Ep 119: Talking IBM & SAP, Intel 2040 Eco Goals, Earth Day, SAP Exiting Russia, TSMC's Quarter

Apr 23, 2022

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:

 

IBM Earnings

• https://twitter.com/PatrickMoorhead/status/1516511769707130881?s=20&t=kyynJphtmPktbHST0vBwpg 
• https://futurumresearch.com/research-notes/ibm-systems-revenue-put-into-a-historical-context/
• https://futurumresearch.com/research-notes/ibm-kicks-off-earnings-season-with-a-bang-as-focus-pays-off/

 

Intel Net Zero by 2040

• https://futurumresearch.com/research-notes/intel-pledges-to-reduce-its-greenhouse-gas-emissions-to-net-zero-by-2040-for-all-intel-facilities-and-to-lower-carbon-footprints-of-intel-products-and-platforms/

 

Earth Day Device Hypocrisy?

• https://twitter.com/PatrickMoorhead/status/1516450159542087686?s=20&t=x_nj4LbSfeN8FKWm0UKECg

 

SAP Earnings

• https://twitter.com/PatrickMoorhead/status/1517478966369607681?s=20&t=zSQQZa6myPp7ZELWxaaAYw
• https://twitter.com/danielnewmanUV/status/1517465009898541061?s=20&t=Tm3rqSamsWfpxhALCp4trg

 

SAP Pulls Completely Out of Russia

• https://news.sap.com/2022/04/sap-plans-russia-exit/
• https://twitter.com/PatrickMoorhead/status/1517501790253629440?s=20&t=zSQQZa6myPp7ZELWxaaAYw

 

TSMC Big Quarter Reflect Chip Strength?

• https://www.marketwatch.com/story/have-semiconductor-companies-performance-decoupled-from-the-economy-taiwan-semi-earnings-say-yes-but-well-get-a-clearer-picture-soon-11650379541

 

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.