@sixfivemedia Avatar @sixfivemedia Six Five Media

Six Five Media posts on YouTube about ai, business, ceo, more than the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 50% technology brands 48.61% finance 45.83% countries 6.94% social networks 4.86% events #197 cryptocurrencies 1.39% vc firms 0.69% exchanges 0.69% currencies 0.69%

Social topic influence ai #3063, business #2865, ceo #1996, more than #1893, stocks 29.17%, market #3448, investment #1875, in the 8.33%, beat 6.25%, ibm #20

Top accounts mentioned or mentioned by @drilldownpod @elastic @paloaltonetworks @patrickmoorhead @danielnewmanuv @intuit @adobe @wdcorporation @fortinet @marvell @a16z @nxpdeveloperzone @hp @hewlett @f5inc @sap @google @uber @texas @coinbase

Top assets mentioned IBM (IBM) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Hewlett Packard Enterprise Co (HPE) GlobalFoundries (GFS) Adobe, Inc. (ADBE) Elastic N.V. (ESTC) Palo Alto Networks Inc (PANW) Dell Technologies, Inc. (DELL) Intuit Inc. (INTU) QUALCOMM, Inc. (QCOM) Lattice Semiconductor Corp (LSCC) Texas Instruments (TXN) Taiwan Semiconductor (TSM)

Top Social Posts

Top posts by engagements in the last [--] hours

"Winning with AI starts with mindset not models AI failures arent a tech problem theyre a culture problem. From Davos IBM's Rob Thomas tells Patrick Moorhead why most enterprise AI stalls out: lack of courage to disrupt processes change how work gets done and lead real change management. Blaming AI for mistakes misses the point humans get it wrong too. Watch the full conversation to see why culture is the real unlock for AI outcomes:"
YouTube Link 2026-02-13T19:02Z 110K followers, 22.6K engagements

"Drill Down Earnings Shorts Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW) Palo Alto Networks Q4 Earnings: Key Insights Revealed. Instant analysis of Palo Alto Networks ($PANW) Q4 earnings as we hear from CEO Nikesh Arora. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @paloaltonetworks #paloaltonetworks #earnings $PANW #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-20T01:37Z 110K followers, [----] engagements

"Palo Alto Networks on AI-Powered Cybersecurity - Six Five Summit 0:00 Intro - Six Five Medias Summit: AI Unleashed 0:20 AI convergence and cybersecurity spotlight 1:35 Technological inflection point and AI investment 3:28 Palo Alto Networks' AI security strategy 6:58 The future of cybersecurity platforms 11:27 Balancing customer needs and technology trends 14:29 Shift from best-of-breed to integrated platforms 17:25 Competition from cloud providers in security 19:42 Navigating economic uncertainty in tech investment As AI continues to drive new trends in cybersecurity what does the future of"
YouTube Link 2025-07-11T20:45Z 110K followers, [----] engagements

"Is vibe coding dead Or just growing up For Six Five On AI Jason Andersen of Moor Insights & Strategy breaks down whats really happening: vibe coding is giving way to spec-based development where agents help design apps generate tests and prep deployments before you write code. With Amazon Web Services Google and IBM all moving in the same direction this is no longer a point experiment. It signals a shift toward enterprise-ready team-scale workflows"
YouTube Link 2026-02-13T21:10Z 110K followers, 10.3K engagements

"Scaling AI with Astera Labs Smart Fabric Switch Portfolio - Six Five On the Road On this episode of Six Five On the Road host Patrick Moorhead is joined by Astera Labs' Jitendra Mohan and Thad Omura for a conversation on scaling AI through innovative solutions like the new Scorpio Smart Fabric Switch Portfolio and overall understanding the journey and vision of Astera Labs. Their discussion covers: - Astera Labs journey to enabling AI infrastructure and reflections on their IPO - The challenges of keeping up with demand for AI models next-gen GPUs and AI accelerators as discussed by Thad"
YouTube Link 2024-10-08T20:30Z 110K followers, [----] engagements

"The View From Davos with IBM's Rob Thomas on Turning AI Spend Into Real Enterprise Value 00:01:06 IBM's Role in AI and Government 00:02:03 Extracting Value from AI 00:02:44 Challenges in AI Adoption 00:04:24 Cultural Shifts for AI Success 00:06:24 Starting with Boring Tasks 00:08:07 Defining Use Cases and Metrics 00:10:12 The Role of Chief AI Officer 00:11:36 Advice for Large Companies on AI 00:14:03 Future of Software Development and AI The AI ROI gap isnt between ambition and technology. Its between ambition and execution. From Davos Patrick Moorhead and Daniel Newman are with IBMs Rob"
YouTube Link 2026-01-27T22:00Z 110K followers, 22.2K engagements

"The Six Five Pod EP 291: Davos to Abu Dhabi - Inference Codex & the So-Called SaaSpocalypse 00:00:00 - Intro: Travel Adventures UAE and Beyond 00:03:03 - Davos Recap and Market Whirlwind (The Decode) 00:05:05 - AI and Chip Developments (The Decode) 00:05:16 - Microsoft's Maia [---] AI Chip (The Decode) 00:08:33 - NVIDIA's Investment in CoreWeave (The Decode) 00:13:25 - OpenAI Codex [---] Announcement (The Decode) 00:18:05 - SaaS Market Dynamics and AI Impact (The Decode) 00:22:47 - Cisco AI Summit Highlights (The Decode) 00:26:37 - Debate: Are AI Agents Ready for the Enterprise (The Flip)"
YouTube Link 2026-02-10T17:34Z 110K followers, 21.5K engagements

"Dell and Broadcoms Next-Gen Networking: Tomahawk [--] and Enterprise SONiC Power the AI Fabric 00:00:00 - Introduction to AI and Networking 00:00:30 - The Importance of Networking in AI 00:02:32 - Cooling Solutions and Power Constraints 00:04:21 - Introducing Tomahawk [--] 00:05:41 - Understanding the Form Factor of Networking Devices 00:06:58 - Low Latency and High Packet Rate Switching 00:08:07 - The Role of Software: Sonic and Beyond 00:09:48 - Benefits of Direct Liquid Cooling (DLC) 00:11:51 - Open Managed Networking Explained 00:12:20 - Future-Proofing Your Infrastructure 00:15:05 - Advice for"
YouTube Link 2025-11-20T21:00Z 110K followers, 25.2K engagements

"From AI Literacy to AI Fluency: Why Software Is Entering a New Inflection Point AI literacy was the starting line. AI fluency is the new requirement. From Davos Mike Rost Chief Strategy Officer at Workiva joins Daniel Newman to discuss why software is at a true inflection point. The conversation is shifting from understanding AI to operationalizing it inside real business processes. For companies like Workiva this shift is practical. Customers are no longer asking whether AI matters. They are asking how to integrate it responsibly securely and at scale. The next phase of AI in software is not"
YouTube Link 2026-02-12T18:31Z 110K followers, 14.6K engagements

"Data Decides Who Will Win at Enterprise AI The companies that will win with AI start with business outcomes first and use data as a strategic differentiator. The ones that struggle They chase being an AI company without a plan. At Lenovo Tech World Vlad Rozanovich called out a hard truth many CIOs learned the expensive way: building your own LLM sounds ambitiousuntil the cost complexity and talent demands hit reality. If youre serious about turning data into competitive advantage (not just AI theater) Watch the full video from Lenovo Tech World to hear how leading enterprises are reframing"
YouTube Link 2026-02-06T19:13Z 110K followers, 17.8K engagements

"Are world models the next inflection point for AI From Davos Eric Xing shares why world models may matter more than endlessly scaling LLMs. Eric argues that true intelligence requires spatial reasoning emotion agentic behavior and ultimately curiosity and the ability to discover and generate new knowledge. That last piece Todays AI still doesnt have it. But were moving from pattern recognition toward systems that can reason about and act within the real world"
YouTube Link 2026-02-04T18:16Z 110K followers, 29.6K engagements

"Why is 5G Still the Missing Link to Industrial AI Industrial AI will not scale on cloud ambition alone. Ericssons Niklas Heuveldop and sa Tamsons joined Patrick Moorhead and Daniel Newman for The View from Davos to discuss why enterprise transformation requires more than models. It requires connectivity that can support sensors robotics autonomous systems and real-time operations. 4G transformed consumers. 5G was built for industry. Yet large-scale transformation remains uneven. AI at the edge only works when connectivity compute and execution align. The stack has to work end-to-end"
YouTube Link 2026-02-12T20:30Z 110K followers, 12K engagements

"Drill Down Earnings Shorts Ep. 165: Western Digital Q2 earnings essentials ($WDC) Breaking Down Western Digital's Q2 Earnings: Revenue Surges to $3.76B but Will it Satisfy Wall Street Instant analysis of Western Digital ($WDC) Q2 earnings as we hear from CEO David Goeckeler. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @WD_Corporation #earnings $WDC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading"
YouTube Link 2024-07-31T21:51Z 110K followers, [---] engagements

