Making Markets EP7: Adobe delivers a record breaking Q3, Salesforce Moons, Dell Securities Day, and Chip Supply lags

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.

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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.

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.