Episodes
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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 weekâs edition of âThe 6-5.â Iâm 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:
Apple WWDC 2024
https://twitter.com/PatrickMoorhead/status/1800589468144922656 https://twitter.com/PatrickMoorhead/status/1800335600333045804 https://twitter.com/PatrickMoorhead/status/1800245807712514556 https://twitter.com/PatrickMoorhead/status/1800165285325836528 https://twitter.com/danielnewmanUV/status/1801238399573250050 https://twitter.com/danielnewmanUV/status/1801244976321581407 https://twitter.com/danielnewmanUV/status/1800819579008016739 https://twitter.com/danielnewmanUV/status/1800500949326205414 https://www.apple.com/newsroom/2024/06/wwdc24-highlights/Broadcom Q2FY24 Earnings
https://x.com/PatrickMoorhead/status/1801345321957462137 https://twitter.com/PatrickMoorhead/status/1801004340510929406 https://twitter.com/PatrickMoorhead/status/1801000795225178271 https://twitter.com/danielnewmanUV/status/1801206371209142558 https://investors.broadcom.com/node/62226/pdfAdobe Q2FY24 Earnings
https://x.com/PatrickMoorhead/status/1801360173111402646 https://news.adobe.com/news/news-details/2024/Adobe-Reports-Record-Revenue-in-Q2-Fiscal-2024/default.aspx https://www.cnbc.com/2024/06/13/adobe-adbe-q2-earnings-report-2024.htmlOracle Q4FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1800908386038431813 https://twitter.com/danielnewmanUV/status/1800683110285345200 https://www.oracle.com/news/announcement/q4fy24-earnings-release-2024-06-11/Enterprise SaaS Reset or Pause?
https://www.cnbc.com/2024/06/10/power-stocks-up-saas-challenges-and-awaiting-ai-updates-at-apples-event.html https://techcrunch.com/podcast/neas-vanessa-larco-says-generative-ai-will-change-the-saas-pricing-model-and-thats-a-good-thing/Six Five Summit 2024 Wrap
https://twitter.com/PatrickMoorhead/status/1800474210479051231 https://twitter.com/PatrickMoorhead/status/1800545970176078304 https://twitter.com/PatrickMoorhead/status/1800894194292306264 https://twitter.com/PatrickMoorhead/status/1800934026229735838 https://twitter.com/PatrickMoorhead/status/1800662715117302033 https://twitter.com/PatrickMoorhead/status/1800649938122018906 https://twitter.com/PatrickMoorhead/status/1800649938122018906 https://twitter.com/danielnewmanUV/status/1801241031725420722Disclaimer: 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.
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Tech It Out: The Six Five's Diana Blass is inside The Dell AI Factory at Dell Tech World 2024, where AI-innovation has transformed nearly every industry vertical. In this episode, see the solutions powering that change: new PowerEdge servers optimized for cooling, an autonomous mobile robot trained in the Omniverse; and don't miss Andy, Dell's "human-like" AI assistant.
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Episodes manquant?
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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 weekâs edition of âThe 6-5.â Iâm 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:
Computex 2024
https://twitter.com/PatrickMoorhead/status/1797523993932767608 https://twitter.com/PatrickMoorhead/status/1797234174656459256 https://twitter.com/danielnewmanUV/status/1798139506899783707 https://twitter.com/danielnewmanUV/status/1797970370915336665 https://twitter.com/danielnewmanUV/status/1797924285715259422 https://twitter.com/danielnewmanUV/status/1797865188588478974 https://twitter.com/danielnewmanUV/status/1797850892135547355 https://twitter.com/danielnewmanUV/status/1797806082171224142 https://twitter.com/danielnewmanUV/status/1797450443456704603 https://twitter.com/danielnewmanUV/status/1797503234703307005 https://twitter.com/danielnewmanUV/status/1797513977347616863 https://twitter.com/danielnewmanUV/status/1797509460547760304 https://twitter.com/danielnewmanUV/status/1797510453570228378 https://twitter.com/danielnewmanUV/status/1797507200837107722 https://twitter.com/danielnewmanUV/status/1797507741944324302 https://twitter.com/danielnewmanUV/status/1797506936969269638 https://twitter.com/danielnewmanUV/status/1797229333641343123Cisco Live 2024
https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m06/cisco-live-2024-cisco-announces-new-ai-powered-innovations-and-investments-to-help-customers-unlock-a-more-connected-and-secure-future.html https://www.techrepublic.com/article/cisco-live-2024-splunk-observability-platformSAP Sapphire Orlando 2024
