EPISODE · Aug 28, 2021 · 18 MIN
Making Markets EP3: Tech Earnings, Week Ending August 27, 2021 | Splunk, Dell Technologies, HP, Salesforce
from Making Markets
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
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Making Markets EP3: Tech Earnings, Week Ending August 27, 2021 | Splunk, Dell Technologies, HP, Salesforce
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