"AI outcomes dont come from tech alone They come from translating capability into business value. Ep. [--] of The Main Scoop guest Brent Foster breaks it down: clear goals + outcome models + real-world implementation = how to turn abstraction into advantage. Watch the full episode to see how leading teams are connecting AI to measurable impact"
YouTube Link 2026-02-09T20:01Z 110K followers, 10.6K engagements

"AI infrastructure isnt just about speeds and feeds ts about building systems that deliver value today and stay adaptable as AI evolves. At Six Five Medias Decode Summit: Next-Gen AI Infrastructure leaders from Lenovo Hewlett-Packard Enterprise Microsoft Marvell Technology and Future Tech break down what it really takes to make AI in production a reality from accelerated data-center-scale compute to open ecosystems and enterprise-ready AI. Watch all the sessions to see how enterprises are operationalizing AI across HPC connectivity and the modern data center"
YouTube Link 2026-02-09T22:30Z 110K followers, 13.5K engagements

"The View from Davos with MBZUAIs Eric Xing 00:01:00 Understanding World Models vs. Language Models 00:02:30 Applications of World Models in Robotics and Gaming 00:04:00 The Need for Physical Intelligence 00:07:00 The Role of Universities in AI Research 00:09:00 Open Models and Collaboration in AI 00:10:30 Balancing Speed and Safety in AI Development 00:12:00 The Importance of Learning How to Learn 00:14:00 Preparing Students for a Changing World As AI research pushes beyond pattern recognition foundational questions are resurfacing about what progress should actually look like. Growth for"
YouTube Link 2026-01-24T00:00Z 110K followers, 45.7K engagements

"Trust in enterprise AI isnt the same as trust in consumer AI In the enterprise AI operates inside regulated workflows sensitive data environments and real accountability structures. Hallucinations and model errors are part of the risk. The bigger issue is foundational discipline. AI is only as reliable as the data and processes beneath it. Layering advanced models on top of fragmented data or unclear workflows leads to predictable outcomes: garbage in garbage out. From Davos Vanessa Candela of Celonis explains why scalable enterprise AI depends on clean data process intelligence and"
YouTube Link 2026-02-12T17:30Z 110K followers, [----] engagements

"AI doesnt replace SaaS it accelerates it And in regulated environments governance sets the ceiling for AI adoption. From Davos Mike Rost of Workiva joins Daniel Newman to break down why enterprise AI isnt about one-button autonomy. In zero-error domains speed without control creates risk and customers are prioritizing productivity tools that augment judgment over fully autonomous systems. The mission is simple: meet teams where they are and help them move faster with deterministic trusted workflows"
YouTube Link 2026-02-13T22:00Z 110K followers, [----] engagements

"The View from Davos with Infosyss Anand Swaminathan 00:02 The Davos Context: AI Policy and Enterprise Complexity 01:03 Infosys at Davos [----] 02:01 From What Is AI to ROI and Real Outcomes 03:57 Shifting Spend: From Keep the Lights On to AI-Driven Growth 04:59 Agentic AI and the Developer Inflection Point 05:37 Enterprise Risk: Security Resilience and Responsible AI 07:34 Telcos as the Backbone of Sovereign AI 08:34 AI Adoption Belief and the CapEx Debate 09:30 Advice for Students and Professionals Entering the AI Era 11:23 Power Infrastructure and the Next AI Constraint 12:31 Optimism"
YouTube Link 2026-01-21T23:49Z 110K followers, 19.8K engagements

"Winning isnt about predicting the future. Its about adapting faster than it unfolds. On The Main Scoop Brent Foster of TD Bank joins Daniel Newman and Greg Lotko to unpack what actually drives durable business outcomes from customer-backward thinking to building teams that adapt as fast as conditions change. The takeaway is simple but demanding. Organizations that cultivate learning agility and customer obsession dont just keep up. They compound advantage over time"
YouTube Link 2026-02-05T17:28Z 110K followers, 19.2K engagements

"How Enterprises Are Turning AI Into Productivity at Scale Lenovo Tech World [----] From the Sphere in Vegas the Six Five team went inside Lenovo Tech World at CES [----] to show what enterprise AI looks like in the real world. Not just models but deployment. The shift is clear: frontier AI is moving to real inference. Hybrid strategy is becoming the default. Infrastructure paired with solid execution beats hype. Teams are seeing up to 50% productivity gains. And every function from sales to supply chain is being reworked by AI. Check out all the coverage to see how businesses can effectively"
YouTube Link 2026-02-04T20:30Z 110K followers, [----] engagements

"Data isnt a line item that companies can negotiate away At Lenovo Tech World Vlad Rozanovich called out a hard truth many enterprises are facing as they re-architect for AI: budgets get tight & tradeoffs get tempting but data sovereignty and security are non-negotiable. Once your data is compromised the business impact is immediate and severe"
YouTube Link 2026-02-10T20:00Z 110K followers, 17K engagements

"Broadcoms Breakthrough CPO Architecture for Scale-Up and Scale-Out AI Networking - Virtual Webcast 0:00 Intro: AI's transformative impact on industries 5:29 Co-packaged optics: From vision to reality 10:34 Broadcom's journey in developing CPO technology 15:31 Meeting hyperscaler needs with heterogeneous environments 18:06 Conclusion: CPO solving power and reliability issues What does Broadcom's new switch (Tomahawk 6-Davisson) mean for the future of high-bandwidth energy-efficient AI networking Host Patrick Moorhead Founder CEO and Chief Analyst at Moor Insights & Strategy is joined by"
YouTube Link 2025-10-08T13:15Z 110K followers, 34.3K engagements

"The Flip Are AI Agents Enterprise-Ready The Agentic Era is here but workflows data and organizational readiness remain key issues for enterprises. This week on The Flip Daniel Newman and Patrick Moorhead tackle the question of whether or not AI agents are enterprise-ready. They break down real ROI vs. reliability gaps governance friction and why agents do best when they sit on top of existing software. Tune in to hear both sides and drop your opinions in the comments"
YouTube Link 2026-02-11T23:31Z 110K followers, [----] engagements

"Drill Down Earnings Ep. 96: Fortinet Q1 earnings essentials ($FTNT) Instant analysis of Fortinet ($FTNT) Q1 earnings as we hear from CEO Ken Xie. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #fortinet #earnings @fortinet $FTNT #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-03T01:42Z 110K followers, [----] engagements

"The Six Five Pod EP 292: Capital Flood AI Disruption and the Real Risks Ahead $650B in AI capex. Anthropic at stratospheric valuations. Alphabet issuing 100-year bonds. On Ep. [---] of The Six Five Pod @PatrickMoorhead and @danielnewmanUV break down the latest wave of AI spending and what it means for white-collar jobs. 00:02:11 The Decode AI Capital Acceleration and Market Context 04:32 The Decode $650B in AI CapEx: Bubble or Survival Strategy 08:57 The Decode Semiconductor Spend to $1 Trillion & the Power Constraint 11:12 The Decode Anthropics $350B Valuation & Enterprise AI Positioning 14:18"
YouTube Link 2026-02-16T15:30Z 110K followers, [---] engagements

"Futurum Live From the Show Floor with Kyndryl's Frank DeMarco at SHARE Dallas [----] Futurum Research Senior Analyst and VP of Sales Steven Dickens talks with Frank DeMarco VP Development at Kyndryl about the company's recent launch their partnerships with hyperscalers and the extensive apprenticeship and training program that keeps their [----] member delivery team skilled and trained. #mainframe #hyperscalers #tech #technology #Kyndryl #FrankDeMarco #SHARE #SHAREDallas2022 #StevenDickens #Futurum #FuturumResearch"
YouTube Link 2022-03-30T05:20Z 110K followers, 13.5K engagements

"Snowflake CEO On Turning Human Workflows Into Enterprise Outcomes AI outcomes arent magic they come from turning human workflows into repeatable agent skills. From Davos Snowflake CEO Sridhar Ramaswamy explains why the real unlock is moving from app-to-app busywork to becoming the conductor of coding agents capturing patterns once then reusing them at scale. Watch the full conversation to see how agentic workflows turn individual wins into enterprise outcomes"
YouTube Link 2026-02-13T21:00Z 110K followers, 10.3K engagements

"AI Is Reshaping the SDLC: Coding Agents Security and Enterprise Scale Conversations have shifted from what AI is to how to deploy it responsibly securely and at scale. From Davos Anand Swaminathan EVP at Infosys joins Patrick Moorhead to discuss this shift and how coding agents are reshaping the SDLC. ROI conversations are replacing experimentation. Sovereign AI is moving from theory to implementation. And enterprise security and resilience are now non-negotiable. As AI moves deeper into regulated industries and national infrastructure success will depend on combining domain expertise"
YouTube Link 2026-02-12T19:30Z 110K followers, [----] engagements