https://news.sap.com/2024/06/sap-sapphire-sap-customers-drive-business-transformation/ https://news.sap.com/2024/06/sap-sapphire-innovation-key-to-bring-out-your-best/ https://news.sap.com/2024/06/sap-sapphire-generative-ai-center-stage/ https://news.sap.com/2024/06/ai-innovations-partnerships-sap-sapphire/ https://news.sap.com/2024/06/joule-microsoft-copilot-unified-work-experience/ https://technologymagazine.com/videos/sap-sapphire-2024-highlights-from-day-oneUS Investigates NVIDIA, Microsoft, OpenAI
https://twitter.com/danielnewmanUV/status/1798582042957173097 https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html https://www.cnbc.com/2024/06/06/us-regulators-to-open-antitrust-probes-into-nvidia-microsoft-and-openai.htmlCEO Change at Lattice Semi
https://twitter.com/PatrickMoorhead/status/1797701960642236668 https://www.nasdaq.com/articles/lattice-semiconductor-announces-leadership-transition-and-strategy https://www.investopedia.com/lattice-semiconductor-shares-tumble-as-ceo-leaves-to-run-coherent-8657493Senior Leadership Change at Lenovo
https://news.lenovo.com/pressroom/press-releases/leadership-statement/ https://news.lenovo.com/pressroom/press-releases/patricia-wilke/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.
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On this episode of the Six Five On the Road, we explore the comprehensive impact of Zoho on businesses ranging from SMBs to large enterprises. Join our hosts at Zoholics in Austin, Texas â The Futurum Groupâs Lisa Martin, Cory Johnson, and Keith Kirkpatrick with Moor Insights & Strategyâs Robert Kramer to delve into Zoho's suite of products and services, and explore how they cater to diverse business needs.
Their discussion covers:
The evolution of Zoho from a software company for small and medium businesses to a full-scale enterprise solution provider
An overview of Zoho's suite of applications and their integration capabilities for businesses
Case studies highlighting real-world applications of Zoho's products in different industry sectors
Zoho's role in digital transformation strategies for businesses looking to modernize
Future outlook and expansions plans of Zoho in the context of emerging business technologies
Learn more at Zoho. -
On this episode of the Six Five On the Road, dive into the unique business model and cultural ethos that gives Zoho its competitive edge. Join our hosts at Zoholics in Austin, Texasâ The Futurum Groupâs Lisa Martin and Cory Johnson, with Moor Insights & Strategyâs Melody Brueâto explore the foundational principles that have shaped Zoho into a standout company in the tech landscape.
Their discussion covers:
The core philosophies that drive Zoho's business strategies
How conviction in their values shapes Zoho's product development and customer relations
The impact of Zoho's company culture on its global success
Strategies Zoho employs to innovate while staying true to its roots
The role of leadership in fostering a unique workplace environment at Zoho
Learn more at Zoho.
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On this episode of the Six Five On The Road at Computex Taipei, hosts Daniel Newman and Ryan Shrout are joined by Microsoft's Pavan Davuluri, Corporate VP, Windows & Devices, for a conversation on Microsoft's innovative integration of AI into its products, specifically focusing on Copilot+ PCs.
Their discussion covers:
How AI integration in Windows and Copilot+ PCs is elevating the user experience
The necessary hardware requirements for Copilot+ PCs and their significance
The transformative impact of AI on the PC landscape through Copilot+ PCs
Ensuring performance and power efficiency in the PC ecosystem with AI advancements
Microsoft's view on the business potential of AI in PCs compared to the cloud, including insights into new Copilot+ PCs from Surface
Learn more at Microsoft. -
On this episode of the Six Five On The Road at Zoholics, join Six Five Media hosts Cory Johnson, Lisa Martin, and Dave Nicholson for a conversation on the latest insights and developments unveiled at Zohoâs annual Zoholics conference.
Their discussion covers:
The most impactful announcements made during Zoholics and their implications for businesses and consumers
How Zoho's latest product developments and updates are set to shape the future of the tech landscape
Insights into Zoho's strategic direction and vision for enhancing user experience and productivity
A deep dive into the customer stories shared at Zoholics, showcasing the real-world impact of Zoho's solutions
Expert analysis on the evolving technology trends and how Zoho remains at the forefront of innovation
Learn more at Zoho. -
On this episode of the Six Five On The Road at Zoholics 2024, hosts Cory Johnson and Lisa Martin are joined by Zoho Corporation's Ram Ramamoorthy, Director of AI Research, for a conversation on how Zoho is addressing the evolving AI challenges within the enterprise landscape.
