Making Markets

On this episode of Making Markets, host Daniel Newman is joined by Elastic's Ash Kulkarni, CEO for a conversation on Elastic's recent earnings report and an in-depth discussion on the company's advancements and strategies surrounding generative AI. Their discussion covers: A detailed review of Elastic's recent financial performance Insights into Elastic's strategic approaches to incorporating generative AI technology The impact of generative AI on Elastic's product offerings and customer experience Future directions for Elastic in the realm of AI and machine learning technologies Challenges and opportunities identified by Elastic in the current technology landscape  

On this episode of Making Markets, SkyWater Technology CEO Thomas Sonderman joins Daniel Newman for a conversation on SkyWater Technology's unique approach to innovation and development in the semiconductor industry, including a deep dive into the company's strategic direction and future plans

In this episode of Making Markets, Sassine Ghazi, President and CEO of Synopsys, joins host Daniel Newman for a conversation about Synopsys' recent earnings and outlook for 2024, and as the new CEO, his top priorities for the company, and his visions to grow Synposys with current technology industry trends like AI.

In this episode of Making Markets, Ash Kulkarni, CEO of Elastic, joins host Daniel Newman for a conversation about Generative AI, Elastic's recent earnings, its product evolution and the company's solutions for search and other challenges.

In this episode of Making Markets, Ed Meyercord, CEO of Extreme Networks joins host Daniel Newman for a conversation about embracing change in the “infinite enterprise” era, resilience in the face of uncertainty, cultivating a winning culture, AI's role in shaping the future, and differentiating through customer experience.

In this episode of Making Markets, Matt Johnson, President and CEO of Silicon Labs, talks with host Daniel Newman about the state of the market, scaling the Internet of Things (IoT), and the impact that red-hot AI has on that part of the company's business. Matt also shares some insight into his role in the semiconductor industry as chair of the SIA, and how the industry has quietly helped the world advance amidst the complexities and challenges of the current geopolitical environment.   

In this episode of Making Markets, Gary Steele, CEO of Splunk, talks with host Daniel Newman about the company's recent earnings and how Splunk is balancing growth and profitability, their current observability approach, and how security has changed in today's geopolitical environment. Gary also shares his thoughts on the AI boom and what to look forward to at this year's Splunk .conf 2023 event later this month. #Splunk, #SplunkCEO, #GarySteele, #SplunkQ1Earnings, #Observability, #Security, #AI, #Splunk #conf2023, #makingmarketspodcast, #danielnewman, #thefuturumgroup Disclaimer: The Making Markets podcast is for information and entertainment purposes only. Over the course of this podcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

In this episode of Making Markets, Ash Kulkarni, CEO of Elastic, talks with host Daniel Newman about the company's recent earnings and growth of Elastic Cloud, the increasing demand for its solutions in the areas of search, observability, and security, and how he expects generative AI to help Elastic and other companies get more out of information systems in a much more human, intuitive way. Disclaimer: The Making Markets podcast is for information and entertainment purposes only. Over the course of this podcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such. Quick LinksGet Embed PlayerShare on SocialDownload Audio Fi

In this episode of Making Markets, Mark J. Barrenechea, CEO and CTO of OpenText, talks with host Daniel Newman about the company's recent acquisition of Micro Focus and what it means for their customers, their strategy on information management and systems integrations, and his outlook on the current macroeconomic environment. Disclaimer: The Making Markets podcast is for information and entertainment purposes only. Over the course of this podcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

In this episode of Making Markets, Jeff Lawson, CEO and co-founder of Twilio, talks with host Daniel Newman about the company's Signal conference in San Francisco, what the future of customer engagement looks like, how to make customer experiences more personal and targeted, and his outlook on the current macroeconomic environment. Disclaimer: The Making Markets podcast is for information and entertainment purposes only. Over the course of this podcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

In this episode of Making Markets, Charles Giancarlo, CEO of Pure Storage, talks about why digital transformation is still top-of-mind, and how the company continues to grow, take market, and win through a strategy driven by customer experience. It's a tough market out there, but if you have the right products and you think ‘customer experience first,” there seems to be an opportunity to keep growing and define what is going on in the macro environment.