"The View from Davos with HPE CEO Antonio Neri AI progress is real. Scaling it responsibly is the true stress test. From Davos Patrick Moorhead and Daniel Newman sit down with Hewlett-Packard Enterprise President and CEO Antonio Neri to examine how enterprises are navigating the next phase of AI. As momentum shifts from experimentation to deployment the conversation centers on where AI should run how risk is created by over-concentration and why distributed architectures are becoming essential to resilience and competitiveness. Rather than framing sovereignty and global scale as opposing"
YouTube Link 2026-01-28T21:30Z 110K followers, 15.7K engagements

"Do happy devs build better products On Ep. [--] of The Main Scoop guest Brent Foster joins Broadcom's Greg Lotko and Daniel Newman to break down why learning agility starts with developer experienceand why simplicity is a competitive advantage. When teams can stay in a state of flow minimize context switching and work with tools that are better faster and simpler value creation accelerates naturally. Productivity follows happiness. Customer experience follows developer experience. Catch the full episode to explore how fostering flow can unlock learning velocity and real outcomes:"
YouTube Link 2026-02-02T23:00Z 110K followers, 16.3K engagements

"For the first time in [--] years the U.S. is ahead of China in tech Wedbush's Daniel Ives chats with Daniel Newman in Davos about the next phase of AI monetization. Every conversation points to real momentum across players like NVIDIA Palantir Microsoft and Google with geopolitics rare earths and semiconductors now directly shaping the AI race. Watch the full conversation to see why AI is becoming both an economic and strategic advantage"
YouTube Link 2026-02-13T20:00Z 110K followers, [----] engagements

"DDE Shorts Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report. A rapid-fire insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt Guitar Murphy. (Okay its a different Matt Murphy but still a fascinating story) More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #marvell #earnings @Marvell $MRVL #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business"
YouTube Link 2024-03-08T03:05Z 110K followers, [---] engagements

"AI inferencing at scale isnt optional when downtime costs real money At Lenovo Tech World Anwar Ghuloum explains why hybrid AIrunning intelligence locally at the edge and on the factory flooris mission-critical for fast defect detection resilience and real-time operations. Watch the full video to see how enterprises overcome AI bottlenecks and scale inference where it matters most"
YouTube Link 2026-02-09T19:45Z 110K followers, 23.6K engagements

"AWS didnt ship trust. It made products earn it. VP of Agentic AI Swami Sivasubramanian explains how a lab idea became a real platform only after 100K Amazonians used it daily. Built for business users shaped by agents with identityand kept internal until it proved indispensable"
YouTube Link 2026-02-05T17:23Z 110K followers, 19K engagements

"Ep. [---] AI Agents in the Enterprise Big Tech Earnings & the Future of SaaS The Six Five Pod is back with Episode [---] as Patrick Moorhead and Daniel Newman dive into the whirlwind of tech developments shaping the market right now from inference chips and AI coding tools to cloud earnings and the SaaSpocalypse panic. Takeaways you wont want to miss: 🔹 AI Agents in the Enterprise: Identifying whats real versus premature. While reliability security and governance remain challenges the upside is clear: teams already deploying agents are seeing real ROI. The biggest blocker isnt the tech its"
YouTube Link 2026-02-10T20:36Z 110K followers, 20K engagements

"The Agent Era Is Here. Is Your Security Strategy Ready AI agents are already driving cars delivering healthcare and replacing call centers but security hasnt caught up. From Davos Nadav Zafrir joins Daniel Newman to break down why enterprises must rethink cyber through three lenses: attacker advantage new AI-driven attack surfaces and using AI to defend all grounded in cyber by design. Watch the full conversation from Davos to see how leaders can prepare for the human + agent era"
YouTube Link 2026-02-11T17:30Z 110K followers, 12.3K engagements

"Boring Is Beautiful: How IBMs Rob Thomas Says AI Should Actually Be Deployed Start with the boring work. Thats where AI wins. From Davos IBMs Rob Thomas explains why most enterprises miss AI ROI by chasing headlines instead of operational leverage. The biggest returns arent coming from moonshots or flashy demos. Theyre coming from repetitive high-volume workflows inside customer support HR supply chain finance and IT operations. Reduce cost. Shrink cycle times. Build confidence. Then scale. AI isnt a revenue button. Its a productivity engine. If organizations want real impact the focus should"
YouTube Link 2026-02-12T21:30Z 110K followers, 11.9K engagements

"The View from Davos with Qualcomms Nakul Duggal 00:01:09 Why Edge AI Matters at Global Scale 00:02:31 Nikuls Impressions of Davos 00:03:24 The Evolution of Edge Technology 00:05:28 Qualcomms Growth in Automotive and Industrial Sectors 00:06:17 Recent Announcements and Innovations 00:10:23 Qualcomms Competitive Edge in Robotics 00:13:29 Looking Ahead to 2026: Strategy and Focus Areas Edge AI Physical Intelligence and the Path to Scalable Automation AI conversations at Davos often start in the data center. This one doesnt stay there. From Davos Daniel Newman and Patrick Moorhead sit down with"
YouTube Link 2026-01-26T23:00Z 110K followers, 26.8K engagements

"Snowflake is reframing the user side of AI Snowflake is moving AI from the back office to the business user. Jason Andersen from Moor Insights & Strategy breaks down why Snowflakes new Snowflake Intelligence platform matters: natural-language dashboards for everyday users paired with Cortex tools that let data scientists build agents once then scale them across the organization. This isnt just analytics. Its turning data teams into force multipliers and giving business users real self-service AI"
YouTube Link 2026-02-13T21:14Z 110K followers, [----] engagements

"Why Enterprises Are [---] Years Behind on Quantum Security Quantum is already reshaping the competitive landscape. From Davos Niccolo De Masi joins Patrick Moorhead to outline IonQs bold thesis: winning compute is only half the story. The real race is quantum security and networking. With "Q-Day" accelerating governments and enterprises are already [---] years behind on security investment. Watch the full conversation to hear why quantum leadership now is about performance and protection"
YouTube Link 2026-02-11T19:30Z 110K followers, 11.7K engagements

"Drill Down Earnings Shorts Ep. 121: Intuit Q2 earnings essentials ($INTU) Instant analysis of Intuit ($INTU) Q2 earnings as we hear from CEO Sasan Goodarzi. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #intuit #earnings @intuit $INTU #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-24T00:56Z 110K followers, [---] engagements

"Fix Your Data Pipelines to Unlock AI Performance As AI moves from experimentation to scaled inferencing enterprises that fix their data pipelines will unlock performance. Those that dont Theyll keep blaming the model. At Lenovo Tech World Anwar Ghuloum unpacks a critical shift in AI: todays models already have massive context windows and incredible capability. The real differentiator Feeding them the right contextual data. Even smaller distilled models can deliver breakthrough results if your architecture is designed to surface secure and serve the right data at the right time. Watch the full"
YouTube Link 2026-02-11T18:31Z 110K followers, 12.1K engagements

"a16z' Martin Casado on The Reality of AI Scale - Off The Record What's the biggest constraint to AI at scale Regulation might be the culprit. Episode [---] of The Six Five Pod gets straight to the real bottleneck behind AI scale. @PatrickMoorhead and @danielnewmanUV unpack why compute and power are not the only gating factors and why permitting policy and execution capacity now decide who can build fast enough to win. Featuring Martin Casado of @a16z on why removing friction matters as much as adding infrastructure"
YouTube Link 2026-01-13T22:23Z 110K followers, [---] engagements

"Drill Down Earnings Shorts Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI) Why NXP Semiconductors' Stock Is Plummeting: Negative [--] Percent Automotive Sales. Instant analysis of NXP Semiconductors ($NXPI) Q1 earnings as we hear from CEO Kurt Sievers. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #nxp #earnings @NXPDeveloperZone $NXPI #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business"
YouTube Link 2024-07-23T16:43Z 110K followers, [---] engagements

"Drill Down Earnings Shorts Ep. 124: HP Q2 earnings essentials ($HPQ) Instant analysis of HP ($HPQ) Q2 earnings as we hear from CEO Enrique Lores. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #hp #earnings @HP $HPQ #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-30T01:15Z 110K followers, [----] engagements

"The View from Davos with IonQs CEO Niccolo de Masi Quantum computing isnt sci-fi. It is a present-day security infrastructure and competitiveness issue. From Davos Patrick Moorhead sits down with Niccolo de Masi CEO of IonQ to break down how quantum computing is moving out of academic labs and into the center of geopolitical and enterprise strategy. As fault-tolerant systems advance timelines are compressing pushing quantum security from an abstract risk into an immediate priority for governments financial institutions and global enterprises. Niccolo walks through how IonQ is building beyond"
YouTube Link 2026-01-20T23:30Z 110K followers, [----] engagements

