During this episode of the Making Markets Podcast, host Daniel Newman shares his insights on the market’s positive reaction to earnings for these four tech companies:
Splunk: How completely revolutionizing their business model and shifting to a cloud subscription has positively impacted their revenue, growth, and overall customer numbers.
Dell Technologies: Performance of their Infrastructure and Compute Groups looks good, why Dell Technologies APEX is an area to watch, and how the vmWare spinoff is opening up opportunities.
HP: The impact of supply chain disruptions on third quarter results, and where HP is leading (hint: think print)
Salesforce: Another great quarter, how their Platform business will be supercharged by the Slack acquisition, and the critical partnership that will help overall growth.
Link to article referenced in the show:
