. Customers

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.