Making Markets

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.

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.

In this episode of Making Markets, host Daniel Newman is joined by ServiceNow CEO Bill McDermott. This action packed discussion dives into the challenging economic situation, the role automation has to play in working through broken supply chain, labor shortages, and more. And finally, McDermott and Newman discuss the companies ambitious growth strategy and whether or not it meet its 5 year target, which is a big goal, but one that all parties see as achievable.

In this episode of Making Markets, host Daniel Newman is joined by Five9 CEO Rowan Trollope to discuss the company’s recent earnings results, the strong secular tailwinds that position the company to perform uniquely well even in an economic downturn, AND a dive into Trollope’s takes on Crypto and whether the recent capitulation of Terra has created a dark moment for the future of cryptocurrency.

In this episode of Making Markets, host Daniel Newman explores the fallout after a large swath of the tech industry finishes reporting. With interest rates on the rise and inflation out of control, the negative macros are weighing much heavier on tech names than the positive ones. Dive into this episode for a look at AMD, Lattice Semiconductor, and Twilio results this week, and thoughts on where we are in the continued tech sell-off that is now in its sixth month.

In this episode of Making Markets, host Daniel Newman explores a big week of tech earnings as the biggest names including Microsoft, Apple, Amazon, Meta, and Alphabet all reported. Others including Intel, Qualcomm, and other big tech names followed as well. What do the results say about the economy and, if any red flags emerged, what lies ahead for tech and markets?

In this episode of Making Markets, dMY Technology Group CEO Niccolo De Masi returns to the show to talk about the macro economy, the factors that are holding tech back, and why the disconnect between tech and the economy may be big, but none of it is unprecedented. They also talk about the first wave of tech earnings, how inflation fears and interest rate hikes have led to a massive sell off of tech stocks, and what's ahead of big tech earnings this week. All this and more on this episode of Making Markets.

In this episode of Making Markets, host Daniel Newman digs deeper into the evolution of the Twitter and Elon Musk saga. Musk has now put Twitter into an interesting juxtaposition and Twitter’s board decided to enact a poison pill strategy. Let's explore the pros and cons of the deal, why Twitter’s board should bring the vote to shareholders, and more.