Patrick Moorhead
Senior Contributor at Forbes
Founder, CEO and Chief Analyst at Moor Insights & Strategy
Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Healthspan improver. Ex-AMD Corporate VP, AltaVista, Compaq, AT&T.
Articles
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6 days ago |
moorinsightsstrategy.com | Patrick Moorhead
While NVIDIA captured the market’s attention as it announced quarterly earnings, Nutanix quietly delivered a strong performance with its Q3 FY2025 results. The $639 million in revenue represents a 22% year-over-year increase, and the operating margin was 21% better year-over-year. Overall, the company beat estimates on both the top and bottom line, with a strong guide through the end of 2025.
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6 days ago |
moorinsightsstrategy.com | Patrick Moorhead
It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week’s most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce’s strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include:NVIDIA Earnings Analysis: Breakdown of NVIDIA’s strong quarterly performance despite trade restrictions with China.
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1 week ago |
moorinsightsstrategy.com | Patrick Moorhead
Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights) in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC.
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1 week ago |
moorinsightsstrategy.com | Patrick Moorhead
Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights) in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC.
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1 week ago |
moorinsightsstrategy.com | Patrick Moorhead
In case you’ve somehow missed the splashy TV ads starring Idris Elba, ServiceNow would like you to know that “The world works with ServiceNow.” The tagline is catchy, as is all the talk about connecting “every corner of your business.” But could that just be marketing? Not as far as I can tell.
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Palmer returns and gets money from the company and person that unceremoniously fired him. Great to see.
Anduril and Meta have teamed up to make the world's best AR and VR systems for the United States Military. Leveraging Meta's massive investments in XR technology for our troops will save countless lives and dollars. https://t.co/t9d2vRInSe
What should I ask Kevin with $INTC foundry?
We’re excited to welcome Kevin O'Buckley, SVP & GM of Foundry Services at @Intel, to the Semiconductors track at the Six Five Summit: AI Unleashed 2025! Hear his insights on the future of foundry innovation and Intel's vision for the next wave of AI-driven chip design. 🗓️ https://t.co/dZ1ZlIl5nw
I’ve graduated from shoulder PT to dry needling to E-Stim and we’re onto PRP. “Platelet Rich Plasma” injected directly into my shoulder joint. The thesis is to supercharge my body’s natural injury and growth response. Steps: 1/ withdraw blood 2/ spin it 3/ separate platelets https://t.co/4pGJ0Zuh6L
Markets got you down? Go out and have some needles stuck in your back and apply an electrical charge. Will make you appreciate market chaos a bit more. https://t.co/jQWeUrezza
