Ep. 240: Talking Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta, Trump & Tech, Solidigm, Cisco

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Dell Technologies Analyst Event 2024 https://x.com/PatrickMoorhead/status/1854557515201089773 https://x.com/danielnewmanUV/status/1854289448349163685 https://x.com/danielnewmanUV/status/1854355117987803489   Qualcomm Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1854615326258045085 https://x.com/PatrickMoorhead/status/1854282372461842692 https://x.com/danielnewmanUV/status/1854274761129410890 https://x.com/danielnewmanUV/status/1854274761129410890 https://www.qualcomm.com/news/releases/2024/11/qualcomm-announces-fourth-quarter-and-fiscal-2024-results   Arm Q2FY25 Earnings https://x.com/PatrickMoorhead/status/1854285659755757673 https://x.com/danielnewmanUV/status/1854276813008273757 https://x.com/danielnewmanUV/status/1854283326284034146 https://www.investopedia.com/arm-q2-fy2025-earnings-8740831 https://investors.arm.com/static-files/2fdf83c2-ea2b-4104-9f34-18750967240d   Coherent Q1FY25 Earnings https://x.com/danielnewmanUV/status/1854538776522936528 https://x.com/PatrickMoorhead/status/1854577695998542086 https://www.coherent.com/company/investor-relations/financial-releases https://finance.yahoo.com/news/coherent-corp-cohr-q1-2025-072454038.html https://www.benzinga.com/news/earnings/24/11/41819463/coherent-analysts-boost-their-forecasts-following-better-than-expected-earnings   Lattice Q3FY24 Earnings https://x.com/danielnewmanUV/status/1853581297173614905 https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-third-quarter-2024-results https://finance.yahoo.com/news/lattice-semiconductor-third-quarter-2024-102513375.html   Meta Llama For Defense https://x.com/PatrickMoorhead/status/1853597336091472368 https://www.capacitymedia.com/article/meta-makes-llama-ai-models-available-to-us-gov-defence-agencies https://www.nytimes.com/2024/11/04/technology/meta-ai-military.html   Trump Expectations on Tech https://www.barrons.com/articles/trump-tech-stocks-nvidia-taiwan-8858e0ad https://www.techtarget.com/searchcio/news/366615226/Tech-industry-will-see-less-regulation-under-Trump   Solidigm 122TB SSD https://x.com/PatrickMoorhead/status/1856784389184635043 https://www.businesswire.com/news/home/20241113019805/en/Solidigm-Extends-AI-Portfolio-Leadership-with-the-Introduction-of-122TB-Drive-the-World%E2%80%99s-Highest-Capacity-PCIe-SSD https://www.tomshardware.com/pc-components/ssds/solidigm-reveals-122tb-ssd-the-worlds-highest-capacity-drive-for-ai-workloads-d5-p5336-offers-unlimited-write-durability   Cisco Q1FY25 Earnings https://x.com/danielnewmanUV/status/1856823731399651491 https://x.com/PatrickMoorhead/status/1857088110040879204 https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-FIRST-QUARTER-EARNINGS/default.aspx https://www.investors.com/news/technology/cisco-stock-cisco-earnings-news-q32024/   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 Webcast - The 5G Factor, hosts Ron Westfall and Tom Hollingsworth delve into the pivotal developments shaping the future of 5G technology and its broader implications. Their discussion covers: The significance of the White House Office of Science and Technology Policy's National Spectrum Research and Development (R&D) Plan for future government and private sector decisions. Insights from the 5G Americas Analyst Forum, highlighting T-Mobile and AT&T’s advocacy for addressing spectrum shortages and the potential repurposing of lower 3 GHz and 7 GHz bands. Ericsson's unveiling of seven new 5G Advanced software products aimed at enhancing network performance, user experience, and operational efficiency. The introduction of Private 5G by Wilson Connectivity, marking a significant step forward in the private 5G market with enhanced capabilities and security.  

What if AI wasn't a threat to your job, but a tool to unlock your potential? Cisco's Francine Katsoudas, EVP and Chief People, Policy & Purpose Officer shares the forward looking stance Cisco is taking towards AI in the workplace and empowering employees to make AI work for them – navigating the challenges and opportunities in an AI-driven workforce. Hosts Patrick Moorhead and Daniel Newman dig into these topics for Six Five Media On The Road at the Cisco Partner Summit: The impact of AI on jobs and the critical importance of skilling and upskilling in today's job market The evolving landscape of work with the rise of AI, and its implications on job roles and required skills for the future Cisco’s strategies for addressing the skilling and upskilling needs of the modern workforce Visions of the future of work, focusing on skills and opportunities rather than traditional roles and jobs, and how leaders can adapt to these changes  

On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberley Bates and Keith Townsend discuss how earnings can significantly influence infrastructure decisions and the latest changes to VMware's licensing. Their discussion covers: The impact of corporate earnings on infrastructure strategy and investment Detailed analysis of VMware's new licensing model and what it means for customers The broader implications of licensing changes on the cloud and data center industry  

How do AI agents learn and adapt to become more efficient in the tech landscape? Host Keith Townsend is with IBM's Dinesh Nirmal, Senior Vice President, Products to discuss the continuous evolution of AI agents for Six Five Media In the Booth at IBM TechXchange Conference. Details of their conversation include 👇 The role and impact of AI agents in today's tech landscape The differentiation between automation and intelligent agents Insights into the architecture behind AI agents How AI agents evolve with human feedback IBM's unique approach and value in the realm of AI agents  