"Real AI research isn't just about expanding models Every AI breakthrough should expand human capability not just set new benchmarks. From Davos Patrick Moorhead and Eric Xing unpack what comes after pattern recognitionand why growth for growths sake is no longer a sufficient answer. Watch the full conversation from Davos to hear how foundational AI research is reframing what real progress looks like for society"
YouTube Link 2026-02-06T19:16Z 110K followers, 12.3K engagements

"Inside the Memory Tech Powering Todays AI and HPC Workloads 00:00:00 - Introduction to SC25 and Guest Introduction 00:00:30 - Overview of High Bandwidth Memory (HBM) 00:01:16 - Evolving AI Workloads and Performance Demands 00:02:43 - Memory Types and Their Trade-offs 00:05:30 - Understanding Memory Bound vs. Capacity Bound 00:08:55 - Tiering in Memory Architecture 00:10:28 - Composable and Modular Infrastructure in HPC and AI 00:12:56 - Introduction to CXL (Compute Express Link) 00:14:23 - CXL's Role in Memory Aggregation and AI Workloads 00:16:48 - Benchmarking and Performance Metrics"
YouTube Link 2026-01-30T21:00Z 110K followers, 23.3K engagements

"Garbage prompts in = Garbage out AI outcomes arent magic they come down to how well you frame the problem. On The Main Scoop Ep. [--] Brent Foster (TD Bank Group) joins Daniel Newman (Futurum) and Greg Lotko (Broadcom) to break down why better prompts = better outcomes and how prompt libraries turn individual wins into team-wide advantage. Watch the full episode to see how leading teams operationalize this shift"
YouTube Link 2026-02-06T19:18Z 110K followers, 17.7K engagements

"Ep. 215: We are Live Talking AMD Amazon Qualcomm Apple Lattice Commvault 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 weeks edition of The 6-5. Im 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: 7:24 AMD Q1/24 Earnings 15:57 Amazon"
YouTube Link 2024-05-03T15:48Z 109K followers, 26.8K engagements

"DDE: A quick look at Hewlett Packard Enterprise ($HPE) and its fiscal Q3 earnings report A rapid-fire insightful look at breaking earnings from Hewlett Packard Enterprise ($HPE) as we hear from CEO Antonio Neri. Its the business story behind a stock on the move. Our big interview with Hewlett Packard Enterprise CEO Antonio Neri from October: Drill Down Podcast episode 229: https://open.spotify.com/episode/0zNbA7PjD3QLMPB4WUmXzisi=CM78rpZpSuabGbNLXCj-1w The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology"
YouTube Link 2024-03-01T04:16Z 110K followers, 57.5K engagements

"NetApp INSIGHT: Driving Innovation for Customer Success - Six Five Media at NetApp Insight The Six Five Media was at NetApp Insight [----] Host Daniel Newman sat down with NetApp's CEO George Kurian and Hoseb Dermanilian Sr. Dir Global Head of AI Sales & GTM for a discussion on how NetApp is spearheading innovation in data management and storage ensuring customer success in the rapidly evolving tech landscape. Their discussion covers: - The alignment of NetApp's strategic direction with the evolving needs of data management and storage - NetApp's competitive differentiators in the data"
YouTube Link 2024-10-14T22:03Z 110K followers, [----] engagements

"Ep 216: Special Guest Intel & Qualcomm & Huawei Arm GlobalFoundries Apple ServiceNow Solidigm 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 weeks edition of The 6-5. Im 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: 2:12 Welcome"
YouTube Link 2024-05-10T16:43Z 110K followers, 24.1K engagements

"Drill Down Earnings Ep. 158: F5 Q3 earnings essentials ($FFIV) Instant analysis of F5 ($FFIV) Q3 earnings as we hear from CEO Franois Locoh-Donou. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @F5_inc #f5 #earnings $FFIV #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-29T22:57Z 110K followers, [----] engagements

"The #AI agent wars are heating up 🔥 Jason Andersen VP & Principal Analyst at Moor Insights and Strategy shares his take on two major drops: @SAP is getting specific with unique role-based agents (think HR peer-to-peer routing for onboarding and benefits) while @Google just made a provocative play against Microsoft by launching the Gemini Enterprise platform and a new third-party agent marketplace. Which strategy will win the knowledge worker space"
YouTube Link 2025-10-10T21:38Z 110K followers, 27.2K engagements

"Ep. 249: Talking Cisco DOGE Lattice Semi OpenAI CAPEX Spending Intel JD Vance & AI 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 weeks edition of The 6-5. Im 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: 00:00 Intro 2:54 Cisco Gets"
YouTube Link 2025-02-14T05:09Z 110K followers, [---] engagements

"An Inside Look at Lattice Semiconductor's Latest FPGAs - Six Five in the Booth On this episode of The Six Five In the Booth hosts Daniel Newman and Patrick Moorhead welcome Deepak Boppana Sr. Director of Marketing at Lattice Semiconductor during the Lattice Developers Conference for an inside look at Lattice Semiconductors latest Avant FPGAs designed for advanced connectivity like datapath applications and flexible interface bridging and optimized compute for system expandability. The demos include: * A boot time demo and how speed contributes to security and safety * A low-power networking"
YouTube Link 2023-12-06T21:39Z 110K followers, 33.2K engagements

"The Google & Anthropic TPU Deal Changes Everything Google's TPU is officially in the external AI race 🤯 On this week's Six Five Pod (ep. 282) Patrick Moorhead and Daniel Newman broke down the monumental $10 billion deal between Google and Anthropic. Daniel shared his "I told you so" moment noting that Google is now commercializing its custom TPU (Tensor Processing Unit) for major external clients. They discuss how Anthropic the number two to OpenAI is likely securing a massive 30-50% discount on compute signaling a major shift in the AI infrastructure wars. Watch the full episode here:"
YouTube Link 2025-10-27T17:45Z 110K followers, 40.4K engagements

"MongoDB Q4 FY2024 Earnings - Episode [---] - Six Five Podcast MongoDB Q4 FY2024 Earnings https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-fourth-quarter-and-full-year-fiscal-2024 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"
YouTube Link 2024-03-15T17:22Z 110K followers, 34K engagements

"How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day How is the ever increasing AI demand and workloads affecting memory Six Five is On The Road at Marvell Industry Analyst Day to answer just that. Hosts Patrick Moorhead and Daniel Newman are joined by Marvell Technology Samsung Semiconductor and SK hynix America executivesIn Dong Kim Sunny Kang and Will Chu for a conversation on the collaboration between Marvell Samsung and SK Hynix on custom high bandwidth memory (HBM) solutions aimed at enhancing the processors driving accelerated"
YouTube Link 2024-12-17T20:03Z 110K followers, 12K engagements

"Oracle $ORCL Earnings - Episode [---] - Six Five Podcast Oracle $ORCL Earnings https://twitter.com/danielnewmanUV/status/1469051400864817159s=20 https://s23.q4cdn.com/440135859/files/doc_financials/2022/q2/2q22-pressrelease-December.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"
YouTube Link 2021-12-11T23:41Z 110K followers, [----] engagements

"The Path to Hybrid Cloud: A Conversation with Cloudera's Mick Hollison In this Spotlight Session Cloudera President Mick Hollison talks with Patrick Moorhead about Clouderas journey over the last few years and how they are not just helping customers shift to the cloud and SaaS but also how theyre assisting customers to shift and simplify the way they work. #Cloudera #cloud #SaaS #hybridcloud #FuturumResearch #MoorInsightsStrategy #SixFiveSummit #technology #technologynews #technews The Six Five Summit is a 100% virtual on-demand event designed to help you stay on top of the latest"
YouTube Link 2021-06-18T15:30Z 110K followers, 31.5K engagements

"AI Alliance Led by IBM and Meta - Episode [---] - Six Five Podcast AI Alliance Led by IBM and Meta https://twitter.com/PatrickMoorhead/status/1732077728160223695 https://twitter.com/danielnewmanUV/status/1732035498741584064 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"
YouTube Link 2023-12-08T19:02Z 110K followers, 25.7K engagements

"Drill Down Earnings Ep. 138: Adobe Q2 earnings essentials ($ADBE) Instant analysis of Adobe ($ADBE) Q2 earnings as we hear from CEO Shantanu Narayen. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #adobe #earnings @Adobe $ADBE #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-06-13T23:38Z 110K followers, [----] engagements

"Drill Down Earnings Shorts Ep. 179: Uber Technologies Q2 earnings essentials ($UBER) Instant analysis of Uber Technologies ($UBER) Q2 earnings as we hear from CEO Dara Khosrowshahi. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @Uber #ubertechnologies #earnings $UBER #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-06T22:57Z 110K followers, [---] engagements