In this episode of Making Markets, Dan Adika, CEO of WalkMe talks about why the company's digital adoption platform is seeing a strong resiliency during this uncertain market. As companies pour investment into digital transformation, it is incredibly costly to not understand asset performance and adoption. Adika shares why WalkMe has been growing and showing customers a better way. We also discuss the challenges of the Rule of 40 pivoting between growth and profitability. This episode wraps up with a rundown of findings from WalkMe's 2022 Digital Adoption Report and a look at key findings.

In this episode of Making Markets, Austin Russell, CEO and Founder of Luminar Technologies, rejoins the show to discuss the macro economy, the stark difference between the best growth companies and everyone else, and the growing demand for the company's Lidar-based solutions that are set to be key in reaching full self-driving in the coming years. Also, a look at what is going on with Tesla and the overall expectations for ADAS, AV, and EV in 2022 and beyond.

In this episode of Making Markets, Tom Siebel, CEO of C3 AI rejoins host Daniel Newman to talk about big events in the world. Beyond C3 AI's recent results, Siebel talks about inflation, interest, famine, and politics — and even delves into the debate on remote work and why his company is 100% in the office. This exhilarating and candid discussion shouldn't be missed as the long-time software icon talks about what is now and what is next.

In this episode of Making Markets, host Daniel Newman is joined by ServiceNow CEO Bill McDermott. This action packed discussion dives into the challenging economic situation, the role automation has to play in working through broken supply chain, labor shortages, and more. And finally, McDermott and Newman discuss the companies ambitious growth strategy and whether or not it meet its 5 year target, which is a big goal, but one that all parties see as achievable.

In this episode of Making Markets, host Daniel Newman is joined by Five9 CEO Rowan Trollope to discuss the company's recent earnings results, the strong secular tailwinds that position the company to perform uniquely well even in an economic downturn, AND a dive into Trollope's takes on Crypto and whether the recent capitulation of Terra has created a dark moment for the future of cryptocurrency.

In this episode of Making Markets, host Daniel Newman explores the fallout after a large swath of the tech industry finishes reporting. With interest rates on the rise and inflation out of control, the negative macros are weighing much heavier on tech names than the positive ones. Dive into this episode for a look at AMD, Lattice Semiconductor, and Twilio results this week, and thoughts on where we are in the continued tech sell-off that is now in its sixth month.

In this episode of Making Markets, host Daniel Newman explores a big week of tech earnings as the biggest names including Microsoft, Apple, Amazon, Meta, and Alphabet all reported. Others including Intel, Qualcomm, and other big tech names followed as well. What do the results say about the economy and, if any red flags emerged, what lies ahead for tech and markets?

In this episode of Making Markets, dMY Technology Group CEO Niccolo De Masi returns to the show to talk about the macro economy, the factors that are holding tech back, and why the disconnect between tech and the economy may be big, but none of it is unprecedented. They also talk about the first wave of tech earnings, how inflation fears and interest rate hikes have led to a massive sell off of tech stocks, and what's ahead of big tech earnings this week. All this and more on this episode of Making Markets.

In this episode of Making Markets, host Daniel Newman digs deeper into the evolution of the Twitter and Elon Musk saga. Musk has now put Twitter into an interesting juxtaposition and Twitter's board decided to enact a poison pill strategy. Let's explore the pros and cons of the deal, why Twitter's board should bring the vote to shareholders, and more.

In this episode of Making Markets, Daniel Newman looks into a few of this week's big headlines including Elon Musk's stake and board role at Twitter, where things are with the Chips Act and what must happen next, and a look at what tech earnings are going to look like in the next few weeks as earnings season is rapidly approaching.

In this episode of Making Markets, HPE CEO Antonio Neri returns to the show as the company sees a strong run of growth in its as-a-service business. He and host Daniel Newman talk about the company's recent earnings, the slate of announcements in its GreenLake portfolio, and kick off the discussion around world events from geopolitics to the economy. They also take a look at where the business is heading and why investors and customers should be encouraged by all the progress. All this, and more, on this episode of Making Markets.

