Episode | August 3rd, 2020 | Season 2020 | 51 mins 50 secs
amd, cio, earnings, ibm, intel, quarterly
Earnings for 2Q have started rolling in, with IBM, AMD, and Intel all early reporters from the Data Center world. There's solid financial news for all three, but each with different industry-level impacts. Hosts Matt Kimball & Steve McDowell, both from Moor Insights & Strategy, talk about what it all means.
Episode | June 12th, 2020 | Season 2020 | 21 mins 18 secs
dell technologies, earnings, hci, hewlett packard enterprise, nutanix, trends, vmware
What did we learn about datacenter infrastructure from the latest batch of earnings? That’s it all about software-defined and as-a-service. Industry analysts Matt Kimball and Steve McDowell talk about what it all means on this episode of the DataCentric podcast.
Episode | May 27th, 2020 | Season 2020 | 30 mins 54 secs
amd, earnings, enteprise it, hpe, lenovo, nvidia, server
It's a strange time for infrastructure companies as we start seeing the first full-quarter earnings in this COVID-19 world. Hewlett Packard Enterprise & Lenovo are first up, and we're learning from them how to think about this market. At the same time, AMD's EPYC server CPU continues to gain traction, with new wins in HCI and Deep Learning. Join Matt & Steve as they digest it all.
Post-Earnings Enterprise Infrastructure Market, New ARM-based Ampere Server CPUs, & AMD Financial Day
Episode | March 9th, 2020 | Season 2020 | 48 mins 29 secs
amd, ampere, arm, cio, dell technologies, earnings, enterprise infrastructure, hci, hpe, it, server, storage, vmware
Now that we've seen earnings from all of the tier-one infrastructure players, hosts Steve McDowell & Matt Kimball talk about what the flat-to-down quarter means to the overall enterprise infrastructure market. Plus they talk a little HCI, delve into Ampere's new ARM-based monster 80-core server part, and detail some of the happenings out of AMD's recent Financial Analyst Day.
Episode | February 25th, 2020 | Season 2020 | 35 mins 26 secs
amd, dell technologies, earnings, edge computing, hpe, huawei, lenovo
Dell Technologies releases new edge products, HPE drops a new micro-server for edge and SMB, and Lenovo announces earnings. What's it all mean? Where's it all fit? Moor Insights & Strategy technology analysts Matt Kimball and Server McDowell try to figure it all out.
Episode | February 6th, 2020 | Season 2020 | 24 mins 8 secs
amazon aws, amd, cisco, earnings, google cloud, intel, microsoft azure, vmware
It's been a busy few weeks on the earnings front, as Intel blows away all estimates, AMD does well enough, and the cloud wars continue to rage with Google Cloud, Amazon AWS, and Microsoft Azure. That, and both VMWare and Cisco are back in the news. What's it all mean? Tune in and find out.
Episode | August 29th, 2019 | Season 2019 | 34 mins 22 secs
data fabric, datacenter, earnings, enterprise, flash, hci, information technology, it, pure storage, storage, technology
What's the secret of Pure Storage's success? Having pushed the industry into the All-Flash era, they now find themselves growing 30%/year and landing alone as the only storage vendor showing growth in this quarter's round of earnings. Pure Storage CEO Charlie Giancarlo joins the DataCentric podcast to talk about both what's behind Pure's current success, and how he envisions a future where "data" is a utility.
Episode | August 21st, 2019 | Season 2019 | 32 mins 25 secs
amd, earnings, epyc, lenovo, processor, server
Moor Insights & Strategy analysts Matt Kimball & Steve McDowell are back from their various summer adventures and are easing back into the podcast saddle by asking the question: Is AMD's new Rome server part really "all that"? Should IT buyers care? And if you do, should you buy a server from Lenovo, who's continuing a stellar run of solid execution? All that, and more, on the newest DataCentric.
June 10, 2019: Quarterly Server Numbers! Dell Tech Earnings! What's happening at Nutanix? And Computex!
Episode | June 10th, 2019 | Season 2019 | 41 mins 10 secs
amd, computex, dell technologies, earnings, intel, nutanix
It's been a newsworthy week in the world of data center. IDC released server numbers that validate what the recent spate of earnings has told us. Dell Technologies released positive earnings. Is Nutanix heading towards the rocks, or just experiencing natural transition pains? And was there anything newsworthy out of Computex for the data center crowd (hint: yes)? Hosts Matt Kimball and Steve McDowell delve into it all.
May 28, 2019: Earnings Extravaganza! HPE! Pure Storage! NetApp! Plus China, Huawei, Lenovo, and More!
Episode | May 28th, 2019 | Season 2019 | 42 mins 16 secs
earnings, hewlett packard enterprise, hpe, lenovo, netapp, pure storage
Last week was a big week for earnings, with Hewlett Packard Enterprise beating the street and providing some intriguing commentary in their conference call, Pure Storage misses its number while putting up great growth, and NetApp is clearly struggling. All that, and discussion of China, Lenovo, Huawei, and more.