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Podcast: Making Markets
Episode: Making Markets EP3: Tech Earnings, Week Ending August 27, 2021 | Splunk, Dell Technologies, HP, Salesforce
Description: During this episode of the Making Markets Podcast, host Daniel Newman shares his insights on the marketโs 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:ย The impact of supply chain disruptions on third quarter results, and where HP is...