Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent

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 Q1FY25 Earnings

https://x.com/PatrickMoorhead/status/1887253686423863659

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1887256254361575534

https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results

https://www.cnbc.com/2025/02/05/qualcomm-qcom-q1-earnings-report-2025.html#:~:text=Earnings%20per%20share%3A%20%243.41%2C%20adjusted,%2410.93%20billion%20expected

Arm Q3FY25 Earnings

https://x.com/PatrickMoorhead/status/1887253686423863659

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1887254976025727414

https://newsroom.arm.com/news/arm-q3-fye25-results

https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973

AMD Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1886895779757088888

https://x.com/PatrickMoorhead/status/1886912623423230369

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1886892031294796102

https://x.com/danielnewmanUV/status/1886884498421268609

https://x.com/danielnewmanUV/status/1887116522285359533

https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial

https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html

Amazon Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1887609783471226935

https://x.com/danielnewmanUV/status/1887608976373915721

https://x.com/danielnewmanUV/status/1887615023725306222

Alphabet Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1886889370315317435

https://x.com/PatrickMoorhead/status/1887113807580828016

https://x.com/danielnewmanUV/status/1886839409112191189

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1886884498421268609

IBM Investor Day

https://x.com/danielnewmanUV/status/1886840970630873567

https://x.com/danielnewmanUV/status/1886841336592003541

https://x.com/danielnewmanUV/status/1886841702801187143

https://x.com/danielnewmanUV/status/1886842675468378178

https://x.com/danielnewmanUV/status/1886843221264707710

https://x.com/danielnewmanUV/status/1886844259132751968

https://x.com/danielnewmanUV/status/1886845332903866666

https://x.com/danielnewmanUV/status/1886846140424790053

https://x.com/danielnewmanUV/status/1886847808512167976

https://x.com/danielnewmanUV/status/1886850412361490904

https://x.com/danielnewmanUV/status/1886852003021668458

https://x.com/danielnewmanUV/status/1886840111746187533

https://x.com/danielnewmanUV/status/1886840111746187533

Coherent Q2FY25 Earnings

https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results

https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html

https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations

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.