"GlobalFoundries Earnings Qualcomm Collab - Episode [---] - Six Five Podcast GlobalFoundries Earnings Qualcomm Collab https://twitter.com/PatrickMoorhead/status/1557848929189990400s=20&t=dv67q_87cba65ehDfVuRLw https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2022-financial-results https://investors.gf.com/static-files/ff897baf-b0e7-4f6e-a055-7749dda70082 https://investors.gf.com/static-files/9b353422-83a3-4732-9a43-8db7c121463f https://www.reuters.com/technology/qualcomm-globalfoundries-sign-pact-double-chip-manufacturing-2022-08-08/ Disclaimer:"
YouTube Link 2022-08-12T16:54Z 110K followers, 18.3K engagements

"Intel's AI Portfolio with Greg Lavender & Sandra Rivera - Six Five On the Road On this episode of The Six Five On The Road hosts Daniel Newman and Patrick Moorhead welcome Intels Greg Lavender CTO SVP and GM of Intel SATG and Sandra Rivera EVP and GM Intel DCAI for a conversation on Intels AI Portfolio during Intel Innovation in San Jose California. Their discussion covers: * What is unique about Intels AI strategy and Intels focus on democratizing AI * How Intel customers are using Intel Gaudi2 accelerators today * What Intel is doing to make it easier for developers to build AI solutions"
YouTube Link 2023-09-26T18:59Z 110K followers, 29.6K engagements

"Drill Down Earnings Shorts Ep. 130: Elastic Q4 earnings essentials ($ESTC) Instant analysis of Elastic ($ESTC) Q4 earnings as we hear from CEO Ashutosh Kulkarni. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #elastic #earnings @Elastic $ESTC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-31T02:13Z 110K followers, [---] engagements

"SkyWorks Earnings $SWKS - Episode [---] - Six Five Podcast SkyWorks Earnings $SWKS https://www.skyworksinc.com/ https://twitter.com/PatrickMoorhead/status/1456369121294266377t=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 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"
YouTube Link 2021-11-05T21:07Z 110K followers, [----] engagements

"Drill Down Earnings Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report. A rapid-fire insightful look at breaking earnings from Texas Instruments ($TXN) as we hear from Head of IR Dave Pahl. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod"
YouTube Link 2024-04-24T17:56Z 110K followers, 30.7K engagements

"The Six Five In the Booth with Ericsson at Mobile World Congress [----] On this episode of The Six Five In the Booth hosts Daniel Newman and Patrick Moorhead welcome Yossi Cohen COO North America at Ericsson. Their discussion covers: The mechanics of Ericssons 5G monetization and revenue growth How their Vonage acquisition is allowing developers to leverage 5G capabilities How Ericsson is optimizing cloud-based networks and RAN without compromising on power or performance The next steps in network evolution Its a stimulating conversation and one you wont want to miss. #Ericsson #MWC2023 #5G"
YouTube Link 2023-03-02T20:31Z 110K followers, 26.5K engagements

"DDE Shorts: A quick look at Intuit ($INTU) and its second fiscal quarter for [----] earnings report A rapid-fire insightful look at the breaking earnings from Intuit ($INTU). Its the business story behind these earnings and some insight into the thinking of CEO Sasan Goodarzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five"
YouTube Link 2024-02-23T10:24Z 110K followers, [---] engagements

"🤔Execs & AI: Leadership needs to know the tech. Time to get curious 👇 Remember learning the "how" and "why" David Nicholson The Futurum Group's SVP and Global Technology Advisor applies this to AI arguing that even execs need a grasp of the tech (like what LLMs actually do). Is it time for leaders to get hands-on #AI #business #tech #techshorts #technology #artificialintelligence"
YouTube Link 2025-05-12T20:57Z 108K followers, 14.4K engagements

"DDE: A quick look at Coinbase how interest rates and stablecoin (USDC) and its Q4 earnings report A rapid-fire insightful look at the breaking earnings from Coinbase ($COIN). Its the business story behind these earnings and some insight into the thinking of CEO Brian Armstrong. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five"
YouTube Link 2024-02-16T23:49Z 110K followers, 29.4K engagements

"Drill Down Earnings Shorts Ep. 198: Synopsys Q3 earnings essentials ($SNPS) Synopsys Q3 Earnings: Design IP Business Soars by 278% Instant analysis of Synopsys ($SNPS) Q3 earnings as we hear from CEO Sassine Ghazi. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #synopsys #earnings $SNPS #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading @DrillDownPod"
YouTube Link 2024-08-22T03:55Z 110K followers, [----] engagements

"Customer Digital Experience is Key to Successful Ecommerce In this episode of the Futurum Tech Webcast Im joined by Brian McGlynn General Manager of Commerce Solutions at Coveo to talk about one of my favorite topics: customer experience. And in this instance were discussing customer experience in the ecommerce ecosystem. Before we get started some background. Weve witnessed some major shifts in the last few years as it relates to customer experience. Customers are more savvy than ever before theyre more demanding than ever before they are more impatient than ever before and they have more"
YouTube Link 2022-10-21T19:29Z 108K followers, 25.8K engagements

"Drill Down Earnings Shorts Ep. 166: Qualcomm Q3 earnings essentials ($QCOM) Qualcomm's Q3 Earnings: Surging Handset Business & Strong Growth Instant analysis of Qualcomm ($QCOM) Q3 earnings as we hear from CEO Cristiano Amon. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @qualcomm #qualcomm #earnings $QCOM #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-31T22:27Z 109K followers, [---] engagements

"From Oracle AI World [----] - The Multicloud Surge and How is Oracle Leaning in 0:00 Intro: Oracle AI World [----] in Las Vegas 2:21 Oracle's multi-cloud database expansion strategy 4:08 Multi-cloud universal credits simplify customer experience 5:52 Extending partner capabilities for resellers 7:19 Goals for partner ecosystem growth 9:17 Smaller partners joining the AI transformation 10:22 Future focus: Expanding regions and databases With its renewed momentum and revenue growth how is Oracle driving the next phase of its multicloud strategy and simplifying enterprise adoption From Oracle AI"
YouTube Link 2025-10-29T17:42Z 110K followers, 20.6K engagements

"Adobe $ADBE Earnings - Episode [---] - Six Five Podcast Adobe $ADBE Earnings https://www.cnbc.com/2021/12/16/adobe-plunges-10percent-and-heads-for-second-worst-day-in-past-decade-.html https://twitter.com/danielnewmanUV/status/1471527467244470282s=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"
YouTube Link 2021-12-17T18:03Z 110K followers, [----] engagements

"Honeywell Earnings $HON - Episode [---] - Six Five Podcast Honeywell Earnings $HON https://honeywell.gcs-web.com/static-files/d31360f6-22d2-4a40-aa59-a79e40a7dab6 https://twitter.com/danielnewmanUV/status/1585604205385064450s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/PatrickMoorhead/status/1585648276006703106s=20&t=Izx57vj9br2Za9zvZTqUKA 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"
YouTube Link 2022-10-28T17:43Z 110K followers, [----] engagements

"Earnings Take the Talk of the Pod Intel Kyndryl Commvault - Infrastructure Matters Episode [--] In episode [--] of Infrastructure Matters Steven Dickens and Camberley Bates discuss recent earnings reports and trends in the infrastructure sector. They focus on Amazon Web Services' (AWS) impressive growth Commvault's strong financial performance Intel's strategic challenges and changes and Kyndryl's turnaround efforts. The episode also highlights recent announcements from Veeam and Splunk and new developments from Google in AI and data management. Key Points: AWS Growth: AWS reported $26.3 billion"
YouTube Link 2024-08-07T21:11Z 109K followers, [----] engagements

"Drill Down Earnings Shorts Ep. 195: Coherent Q4 earnings essentials ($COHR) Coherent Q4 Earnings: Key Insights on 10% Growth. Instant analysis of Coherent ($COHR) Q4 earnings as we hear from CEO Jim Anderson. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #coherent #earnings $COHR #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-15T23:11Z 110K followers, [---] engagements

"Ep. 209: We are Live Talking NVIDIA Apple Broadcom Intel Micron Synopsys 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 weeks edition of The 6-5. Im Patrick Moorhead with Moor Insights & Strategy co-host joined by Daniel Newman with Futurum"
YouTube Link 2024-03-22T16:43Z 108K followers, 39.4K engagements

"Drill Down Earnings Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE) Instant analysis of Hewlett Packard Enterprise ($HPE) Q2 earnings as we hear from CEO Antonio Neri. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #HewlettPackardEnterprise #earnings @HPE $HPE #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-06-05T17:54Z 108K followers, [----] engagements

