Ep 165: We are Live! Talking IBM, Broadcom, SAP, Samsung, Oracle, and Infoblox

Apr 22, 2023

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/1648786133432651781?s=20
• https://www.linkedin.com/posts/patmoorhead_ibm-releases-first-quarter-results-activity-7054830351612821504-eG0u?utm_source=share&utm_medium=member_desktop

 

Broadcom Announces Jericho3-AI

• https://www.broadcom.com/products/ethernet-connectivity/switching/stratadnx/bcm88890
• https://www.servethehome.com/broadcom-jericho3-ai-ethernet-switch-launched-saying-nvidia-infiniband-is-bad-for-ai/

 

Oracle HCM/SCM AI and Automation Updates

• https://www-cio-com.cdn.ampproject.org/c/s/www.cio.com/article/474472/oracle-adds-ai-automation-capabilities-to-scm-hcm-fusion-apps.html/amp/

 

Microsoft Getting Default Samsung Galaxy Search?

• https://www.businessinsider.com/microsoft-should-pay-to-replace-google-search-on-samsung-phones-2023-4

 

Infoblox Combines DNS Networking and Security

• https://www.infoblox.com/company/news-events/press-releases/infoblox-leads-the-industry-to-unite-networking-and-security-teams-to-better-protect-against-cyber-attacks/
• https://insights.infoblox.com/resources-infographics/infoblox-infographic-2023-global-state-of-cybersecurity-study#page=1
• https://www.infoblox.com/products/bloxone-threat-defense/

 

SAP Earnings

• https://twitter.com/SAPInvestor/status/1649284530677727233?s=20
• https://www.sap.com/investors/en/why-invest/recent-results.html

 

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.