Ep. 238: We are Live! Talking Qualcomm, Arm & Qualcomm, SAP, IBM, ServiceNow, NVIDIA

The Six Five with Patrick Moorhead and Daniel Newman

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:

Qualcomm Snapdragon Summit 2024 Recap

https://x.com/PatrickMoorhead/status/1849290802478146003

https://x.com/PatrickMoorhead/status/1848810442573131874

https://x.com/PatrickMoorhead/status/1848806608630915220

https://x.com/PatrickMoorhead/status/1848735742509322674

https://x.com/danielnewmanUV/status/1848813502665781481

https://x.com/danielnewmanUV/status/1848734221742862806

https://x.com/danielnewmanUV/status/1848455875863752706

https://x.com/danielnewmanUV/status/1848456461518782538

https://x.com/danielnewmanUV/status/1848363505730347386

ServiceNow Q3FY24 Earnings

https://x.com/danielnewmanUV/status/1849183124988506520

https://www.servicenow.com/company/media/press-room/servicenow-third-quarter-2024-financial-results.html

https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-news-q32024/

Arm Pulls Qualcomm License

https://x.com/PatrickMoorhead/status/1849228066234478834

https://x.com/PatrickMoorhead/status/1849223231959359924

https://x.com/PatrickMoorhead/status/1849114237127233987

https://x.com/danielnewmanUV/status/1848916952195932460

https://www.bloomberg.com/news/articles/2024-10-23/arm-to-cancel-qualcomm-chip-design-license-in-escalation-of-feud

https://www.datacenterdynamics.com/en/news/arm-to-cancel-qualcomms-architectural-license-in-60-days-over-nuvia-dispute/

IBM Q3FY24 Earnings + Granite 3.0 Reveal

https://x.com/danielnewmanUV/status/1849185554790772889

https://newsroom.ibm.com/2024-10-23-ibm-releases-third-quarter-results

https://www.cnbc.com/2024/10/23/ibm-earnings-q3-2024.html

https://x.com/danielnewmanUV/status/1848364706408591370

https://x.com/PatrickMoorhead/status/1848309754503848318

NVIDIA Blackwell Design Flaw Fixed

https://x.com/PatrickMoorhead/status/1849228066234478834

https://www.businessinsider.com/jensen-huang-tsmc-helped-fix-design-flaw-with-nvidias-blackwell-2024-10

https://finance.yahoo.com/news/nvidia-ceo-confirms-design-flaw-194705486.html

SAP Q3FY24 Earnings

https://www.sap.com/investors/en/why-invest/recent-results.html

https://www.stocktitan.net/news/SAP/sap-announces-q3-2024-g1ztyq3aglvv.html

https://www.investors.com/news/technology/sap-stock/

https://www.wsj.com/business/earnings/sap-gains-26-billion-in-market-value-surging-past-asml-4ad8499e

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.