makingmarkets

In this Making Markets quick take, host Daniel Newman sits down with Honeywell CEO Darius Adamczyk to discuss how the market is reacting to Honeywell's innovation and growth.

In this Making Markets quick take, host Daniel Newman and Honeywell CEO Darius Adamczyk talk about Honeywell's outlook for 2022 in terms of supply chain, the economy, and the potential impact of inflation.

In this Making Markets quick take, host Daniel Newman and Honeywell CEO Darius Adamczyk discuss the company's commitment and approach to standards for their operations in terms of environmental, social, and governance factors.

In this Making Markets quick take, host Daniel Newman talks with Honeywell CEO Darius Adamczyk about Honeywell's faster-than-expected dynamic growth in 2021, along with the challenges they faced.

In this Making Markets quick take, host Daniel Newman and Honeywell CEO Darius Adamczyk talk about how the company is innovating in the area of quantum computing.

In this Making Markets quick take, host Daniel Newman talks with Honeywell CEO Darius Adamczyk about the role that data-driven building technologies play in creating safe and healthy environments as we return to the office.

In this Making Markets quick take, host Daniel Newman gets a behind the scenes look at Honeywell HQ with Brittany Singer, Honeywell's Experience Program Lead, and Honeywell CEO Darius Adamczyk.

In this episode of Making Markets, we sit down with Honeywell CEO Darius Adamczyk to dig into the company’s intriguing growth story rooted in its deep industrial expertise. From high rises to jet engines, Honeywell has a legacy in many of the world’s critical industries, and now it is building a software platform to power those industries while also adding appeal to the company’s investors and trajectory to its growth.

In this quick take, host Daniel Newman asks Qualcomm CEO Cristiano Amon why the retail industry should fall in love with Qualcomm. Cristiano’s answer explores the multiple transformations happening in retail and other industries. He goes on to emphasize that Qualcomm has one of the vastest portfolios of technology and R&D, they’re doing what is difficult, and they’re going to be everywhere.

In this quick take, host Daniel Newman and Qualcomm CEO Cristiano Amon talk about what they are doing to become one of the leading AI companies in the world and change fundamentally how AI scales.

In this quick take, host Daniel Newman and Qualcomm CEO Cristiano Amon talk the power of the company’s Snapdragon brand and how it’s part of a trusted, reliable enterprise brand that has been partnered on building ecosystems with everybody.

In this quick take, host Daniel Newman and Qualcomm CEO Cristiano Amon talk about the company’s growth and success in automotive technology and how connecting cars to the cloud is dramatically changing the car business model.

In this quick take, host Daniel Newman and Qualcomm CEO Cristiano Amon talk about the company’s massive secular trends in mobile and how the company positioned itself for diversification and exponential growth with a decade of fundamental R&D in the space.

In this quick take, host Daniel Newman talks with Qualcomm CEO Cristiano Amon about the company’s growth opportunities in auto, consumer IoT, networking IoT, and industrial IoT.

In this quick take, host Daniel Newman talks with Qualcomm CEO Cristiano Amon about the company’s most recent Investor Day and earnings. They also discuss how Qualcomm’s technology roadmap is answering many of the technology demands they’re seeing across every industry.

In this Making Markets quick take, host Daniel Newman talks about HPE's biggest challenges in the face of the pandemic, and how the company did still grow in spite of those challenges. We also dive into the business's subscription model and CEO Antonio Neri's big as-a-service pivot. The company is starting to see good results generating almost $800 million at a 36% growth rate of annualized revenue, their as-a-service orders on a year over year basis are up over 100%, and they're targeting a multi-year — between FY21 and FY24 — of 35-45% for their recurring revenue category. Solid quarter for HPE, but of course everyone would like to see it grow faster.

In this Making Markets quick take, host Daniel Newman dives into Marvell Technology's stock growth of more than 80% for the year and the drivers behind that. Their demand is high, they haven't been hindered by supply constraints, and they're in all the right secular trends — with a huge channel of partners in 5G, Data Center, Enterprise, and Automative — and all those businesses are growing really well.

In this Making Markets quick take, host Daniel Newman covers Saleforce's latest announcement of the company's new co-CEO structure, with Marc Benioff appointing former President and Chief Operating Officer Bret Taylor as his co-chief executive to lead the company through its next chapter. He also talks about this quarter's earnings — they were good again, with 27% year over year growth. Salesforce continues to focus its growth on its sales service platform, marketing, and data, and the new co-CEO relationship will be something to watch.

In this quick take, host Daniel Newman talks about this quarter's happenings at Splunk, including the abrupt departure of their CEO Doug Merritt, and his replacement, Graham Smith, who is stepping in as interim CEO. Splunk is focused on positioning themselves for long-term growth and anticipates its cloud business hitting $2 billion in the next fiscal year. In terms of its numbers, the company seems to be doing well across the board, with total revenue growth up about 20% to $665 million and impressive growth in its customer base. Despite this success, their stock share price isn't doing as well, but this is where he thinks patience will pay off.

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