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.
Mar 24, 2022
29 min
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.
Mar 11, 2022
20 min
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.
Feb 25, 2022
26 min
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.
Feb 22, 2022
26 min
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.
Feb 18, 2022
26 min
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.
Feb 10, 2022
24 min
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.
Feb 6, 2022
33 min
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?
Feb 4, 2022
25 min
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.
Jan 28, 2022
31 min
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.
Jan 23, 2022
25 min
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