Their discussion covers:
Zoho's holistic approach to integrating AI across its suite of products
The most significant AI challenges enterprises face today and Zoho's solutions
Future trends in AI technology Zoho is investing in
The role of data privacy and security in Zoho's AI strategy
Real-world applications and success stories of AI in Zoho's ecosystem
Learn more at Zoho Corporation. -
On this episode of the Six Five On The Road, hosts Cory Johnson and Lisa Martin are joined by Zoho's Sridhar Vembu, CEO for a conversation on how prioritizing employee satisfaction can fundamentally transform and elevate the customer experience.
Their discussion covers:
The correlation between employee satisfaction and customer service excellence
Strategies Zoho employs to maintain a high level of employee morale and its direct impact on customer satisfaction
Real-world examples of how Zoho has transformed customer service through employee engagement initiatives
The role of technology in facilitating employee satisfaction and efficiency
Future trends in employee engagement and customer experience management
Learn more at Zoho.
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On this episode of Six Five on the Road, hosts Cory Johnson and Lisa Martin are joined by CIMCO Refrigeration's David Fauser, Vice President of Sales, Marketing, and Strategy for a conversation on how CIMCO is leveraging Zoho to drive innovation and sustainability within their solutions.
Their discussion covers:
The innovative approaches CIMCO is taking with Zoho to enhance their refrigeration solutions
How sustainability is a key component of CIMCO's strategy and its integration with Zoho's tools
The impact of digital transformation on CIMCO and the refrigeration industry at large
Insights into CIMCO's future initiatives in leveraging technology for business growth
The role of data analytics in shaping CIMCO's offerings and customer experiences
Learn more at CIMCO Refrigeration.
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On this episode of the Six Five On the Road, hosts Lisa Martin and Cory Johnson are joined by Zoho's Raju Vegesna, Chief Evangelist, for a conversation on Zoho's major CRM customization announcements and their impact on customers.
Their discussion covers:
The latest CRM customization options introduced by Zoho
How these new features can enhance user experience and operational efficiency
The potential impact of Zoho's announcements on customer relationships and business outcomes
Strategies for businesses to effectively implement and leverage Zoho's CRM customizations
Insights into the future developments of Zoho CRM and what customers can expect
Learn more at Zoho.
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On this episode of the Six Five On the Road, we are joined by OP360's Josh Corson, SVP, Data Science & Analytics, for a conversation on how OP360 manages growth and leverages data with Zoho for optimal business performance.
Our discussion covers:
The role of Zoho in OP360's rapid growth and scalability
Insights into data management strategies that drive business decisions
Challenges and triumphs in integrating Zoho with OP360's existing systems
Future plans for leveraging technology to sustain business growth
The impact of data analytics on improving customer experience and service delivery
Learn more at OP360.
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On this episode of the Six Five On The Road at Computex Taipei, analysts Daniel Newman, Ryan Shrout, Anshel Sag, and Olivier Blanchard discuss the rapid advancements in AI and innovation showcased at Computex 2024 in Taipei.
Their conversation covers:
Key trends and breakthroughs in AI technology from Computex 2024
How these innovations are shaping various industries
The impact of AI on global technology strategies
Insights into the future of computing and digital transformation
Expert analysis of the challenges and opportunities ahead in AI
Learn more at Computex 2024. -
On this episode of the Six Five On The Road at Computex Taipei, Anshel Sag, VP & Principal Analyst at Moor Insights & Strategy shows us the innovative features and potential market impact of Qualcommâs new Snapdragon X Elite and X Plus devices.
Anshel covers:
The technical advancements and new capabilities of Snapdragon X Elite and X Plus
Market trends driving the development of these devices
Potential applications and industries that could be transformed by these technologies
Qualcomm's strategic vision for the future of mobile and IoT devices
The role of 5G and AI in enhancing the performance and user experience of Snapdragon-powered devices
Learn more at Qualcomm. -
On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Don McGuire, SVP & CMO for a conversation on Qualcomm's role in pushing the boundaries of technology through its Snapdragon platform. The discussion spans from the overall impact of the Snapdragon brand across various sectors including mobile, sound, XR, automotive, and the emerging segment of AI PCs.
