Ep240: Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta, Trump & Tech, Solidigm, Cisco
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
00:00 Intro
3:47 Dell Technologies Analyst Event 2024
8:42 Qualcomm Q4FY24 Earnings
12:20 Arm Q2FY25 Earnings
17:54 Coherent Q1FY25 Earnings
22:15 Lattice Q3FY24 Earnings
27:45 Meta Llama For Defense
33:51 Trump Expectations on Tech
44:31 Solidigm 122TB SSD
48:40 Cisco Q1FY25 Earnings
Dell Technologies Analyst Event 2024
https://x.com/PatrickMoorhead/status/...
https://x.com/danielnewmanUV/status/1...
https://x.com/danielnewmanUV/status/1...
Qualcomm Q4FY24 Earnings
https://x.com/PatrickMoorhead/status/...
https://x.com/PatrickMoorhead/status/...
https://x.com/danielnewmanUV/status/1...
https://x.com/danielnewmanUV/status/1...
https://www.qualcomm.com/news/release...
Arm Q2FY25 Earnings
https://x.com/PatrickMoorhead/status/...
https://x.com/danielnewmanUV/status/1...
https://x.com/danielnewmanUV/status/1...
https://www.investopedia.com/arm-q2-f...
https://investors.arm.com/static-file...
Coherent Q1FY25 Earnings
https://x.com/danielnewmanUV/status/1...
https://x.com/PatrickMoorhead/status/...
https://www.coherent.com/company/inve...
https://finance.yahoo.com/news/cohere...
https://www.benzinga.com/news/earning...
Lattice Q3FY24 Earnings
https://x.com/danielnewmanUV/status/1...
https://ir.latticesemi.com/news-relea...
https://finance.yahoo.com/news/lattic...
Meta Llama For Defense
https://x.com/PatrickMoorhead/status/...
https://www.capacitymedia.com/article...
https://www.nytimes.com/2024/11/04/te...
Trump Expectations on Tech
https://www.barrons.com/articles/trum...
https://www.techtarget.com/searchcio/...
Solidigm 122TB SSD
https://x.com/PatrickMoorhead/status/...
https://www.businesswire.com/news/hom...
https://www.tomshardware.com/pc-compo...
Cisco Q1FY25 Earnings
https://x.com/danielnewmanUV/status/1...
https://x.com/PatrickMoorhead/status/...
https://investor.cisco.com/news/news-...
https://www.investors.com/news/techno...
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.