DataCentric - Episodes Tagged with “Earnings”

Inside PCIe 6.0 with PCI SIG president Al Yanes + Inside AMD & Intel Earnings

NAND Research — Thu, 03 Feb 2022 11:00:00 -0500

The PCI SIG released the specification for PCIe 6.0 in January of this year. Long-time PCI SIG president, and IBM distinguished engineer, Al Yanes walks hosts Matt Kimball and Steve McDowell, both principal analysts at Moor Insights & Strategy, through the specification, talking about what's new and different and the benefit that IT will ultimately enjoy.

Additionally, AMD and Intel each released strong earnings overall, and very strong delivery in their respective enterprise data center segments. Matt & Steve talk about what the earnings say about the current state of the processor market.

00:00 Kick it off
00:50 AMD & Intel Earnings Discussion
11:20 Al Yanes walks us through PCIe 6.0
23:00 Who is the PCI SIG, anyway? And how do they operate?
25:30 PCIe and Automotive
26:44 How will enterprise IT benefit from PCIe 6.0?
33:25 When will we see PCIe 6.0 in the data center?
34:20 Matt & Steve Wrap it up
35:48 We're done!
Special Guest: Al Yanes.

Is the Enterprise Infrastructure Market Rebouding?

NAND Research — Fri, 05 Mar 2021 10:00:00 -0500

Earning's season for 4Q has come to a close, with Dell Technologies, Hewlett Packard Enterprise (HPE), NetApp, and Pure Storage all annouceing over the past two weeks. This is enough to giving us an idea of how healthy the enterprise storage & server markets are as we leave 2020. The news is actually pretty good.

Hosts Matt Kimball & Steve McDowell, both senior technology analysts at Moor Insights & Strategy, talk about it on this DataCentric.

AMD & Intel Earnings: What's it mean for the server market?

NAND Research — Fri, 29 Jan 2021 10:00:00 -0500

Both Intel and AMD released earnings last week, with Intel's Data Center Group sliding a little bit, while AMD's server fortunes rise.

What's it mean for the enterprise server market overall? And how is 2021 starting to shape up? Hosts Matt Kimball and Steve McDowell talk about it on this episode of DataCentric.

Inside Earnings: Intel, AMD, & IBM all Beat-the-Street

NAND Research — Mon, 03 Aug 2020 16:00:00 -0400

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.

Intel delivered solid numbers, but were punished by both guidance and disclosure of some execution problems in rolling out its next generation, 7nm, processors. Solid numbers for the quarter none-the-less, with a surprising bright spot in Intel's NSG memory group.

AMD, who has become a solid competitor to Intel across nearly every segment, is firing on all cylindars, expecially in the DataCentric Server world.

All while IBM seems to be finding its groove with freshman CEO Arvind Krishna, as IBM's Cloud and Red Hat businesses are standouts. IBM Z-series and Storage also remain particularly strong.

All of this, and more, on this episode of DataCentric

00:00 - Let's kick it off!
01:21 - Intel Earnings Analysis
20:08 - AMD Earnings Discussion
43:38 - IBM Earnings
57:34 - See you Next Time!

Q1 2020: All About Software-Defined and As-a-Service

NAND Research — Fri, 12 Jun 2020 14:00:00 -0400

What did we learn about datacenter infrastructure from the latest batch of earnings? That’s it all about software-defined and as-a-service. Data center hardware sales were down across the board, while the bright spots for the quarter landed on Nutanix and VMware, who showed particularly strong growth in is VSAN and NSX segments. This, while the traditional OEMs saw boosts in their respective service-based offerings.

Moor Insights & Strategy Industry analysts Matt Kimball and Steve McDowell talk about what it all means.

Infrastructure Earnings during a Pandemic + AMD EPYC's Continued Traction

NAND Research — Wed, 27 May 2020 17:00:00 -0400

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 hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, as they digest it all.

01:08 Attending Virtual Conferences
05:50 AMD EPYC & HCI and Edge Computiong
08:50 AMD EPYC & Nvidia's New A100
13:16 We don't talk about HPE Earnings
21:35 Lenovo continues to show strength
30:00 The End.

Post-Earnings Enterprise Infrastructure Market, New ARM-based Ampere Server CPUs, & AMD Financial Day

NAND Research — Mon, 09 Mar 2020 14:00:00 -0400

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. There are earnings from Dell Technologies, Hewlett Packard Enterprise, Vmware, as well as other recent earnings announcements, that give us color.

The HCI space is also continuing its hot streak, with VSAN delivering $900M in bookings to Vmware, while Nutanix also continues to grow at a nearly 50% growth rate. But are they leaving room on the edge and in ROBO for more single-focused competitors like Scale Computing?