You’ve heard of AI innovations for passenger vehicles, but how does it fit in with Formula One Racing? Six Five Media host Daniel Newman is on for another segment at the Qualcomm #SnapdragonSummit, where he’s joined by Qualcomm's SVP & Chief Marketing Officer, Don McGuire, and the Team Principal & CEO of Mercedes-AMG PETRONAS F1 Team, Toto Wolff. They have a dynamic discussion on the interplay between technology and sports, specifically Formula 1 racing, and the critical roles that technology, data, and sustainability play in the evolution of Formula One. Tune in as they share: The paramount importance of technology and data in F1 racing, highlighting real-time performance optimization and strategy Sustainability efforts within Formula One, underlining the commitment to hybrid engines, biofuels, and reducing emissions The significant influence of technology and innovation in Formula One, boosting fan engagement and striving for a more inclusive sport Insights into the Qualcomm and Mercedes F1 team partnership, focusing on enhancing fan experiences through cutting-edge immersive technologies like XR and the virtual garage Factors fueling Formula One's growing popularity, including mainstream media's impact and the sport's competitive nature  

Qualcomm takes the wheel 🚘 Hosts Patrick Moorhead and Daniel Newman are in Maui for this episode of the Six Five Media On The Road, where they’re joined by Nakul Duggal, Qualcomm’s Group General Manager, Automotive, Industrial and Cloud, Qualcomm for a conversation on the innovative developments revealed at the Qualcomm Snapdragon Summit. Get all the details on: Key announcements about the Snapdragon Cockpit Elite and Ride Elite Nakul’s insights into the future of AI in the automotive technology Qualcomm's diversification beyond handsets into areas like automotive, IoT, and PCs How Qualcomm has gone from being an ADAS newcomer to a major force in just a few years with a $45 billion design win pipeline Qualcomm's focus on safety and passenger vehicles in their newest automotive SOCs and their approach working with automakers  A look ahead: What's next for Qualcomm and Snapdragon  

Learn how you can unlock the full potential of AI for business intelligence. Host Keith Townsend is joined by  IBM's Bruno Aziza, Vice President, Data, AI & Analytics Strategy, for Six Five Media In the Booth at IBM TechXchange. The two explore IBM’s advancements and strategic visions within the realm of AI and the role of Watsonx in the future of Business Intelligence tools. Their discussion covers: The capabilities and benefits of the WATSONX.AI experience in generative AI and machine learning model building Bruno Aziza’s enthusiasm for joining IBM and what he looks forward to achieving The critical role of business intelligence in realizing IBM’s overarching AI strategy Predictions on the evolution of AI within business intelligence initiatives Innovations IBM is introducing that aim to transform how clients utilize business intelligence tools  

On this episode of the Six Five Webcast - Infrastructure Matters, hosts Dion Hinchcliffe, Camberley Bates, and Steven Dickens discuss traversing the evolving landscapes of AI and mainframe technology. This episode delves into exciting developments in AI while asserting the continued significance and innovation within mainframe computing. Their discussion covers: The recent breakthroughs and applications in AI that are shaping the future. The enduring importance and modernization of mainframe technology in today's digital era. How businesses are leveraging both AI and mainframe technologies to drive digital transformation and operational efficiency. The challenges and opportunities presented by integrating AI with legacy systems. Predictions for the future of AI and mainframe technology in the wider tech ecosystem.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Intel Q3FY24 Earnings https://x.com/PatrickMoorhead/status/1852089420997898598 https://x.com/PatrickMoorhead/status/1852087153339105775 https://x.com/danielnewmanUV/status/1852094548836495836 https://www.intc.com/news-events/press-releases/detail/1716/intel-reports-third-quarter-2024-financial-results https://www.cnbc.com/2024/10/31/intel-intc-q3-earnings-report-2024.html   Google Q3FY24 Earnings https://x.com/PatrickMoorhead/status/1851356647467467079 https://x.com/danielnewmanUV/status/1851403317819425102 https://x.com/danielnewmanUV/status/1851357547388944858 https://x.com/danielnewmanUV/status/1851356207690498467 https://x.com/danielnewmanUV/status/1851356402864021641 https://x.com/danielnewmanUV/status/1851354863210463344 https://finance.yahoo.com/news/alphabet-inc-goog-q3-2024-071350797.html https://www.cnbc.com/2024/10/29/alphabet-to-report-q3-earnings-after-the-bell.html https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf   AMD Q3FY24 Earnings https://x.com/PatrickMoorhead/status/1851360356066869721 https://x.com/danielnewmanUV/status/1851359812019503467 https://ir.amd.com/news-events/press-releases/detail/1224/amd-reports-third-quarter-2024-financial-results https://www.cnbc.com/2024/10/29/amd-earnings-report-q3-2024.html   Apple Q4FY24 Earnings https://www.cnbc.com/2024/10/31/apple-aapl-q4-earnings-report-2024.html https://www.businessinsider.com/apple-stock-earnings-report-call-live-updates-2024-10 https://finance.yahoo.com/news/apple-reports-better-than-anticipated-q4-revenue-earnings-hurt-by-eu-tax-payment-203155159.html   Microsoft Q1FY25 Earnings https://www.microsoft.com/en-us/investor/earnings/fy-2025-q1/press-release-webcast https://www.benzinga.com/news/earnings/24/10/41654118/microsoft-stock-is-sliding-thursday-whats-going-on https://www.fool.com/investing/2024/10/31/why-microsoft-stock-is-sinking-today/   Amazon Q3FY24 Earnings https://finance.yahoo.com/news/amazon-stock-pops-after-q3-earnings-beat-150027690.html https://s2.q4cdn.com/299287126/files/doc_financials/2024/q3/AMZN-Q3-2024-Earnings-Release.pdf https://www.barrons.com/articles/amazon-earnings-stock-price-c2f4efd8   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.