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:

Salesforce announces Customer 360 Truth at Dreamforce

HPE Container Service

• https://www.forbes.com/sites/patrickmoorhead/#6fff6942640a 
• https://futurumresearch.com/hpe-launches-container-platform-going-all-in-on-new-cloud-architecture/

HP rebuffs Xerox - Again

• https://twitter.com/PatrickMoorhead/status/1198744792664072192?s=20 

NVIDIA brings CUDA to ARM

• https://nvidianews.nvidia.com/news/nvidia-brings-cuda-to-arm-enabling-new-path-to-exascale-supercomputing

Automation Anywhere raises 290 Million Series B at 6.8 Billion Value

• https://futurumresearch.com/intel-enters-discrete-gpu-space-with-announcements-at-supercomputing-2019/

Intel and MediaTek Partnership

• https://www.forbes.com/sites/moorinsights/2019/11/25/intel-taps-mediatek-for-5g-laptops/#1e2858891091 
• https://futurumresearch.com/intel-announces-mediatek-partnership-to-deliver-5g-pcs/

Alright...let’s get started.

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:

Salesforce Chooses Microsoft for Sales/Service Cloud

• https://twitter.com/PatrickMoorhead/status/1195005082720448517?s=20 

NVIDIA 3rd Quarter Earnings (Daniel) and Xavier Jetson NX

• https://twitter.com/PatrickMoorhead/status/1195093386711257090?s=20 
• https://www.forbes.com/sites/moorinsights/2019/11/14/nvidia-gets-tiny-with-jetson-xavier-nx/ 

Intel Movidius and Nervana Launch at AI Summit

• https://futurumresearch.com/intel-announces-nervana-and-movidius-ai-chips-for-inference-and-training/
• https://futurumresearch.com/nvidias-continues-its-bull-run-of-form-posting-strong-q3/

Cisco Earnings

• https://twitter.com/PatrickMoorhead/status/1194738093162663936?s=20 
• https://futurumresearch.com/cisco-delivers-strong-q1-despite-tame-guidance-for-q2/

Dell Tech Summit - On Demand (Daniel) and PowerOne Autonomous

• https://www.forbes.com/sites/moorinsights/2019/11/15/dell-technologies-expands-service-offerings-at-its-2019-summit/ 
• https://www.networkworld.com/article/3453727/dell-techs-powerone-approach-to-hybrid-cloud.html

Nuvia Datacenter Startup Chip Company

• https://twitter.com/PatrickMoorhead/status/1195338115713507330?s=20 

Alright...let’s get started.

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:

Azure Arc and Synapse

• https://www.networkworld.com/article/3452861/microsofts-vision-for-the-multi-cloud-future.html
• https://futurumresearch.com/microsoft-ignite-2019-full-stack-approach-tech-intensity/
• https://www.forbes.com/sites/moorinsights/2019/11/11/microsoft-goes-all-in-on-hybrid-cloud-and-edge-at-ignite-2019/#643fa98d60d2 

Azure Quantum

• https://futurumresearch.com/microsoft-announces-open-cloud-quantum-computing-at-ignite/
• https://www.forbes.com/sites/moorinsights/2019/11/07/a-glimpse-into-honeywells-quantum-play-through-microsofts-azure-announcement/#7cd1be283403 

Microsoft Teams 

• https://futurumresearch.com/cisco-webex-announces-interop-partnership-with-microsoft-teams/
• https://www.forbes.com/sites/moorinsights/2019/11/11/microsoft-goes-all-in-on-hybrid-cloud-and-edge-at-ignite-2019/#643fa98d60d2 

Project Cortex

• https://www.forbes.com/sites/moorinsights/2019/11/11/microsoft-goes-all-in-on-hybrid-cloud-and-edge-at-ignite-2019/#643fa98d60d2 

Power Automate

• https://www.forbes.com/sites/moorinsights/2019/11/11/microsoft-goes-all-in-on-hybrid-cloud-and-edge-at-ignite-2019/#643fa98d60d2 

VS Online

• https://www.forbes.com/sites/moorinsights/2019/11/11/microsoft-goes-all-in-on-hybrid-cloud-and-edge-at-ignite-2019/#643fa98d60d2

Alright...let’s get started.

