Ep99: Earnings, Investments, and Updates Galore: Intel, IBM, Honeywell, Zoho, SAP, Micron

Oct 23, 2021

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 Delivers Mixed Q3 Results $INTC

• https://www.intc.com/financial-info/financial-results 

 

IBM Growth Pause as Kydryl Exit Imminent $IBM 

• https://www.ibm.com/investor/events/earnings-3q21
• https://futurumresearch.com/research-notes/ibm-hits-a-growth-snag-but-the-place-to-look-is-forward/  

 

Zoho Announces Updates to its One Platform 

• https://www.zdnet.com/article/zoho-one-gets-analytics-ui-platform-app-enhancements/ 
• https://youtu.be/7Fqj4Xyn2g4 

 

SAP’s Encouraging Cloud Growth 

• https://news.sap.com/2021/10/sap-announces-third-quarter-2021-results/ 

 

Honeywell Sees Revenues Jump 9% $HON 

 

Micron Commits to $150B Fab Investments 

• https://www.wsj.com/articles/micron-plans-over-150-billion-in-capital-r-d-spending-in-decade-ahead-11634724001 
• https://www.globenewswire.com/news-release/2021/10/20/2317142/0/en/Micron-Announces-Over-150-Billion-in-Global-Manufacturing-and-R-D-Investments-to-Address-2030-Era-Memory-Demand.html 
• https://twitter.com/PatrickMoorhead/status/1445772309952811024?s=20  

 

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.