Making Markets

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 sustainable over the longer term.

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 + Five9: A quick update as this deal fails to receive confirmation as Five9 shareholders vote it down. Next week we will try to get Five9 or Zoom on the show.

Amazon: The bulk of the show focused on Amazon's big devices launch event this week. The scrutiny of Astro and the company's surveillance and why a lot of that is sensational headline fodder. Amazon's devices business is a growth engine.

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 Michael Dell, Jeff Clarke, and the E

LT provided a glimpse into the future after the VMware spin-offSalesforce: Salesforce saw its share price explode on raised guidance as the company's annual Dreamforce event leaned into its recent Slack acquisition.

Chip Shortage: New data suggests more than $210 billion in revenue has been lost for the automotive industry due to the lingering chip shortage. A deeper dive into the shortage and the outlook for automotive, and other industries hard hit by the shortage.

On this episode of the Making Markets Podcast, 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 plans to evolve and innovate to accelerate growth and stay ahead of the pack.

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-cools-but-the-company-is-building-a-powerful-platform-to-battle-microsoft-and-cisco-11630415080

https://futurumresearch.com/research-notes/zoom-crosses-the-billion-dollar-quarter-mark-in-its-2022-fy-q2/

Join host Daniel Newman, Principal Analyst and Founding Partner of Futurum Research, as he delivers commentary and hard-hitting interviews with CEOs and top executives from the world's leading technology firms. Each episode will bridge the gap between strategy, markets, and innovation, giving you a better understanding of what lies beneath the numbers of the companies featured on the show.

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.

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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 announcement, and why it is likely to match or even realize greater results than the $200 million dollars generated to date via their Microsoft Partnership

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.

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 Compute Groups looks good, why Dell Technologies APEX is an area to watch, and how the vmWare spinoff is opening up opportunities.

HP: The impact of supply chain disruptions on third quarter results, and where HP is leading (hint: think print)

Salesforce: Another great quarter, how their Platform business will be supercharged by the Slack acquisition, and the critical partnership that will help overall growth.

Link to article referenced in the show:

https://www.marketwatch.com/story/for-salesforce-investors-slack-must-start-supercharging-growth-and-the-stock-price-11630005234

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 missed by outsiders, analysts, and pundits

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 hard to really get the insights required to understand the company, both as an enterprise and an equity.

Making Markets will provide listeners with a clearer view and deeper understanding of companies by connecting the dots between their market forces, strategies, economics, and culture.