Ep109: Intel, MSFT, IBM, NOW, SAP, NVIDIA and More!

Jan 29, 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:

 

Intel Beats Expectations

• https://futurumresearch.com/research-notes/intel-delivers-record-full-year-revenue-and-beat-in-q4/ 
• https://www.marketwatch.com/story/technology-companies-are-outperforming-expectations-as-the-fed-lowers-the-boom-11643305577
• https://twitter.com/PatrickMoorhead/status/1486449977790545929?s=20&t=N8JDljyYDVovds8sMXJdHg
• https://twitter.com/YahooFinance/status/1486741436548665350?s=20

 

Microsoft Does What Microsoft Does

• https://www.marketwatch.com/story/technology-companies-are-outperforming-expectations-as-the-fed-lowers-the-boom-11643305577
• https://futurumresearch.com/research-notes/no-tech-wreck-here-as-microsoft-delivers-big-in-q3/
• https://twitter.com/PatrickMoorhead/status/1486086820404285443?s=20&t=aw17fjM_iiYDCMWfOvUvrA
• https://twitter.com/PatrickMoorhead/status/1486086820404285443?s=20&t=N8JDljyYDVovds8sMXJdHg

 

IBM Surprises

• https://www.marketwatch.com/story/technology-companies-are-outperforming-expectations-as-the-fed-lowers-the-boom-11643305577
• https://futurumresearch.com/research-notes/leaner-and-more-focused-ibm-reports-q4-earnings-and-full-year-2021-results/
• https://www.reuters.com/business/ibm-beats-revenue-expectations-cloud-consulting-strength-2022-01-24/
• https://twitter.com/PatrickMoorhead/status/1485722544724496387?s=20&t=N8JDljyYDVovds8sMXJdHg

 

ServiceNow Continues Hot Streak

• https://futurumresearch.com/research-notes/servicenow-q4-reiterates-strength-and-points-to-strong-year-ahead/  
• https://www.marketwatch.com/story/servicenow-stock-soars-after-earnings-beat-11643232796

 

SAP Shows Strength in Cloud

• https://www.sap.com/investors/en/investment-story/recent-results.html?pdf-asset=a29a2c2c-147e-0010-bca6-c68f7e60039b&page=5
• https://www.bloomberg.com/news/articles/2022-01-27/sap-enters-fintech-with-deal-for-supply-chain-startup-taulia

 

NVIDIA Arm Deal All But Over?

• https://futurumresearch.com/research-notes/nvidia-is-reportedly-preparing-to-walk-away-from-arm-acquisition/
• https://www.barrons.com/articles/nvidia-nvda-stock-arm-acquisition-51643109910

 

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.