Ep. 214: We are Live! Talking Google, Microsoft, ServiceNow, SAP, Meta, Intel
The Six Five with Patrick Moorhead and Daniel Newman
Release Date: 04/27/2024
Security Above All Else - Six Five on the Road
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined by Microsoft's Vasu Jakkal, Corporate Vice President, Microsoft Security for a conversation on Microsoft’s unwavering commitment to security. Their discussion covers: Microsoft’s expanded Secure Future Initiative and its approach to security Insights from the deployment of Microsoft Copilot for Security and its impact from a customer perspective The role of GenAI in the realm of cybersecurity, examining both threats and defenses The concept of "security as a team sport" and Microsoft's...
info_outline
Securing and Governing AI with Microsoft Security - Six Five on the Road
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined by Microsoft's Herain Oberoi, General Manager, Microsoft Security for a conversation on securing and governing AI. Their discussion covers: The importance of securing AI, in light of Microsoft Security's recent announcements. Unique threats and risks associated with generative AI and Microsoft’s strategies. Strategies to address the concern of sensitive data leakage with AI adoption. Insights and recommendations for organizations planning to adopt Copilot for M365.
info_outline
Ep. 215: We are Live! Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault
The Six Five with Patrick Moorhead and Daniel Newman
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: AMD Q1/24 Earnings Amazon Q1/24 Earnings & Q Goes...
info_outline
Ep. 214: We are Live! Talking Google, Microsoft, ServiceNow, SAP, Meta, Intel
The Six Five with Patrick Moorhead and Daniel Newman
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: Google Q1/24 Earnings ...
info_outline
Ep. 213: We are Live! Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show...
info_outline
Why Customers Choose Google Cloud for Generative AI - Six Five On the Road
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Oliver Parker, Vice President, Global Generative AI GTM, for a conversation on why Google Cloud is the preferred choice for customers looking into generative AI solutions. Their discussion covers: The reasons behind Oliver Parker's decision to rejoin Google Cloud Insights from recent global meetings with customers about their inquiries and needs regarding generative AI The key factors driving customers towards choosing Google Cloud for generative AI projects Additional...
info_outline
Google's Workload Optimized Infrastructure at Next '24 - Six Five On the Road
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Mark Lohmeyer, Vice President & GM Compute and ML Infrastructure, for a conversation on Google Cloud's latest innovations and strategic direction, particularly focusing on workload-optimized infrastructure. The discussion covers: The holistic approach of Google Cloud toward system-level design optimization across essential technology stacks. The extensive range of TPUs and GPUs available through Google Cloud and partners, enhancing infrastructure flexibility. An in-depth...
info_outline
Trusted Data: The Difference Maker - Six Five - On the Road with Cloudera
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dipto Chakravarty, Chief Product Officer at Cloudera for a conversation on Cloudera’s growth and product-led innovations and their position as AI continues to disrupt compute infrastructure at Cloudera Elevate 25. Their discussion covers: An overview of Cloudera’s growth strategy and specific product-led innovations Cloudera has planned Cloudera’s “nexus of trusted data” and how this makes their cloud platform unique How Cloudera positions themselves as AI usage trends...
info_outline
An Inside Look at Intel Enterprise AI from Vision 2024 - Six Five On the Road
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Intel's Justin Hotard, Executive Vice President and General Manager, Data Center and AI Group, and Sachin Katti, Senior Vice President and General Manager, Network and Edge Group. This episode offers an insightful discussion on Intel's strategic direction regarding Enterprise AI, which was covered this week during Intel Vision 2024. Their discussion covers: The Enterprise AI Opportunity Intel’s Vision for Enterprise AI and the necessary steps to realize it Intel's scalable...
info_outline
Ep. 212: We are Live! Talking Intel, Google, Apple, TSMC, Marvell, U.S. Inflation Data
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show...
info_outlineLeading 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:
Google Q1/24 Earnings
https://twitter.com/danielnewmanUV/status/1783592718712668547
https://x.com/PatrickMoorhead/status/1783651113767706925
https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf
https://finance.yahoo.com/news/alphabet-earnings-preview-all-eyes-on-ai-investments-ad-market-growth-as-meta-disappoints-142011581.html
Microsoft Q3/24 Earnings
https://x.com/PatrickMoorhead/status/1783642788409888806
https://twitter.com/danielnewmanUV/status/1783589533725958356
https://www.microsoft.com/en-us/investor/earnings/fy-2024-q3/press-release-webcast
https://www.microsoft.com/en-us/Investor/earnings/FY-2024-Q3/performance
ServiceNow Q1/24 Earnings
https://twitter.com/danielnewmanUV/status/1783231711490302031
https://www.servicenow.com/company/media/press-room/first-quarter-2024-financial-results.html
SAP Q1/24 Earnings
https://twitter.com/danielnewmanUV/status/1782746698625737023
https://twitter.com/PatrickMoorhead/status/1783309345779814513
https://news.sap.com/2024/04/sap-announces-q1-2024-results/
Meta Q1/24 Earnings
https://twitter.com/danielnewmanUV/status/1783239579463553395
https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-First-Quarter-2024-Results/default.aspx
IBM Q1/24 Earnings
https://x.com/PatrickMoorhead/status/1783319862950998392
Intel Q1/24 Earnings
https://x.com/PatrickMoorhead/status/1783635930894782641
https://twitter.com/danielnewmanUV/status/1783596972236050773
https://twitter.com/danielnewmanUV/status/1783600304577012055
https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results
https://finance.yahoo.com/news/intel-earnings-135825817.html
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.