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 get a peek at the Chip Production levels.
AMD's numbers will be important to watch in this space, too. Market Share could be swayed if supply problems impacted Intel or AMD adversely as OEMs sought to fill backlogs.
Apple heeded a few warnings that it is in fact having some supply issues, which could mean softer numbers after an array of great quarters.
Qualcomm will be one to watch in the mobile devices space. 5G handset numbers continue to grow, and Qualcomm is one of the leading suppliers in this space. I expect demand for 5G devices to remain high, and the company has done a good job of managing supply challenges but another data point will come from their quarterly results and handset shipment data.
Speaking of the Shortage Holidays Are Here
Here's what to expect from the holiday months:
The chip crunch will have an impact across a large swath of businesses this holiday season. Some of the efforts like opening the LA ports 24 hours will certainly help get more goods on store shelves.
Best Buy is taking advantage of this to create an exclusive shopper program at around $200 a year to get access to harder to get technology devices. It’s a clever way to charge more and create customer loyalty rather than what automakers are doing which is just charging over list.
But the issues for retailers aren’t just semiconductors. We’ve already talked about the timeline there. We have petrochemicals in short supply impacting plastics to paints. We have energy crunches in major manufacturing hubs like China that have caused factories to be temporarily shut down. The ports are overcrowded, but understaffed. We are diverting containers to more expensive air freight, which inflates prices and can’t move nearly the same volume of good. And then at the end of the line, there are a lack of over the road and last mile truck drivers to get the goods we do have on shelves. It’s a real dilemma.
Regulation in Focus, Again
The battle between consumer good, competition, and control of media and platforms rages on.
Apple Fights Back Against Epic as it asks for a stay to stop the ruling forcing it to allow developers to accept in-app payments not on the iOS Platform
Facebook Rebecca Haugen Whistleblower and the building pressure on Facebook is showing that there is a something that Republicans and Democrats can agree upon…Regulating Facebook.
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.
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.
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