Ep. 225: We are Live! Talking IBM, Google, ServiceNow, SAP, Apple & Qualcomm, NVIDIA

Jul 29, 2024

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:

 

SAP Q2FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1815509821782712744

https://twitter.com/danielnewmanUV/status/1815481693773410329

https://twitter.com/danielnewmanUV/status/1815583190901240187

https://news.sap.com/2024/07/sap-announces-q2-2024-results/

https://finance.yahoo.com/news/sap-q2-results-top-estimates-170347041.html

 

Google Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1815845517810868523

https://twitter.com/danielnewmanUV/status/1815858305341775910

https://abc.xyz/assets/19/e4/3dc1d4d6439c81206370167db1bd/2024q2-alphabet-earnings-release.pdf

 

Rumored NVIDIA B20 For China

https://twitter.com/PatrickMoorhead/status/1815527029166473600

https://twitter.com/danielnewmanUV/status/1815588486243610871

https://www.reuters.com/technology/nvidia-preparing-version-new-flaghip-ai-chip-chinese-market-sources-say-2024-07-22/

https://www.tweaktown.com/news/99462/nvidia-working-on-b20-ai-gpu-for-china-compliant-with-us-regulations-enters-production-soon/index.html

 

IBM Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1816247781922857156

https://finance.yahoo.com/news/ibms-q2-earnings-revenues-beat-110400705.html

https://www.ibm.com/downloads/cas/9Q14L10Z

 

Another Day, Another Apple Booting Qualcomm Rumor

https://twitter.com/danielnewmanUV/status/1816182581207130575

https://appleinsider.com/articles/24/07/24/apple-has-reportedly-dropped-qualcomm-modems-on-two-2025-iphones

https://www.cnet.com/tech/mobile/apple-may-ditch-qualcomms-5g-modems-in-some-2025-iphones-report-says/

 

ServiceNow Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1816229786873966825

https://www.servicenow.com/company/media/press-room/second-quarter-2024-earnings.html

https://markets.ft.com/data/announce/detail?dockey=600-202407241610BIZWIRE_USPRX____20240724_BW663858-1

 

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.