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Author: Daniel Newman

Future-proofing networks with Cisco Silicon One - Six Five On The Road
Daniel Newman

Future-proofing networks with Cisco Silicon One – Six Five On The Road

Martin Lund, EVP at Cisco, joins Patrick Moorhead and Daniel Newman at Cisco Live to dive into Cisco's innovative silicon strategy, from powering AI infrastructures to transforming campus access with Silicon One.
Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth
Keith Kirkpatrick & Daniel Newman
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Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth

Adobe Raises FY 2025 Revenue and EPS Targets Amid Continuing AI-Driven Momentum Across Segments
Keith Kirkpatrick and Daniel Newman at Futurum analyze Adobe’s Q2 FY 2025 results, highlighting AI-fueled user growth, Firefly adoption, strong RPO gains, and raised FY 2025 guidance despite AI-native competitive pressures.
Strengthening the Digital Resilience Journey with Cisco and Splunk - Six Five On The Road
Daniel Newman

Strengthening the Digital Resilience Journey with Cisco and Splunk – Six Five On The Road

Kamal Hathi, SVP & GM at Cisco, joins Patrick Moorhead and Daniel Newman to discuss the powerful synergy between Cisco and Splunk, and the future of digital resilience.
Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion
Keith Kirkpatrick & Daniel Newman
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Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion

Oracle Posts Q4 Fy 2025 Revenue and EPS Beat as Cloud Demand Fuels Growth Acceleration
Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026 acceleration.
Re-thinking the Customer Experience in the Age of Agentic AI - Six Five On The Road
Daniel Newman

Re-thinking the Customer Experience in the Age of Agentic AI – Six Five On The Road

Liz Centoni, EVP & Chief Customer Experience Officer at Cisco, joins the hosts to explore how Agentic AI is revolutionizing CX in the B2B sector.
From Generative to Agentic: Cisco’s Vision for the Internet of Agents? - Six Five On The Road
Daniel Newman

From Generative to Agentic: Cisco’s Vision for the Internet of Agents? – Six Five On The Road

DJ Sampath, SVP at Cisco, joins Six Five to delve into Cisco's AI advancements and the evolutionary shift towards an "Internet of Agents," spotlighting the future of artificial intelligence.
Cisco Is Building for the Next Wave of AI: Agentic Systems and Infrastructure Reinvention - Six Five On The Road
Daniel Newman

Cisco Is Building for the Next Wave of AI: Agentic Systems and Infrastructure Reinvention – Six Five On The Road

Jeetu Patel, President & Chief Product Officer at Cisco, joins the Six Five On The Road to discuss Cisco's strategic advancements in AI, security, and silicon technology at Cisco Live 2025, emphasizing the power of a unified technology stack.
Google Expands Sovereign Cloud to Address EU Data Sovereignty Requirements
Daniel Newman
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Google Expands Sovereign Cloud to Address EU Data Sovereignty Requirements

Google Cloud Introduces Enhanced Data Boundary Controls, New Security Testing, and Localised Partnerships To Meet Rising Regional Demands for Data Governance and Operational Autonomy
Daniel Newman, CEO at Futurum, shares insights on Google Cloud’s sovereign cloud expansion, highlighting how new data controls and local partnerships aim to address EU regulatory concerns and customer sovereignty demands.
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
Hybrid Cloud & AI: The Future of Enterprises - Six Five On The Road
Daniel Newman

Hybrid Cloud & AI: The Future of Enterprises – Six Five On The Road

Menaka Sundar, VP at HPE, joins the discussion to share insights into how HPE's hybrid cloud and AI solutions are crafting the future of enterprises.
The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
Daniel Newman

The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's reorganization signaling the potential end of SaaS, the public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance. The hosts also analyze recent earnings from Tesla, Broadcom, and HPE, offering insights on market reactions and company strategies. Throughout the episode, Newman and Moorhead engage in spirited debates, including a "flip" segment where they argue opposing viewpoints on whether the Musk-Trump feud is genuine or a publicity stunt. The podcast concludes with a reminder about their upcoming AI summit and playful banter between the hosts.
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.
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