Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent
The Six Five with Patrick Moorhead and Daniel Newman
Release Date: 02/07/2025
Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
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: MWC Wrap-Up Salesforce Agentforce 2dx ...
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Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft
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: TSMC & Broadcom Eye Control Of Intel? Lenovo...
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Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI
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: Cisco Gets AI Lift, All-In On DPUs DOGE & Tech...
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Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent
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: Qualcomm Q1FY25 Earnings Arm Q3FY25 Earnings ...
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Beyond the Numbers: Jim Anderson on Coherent’s Next Chapter - Six Five Media
The Six Five with Patrick Moorhead and Daniel Newman
Want to know more about Coherent’s quarterly results? Get the details directly from CEO, , Hosts and share a conversation on the evolving dynamics at Coherent and their vision for the future in tech. Tune in as they cover 👇 Coherent's key role in the AI revolution: Discover how the company is contributing to the rapid growth of datacom and AI technologies The power of a diverse industrial business: Learn about the often-overlooked industrial segments and their importance to Coherent's overall success Building a winning culture: Jim emphasizes the critical role of cultural...
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IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five Webcast - Infrastructure Matters, hosts , , and discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek. Their discussion covers: The factors contributing to IBM's current upswing and what it indicates about their strategic direction. Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery. An in-depth look into the DeepSeek technology, its implications,...
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Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five Webcast: Infrastructure Matters, hosts , , and share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents. Their discussion covers: The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success. The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic. Details about Project Stargate, a...
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Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance
The Six Five with Patrick Moorhead and Daniel Newman
Mainframes are not only here to stay—they’re leading the way! This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪 But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨💻👩💻 is joined by subject matter experts from various companies including , , , and , for a conversation on how organizations are...
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Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media
The Six Five with Patrick Moorhead and Daniel Newman
The rise of AI is revolutionizing industries, but can we harness the power of AI while minimizing its environmental impact? Six Five Media host met with two industry leaders: , Chief Sustainability Officer, and , Chief Architect of and a Hewlett Packard Enterprise Fellow, both from to discuss this critical topic. Tune in as they discuss ⤵️ • The sheer scale of AI's energy consumption and the urgent need to mitigate its impact on the climate crisis • Holistic strategies for reducing the carbon footprint of AI deployments, including innovative data center designs and optimized...
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Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP
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: DeepSeek Panic or Joy? Azure...
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:
Qualcomm Q1FY25 Earnings
https://x.com/PatrickMoorhead/status/1887253686423863659
https://x.com/danielnewmanUV/status/1886838173063585999
https://x.com/danielnewmanUV/status/1887256254361575534
https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results
Arm Q3FY25 Earnings
https://x.com/PatrickMoorhead/status/1887253686423863659
https://x.com/danielnewmanUV/status/1886838173063585999
https://x.com/danielnewmanUV/status/1887254976025727414
https://newsroom.arm.com/news/arm-q3-fye25-results
https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973
AMD Q4FY24 Earnings
https://x.com/PatrickMoorhead/status/1886895779757088888
https://x.com/PatrickMoorhead/status/1886912623423230369
https://x.com/danielnewmanUV/status/1886838173063585999
https://x.com/danielnewmanUV/status/1886892031294796102
https://x.com/danielnewmanUV/status/1886884498421268609
https://x.com/danielnewmanUV/status/1887116522285359533
https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html
Amazon Q4FY24 Earnings
https://x.com/danielnewmanUV/status/1887609783471226935
https://x.com/danielnewmanUV/status/1887608976373915721
https://x.com/danielnewmanUV/status/1887615023725306222
Alphabet Q4FY24 Earnings
https://x.com/PatrickMoorhead/status/1886889370315317435
https://x.com/PatrickMoorhead/status/1887113807580828016
https://x.com/danielnewmanUV/status/1886839409112191189
https://x.com/danielnewmanUV/status/1886838173063585999
https://x.com/danielnewmanUV/status/1886884498421268609
IBM Investor Day
https://x.com/danielnewmanUV/status/1886840970630873567
https://x.com/danielnewmanUV/status/1886841336592003541
https://x.com/danielnewmanUV/status/1886841702801187143
https://x.com/danielnewmanUV/status/1886842675468378178
https://x.com/danielnewmanUV/status/1886843221264707710
https://x.com/danielnewmanUV/status/1886844259132751968
https://x.com/danielnewmanUV/status/1886845332903866666
https://x.com/danielnewmanUV/status/1886846140424790053
https://x.com/danielnewmanUV/status/1886847808512167976
https://x.com/danielnewmanUV/status/1886850412361490904
https://x.com/danielnewmanUV/status/1886852003021668458
https://x.com/danielnewmanUV/status/1886840111746187533
https://x.com/danielnewmanUV/status/1886840111746187533
Coherent Q2FY25 Earnings
https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results
https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html
https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations
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.