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Ep. 225: We are Live! Talking IBM, Google, ServiceNow, SAP, Apple & Qualcomm, NVIDIA
Manage episode 431365910 series 2645868
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:
SAP Q2FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1815509821782712744
https://twitter.com/danielnewmanUV/status/1815481693773410329
https://twitter.com/danielnewmanUV/status/1815583190901240187
https://news.sap.com/2024/07/sap-announces-q2-2024-results/
https://finance.yahoo.com/news/sap-q2-results-top-estimates-170347041.html
Google Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1815845517810868523
https://twitter.com/danielnewmanUV/status/1815858305341775910
https://abc.xyz/assets/19/e4/3dc1d4d6439c81206370167db1bd/2024q2-alphabet-earnings-release.pdf
Rumored NVIDIA B20 For China
https://twitter.com/PatrickMoorhead/status/1815527029166473600
https://twitter.com/danielnewmanUV/status/1815588486243610871
https://www.reuters.com/technology/nvidia-preparing-version-new-flaghip-ai-chip-chinese-market-sources-say-2024-07-22/
https://www.tweaktown.com/news/99462/nvidia-working-on-b20-ai-gpu-for-china-compliant-with-us-regulations-enters-production-soon/index.html
IBM Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1816247781922857156
https://finance.yahoo.com/news/ibms-q2-earnings-revenues-beat-110400705.html
https://www.ibm.com/downloads/cas/9Q14L10Z
Another Day, Another Apple Booting Qualcomm Rumor
https://twitter.com/danielnewmanUV/status/1816182581207130575
https://appleinsider.com/articles/24/07/24/apple-has-reportedly-dropped-qualcomm-modems-on-two-2025-iphones
https://www.cnet.com/tech/mobile/apple-may-ditch-qualcomms-5g-modems-in-some-2025-iphones-report-says/
ServiceNow Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1816229786873966825
https://www.servicenow.com/company/media/press-room/second-quarter-2024-earnings.html
https://markets.ft.com/data/announce/detail?dockey=600-202407241610BIZWIRE_USPRX____20240724_BW663858-1
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.
118 эпизодов
Manage episode 431365910 series 2645868
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:
SAP Q2FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1815509821782712744
https://twitter.com/danielnewmanUV/status/1815481693773410329
https://twitter.com/danielnewmanUV/status/1815583190901240187
https://news.sap.com/2024/07/sap-announces-q2-2024-results/
https://finance.yahoo.com/news/sap-q2-results-top-estimates-170347041.html
Google Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1815845517810868523
https://twitter.com/danielnewmanUV/status/1815858305341775910
https://abc.xyz/assets/19/e4/3dc1d4d6439c81206370167db1bd/2024q2-alphabet-earnings-release.pdf
Rumored NVIDIA B20 For China
https://twitter.com/PatrickMoorhead/status/1815527029166473600
https://twitter.com/danielnewmanUV/status/1815588486243610871
https://www.reuters.com/technology/nvidia-preparing-version-new-flaghip-ai-chip-chinese-market-sources-say-2024-07-22/
https://www.tweaktown.com/news/99462/nvidia-working-on-b20-ai-gpu-for-china-compliant-with-us-regulations-enters-production-soon/index.html
IBM Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1816247781922857156
https://finance.yahoo.com/news/ibms-q2-earnings-revenues-beat-110400705.html
https://www.ibm.com/downloads/cas/9Q14L10Z
Another Day, Another Apple Booting Qualcomm Rumor
https://twitter.com/danielnewmanUV/status/1816182581207130575
https://appleinsider.com/articles/24/07/24/apple-has-reportedly-dropped-qualcomm-modems-on-two-2025-iphones
https://www.cnet.com/tech/mobile/apple-may-ditch-qualcomms-5g-modems-in-some-2025-iphones-report-says/
ServiceNow Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1816229786873966825
https://www.servicenow.com/company/media/press-room/second-quarter-2024-earnings.html
https://markets.ft.com/data/announce/detail?dockey=600-202407241610BIZWIRE_USPRX____20240724_BW663858-1
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.
118 эпизодов
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