Making Markets

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.