"Ep141: Talking Twitter AMD BoxWorks [----] Kyndryl IBM Micron Ignite Google & Cloudera 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 weeks edition of The 6-5. Im Patrick Moorhead with Moor Insights & Strategy co-host joined by Daniel Newman"
YouTube Link 2022-10-07T16:54Z 110K followers, 18.7K engagements

"Revolutionizing Meeting Spaces: Craig Durr Discusses Jabra's Latest Innovations with Olly Henderson On this episode of Futurum Live From Ise [----] The Futurum Groups Craig Durr talks with Olly Henderson Head of Portfolio and Commercialization at Jabra about the launch of Jabra+ for next-generation meeting room and video device management trends in hybrid working and the introduction of AI-powered features in Jabras PanaCast video solutions to enhance productivity and collaboration in the workplace. Their discussion covers: *The unveiling of Jabra+ a unified platform that simplifies the"
YouTube Link 2024-02-01T18:20Z 108K followers, 29K engagements

"Drill Down Earnings Ep. 114: Palo Alto Networks Q3 earnings essentials ($PANW) Instant analysis of Palo Alto Networks ($PANW) Q3 earnings as we hear from CEO Nikesh Arora. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @paloaltonetworks #paloaltonetworks #earnings $PANW #technology #software #cloudcomputing #chips #ai #artificialintelligencesociety #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-21T19:09Z 110K followers, [----] engagements

"Drill Down Earnings Ep. 209: Zscaler Q4 earnings essentials ($ZS) Instant analysis of Zscaler ($ZS) Q4 earnings as we hear from CEO Jay Chaudhry. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @ZscalerInc #zscaler #earnings $ZS #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-09-04T00:15Z 110K followers, [----] engagements

"Drill Down Earnings Shorts Ep. 102: Microchip Q4 earnings essentials ($MCHP) Instant analysis of Microchip ($MCHP) Q4 earnings as we hear from CEO Ganesh Moorthy. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #microchips #earnings @Microchip $MCHP #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-07T02:08Z 110K followers, [---] engagements

"Accelerating Cloud Migration & Modernization: AWS & Strategic Partners - Transforming Enterprise IT As AI continues to take off a talent gap persists. Host Dion Hinchcliffe is joined by Amazon Web Services' Leo LaBranche Director Global Business Innovation on this episode of Six Five On The Road at AWS re:Invent. They look at how AWS and its partners are reshaping the landscape of AI in enterprise IT through strategic cloud migration modernization efforts and upskilling existing workforces. Get their take on: - The change from lift-and-shift to modernization: Enterprises are increasingly"
YouTube Link 2024-12-16T18:57Z 110K followers, [----] engagements

"Drill Down Earnings Ep. 214: Broadcom Q3 earnings essentials ($AVGO). Instant analysis of Broadcom ($AVGO) Q3 earnings as we hear from CEO Hock Tan. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @broadcom #broadcom #earnings $AVGO #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-09-06T00:06Z 110K followers, [----] engagements

"Patrick Moorhead & Daniel Newman talk with Rowan Trollope Five9 CEO for a Six Five INSIDER Patrick Moorhead & Daniel Newman talk with Rowan Trollope Five9 CEO for a Six Five INSIDER We talk about how the industry is changing and what that means to the Zoom deal the future with non-Zoom UC players and the future of UC technology. 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"
YouTube Link 2021-09-09T01:55Z 110K followers, 32.1K engagements

"Ep. 244: Kyverna Theraputics CEO Peter Maag Micron Technology nCino and Pagerduty Treating Lupus with a new drug thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU) nCinos (NCNO) banking software business and Pagerduty (PD) reports a rough quarter. https://linktr.ee/drilldownpod Futurums The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Its business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important"
YouTube Link 2024-03-27T23:54Z 110K followers, 29.5K engagements

"IBM Global Business Services Lands Major 5G Deals with Telefonica and DISH For this vignette of a recent episode of the Futurum Tech Webcast Part of the 5G Factor series analysts Ron Westfall and Shelly Kramer explore the collaboration of IBM Global Business Services with Telefonica to modernize Telefonicas 5G core network platform built with IBM Cloud Pak for Network Automation Red Hat OpenShift and Juniper Networks Apstra and QFX technology as well as DISH Networks selection of IBM to help automate what the company is touting as the United States first greenfield cloud-native 5G network."
YouTube Link 2021-10-14T14:08Z 110K followers, [----] engagements

"Drill Down Earnings Ep. 161: Gartner Q2 earnings essentials ($IT). Instant analysis of Gartner ($IT) Q2 earnings as we hear from CEO Gene Hall. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @Gartnervideo #earningsreport $IT #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-30T18:34Z 110K followers, [----] engagements

"Drill Down Earnings Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report. A rapid-fire insightful look at breaking earnings from Texas Instruments ($TXN) as we hear from Head of IR Dave Pahl. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #texasinstruments #earnings @TexasInstruments $TXN #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-04-24T00:59Z 110K followers, [---] engagements

"Drill Down Earnings Ep. 188: Datadog Q2 earnings essentials ($DDOG) Instant analysis of Datadog ($DDOG) Q2 earnings as we hear from CEO Olivier Pomel. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @DatadogHQ #datadog #earnings $DDOG #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-08T19:26Z 108K followers, [----] engagements

"A Conversation on Cooling Power and Running AI in Production with Lenovo 00:00:44 Welcoming Scott Tease to Discuss Inference at Lenovo Tech World 00:02:35 The Gap Between AI Ambition and Enterprise Reality 00:02:50 Operationalizing AI and the Importance of Inference 00:04:02 The Adoption of AI by Lines of Business 00:04:55 Inference and the Role of SaaS 00:05:39 The Hybrid AI Vision 00:07:08 Distributed Compute Requirements of AI 00:09:14 A Lasting Competitive Advantage in the Age of AI 00:10:15 Identifying Strategic Areas for AI Implementation 00:12:09 The Importance of Unique Data 00:13:10"
YouTube Link 2026-01-15T22:00Z 108K followers, 25.1K engagements

"Ep. 246: Braze CEO Bill Magnuson Global Life Apartment Income REIT and Lovesac They were AI before AI was cool Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report Apartment Income REIT (AIRC) where the rich people live gets billions and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment. https://linktr.ee/drilldownpod Futurums The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Its business news for business people. Every episode of The Drill Down offers a pithy"
YouTube Link 2024-04-12T09:14Z 106K followers, 27.4K engagements

"Drill Down Earnings Shorts Ep. 177: Lucid Group Q2 earnings essentials ($LCID) Instant analysis of Lucid Group ($LCID) Q2 earnings as we hear from CEO Peter Rawlinson. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #lucidgroup #earnings $LCID #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-06T00:09Z 110K followers, [---] engagements

"Drill Down Earnings Sheets Ep. 202: Box Q2 earnings essentials ($BOX) Boxs Q2 Earnings: What Wall Street is Excited About. Instant analysis of Box ($BOX) Q2 earnings as we hear from CEO Aaron Levie. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @box #box #earnings $BOX #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-27T22:25Z 110K followers, [---] engagements

"Drill Down Earnings Ep. 99: Apple Q1 earnings essentials ($AAPL) Instant analysis of Apple ($AAPL) Q1 earnings as we hear from CEO Tim Cook. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @Apple #apple #earnings $AAPL #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-03T03:21Z 110K followers, 11.7K engagements

"Drill Down Earnings Ep. 142: Nokia Q2 earnings essentials ($NOK) Instant analysis of Nokia ($NOK) Q2 earnings as we hear from CEO Pekka Lundmark. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @Nokia #nokia #earnings $NOK #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod @SixFiveMedia"
YouTube Link 2024-07-18T18:58Z 110K followers, [----] engagements

"Ep130: We are LIVE Talking Google Tesla IBM Apple Qualcomm and GlobalFoundries 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. 5:53 Google Cloud Goes Arm With Tau T2A 13:57 Tesla AI Leader Quits - Implications 20:28 IBM Announces New Power10 Platforms 28:48"
YouTube Link 2022-07-15T15:36Z 108K followers, 19.4K engagements

"From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week 0:00 Intro 5:18 Tariff whipsaw: China tech and trade chaos (The Decode) 13:41 Intel sells Altera stake to Silver Lake (The Decode) 20:16 Activist investor targets HPE: Elliott Management (The Decode) 24:24 The China chip debate: Sell or restrict (The Flip) 34:32 Real opinions on China chip sales (The Flip) 38:32 Bank earnings benefit from policy volatility (Bulls and Bears) 40:46 Trading vs investing in volatile markets (Bulls and Bears) 42:24 IPO and M&A activity slowing down (Bulls and Bears) 43:22 Predicting the next"
YouTube Link 2025-04-21T14:01Z 108K followers, [---] engagements

