Ep. 238: We are Live! Talking Qualcomm, Arm & Qualcomm, SAP, IBM, ServiceNow, NVIDIA
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.
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.
...
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