Ep. 238: We are Live! Talking Qualcomm, Arm & Qualcomm, SAP, IBM, ServiceNow, NVIDIA
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Description
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 Snapdragon Summit 2024 Recap https://x.com/PatrickMoorhead/status/1849290802478146003 https://x.com/PatrickMoorhead/status/1848810442573131874 https://x.com/PatrickMoorhead/status/1848806608630915220 https://x.com/PatrickMoorhead/status/1848735742509322674 https://x.com/danielnewmanUV/status/1848813502665781481 https://x.com/danielnewmanUV/status/1848734221742862806 https://x.com/danielnewmanUV/status/1848455875863752706 https://x.com/danielnewmanUV/status/1848456461518782538 https://x.com/danielnewmanUV/status/1848363505730347386   ServiceNow Q3FY24 Earnings https://x.com/danielnewmanUV/status/1849183124988506520 https://www.servicenow.com/company/media/press-room/servicenow-third-quarter-2024-financial-results.html https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-news-q32024/   Arm Pulls Qualcomm License https://x.com/PatrickMoorhead/status/1849228066234478834 https://x.com/PatrickMoorhead/status/1849223231959359924 https://x.com/PatrickMoorhead/status/1849114237127233987 https://x.com/danielnewmanUV/status/1848916952195932460 https://www.bloomberg.com/news/articles/2024-10-23/arm-to-cancel-qualcomm-chip-design-license-in-escalation-of-feud https://www.datacenterdynamics.com/en/news/arm-to-cancel-qualcomms-architectural-license-in-60-days-over-nuvia-dispute/   IBM Q3FY24 Earnings + Granite 3.0 Reveal https://x.com/danielnewmanUV/status/1849185554790772889 https://newsroom.ibm.com/2024-10-23-ibm-releases-third-quarter-results https://www.cnbc.com/2024/10/23/ibm-earnings-q3-2024.html https://x.com/danielnewmanUV/status/1848364706408591370 https://x.com/PatrickMoorhead/status/1848309754503848318   NVIDIA Blackwell Design Flaw Fixed https://x.com/PatrickMoorhead/status/1849228066234478834 https://www.businessinsider.com/jensen-huang-tsmc-helped-fix-design-flaw-with-nvidias-blackwell-2024-10 https://finance.yahoo.com/news/nvidia-ceo-confirms-design-flaw-194705486.html   SAP Q3FY24 Earnings https://www.sap.com/investors/en/why-invest/recent-results.html https://www.stocktitan.net/news/SAP/sap-announces-q3-2024-g1ztyq3aglvv.html https://www.investors.com/news/technology/sap-stock/ https://www.wsj.com/business/earnings/sap-gains-26-billion-in-market-value-surging-past-asml-4ad8499e   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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