In this episode of Making Markets, Zoom CFO Kelly Steckelberg joins the show during the week of International Women's Day as the first female guest and first CFO on Making Markets. A big show that pulled no punches digging into Zoom's significant retracement after exploding amidst the Covid-19 pandemic. Steckelberg dives into the company's most recent earnings, the challenges for growth companies, and the path Zoom is on to become much more than just a video meeting solution. All this and more on this week's Making Markets.

In this episode of Making Markets, WalkMe CEO Dan Adika joins host Daniel Newman to talk about the company's recent Q4 results and the full year, which brought strong revenue growth and adoption to the company. With its IPO now a few quarters behind it, the focus is on growth, but in a market that wants profit, how should investors be looking at WalkMe and the Digital Adoption Category? We discuss this and more with the WalkMe CEO.

In this episode of Making Markets, Intel CEO Pat Gelsinger shares the company's aggressive plans to capitalize on the growing demand for semiconductors to build the next wave of growth and technology leadership for Intel. From macroeconomics and policy to process leadership and innovation, we cover a wide spectrum of Intel's strategy, plans, and vision, shared during the same week as the company's annual investor day event and their announcement of the $5.4 billion acquisition of Tower Semiconductor.

In this episode of Making Markets, Lattice Semiconductor CEO Jim Anderson gives a run down on the company, its most recent Q4 results, and the strategy, opportunities, and direction of the company and the strong growth for FPGAs and why this growth is set to be sustained as demand for silicon continues to rise.

In this episode of Making Markets, Poly CEO Dave Shull joins the show once again to talk about the company's most recent earnings result. He also dives into Poly's supply chain issues and what it means for the short and long term for the company. We also explore a recent partnership announcement with Oracle Red Bull Racing, and more.

In this episode of Making Markets, host Daniel Newman talks with Niccolo De Masi, CEO of dMY Technology Group, the company that sponsored Planet (PL), IonQ (IONQ), Genius Sports (GENI), and others over the past 18 months. They discuss what is in store for growth companies as well as what lies ahead for the economy and the impact of forces like Inflation, Interest Rates, and the market demand for results from publicly traded companies.

In this episode of Making Markets, IFS CEO Darren Roos joins Daniel Newman to speak about the company's recent billion dollar achievement. What are the forces that are driving IFS growth, and how will the company compete with the software Giants that have long ruled the ERP space?

In this episode of Making Markets, former Splunk CEO Doug Merritt joins the show to talk about what is going on with tech, growth, the economy, and how the shifting policy may or may not affect the long-term growth of tech. We also dive into this week's earnings including IBM, Intel, Microsoft, ServiceNow, and Apple. Finally, we explore how Merritt is looking at Web 3.0, Crypto, and the Metaverse for future investments and impact on tech and the world.

In this episode of Making Markets, we look at the upcoming earnings season and a plethora of macroeconomic forces that are dragging markets and compressing tech valuation. While earnings look to be good, and the biggest names should weather the storm nicely, more speculative names have been obliterated. How low can it go? What is ahead? How will inflation and interest rate hikes impact the next few months? With Nasdaq off to its worst start since the 2008 crash, 2022 is setting up to be a wild ride.

In this Making Markets quick take, host Daniel Newman sits down with Honeywell CEO Darius Adamczyk to discuss how the market is reacting to Honeywell's innovation and growth.

In this Making Markets quick take, host Daniel Newman and Honeywell CEO Darius Adamczyk talk about Honeywell's outlook for 2022 in terms of supply chain, the economy, and the potential impact of inflation.

In this Making Markets quick take, host Daniel Newman and Honeywell CEO Darius Adamczyk discuss the company's commitment and approach to standards for their operations in terms of environmental, social, and governance factors.

In this Making Markets quick take, host Daniel Newman talks with Honeywell CEO Darius Adamczyk about Honeywell's faster-than-expected dynamic growth in 2021, along with the challenges they faced.

In this Making Markets quick take, host Daniel Newman and Honeywell CEO Darius Adamczyk talk about how the company is innovating in the area of quantum computing.

In this Making Markets quick take, host Daniel Newman talks with Honeywell CEO Darius Adamczyk about the role that data-driven building technologies play in creating safe and healthy environments as we return to the office.

