Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech

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:

MWC Wrap-Up

https://x.com/PatrickMoorhead/status/1897644077958725984

https://x.com/PatrickMoorhead/status/1896980302494621856

https://x.com/PatrickMoorhead/status/1897271496063537479

https://x.com/PatrickMoorhead/status/1897260017260118242

https://x.com/PatrickMoorhead/status/1897275407956631987

https://x.com/PatrickMoorhead/status/1897315734075928768

https://x.com/PatrickMoorhead/status/1897324890929422364

https://x.com/PatrickMoorhead/status/1897327150585528503

https://x.com/danielnewmanUV/status/1897768085433495572

Salesforce Agentforce 2dx

https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/

https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/

https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html

https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/

Broadcom Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897318547245662290

https://x.com/danielnewmanUV/status/1897759473483288852

https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial

https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html

https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/

https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html

Marvell Q4FY25 Earnings

https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results

https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd

https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/

https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html

HPE Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897764313768825021

https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html

https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html

https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html

https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/

Tariffs Impact on Tech

https://x.com/PatrickMoorhead/status/1897209988910551359

https://x.com/danielnewmanUV/status/1896605525221245318

https://x.com/danielnewmanUV/status/1896662541390241929

https://x.com/danielnewmanUV/status/1896903202827579696

https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828

https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates

https://x.com/danielnewmanUV/status/1897768085433495572

TSMC and Intel

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.