Their discussion covers:
The evolution and recognition of the Snapdragon brand beyond mobile, entering new domains such as sound, XR, automotive, and AI PCs.
How Snapdragon's entry into the AI PC platform with its next-generation features aims at redefining the PC industry.
The positioning of Snapdragon as both a technology disruptor and an innovation accelerator, and its strategic approach to market leadership.
Key differentiators of the Snapdragon platform in contrast to other technology solutions, and the significance of these distinctions for the wider tech ecosystem.
Learn more at Qualcomm.
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On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Nitin Kumar, VP Product Management for Qualcomm Technologies, Inc., for a conversation on Qualcomm's groundbreaking approach to the design and capabilities of their latest technological marvel, the X Elite.
Their discussion covers:
The X Eliteâs 45 TOPS NPU and its revolutionary performance features
The genesis and development of the X Eliteâs IP to surpass current-generation performance
The significance of CPU performance and the impressive results of the Oryon CPU
Enhancements in GPU performance and its impact on gaming, drivers, and game compatibility
The advancement in connectivity features including WiFi, cellular connections, cameras, and sensorsLearn more at Qualcomm.
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On this episode of the Six Five On The Road at Computex Taipei, we are joined by Qualcomm's Kedar Kondap, SVP and GM, Compute and Gaming, Qualcomm Technologies, Inc. for a conversation on Qualcomm's strategic movements in the PC space, aiming to redefine performance leadership within the Windows ecosystem.
Our discussion covers:
The strategic reasons behind Qualcomm's increased focus on the PC segment and their leadership ambitions.
The journey and impact of Windows on Snapdragon from its inception to the present day.
Qualcomm's growth aspirations for Snapdragon in the PC market, in terms of market penetration, revenue, and expanding into new sectors.
The experiences and strategies Qualcomm employs working alongside and differentiating within a market historically dominated by two key players.
Expected shifts in the software ecosystem, particularly how they may fuel the acceleration of AI in PCs.
Qualcomm's unique approach to carving out space in the PC segment for both consumer and commercial markets, now through 2025.
Learn more at Qualcomm.
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On this episode of the Six Five On The Road at Computex Taipei hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Rahul Patel, Group GM, Connectivity, Broadband and Networking, at Qualcomm Technologies, Inc., for a conversation on the pivotal role of advanced connectivity solutions like 5G and Wi-Fi 7 in enhancing AI PC experiences. This insightful discussion delves into how Qualcomm is shaping the future of PC technology through innovative connectivity.
Their discussion covers:
The significance of PC connectivity in the age of AI and how Qualcomm is positioned within this space.
The benefits of integrating 5G and Wi-Fi 7 into PCs for both enterprise users and consumers, moving beyond conventional Wi-Fi connections.
New connectivity enhancements Qualcomm is bringing to the PC market to elevate user experiences.
A broad look at how Qualcomm views connectivity among various devices, including PCs, mobile devices, XR, hearables, and wearables.
The announcement of a new Wi-Fi SoC aimed at battery-powered IoT devices and the importance of micro-power Wi-Fi.
Learn more at Qualcomm. -
On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by ASUS's Benjamin Yeh, President of North America, System Business Group, for a conversation on ASUS's innovative strategies and the future of AI PCs.
Their discussion covers:
The distinctiveness of the ASUS Vivobook S 15 from previous ASUS designs and innovations
The advantages of ASUS' partnership with Qualcomm in developing the latest generation of CoPilot+ PCs
The future direction for AI PCs, as seen through the lens of ASUS's current CoPilot+ PC offerings
Prospects of integrating CoPilot+ technology into ROG-based PCs and the potential focus on non-gaming systems
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On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Acer's Eric Ackerson, Sr. Product Marketing and Brand Manager, for a conversation on Acer's innovative strategies in the evolving landscape of AI PCs, highlighting their collaboration with Qualcomm on the Snapdragon X Elite and the introduction of the Acer Swift 14 AI.
Their discussion covers:
Acer's leadership in PC innovation and how the new CoPilot+ PC platform and Snapdragon X Elite are setting new standards in the market.
The transformative impact of the Snapdragon X Elite partnership with Qualcomm on the concept of AI PCs.
Future perspectives on PC innovation driven by AI and Acer's vision for the evolving technology ecosystem.
The development and competitive positioning of the Acer Swift 14 AI as a testament to Acer's ongoing innovation momentum.
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