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Ep148: Talking AWS re:Invent, Marvell, HPE, Pure, Dell Technologies and Salesforce Earnings
Manage episode 348760637 series 2645868
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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 we will be talking:
AWS re:Invent
- https://twitter.com/PatrickMoorhead/status/1598413039568420865?s=20&t=0nvzTiY18dKYk8_8AO5GrA
- https://bit.ly/3iw0Ypw
Marvell Earnings
- https://twitter.com/danielnewmanUV/status/1598450881330089984?s=20&t=uxc9tXgjECzouaAZII4PsQ
- marvell-q3-fy23-highlights-financial-results.pdf (investorroom.com)
HPE Earnings
- https://futurumresearch.com/research-notes/hpe-revenue-hits-7-87b-in-q4-beating-analyst-estimates/
- https://twitter.com/PatrickMoorhead/status/1597765208335732736?s=20&t=C7o_9zMCbIaOz7EKlBI1yg
- https://twitter.com/danielnewmanUV/status/1597725432614297602?s=20&t=uxc9tXgjECzouaAZII4PsQ
- https://twitter.com/danielnewmanUV/status/1595437650734944256?s=20&t=uxc9tXgjECzouaAZII4PsQ
Pure Earnings
Dell Technologies
- https://futurumresearch.com/research-notes/dell-q3-revenue-down-6-but-infrastructure-revenue-up-12/
- https://twitter.com/PatrickMoorhead/status/1594800653494374402?s=20&t=C7o_9zMCbIaOz7EKlBI1yg
Salesforce Earnings
- https://twitter.com/danielnewmanUV/status/1598162850627080192?s=20&t=uxc9tXgjECzouaAZII4PsQ
- https://www.marketwatch.com/amp/story/salesforce-better-get-used-to-marc-benioff-in-charge-because-he-keeps-chasing-off-his-chosen-successors-11669860554
- https://twitter.com/PatrickMoorhead/status/1598073454556639233?s=20&t=C7o_9zMCbIaOz7EKlBI1yg
- https://twitter.com/danielnewmanUV/status/1598074875595624448?s=20&t=uxc9tXgjECzouaAZII4PsQ
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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