Making Markets EP3: Tech Earnings, Week Ending August 27, 2021 | Splunk, Dell Technologies, HP, Salesforce

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