@MakingMarkets

The Making Markets Podcast is focused on bridging the gap between stock performance and business, hosted by @TheFuturumGroup’s @DanielNewmanUV

[@MakingMarkets @MakingMarkets_]

On this episode of The Six Five Webcast, @PatrickMoorhead and @DanielNewmanUV discuss earnings for @Cisco, @Lenovo, & @Synopsys., What’s next for @Intel-Tower, Synopsys new CEO, @GroqInc chooses @SamsungDSGlobal over TSMC & IFS and more. https://t.co/ppZfkLOEm1

[Daniel Newman @danielnewmanUV]

Proud moment here: 👏Great to watch @TheFuturumGroup's @OABlanchard make his @Bloomberg TV debut talking about the global semiconductor space and what is happening in China and how China is staying competitive. Watch -> Wrote 4 books with this guy b/c he's smart! $NVDA $AMD $QCOM

[Daniel Newman @danielnewmanUV]

It shouldn’t surprise anyone that the U.S. won’t allow AMD to make a weaker AI chip for China when it didn’t let NVIDIA.
This is about national security and global tech leadership. In this case the rules apply to all.

https://t.co/AtoakqppqE

$NVDA $AMD

[Krista Case (Macomber) @krista_lee]

Looking forward to covering #MSSecure for @TheSixFiveMedia! @TheFuturumGroup

[Steven Dickens @StevenDickens3]

Always great to collaborate with the team @BMCSoftware

This time we talked about how to architect your CI/CD pipeline for resilience and new regulations such as DORA.

[Daniel Newman @danielnewmanUV]

Fun times in Orlando at Share filming a series of new Main Scoop with @GregLotko and the @BroadcomMSD team.

[Daniel Newman @danielnewmanUV]

The question I wanted to ask Rami Rahim the most wasn’t just what is @JuniperNetworks doing in AI, but what is Juniper doing in AI that is truly different?

In this extended conversation Rami and I went deep on the company’s journey across network innovation and how it has methodically developed and implemented AI in the portfolio. And of course…how Juniper is differentiating in AI.

Want to get the big picture on AI innovation from Juniper Networks CEO? This is a great place to start. Check it out. (Link in the comments)

$JNPR

[Techstrong.IT @TechstrongIT]

This week, @SFoskett joins @StevenDickens3 and @DanielNewmanUV as @TheFuturumGroup heads to #SHARE2024, the largest open source conference, in Orlando. #SHAREOrlando2024

[Daniel Newman @danielnewmanUV]

Exciting update from @TheFuturumGroup

I am beyond excited to have @Robert_Sutor join The Futurum Group as VP and Practice Lead for our Emerging Technologies practice including Quantum Computing and Advanced AI.

Bob brings 4 decades of experience at IBM leading Quantum and AI programs and brings a wealth of knowledge to our firm.

Completing his undergraduate and PhD in mathematics from Harvard University and Princeton University respectively Bob has taken theory to the real world with his long tenure of achievement. We are thrilled to have him here at TFG and look forward to having him bring his experience to our large base of global technology customers.

Join me in welcoming Bob to the team! 👏🏻

[The Futurum Group @TheFuturumGroup]

The crew is back on the road next week at #HPAmplify in Vegas where #tech industry leaders and visionaries come together to drive growth and quality customer experiences.

@danielnewmanUV and @PatrickMoorhead will talk with HP leaders including: @AlexChoHP, @EnriqueJLores, Aurelio Maruggi, @DaveShull, Tuan Tran, John Gordon, Faisal Masud, Ian Pratt, Sue Richards (Kelly), Jim Nottingham, @mcquarried, Stacy Wolff, Guayente Sanmartin, Helen Sheirbon, and Kobi Elbaz.

#TheSixFiveMedia #TheFuturumGroup

[Steven Dickens @StevenDickens3]

Always a pleasure to jump on the @SchwabNetwork this time to talk about a busy week in the markets for cloud stocks...

We talked about @HPE @Dell @SnowflakeDB amongst others...

[Niccolo de Masi @NiccoloDeMasi]

I greatly enjoyed reading @SherylEstrada’s fabulous write-up of our discussion at @FortuneMagazine’s CFO dinner earlier this week. @TheFuturumGroup’s AI-Cyber bench includes luminaries such as @Shirastweet https://t.co/b2Xk515bly

[Ron Westfall, #HyperFRAMEResearch @RonWestfallDX]

. @NetworkMediaGr1 Panel Session - Telco Energy Efficiency: Gain the Ecosystem Perspective on Telco AI in Reducing Network Energy Use w/ @Azure @AMD @Lenovo & @Vodafone Mar 5, 2024, 2:00 PM - Mar 8, 2024, 2:00 PM (your local time) https://t.co/I3REREtC3D @johnlusher @BillRuff_

[Daniel Newman @danielnewmanUV]

When I said $DELL just knows how to make it happen on earnings day…
The market reaction says it all.
The macro is tough, but @Dell is great at figuring it out.

[Daniel Newman @danielnewmanUV]

Dell’s superpower is beating even in wildly complex macros through op excellence. Did it once again here.
Infrastructure takes charge here and offsets soft PC business
40% QoQ growth in AI order book.
Diversified to benefit from AI tailwind.
Solid quarter and mgmt from $DELL

[Daniel Newman @danielnewmanUV]

Mixed result for @HPE.
Great bottom line growth and margin expansion versus slower top line growth.
The number I really like is the 41% ARR growth and ~3000 GreenLake customer adds.
Spoke to @AntonioNeri_HPE and he sees acceleration as GPU avail grows.
AI is the tailwind! $HPE

[Daniel Newman @danielnewmanUV]

Had the opportunity to get under the hood and see some demos of the new @Microsoft Copilot for Finance.
This is a great Gen AI use case for efficiency and productivity gains in collections, compliances, quote to cash etc.
Read up 👇🏻
More later. $MSFT

https://t.co/YZUMECaZcV

[Daniel Newman @danielnewmanUV]

It's a beat-beat-raise for @PureStorage.

While YoY revenue fell to single digit, company guided back to double digit growth in FY 25.
ARR growth 25% + Evergreen Cloud 100% + 31% RPO growth look great.
Remain market leader in NPS.
AI story beginning to take shape.
$PSTG

[Daniel Newman @danielnewmanUV]

The quick rundown on @HP Q1 earnings.
EPS $0.81 (Est. $0.81)
Sales $13.19B (Est. $13.51B)
PC numbers still lag, but optimism is here with AI PC and strong client numbers from $ARM $INTC and $AMD
Spoke to CEO Enrique Lores, cautious on AI PC impact in 24. But, overall positive

[Steven Dickens @StevenDickens3]

The website is live for the Mainframe Mini Summit on April 8th.

With the likes of @IBM, @BroadcomMSD, @Rocket and @BMCSoftware already locked in its shaping up to be a great event!!!

https://t.co/qBDlH7vUIN

[Daniel Newman @danielnewmanUV]

Here we go @salesforce Q4

SALESFORCE 4Q SALES $1.97B, EST. $1.97B

4Q REV. $9.29B, EST. $9.22B

4Q SERVICE REV. $2.16B, EST. $2.14B

BEGINS A QTRLY DIV OF $0.40/SHR

SEES 2025 REV. $37.7B TO $38B, EST. $38.62B

Beat beat with a cautious guide.
👀 on AI orders! $CRM