Ep. 220: We are Live! Talking Apple, Broadcom, Adobe, Oracle, Enterprise SaaS, Six Five Summit

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:

Apple WWDC 2024

• https://twitter.com/PatrickMoorhead/status/1800589468144922656
• https://twitter.com/PatrickMoorhead/status/1800335600333045804
• https://twitter.com/PatrickMoorhead/status/1800245807712514556
• https://twitter.com/PatrickMoorhead/status/1800165285325836528
• https://twitter.com/danielnewmanUV/status/1801238399573250050
• https://twitter.com/danielnewmanUV/status/1801244976321581407
• https://twitter.com/danielnewmanUV/status/1800819579008016739
• https://twitter.com/danielnewmanUV/status/1800500949326205414
• https://www.apple.com/newsroom/2024/06/wwdc24-highlights/

Broadcom Q2FY24 Earnings

• https://x.com/PatrickMoorhead/status/1801345321957462137
• https://twitter.com/PatrickMoorhead/status/1801004340510929406
• https://twitter.com/PatrickMoorhead/status/1801000795225178271
• https://twitter.com/danielnewmanUV/status/1801206371209142558
• https://investors.broadcom.com/node/62226/pdf

Adobe Q2FY24 Earnings

• https://x.com/PatrickMoorhead/status/1801360173111402646
• https://news.adobe.com/news/news-details/2024/Adobe-Reports-Record-Revenue-in-Q2-Fiscal-2024/default.aspx
• https://www.cnbc.com/2024/06/13/adobe-adbe-q2-earnings-report-2024.html

Oracle Q4FY24 Earnings

• https://twitter.com/PatrickMoorhead/status/1800908386038431813
• https://twitter.com/danielnewmanUV/status/1800683110285345200
• https://www.oracle.com/news/announcement/q4fy24-earnings-release-2024-06-11/

Enterprise SaaS Reset or Pause?

• https://www.cnbc.com/2024/06/10/power-stocks-up-saas-challenges-and-awaiting-ai-updates-at-apples-event.html
• https://techcrunch.com/podcast/neas-vanessa-larco-says-generative-ai-will-change-the-saas-pricing-model-and-thats-a-good-thing/

Six Five Summit 2024 Wrap

• https://twitter.com/PatrickMoorhead/status/1800474210479051231
• https://twitter.com/PatrickMoorhead/status/1800545970176078304
• https://twitter.com/PatrickMoorhead/status/1800894194292306264
• https://twitter.com/PatrickMoorhead/status/1800934026229735838
• https://twitter.com/PatrickMoorhead/status/1800662715117302033
• https://twitter.com/PatrickMoorhead/status/1800649938122018906
• https://twitter.com/PatrickMoorhead/status/1800649938122018906
• https://twitter.com/danielnewmanUV/status/1801241031725420722

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.