Moor Insights & Strategy Podcasts
The Six Five Podcast
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:
Samsung Unpacked
- https://www.forbes.com/sites/moorinsights/2020/08/05/the-samsung-galaxy-note20-leads-a-new-crop-of-fresh-galaxy-devices/#68d7e1a72a1b
- https://twitter.com/PatrickMoorhead/status/1291014436967403520?s=20
Amazon Earnings
- https://twitter.com/PatrickMoorhead/status/1288939228018151425?s=20
- https://futurumresearch.com/research-notes/amazon-hits-a-home-run-on-historic-day-for-tech-earnings/
Qualcomm Earnings (Dan/Pat)
- https://twitter.com/PatrickMoorhead/status/1288571156644102146?s=20
- https://futurumresearch.com/research-notes/qualcomm-delivers-a-big-q3-powered-by-5g-and-licensing-agreements/
AMD Earnings
- https://twitter.com/PatrickMoorhead/status/1288207690179784708?s=20
- https://futurumresearch.com/research-notes/amd-firing-on-all-cylinders-as-tech-continues-to-outperform/
NVIDIA Wins ML Performance Benchmarks Again
- https://www.forbes.com/sites/moorinsights/2020/07/29/nvidia-ai-runs-the-mlperf-table-again/#32551143174e
- https://futurumresearch.com/research-notes/mlperf-update-nvidia-pushes-boundaries-gpu/
Apple, Amazon, Google, Facebook Grilled on Capitol Hill
- https://twitter.com/PatrickMoorhead/status/1288150236406460418?s=20
- https://twitter.com/PatrickMoorhead/status/1288547023726284802?s=20
- https://twitter.com/PatrickMoorhead/status/1288856922595172352?s=20
- https://futurumresearch.com/research-notes/apple-antitrust-probes-heat-up-2020-for-the-iphone-giant-as-it-faces-probes-in-the-eu-and-us/
Alright…let’s get started.
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.
DataCentric
Earnings for 2Q have started rolling in, with IBM, AMD, and Intel all early reporters from the Data Center world. There's solid financial news for all three, but each with different industry-level impacts. Hosts Matt Kimball & Steve McDowell, both from Moor Insights & Strategy, talk about what it all means.
Intel delivered solid numbers, but were punished by both guidance and disclosure of some execution problems in rolling out its next generation, 7nm, processors. Solid numbers for the quarter none-the-less, with a surprising bright spot in Intel's NSG memory group.
AMD, who has become a solid competitor to Intel across nearly every segment, is firing on all cylindars, expecially in the DataCentric Server world.
All while IBM seems to be finding its groove with freshman CEO Arvind Krishna, as IBM's Cloud and Red Hat businesses are standouts. IBM Z-series and Storage also remain particularly strong.
All of this, and more, on this episode of DataCentric
00:00 – Let's kick it off!
01:21 – Intel Earnings Analysis
20:08 – AMD Earnings Discussion
43:38 – IBM Earnings
57:34 – See you Next Time!
What's Hot In Tech?
Join me for a great podcast with the Houston Chronicle’s Dwight Silverman and NPD’s Stephen Baker where we discuss Microsoft’s recent decision to close their array of retail stores, as well as some post-Apple WWDC musings.