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All Episodes

Making Markets — 69 episodes

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Title
1

Making Markets EP51: Elastic's CEO Ash Kulkarni on Recent Earnings and the Company's Generative AI Prowess

2

Making Markets EP50: CEO Thomas Sonderman on SkyWater Technology's Approach to Innovation and Development, and a Look at the Company's Path Forward

3

Making Markets EP49: The Future of Silicon: Sassine Ghazi's Vision as the New CEO of Synopsys

4

Making Markets EP48: Elastic CEO Ash Kulkarni on Generative AI, Elastic's Recent Earnings, and more

5

Making Markets EP47: Extreme Networks CEO Ed Meyercord on Driving Growth and Meeting Customer Needs

6

Making Markets EP46: Silicon Labs President and CEO Matt Johnson on the State of the Market, Scaling IoT, and the Impact of AI

7

Making Markets EP45: Splunk CEO Gary Steele on Q1 Earnings, Observability, Security, and Splunk's Upcoming .conf23

8

Making Markets EP44: Elastic CEO Ash Kulkarni on How Generative AI is Changing the Technology and Business Landscape

9

Making Markets EP43: OpenText CEO and CTO Mark J. Barrenechea on Market Growth, the Macro Economy, & Information Management

10

Making Markets EP42: Twilio CEO Jeff Lawson on Customer Engagement, Macro Economy, & the Signal Conf

11

Making Markets EP41: Pure Storage CEO Charles Giancarlo on a Big Earnings Beat & Customer Obsession

12

Making Markets EP40: WalkMe CEO Dan Adika on Q2 Earnings & Latest State of Digital Adoption Report

13

Making Markets EP39: Luminar CEO Austin Russell — All-in on the Power of Lidar Technology to Help Automakers Achieve Full Self-Driving

14

Making Markets EP38: C3 AI CEO Tom Siebel: What's now and next in the tech market amid today's global economic and political landscape

15

Making Markets EP37: ServiceNow CEO Bill McDermott—Tech is the way out of our economic challenges

16

Making Markets EP36: Five9 CEO Rowan Trollope — Tech's Big Comeback? Crypto Believer?

17

Making Markets EP35: Tech Continues to Outperform, but the Market Doesn't Care

18

Making Markets EP34_Big Tech Largely Outperforms, Amazon's Surprise Loss, and What This Quarter's Results Mean

19

Making Markets EP33: Markets, FAANG, and IPOs. What Lies Ahead w/ dMY Technology CEO Niccolo De Masi

20

Making Markets EP32: We Musk Talk About Twitter

21

Making Markets EP31: Musk's Twitter Stake, Wrestling with the Chips Act, Look Ahead at Tech Earnings

22

Making Markets EP30: From Macroeconomics to GreenLake Momentum, a Deep Dive with HPE CEO Antonio Neri

23

Making Markets EP29: Zoom Continues to Grow and Delight Despite Market Gyrations — with CFO Kelly Steckelberg

24

Making Markets EP28: The Digital Adoption Category Has Big Growth Ahead, with WalkMe CEO Dan Adika

25

Making Markets EP27: Intel CEO Pat Gelsinger Unleashes the Company's Vision and Plans to Innovate at a Torrid Pace

26

Making Markets EP26: The Demand for FPGAs are Driving Massive Growth, with Lattice Semiconductor CEO Jim Anderson

27

Making Markets EP25: Poly CEO Dave Shull on Q3, Supply Chain Strain, Service Pivots and The Future of Collaboration

28

Making Markets EP24: dMY Technology CEO on SPACs, TECH, Growth, and a Bevy of Macroeconomic Forces

29

Making Markets EP23: Delivering 4 Years of Double Digit Growth, Even in Tumultuous Times with IFS CEO Darren Roos

30

Making Markets EP22: Former Splunk CEO Doug Merritt Talks Growth, Crypto and Why Tech (Almost) Always Wins

31

Making Markets EP21: The Balloon Pops on Equities, Crypto, and More as Tech Earnings Loom