"Recapping Lattice Semiconductors Investor Day with Esam Elashmawi On this episode of the Futurum Tech Podcast Interview Series I am joined by Esam Elashmawi Chief Marketing and Strategy Officer for Lattice Semiconductor. Lattice is a leader in building small powerful efficient FPGAs that are used across all end markets and critical infrastructure. Our discussion centered on their recent Investor Day and the impressive announcements that are defining the future of the company. Lattice Semiconductors Investor Day My conversation with Esam also revolved around the following: The promises Lattice"
YouTube Link 2021-06-10T11:35Z 110K followers, 15.2K engagements

"The View from Davos with Snowflake: From AI Ambition to Enterprise Impact 00:01:00 - Data Challenges in AI Progress 00:01:40 - Sridhars Goals at Davos 00:02:50 - Barriers to Scaling AI in Enterprises 00:04:30 - Data Silos and Collaboration Constraints 00:06:10 - Agentic AI and Context-Aware Systems 00:08:00 - Demonstrating ROI in Enterprise AI 00:10:30 - Governance Cost Controls and Consumption Models 00:14:30 - Rethinking Knowledge Work with Agents 00:17:30 - Prioritizing AI Initiatives Under Technical Debt From Davos Switzerland amidst the activity of the WEF Patrick Moorhead and Daniel"
YouTube Link 2026-01-28T21:30Z 110K followers, 22.1K engagements

"Intel DCAI Day - Episode [---] - Six Five Podcast Intel DCAI Day https://twitter.com/danielnewmanUV/status/1641456699021164544s=20 https://twitter.com/danielnewmanUV/status/1641222350493368323s=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"
YouTube Link 2023-03-31T17:35Z 110K followers, 30.9K engagements

"How Pure Storage Leverages Data and AI to Transform the Customer Experience - Episode [--] In this episode of the Six Five Webcast - Marketing: Art & Science - CMO Advisor and host Lisa Martin welcomes the CMO of Pure Storage Lynn Lucas who talks about her journey to the C-suite after studying electrical engineering and breaking into technical marketing. She shares how Pure Storage is leveraging data science and generative AI to achieve significant efficiency gains. Lynn also provides insight into the AI Marketing Council she's built at Pure along with some of the great use cases they are"
YouTube Link 2024-10-31T02:15Z 110K followers, [----] engagements

"Drill Down Earnings Shorts Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report. A rapid-fire insightful look at breaking earnings from Vertiv ($VRT) as we hear from CEO Gio Albertazzi. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #vertiv #earnings @Vertiv $VRT #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-04-24T19:19Z 110K followers, [----] engagements

"Scaling AI Infrastructure: Lessons from the Lenovo and Nscale Partnership 00:00:50 Infrastructure's Importance in the Age of Generative AI 00:01:43 Introducing Conor (Lenovo) and Stu (Nscale Advisor) 00:03:24 Operationalizing AI at Scale and the Complexity of the Scalable Unit 00:04:46 The Characteristics that Led Lenovo to Partner with Nscale 00:06:11 The Critical Role of Supply Chain Visibility 00:06:48 Managing the Complexity of Churning Architectures 00:07:42 Biggest AI Infrastructure Challenges: Memory and Timelines 00:10:00 Measuring Success: Reliability and Time-to-First-Token 00:11:28"
YouTube Link 2026-01-16T22:45Z 108K followers, 21K engagements

"5G Factor Video Research Note: Deutsche Telekom & Microsoft Azure Test New Private 5G Capabilities In this vignette of The 5G Factor Ron Westfall and Todd R. Weiss provide their perspective on how Deutsche Telekom is testing its new Campus Network Smart 5G network product with Microsoft in a lab setting in Bonn Germany. The discussion focused on: Deutsche Telekom and Microsoft Azure Test New Private 5G Capabilities. The Deutsche Telekom and Microsoft tests are working on Campus Network Smart which will be delivered by the partners when it is completed. The new offering augments DTs current"
YouTube Link 2023-10-02T02:28Z 110K followers, 22.7K engagements

"Cisco's Acquisition of Splunk Lenovo's Edge Server & More - Infrastructure Matters Episode [--] In this episode of Infrastructure Matters hosts Camberley Bates Steven Dickens and Krista Macomber discuss the merger of Kioxia and Western Digital's solid-state storage units and Infinidat's announcements regarding high-end data storage devices. They also highlight MLCommons' new releases including MLPerf [---] and MLPerf for storage which includes large language models and storage benchmarks. The conversation shifts to Lenovo's Edge server launch and its potential impact on AI deployments at the"
YouTube Link 2023-10-02T18:35Z 110K followers, 52.5K engagements

"Drill Down Earnings Ep. 190: Take Two Interactive Q1 [----] earnings essentials ($TTWO) Instant analysis of Take Two Interactive ($TTWO) Q1 [----] earnings as we hear from CEO Strauss Zelnick. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #TakeTwoInteractive #earnings @Take Two Interactive $TTWO #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-09T00:08Z 110K followers, [----] engagements

"Building Enterprise-Ready Agentic AI with Search - Six Five On The Road 00:00:00 - Introduction to Agentic AI 00:00:18 - Defining Agentic AI 00:00:37 - The Importance of Context in AI 00:01:57 - Context Engineering Explained 00:03:33 - Elastic's Role in Retrieval-Augmented Generation (RAG) 00:06:11 - Simplifying Model Usage for Organizations 00:08:24 - Use Cases for Agentic AI 00:10:37 - Internal Efficiency and Customer Support 00:11:45 - Universal Applicability of Agentic AI 00:12:49 - Future of Elastic in Agentic AI 00:16:09 - Conclusion and Closing Remarks How are organizations harnessing"
YouTube Link 2025-12-19T21:01Z 110K followers, 25.7K engagements

"Lattice Earnings - Episode [---] - Six Five Podcast Lattice Earnings https://twitter.com/PatrickMoorhead/status/1625548388690280455s=20 https://ir.latticesemi.com/events/event-details/lattice-semiconductor-4q22-results-conference-call https://futurumresearch.com/research-notes/lattice-semiconductor-revenue-in-q4-2022-hits-175-9m-up-24-yoy/ 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"
YouTube Link 2023-02-17T19:43Z 110K followers, 22.7K engagements

"Drill Down Earnings Shorts Ep. 217: Adobe Q3 earnings essentials ($ADBE). Adobe's Q3 Earnings: What Did the Market Miss Instant analysis of Adobe ($ADBE) Q3 earnings as we hear from CEO Shantanu Narayen. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @Adobe #adobe #earnings $ADBE #technology #software #cloudcomputing #chipstockinvestor #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-09-12T23:08Z 109K followers, [----] engagements

"Lattice Semiconductor's Record-breaking Q2 [----] Revenue: A Look at the Company and its Strategy On this special episode of the Futurum Tech Webcast Interview Series I am joined by Esam Elashmawi Chief Marketing and Strategy Officer at Lattice Semiconductor. Our conversation centers around Lattices recent Q2 earnings what to expect from the company going forward what their strategy is and much more you wont want to miss. In our conversation we discussed the following: A broad overview of recent earnings from around the industry A deep dive into the recent record breaking Q2 [----] revenue report"
YouTube Link 2022-08-12T17:40Z 110K followers, 28K engagements

"Buy Versus Build: Implementing AI Applications for Your Digital Transformation Nearly every digital transformation strategy considers artificial intelligence one of its top priorities but what is the best way to maximize ROI from your technology investment Buying ready-made solutions can get you a faster return but may not be optimized or customizable to your unique business needs. Building your own can be an expensive investment with skills hard to find and a long-term commitment to maintenance but that alternative may provide the greatest upside. The right approach might be a surprising"
YouTube Link 2022-06-21T17:35Z 110K followers, 19.5K engagements

"Ep200: We are Live Talking Davos [----] Samsung Unpacked TSMC IBM Synopsys Intel & DigitalBridge 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 weeks edition of The 6-5. Im Patrick Moorhead with Moor Insights & Strategy co-host joined by"
YouTube Link 2024-01-22T20:03Z 110K followers, 33.8K engagements

"Drill Down Earnings Ep. 208: Elastic Q1 earnings essentials ($ESTC). Instant analysis of Elastic ($ESTC) Q1 earnings as we hear from CEO Ash Kulkarni. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @Elastic #elastic #earnings $ESTC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-30T00:28Z 109K followers, [----] engagements

"The Six Five In The Booth with Cisco at Mobile World Congress [----] On this episode of The Six Five In the Booth hosts Daniel Newman and Patrick Moorhead welcome Masum Mir SVP/GM Cisco Networking: Provider Mobility. Their discussion covers: * Ciscos MWC announcements * Industrial Transformation Powered by Mass-scale IoT and how IoT is transforming the world * Ciscos CSP Success Model with Cisco Platform Approach * Key partners in their success * The future for Cisco #Cisco #MWC2023 #success #tech #digitaltransformation #sixfivewebcast #sixfiveinthebooth #patrickmoorhead #danielnewman Be sure"
YouTube Link 2023-03-03T20:11Z 110K followers, 26.4K engagements