In this Making Markets quick take, host Daniel Newman gets a behind the scenes look at Honeywell HQ with Brittany Singer, Honeywell's Experience Program Lead, and Honeywell CEO Darius Adamczyk.

In this episode of Making Markets, we sit down with Honeywell CEO Darius Adamczyk to dig into the company's intriguing growth story rooted in its deep industrial expertise. From high rises to jet engines, Honeywell has a legacy in many of the world's critical industries, and now it is building a software platform to power those industries while also adding appeal to the company's investors and trajectory to its growth.

In this quick take, host Daniel Newman asks Qualcomm CEO Cristiano Amon why the retail industry should fall in love with Qualcomm. Cristiano's answer explores the multiple transformations happening in retail and other industries. He goes on to emphasize that Qualcomm has one of the vastest portfolios of technology and R&D, they're doing what is difficult, and they're going to be everywhere.

In this quick take, host Daniel Newman and Qualcomm CEO Cristiano Amon talk about what they are doing to become one of the leading AI companies in the world and change fundamentally how AI scales.

In this quick take, host Daniel Newman and Qualcomm CEO Cristiano Amon talk the power of the company's Snapdragon brand and how it's part of a trusted, reliable enterprise brand that has been partnered on building ecosystems with everybody.

In this quick take, host Daniel Newman and Qualcomm CEO Cristiano Amon talk about the company's growth and success in automotive technology and how connecting cars to the cloud is dramatically changing the car business model.

In this quick take, host Daniel Newman and Qualcomm CEO Cristiano Amon talk about the company's massive secular trends in mobile and how the company positioned itself for diversification and exponential growth with a decade of fundamental R&D in the space.

In this quick take, host Daniel Newman talks with Qualcomm CEO Cristiano Amon about the company's growth opportunities in auto, consumer IoT, networking IoT, and industrial IoT.

In this quick take, host Daniel Newman talks with Qualcomm CEO Cristiano Amon about the company's most recent Investor Day and earnings. They also discuss how Qualcomm's technology roadmap is answering many of the technology demands they're seeing across every industry.

In this Making Markets quick take, host Daniel Newman talks about HPE's biggest challenges in the face of the pandemic, and how the company did still grow in spite of those challenges. We also dive into the business's subscription model and CEO Antonio Neri's big as-a-service pivot. The company is starting to see good results generating almost $800 million at a 36% growth rate of annualized revenue, their as-a-service orders on a year over year basis are up over 100%, and they're targeting a multi-year — between FY21 and FY24 — of 35-45% for their recurring revenue category. Solid quarter for HPE, but of course everyone would like to see it grow faster.

In this Making Markets quick take, host Daniel Newman dives into Marvell Technology's stock growth of more than 80% for the year and the drivers behind that. Their demand is high, they haven't been hindered by supply constraints, and they're in all the right secular trends — with a huge channel of partners in 5G, Data Center, Enterprise, and Automative — and all those businesses are growing really well.

In this Making Markets quick take, host Daniel Newman covers Saleforce's latest announcement of the company's new co-CEO structure, with Marc Benioff appointing former President and Chief Operating Officer Bret Taylor as his co-chief executive to lead the company through its next chapter. He also talks about this quarter's earnings — they were good again, with 27% year over year growth. Salesforce continues to focus its growth on its sales service platform, marketing, and data, and the new co-CEO relationship will be something to watch.

In this quick take, host Daniel Newman talks about this quarter's happenings at Splunk, including the abrupt departure of their CEO Doug Merritt, and his replacement, Graham Smith, who is stepping in as interim CEO. Splunk is focused on positioning themselves for long-term growth and anticipates its cloud business hitting $2 billion in the next fiscal year. In terms of its numbers, the company seems to be doing well across the board, with total revenue growth up about 20% to $665 million and impressive growth in its customer base. Despite this success, their stock share price isn't doing as well, but this is where he thinks patience will pay off.

In this episode of Making Markets, we dive into Oracle's big result that sent its share prices soaring. We also look at Tom Siebel's C3AI $500 million DoD Win. Then we take a quick look back to last week where HPE, Salesforce, and Marvell all delivered growth in a turbulent week of trading.  Topics in order: Oracle, C3AI, Mobileye, Salesforce, HPE, Splunk, Marvell