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 wins JEDI

• Oracle effects
• https://www.marketwatch.com/story/heres-what-to-watch-in-the-microsoft-vs-amazon-cloud-battle-after-jedi-win-2019-10-28
• https://www.networkworld.com/article/3449436/jedi-award-signals-a-critical-perception-of-parity-in-the-cloud-wars.html 

Amazon earnings, AWS performance

• https://futurumresearch.com/aws-optimism-business-is-still-strong-despite-earnings-short-fall/
• https://twitter.com/PatrickMoorhead/status/1187485057612763141?s=20

Samsung Developer Conference

• OneUI https://www.forbes.com/sites/moorinsights/2019/10/29/samsung-improves-and-expands-the-mobile-experience-with-one-ui-2/#262afad15ef3 
• Bixby
• New devices

AMD Earnings

• https://futurumresearch.com/amd-earnings-strong-revenues-garner-mixed-response/
• https://finance.yahoo.com/video/amd-reports-highest-revenue-more-131953072.html
• https://twitter.com/PatrickMoorhead/status/1189275769480060928?s=20

Intel earnings

• https://futurumresearch.com/intel-earnings-beat-propelled-by-strong-data-center-group-performance/
• https://twitter.com/PatrickMoorhead/status/1187474761061818372?s=20 

Microsoft Ignite expectations

• O365 and Teams…...
• Azure, hybrid offerings, new compute options
• Dynamics 365 and Flow

Alright...let’s get started.

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://futurumresearch.com/ibms-q3-results-mixed-with-red-hat-and-cloud-
  showing-promise/
• https://finance.yahoo.com/video/ibm-q3-earnings-beat-revenue-
  141211446.html

NVIDIA at MWC Americas: EGX Announcement

• https://siliconangle.com/2019/10/21/nvidia-announces-egx-platform-deliver-
  ai-network-edge/

Qualcomm 4G/5G Summit

• DSS and MEC

Poly Event

• https://futurumresearch.com/poly-analyst-day-competing-around-an-open-
  ecosystem/
• https://www.forbes.com/sites/moorinsights/2019/10/21/poly-the-comeback-
  mojo-is-building/#3ecd72fa1011

Google Launch

• https://futurumresearch.com/made-by-google-how-the-pixel-4-launch-went-
  down/
• https://www.engadget.com/2019/10/15/google-pixel-4-on-all-major-us-
  carriers/
• Buds 2020, radar, Google Nest WiFi (confusing brand), channel expansion, transcription yes

China censorship and how U.S. companies like Apple and Google are handling these situations.

• Apple: HK Maps, Quartz app
• Google: HK Maps

Alright...let’s get started.

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:

HPE Openhouse

• https://futurumresearch.com/hpe-analyst-event-experiences-the-key-to-its-long-term-strategy/

Intel Core i9x Series Price Cuts

• https://www.crn.com/news/components-peripherals/intel-slashes-price-of-i9-x-series-processors-by-up-to-50-percent

ArmTechCon

• https://www.foxbusiness.com/technology/disneys-ban-on-netflix-advertising-a-sign-of-increasing-competition-analyst

Cisco Named World’s Best Place to Work

• https://www.businesswire.com/news/home/20191002005259/en/Announcing-25-World%E2%80%99s-Workplaces

Obsolete Airbuds?

• https://futurumresearch.com/apple-airpods-are-built-to-be-obsolete/

Oracle Invests In Ampere and Cloud

• https://www.bizjournals.com/portland/news/2019/09/30/tech-giant-oracle-reveals-investment-in-chip.html
• https://futurumresearch.com/oracle-plans-to-hire-2000-employees-to-double-down-on-cloud/

Alright...let’s get started.

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 Surface Launch

• Surface Neo/Duo
  • foldable categories; Windows X
  • getting into the phone biz
• Surface  Pro 7 updates
• Surface Pro X
• Chip Partnerships
  • Intel- Neo and Pro 7, Laptop 13/15 commercial
  • AMD- Laptop 15 consumer
  • Qualcomm- Pro X
• Surface Laptop
• Surface Earbuds
  • https://www.forbes.com/sites/patrickmoorhead/2019/10/02/why-microsofts-foldable-surface-duo-smartphone-could-be-be-successful/#1a80df12df69
  • https://www.forbes.com/sites/patrickmoorhead/2019/10/02/microsoft-widens-surface-line-with-pro-x-laptop-3-amd-qualcomm-processors-neo-foldable-earbuds/#71d0842b6f61
  • https://futurumresearch.com/microsoft-event-new-surface-duo-headlines-an-impressive-launch/

Alright...let’s get started.

