Making Markets

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

In this episode of the Making Markets Podcast , host Daniel Newman sits down with Qualcomm President and CEO Cristiano Amon. They spend time diving into the company's most recent earnings, investor day, this week's Snapdragon Tech Summit, as well as discussing the company's big bets on Automotive, AI, and why retail investors should be looking closely at Qualcomm now and in the future.

On this episode of the Making Markets Podcast , host Daniel Newman covers a number of the big earnings over the past two weeks ahead of Thanksgiving including Zoom, NVIDIA, and Dell Technologies.  While Dell and NVIDIA enjoyed absolute massive results and the stock price surged, Zoom saw its shares sell off hard following better than expected results. Overall, this earnings season has proven stren...

On this episode of the Making Markets Podcast , host Daniel Newman welcomes Luminar CEO, Austin Russell to explore the company's recent quarterly results while also digging into a series of design wins including a selection as NVIDIA's reference design in its new Drive Hyperion 8 offering. The discussion looks closely at Lidar technology, how it is set to change the autonomous vehicle industry mak...

On this episode of the Making Markets Podcast , host Daniel Newman welcomes Poly CEO, Dave Shull for a conversation on the outlook on the company's short to mid-term growth prospects as markets return to normal, mobility climbs, and offices open. Daniel and Dave take a brief look at: the company's recent earnings the impact of supply chain gaps on its revenue numbers, and the secular trends that w...

On this episode of the Making Markets Podcast , host Daniel Newman is joined by Juniper Networks CEO Rami Rahim following the company's most recent slate of announcements and just a week after its earnings. Daniel and Rami discuss the company's product innovation, growth initiatives, and its migration to experience-first networking.

On this episode of the Making Markets Podcast , host Daniel Newman is joined by HPE CEO Antonio Neri following HPE's Securities Analyst Day. The conversation explores how the company intends to continue its growth journey to everything as a service and win over more investors in the process.  As Hybrid Cloud continues to be the path forward for companies seeking to digitally transform their busine...

In this week's edition of the Making Markets Podcast , host Daniel Newman takes a look at Facebook's $10 billion dollar investment into the Metaverse.  He also looks at Microsoft's robust earnings as well as Apple and Amazon, which miss, but still leave room for optimism.

In this week's edition of the Making Markets Podcast , host Daniel Newman dives into the craziness that ensued when former President Donald Trump announced his new Truth Social which would go public via SPAC.  He also looks at the Paypal acquisition of Pinterest and why that may be a clever tie-up A quick run down of earnings for Intel , IBM , Honeywell , and SAP Upcoming guests on the show includ...

On this episode of the Making Markets Podcast , host Daniel Newman shares his insights on why, over the next two weeks, we will have a barrage of earnings that start off with the like of IBM and Intel and continues on with Apple, Facebook, Google, AMD, Qualcomm, and more. IBM spin off of Kyndryl. Intel will be the litmus test for many of the IT OEMs, Device Makers, and Cloud Providers as we will g...

On this episode of the Making Markets Podcast , host Daniel Newman interviews Five9 CEO Rowan Trollope following the company's shareholder vote which effectively ended Zoom's intent to acquire the company. Trollope also shares the company's focus areas that will continue its growth trajectory as a standalone company and gives analysts and shareholders some insight as to why the growth is sustainab...

On this episode of the Making Markets Podcast, host Daniel Newman shares his insights on some of tech's big stories this week and the market reaction: Facebook: A brief look at what is happening on Capitol Hill as Facebook once again is under fire. This time for its knowledge of Instagram's negative effect on teenage girls, but the apparent decision not to make any changes as a result. Zoom + Five...

On this episode of the Making Markets Podcast, host Daniel Newman shares his insights on the market's positive reaction to earning, news and investor events for: Adobe: Delivered record breaking revenue during its fiscal Q3 while continuing to grow recurring revenue. Beyond the performance, why Adobe is well positioned for sustained growth.  Dell: Hosted its annual securities analyst day where Mic...

On this episode of the Making Markets Podcas t, host Daniel Newman shares his insights on the market's positive reaction to earnings for: Oracle: The company beats on EPS while coming up slightly short on Revenue. But the big news came in the form of an update on its cloud business. Cisco: Cisco hosted its Investor day this week with CEO Chuck Robbins giving analysts a dive into how the company pl...

On this episode of the Making Markets Podcast, host Daniel Newman shares his insights on the market's positive reaction to earnings for: HPE. The company beats the street on small YoY Top line growth, but shows some strength in key areas. Zoom. Their healthy quarter is met with a turbulent response. Links to articles referenced in the show: https://www.marketwatch.com/story/zooms-pandemic-boom-coo...

In this episode of the Making Markets podcast, host Daniel Newman is joined by Tom Siebel , CEO of C3 AI.  Their conversation focused on: An in-depth look at the company's most recent results Exploration of what investors and outsiders may be missing about C3 AI How the company is part of a multi-trillion dollar TAM around AI with little direct competition Context on the Google Partnership announc...

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...

On this episode of the Making Markets Podcast, Daniel Newman is joined by Matt Murphy, CEO of Marvell Technology. Their conversation focused on: How Marvell's momentum is leading to such positive results New revenue breakouts and how the company's "Big Bets" are performing The strategy behind Marvell's acquisition of Innovium and what is driving M&A Elements of the Marvell story that are sometimes...

In this inaugural episode of the  Making Markets podcast, host Daniel Newman, Principal Analyst and Founding Partner of Futurum Research, shares why he created this show and why  Making Markets needs to be part of your podcast rotation. He also explains the overarching idea that the strategy and market performance of companies are tethered, but often, due to the way companies are covered, it is ha...