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Regularly hosted by The Futurum Group’s CEO Daniel Newman, Making Markets is a look into what’s happening in technology, ranging from interviews with technology leaders to a recap of tech earnings, news, trends, and more.
As a reminder, 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.
For inquiries or more information on the show, please email The Futurum Group team at info@futurumgroup.com or visit us online at www.futurumgroup.com.
As a reminder, 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.
For inquiries or more information on the show, please email The Futurum Group team at info@futurumgroup.com or visit us online at www.futurumgroup.com.
69 Episodes
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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.
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. Subscribe: https://www.youtube.com/channel/UCF4e... Get the latest tech news and opinions on: http://www.futurumresearch.com Follow Making Markets on Twitter: https://twitter.com/MakingMarkets_
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.
On this episode of Making Markets, host Daniel Newman is joined by Elastic's Ash Kulkarni, CEO for a conversation on Elastic's recent earnings report and an in-depth discussion on the company's advancements and strategies surrounding generative AI. Their discussion covers: A detailed review of Elastic's recent financial performance Insights into Elastic's strategic approaches to incorporating generative AI technology The impact of generative AI on Elastic's product offerings and customer experience Future directions for Elastic in the realm of AI and machine learning technologies Challenges and opportunities identified by Elastic in the current technology landscape
On this episode of Making Markets, SkyWater Technology CEO Thomas Sonderman joins Daniel Newman for a conversation on SkyWater Technology's unique approach to innovation and development in the semiconductor industry, including a deep dive into the company's strategic direction and future plans
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. Quick LinksGet Embed PlayerShare on SocialDownload Audio Fi
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.
In this episode of Making Markets, Austin Russell, CEO and Founder of Luminar Technologies, rejoins the show to discuss the macro economy, the stark difference between the best growth companies and everyone else, and the growing demand for the company's Lidar-based solutions that are set to be key in reaching full self-driving in the coming years. Also, a look at what is going on with Tesla and the overall expectations for ADAS, AV, and EV in 2022 and beyond.
In this episode of Making Markets, Tom Siebel, CEO of C3 AI rejoins host Daniel Newman to talk about big events in the world. Beyond C3 AI's recent results, Siebel talks about inflation, interest, famine, and politics — and even delves into the debate on remote work and why his company is 100% in the office. This exhilarating and candid discussion shouldn't be missed as the long-time software icon talks about what is now and what is next.
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