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 gen...

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 wo...

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 l...

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. Disc...

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 enterta...

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 ente...

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 grow...

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 discus...

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 t...

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...

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...

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...

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 te...

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...

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...

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 discus...

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'...