32

Making Markets Quick Take: The Market's Reaction to Honeywell's Transition

33

Making Markets Quick Take with Honeywell: Supply Chain, Economic Outlook and the Impact of Inflation

34

Making Markets Quick Take: Honeywell's Approach and Commitment to ESG

35

Making Markets Quick Take with Honeywell: Looking Back at 2021

36

Making Markets Quick Take with Honeywell: Unlocking Value with Disruptive Innovation in Quantum

37

Making Markets Quick Take with Honeywell: The Role of Data-Driven Building Tech as we Return to Work

38

Making Markets Quick Take: Highlights From an Insightful Day at Honeywell HQ

39

Making Markets EP20: Honeywell Pivots to Tech as the Edge Opportunity Proves Massive

40

Making Markets EP18: Quick Take on Why Retail Should Fall in Love with Qualcomm

41

Making Markets EP18: Quick Take on How Qualcomm is Changing the AI Game

42

Making Markets EP18: Quick Take on the Power of Qualcomm's Snapdragon Brand

43

Making Markets EP18: Quick Take on Qualcomm's Focus on Automotive Technology, Mobility, and Connectivity

44

Making Markets EP18: Quick Take on Qualcomm's $10 Billion+ Automotive Tech Pipeline

45

Making Markets EP18: Quick Take on Qualcomm's Growth Opportunities

46

Making Markets EP18: Quick Take on Qualcomm's Investor Day and Earnings

47

Making Markets EP19: Quick Take on HPE

48

Making Markets EP19: Quick Take on Marvell Technology

49

Making Markets EP19: Quick Take on Salesforce

50

Making Markets EP19: Quick Take on Splunk

51

Making Markets EP19: Oracle Soars, C3 DoD, Intel Spins, HPE, Salesforce, Splunk, and Marvell do Well

52

Making Markets EP18: Qualcomm's Unique Story and the Insights Behind Their Growth Strategy

53

Making Markets EP17: Zoom, NVIDIA, Dell, All Goes Well, Even When the Market Disagrees

54

Making Markets EP16: Driving Toward the Future with Luminar CEO Austin Russell

55

Making Markets EP15: The New Hybrid Work is a Catalyst for Collaboration with Poly CEO Dave Shull

56

Making Markets EP14: Innovation & Experience-First Networking with Rami Rahim, Juniper Networks CEO

57

Making Markets EP13: From Edge to Cloud, HPE's Plan to Win Over Investors with CEO Antonio Neri

58

Making Markets EP12: Mega Tech Earnings in Focus: Facebook Changes Its Name, Microsoft Outsizes, While Apple and Amazon Miss

59

Making Markets EP11: DWACKO, Paypal Buying Pinterest? IBM's Pause, Intel's 10 quarter run ends, Honeywell Grows, and SAP's Cloud Grows Legs

60

Making Markets EP10: Earnings Abound, Regulation Frenzy, Apple Fights Back Against Epic

61

Making Markets EP9: Five9 CEO Rowan Trollope on the End of the Zoom Deal, and How Five9 Plans to Move Ahead and Continue Its Strong Growth

62

Making Markets EP8: Facebook under fire, Zoom-Five9 Deal off, and a Deep Dive into Amazon's Device Launch and its Implications

63

Making Markets EP7: Adobe delivers a record breaking Q3, Salesforce Moons, Dell Securities Day, and Chip Supply lags

64

Making Markets EP6: Earnings and Investor Day Updates, Week Ending September 17, 2021 | Oracle, Cisco

65

Making Markets EP5: Tech Earnings, Week Ending September 3, 2021 | HPE, Zoom

66

Making Markets EP4: Tom Siebel, CEO of C3 AI | Q1 FY 2022

67

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

68

Making Markets EP2: Matt Murphy, CEO of Marvell Technology | Q2 FY '22

69

Making Markets EP1: Welcome to the Making Markets Podcast | The Alpha Episode