"Drill Down Earnings Shorts Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD). CrowdStrike Q2 Earnings: Impressive Growth with Concerns. Instant analysis of Crowdstrike ($CRWD) Q2 earnings as we hear from CEO George Kurtz. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @CrowdStrike #crowdstrike #earnings $CRWD #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-29T01:09Z 109K followers, [---] engagements

"Planet $PL Earnings - Episode [---] - Six Five Podcast Planet $PL Earnings https://investors.planet.com/news/news-details/2021/Planet-Reports-Financial-Results-for-Third-Quarter-of-Fiscal-2022/default.aspx 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"
YouTube Link 2021-12-17T18:07Z 110K followers, [----] engagements

"AMD and Solidigm Power the Open AI Ecosystem - Six Five On the Road On this episode of the Six Five On The Road hosts Keith Townsend and Dave Nicholson are joined by AMD's Robert Hormuth and Mark Orthodoxou for a conversation on how AMD and Solidigm are collaborating to power the open AI ecosystem. Their discussion covers: - Innovations in data center solutions and Instinct Data Center GPUs by AMD. - The evolving landscape of AI technologies and their applications. - The role of AMD and Solidigm in fostering an open AI ecosystem. - Challenges and opportunities in the current AI market. #AMD"
YouTube Link 2024-07-30T16:00Z 110K followers, [----] engagements

"DDE Shorts: A quick look at Vicor ($VICR) and its fourth quarter earnings report. A rapid-fire insightful look at the breaking earnings from Vicor ($VICR). Its the business story behind these earnings and curious comments from CEO Patrizio Vinciarelli. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group a"
YouTube Link 2024-02-23T10:20Z 110K followers, [---] engagements

"Cisco Q1FY25 Earnings - Episode [---] - Six Five Podcast 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"
YouTube Link 2024-11-15T01:53Z 109K followers, [----] engagements

"DDE Shorts: A quick look at Salesforce ($CRM) and its fiscal third quarter earnings report. A rapid-fire insightful look at the breaking earnings from Salesforce ($CRM). Its the business story behind these earnings and some insight into the thinking of CEO Marc Benioff. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and"
YouTube Link 2024-02-29T01:30Z 110K followers, [---] engagements

"Should we think of AI agents like documents not applications 👀 Analyst Jason Andersen (Moor Insights & Strategy) shares a sharp insight from a conversation with the head of Office [---] & Copilot: the most successful orgs treat agents as dynamic documents moving through workflows generating audit trails and evolving over time. ⚠ The upside: faster adoption less IT friction. ⚖ The reality: documents are discoverable and legally relevantso governance still matters. enterprise ai microsoft copilot office [---] enterprise ai microsoft copilot office 365"
YouTube Link 2026-01-29T04:45Z 110K followers, 28.8K engagements

"Unlocking the GenAI Competitive Advantage with Services - Six Five On The Road at Dell Tech World On this episode of the Six Five On The Road hosts Daniel Newman and Patrick Moorhead are joined by Dell Technologies' Doug Schmitt President Dell Technologies Services Dell Technologies for a conversation on leveraging General AI (GenAI) for competitive advantage through services. Their discussion covers: * Exploring the omnipresent GenAI and Dell Technologies Services' response to it * The reasons Dell stands out as the go-to provider for Gen AI and other emerging technological needs * How GenAI"
YouTube Link 2024-05-21T19:33Z 110K followers, 12.5K engagements

"Drill Down Earnings: The very latest as Paycom (PAYC) reports fourth quarter earnings A detailed look at the breaking earnings from Paycom (PAYC) with a look at the business story behind these earnings and some insight into the thinking of CEO Chad Richison. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum"
YouTube Link 2024-02-08T03:26Z 110K followers, 31.4K engagements

"Drill Down Earnings Ep. 130: Elastic Q4 earnings essentials ($ESTC) Instant analysis of Elastic ($ESTC) Q4 earnings as we hear from CEO Ashutosh Kulkarni. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #elastic #earnings @Elastic $ESTC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-31T02:04Z 110K followers, [----] engagements

"Taiwan Semiconductor Q1: Where are the Smartphone sales - Drill Down Earnings Shorts [--] A rapid-fire insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($TSM) as we hear from CEO C.C. Wei. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Taiwansemiconductormanufacturing #earnings @TaiwanSemiconductorManufacturing $TSM #technology #software #cloudcomputing #chipsdesign #ai #artificialintelligence #semiconductors #stocks #trading #business"
YouTube Link 2024-04-18T23:39Z 110K followers, [---] engagements

"2023 AI Product of the Year AI Company of the Year The AI Moment Episode [--] #On this episode of The AI Moment we discuss my picks for [----] AI Product of the Year AI Company of the Year [----] AI Product of the Year AI Company of the Year: In this time of AI disruption who has shined In my view it was those which are building and delivering pragmatic enterprise-grade solutions. Those who have been invested in and have understood AI for some time. Those who have clear visions and goals for end results. They are AI innovators. With that in mind I developed a list of companies and products that I"
YouTube Link 2024-01-11T17:58Z 108K followers, 28.2K engagements

"Drill Down Earnings Ep. 134: Smartsheet Q1 earnings essentials ($SMAR) Instant analysis of Smartsheet ($SMAR) Q1 earnings as we hear from CEO Mark Mader. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #smartsheet #earnings @Smartsheet $SMAR #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-06-06T00:43Z 110K followers, [----] engagements

"Taiwan Semiconductor Q1: Where are the Smartphone sales - Drill Down Earnings [--] A rapid-fire insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($TSM) as we hear from CEO C.C. Wei. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #TaiwanSemiconductorManufacturing #earnings @Taiwan Semiconductor Manufacturing $TSM #technology #software #cloudcomputing #chips #ai #semiconductors #stocks #business @DrillDownPod"
YouTube Link 2024-04-18T23:49Z 110K followers, 29K engagements

"Low-Code/No-Code Development Platforms: Democratizing & Speeding App Development w/ Code Abstraction In this episode of Enterprising Insights Clint Wheelock joins host Keith Kirkpatrick Research Director Enterprise Applications at The Futurum Group for a conversation about the use of low-code/no-code development platforms within the enterprise environment. We will discuss the types of platforms available the benefit and pitfalls of using them for enterprise development tasks and discuss a few of the leading vendors offering these tools. Well also cover some recent news and newsmakers in the"
YouTube Link 2023-10-26T20:56Z 110K followers, 26K engagements

"Drill Down Earnings Shorts Ep. 95: Paycom Q1 earnings essentials ($PAYC) Analysis of Paycom ($PAYC) Q1 earnings as we hear from Chad Richison founder and CEO. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #paycom #earnings @paycom $PAYC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-02T01:13Z 110K followers, [---] engagements

"Ep. 243: Talking Adobe Broadcom Oracle NVIDIA Broadcom & Apple Marvell Lattice Semi 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 weeks edition of The 6-5. Im 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: 00:00 Intro 2:51 Adobe"
YouTube Link 2024-12-13T15:42Z 110K followers, [---] engagements

"Drill Down Earnings Shorts Ep. 193: Cisco Q4 earnings essentials ($CSCO). Cisco's Q4 Earnings: Surprising Growth in Security Business Instant analysis of Cisco ($CSCO) Q4 earnings as we hear from CEO Chuck Robbins. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #cisco #earningscall @Cisco $CSCO #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-15T00:11Z 110K followers, [---] engagements

"Drill Down Earnings Shorts Ep. 154: KLA Q4 earnings essentials ($KLAC) KLA's Strong Q2 Results - $2 57B Revenue and 9% Growth. Instant analysis of KLA ($KLAC) Q4 earnings as we hear from CEO Rick Wallace. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #kla #earnings @KLA $KLAC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-25T01:20Z 110K followers, [----] engagements

"HPE $HPE Earnings - Episode [---] - Six Five Podcast 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/ 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"
YouTube Link 2021-12-03T14:20Z 109K followers, [----] engagements

"Calix Mobile Backhaul Products Meeting 5G Demand Calixs AXOS E5 Ethernet Service Access Nodes integrate Carrier Ethernet 10G and 1G UNI Service Demarcation and Ethernet Aggregation Capabilities In this vignette of The 5G Factor Ron Westfall and Todd R. Weiss discuss why they see Calix mobile backhaul products are meeting the growing demands of 5G carriers and their customers as small cells are proliferating and network traffic and competition are growing. Meeting these changing requirements requires a network that deploys quickly is always on and provides unprecedented visibility for the"
YouTube Link 2023-09-12T20:15Z 108K followers, 24.2K engagements

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