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:

NVIDIA GPU Instances on AWS- Daniel

• https://futurumresearch.com/aws-announces-nvidia-gpu-instances-for-it-g4-elastic-compute-cloud/

Samsung Fold- Pat 

• https://www.forbes.com/sites/patrickmoorhead/2019/09/24/samsungs-galaxy-fold-enables-new-vertical-and-horizontal-commercial-use-cases/

Splunk Data to Everything

• https://futurumresearch.com/splunk-announces-new-data-to-everything-model-and-pricing/

Qualcomm Future of 5G Event?

• https://venturebeat.com/2019/09/25/qualcomm-shares-a-practical-compelling-vision-for-5gs-first-5-years/

Dynamics AI Launch

• https://futurumresearch.com/ai-at-the-center-of-new-microsoft-dynamics-365-app-launch/

Amazon Echo Hardware Launch

• https://www.forbes.com/sites/patrickmoorhead/2019/09/25/five-top-themes-from-amazons-alexa-and-echo-event-you-need-to-know/#37430c5a28c4
• https://futurumresearch.com/amazons-2019-hardware-launch-quick-take-on-the-14-announcements/

Alright...let’s get started.

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:

Oracle Hurd LOA

• https://www.prnewswire.com/news-releases/oracle-chief-executive-officer-mark-hurd-to-take-a-leave-of-absence-for-health-related-reasons-300916440.html
• https://www.cnbc.com/2019/09/11/oracle-releases-earnings-a-day-earlier-than-expected-stock-drops.html

Oracle Q1 Earnings

• https://realmoney.thestreet.com/investing/technology/oracle-earnings-guidance-revenue-momentum-15088601
• https://www.fool.com/investing/2019/09/11/after-hours-oracle-whiffs-on-q1-revenue-apple-a-tr.aspx
• https://futurumresearch.com/orcales-q1-earnings-show-promise-but-dealt-blow-as-ceo-takes-leave/
• https://investor.oracle.com/financial-news/financial-news-details/2019/Q1-FY20-GAAP-EPS-Up-11-To-063-And-Non-GAAP-EPS-Up-14-To-081/default.aspx

IBM z15 Launch

• https://www.forbes.com/sites/patrickmoorhead/2019/09/12/ibm-galvanizes-its-place-in-secure-workloads-with-new-z15-platform/
• https://www.forbes.com/sites/moorinsights/2019/09/12/is-this-the-fastest-storage-array-in-the-world/
• https://futurumresearch.com/ibm-z15-ready-to-rev-up-hybrid-multicloud-environments-with-instant-recovery/
• https://futurumresearch.com/ibm-launches-new-mainframe-ibm-z15/

HPE ML Ops a-a-s Launch- Daniel

• https://futurumresearch.com/hpe-launches-container-based-ml-ops-solution-to-manage-ai-lifecycle

Kirin 990 Launch and Myths

• https://www.extremetech.com/mobile/298028-huaweis-kirin-990-soc-is-the-first-chip-with-an-integrated-5g-modem
• https://futurumresearch.com/huaweis-new-kirin-990-exploring-7-questionable-claims-vs-qualcomm/

Apple Event

• https://www.forbes.com/sites/patrickmoorhead/2019/09/10/analyst-take-its-a-mixed-showing-for-apple-on-iphone-launch-day/
• https://futurumresearch.com/apple-event-a-killer-launch-for-any-company-other-than-apple/
• https://www.marketwatch.com/story/the-1-trillion-companies-microsoft-is-still-bigger-and-better-than-apple-2019-09-12

Alright...let’s get started.

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:

Slack’s First Earnings Report

• https://www.cnbc.com/2019/09/04/slack-work-earnings-q2-2020.html

DXC and Google Cloud Partnership

• https://futurumresearch.com/dxc-technology-and-google-cloud-announce-global-partnership/

Microsoft DEOS Contract

• https://futurumresearch.com/microsoft-deos-win-exhibits-its-strength-in-cloud-and-productivity/

Nutanix Earnings

• https://futurumresearch.com/nutanix-q4-earnings-pop-putting-a-halt-to-its-naysayers/

Previewing This Week's Apple Event

• https://arstechnica.com/gadgets/2019/09/what-to-expect-from-apples-september-10-by-innovation-only-event/

Dell Q2 Earnings

• https://www.zdnet.com/article/dell-technologies-delivers-strong-q2-amid-commercial-pc-sales/
• https://twitter.com/PatrickMoorhead/status/1167171548974931968?s=20

Alright...let’s get started.

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.