The ARM cloud market saw a major new introduction this past week with Ampere's announcement of it's 80-core server part targeting the hyperscale market, but was disappointingly sparse with benchmark numbers. Who wins & loses here? Matt & Steve talk about it.

Finally, on the backside of AMD financial analyst day we talk about AMD's continual and aggressive push in the server market, their giant win with HPE for a massive DOE supercomputing project, & everyone's push against Nvidia for enterprise AI.

It's a lot. Skip to your favorite sections:

01:42 Infrastructure Market
14:22 HCI Market
24:54 Ampere brings ARM into the Hyperscaled Data Center
34:40 AMD continues its surge forward. Should Intel be worried?
43:38 Matt & Steve's closing thoughts.
48:29 The End.

Links:

Edge Computing: New Announcements from DELL & HPE + News!

NAND Research — Tue, 25 Feb 2020 15:00:00 -0500

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.

Timeline:

04:15 New Edge offerings from Dell Technologies
14:55 Huawei and the Edge
18:25 HPE Proliant Microserver Gen 10
23:24 New Entry-Level EPYC parts from AMD
24:12 Lenovo Earnings
34:29 Tidying Up

Links:

Earnings Galore: AMD & Intel + All the Cloud Guys (plus some VMware & Cisco)

NAND Research — Thu, 06 Feb 2020 15:00:00 -0500

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.

01:50 Is the VMWare multi-core license change really a big deal?
06:40 Intel Earnings recap
09:30 AMD Earnings
11:35 Lisa Su joins Cisco's board + what's going on with Cisco's server business?
16;42 What are Google, Amazon, and Microsoft's earnings tell us about the state of the cloud market?
19:26 Thinking about Cloud & On-Prem As-a-Service
24:07 That's a wrap!

Links:

Cisco Appoints Dr Lisa Su to the BoD — Cisco Systems, Inc. appointed AMD CEO Dr. Lisa Su to its board of directors on Monday, January 27th. What does this mean for Cisco? And how does AMD benefit from this appointment? This quick take will attempt to answer these questions and more.
What AMD and Intel numbers tell us about the DataCenter Business — Earnings season is in full swing—both AMD and Intel announced 4th quarter (and annual) results recently. Both companies claimed strong quarters with robust growth. The following few paragraphs will attempt to dissect those numbers in a little more detail and provide some guidance on what these numbers say about the 2020 business outlook.

Talking with Pure Storage CEO Charlie Giancarlo

NAND Research — Thu, 29 Aug 2019 16:00:00 -0400

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. Charlie gives us his insight on:

What fuels Pure's current success.
Where Pure is feeling challenged.
How to succeed with customers: "Pleasantly surprise them... they tend to like you when you give them their nights and weekends back"
The intersection of Flash and Cloud: "Customers should have the same experience in flash and cloud"
The impact of AI to the enterprise (and storage): "Any part of [an enterprise's] data may be valuable someday"
Pure's vision of the future: "Data should be a utility... delivered where its needed, how its needed"
Social Responsibility in the Tech Industry

Join in. On iTunes, or where ever you get your podcasts! Special Guest: Charles "Charlie" Giancarolo.

AMD Releases an Epyc ROME while Lenovo delivers very nice earnings

NAND Research — Wed, 21 Aug 2019 14:00:00 -0400

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.

00:00 AMD's EPYC Rome server launch: How does it stack up? Is Intel really being threatened?
21:30 Lenovo released very solid earnings for last quarter, continuing an impressive run of datacenter growth. Let's talk about that.
32:24 The End.

June 10, 2019: Quarterly Server Numbers! Dell Tech Earnings! What's happening at Nutanix? And Computex!

NAND Research — Mon, 10 Jun 2019 13:00:00 -0400

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. The market's down from last year, but there are still winners and losers, and you don't want to get caught on the wrong side of that line!

Even in the face of an uncertain server market, Dell Technologies released positive earnings. Matt & Steve go into thiose

Is Nutanix heading towards the rocks, or just experiencing natural transition pains? Nutanix also relased earnings, which weren't postive. Do down earnings and the loss of a key executive point to Nutanix heading towards the rocks? Or are we just watching a painful transition to a new business model? Only time will really tell, but Steve & Matt talk about it anyway!

Computex is very consumer focused, but there was drama on the AMD/Intel front, as the x86 CPU wars are heating up. Intel takes exception to AMD's claims of 2X performance on some supercomputer numbers, while AMD goes big in HPC. Matt also gives us an explanation of what's really happening when AMD says that they're cutting off x86 "technology transfer" to it's China JV.

All that, and Steve's thinking about starting a Twitch feed that highlights his tractor -- a real life video game.

Timeline:

01:10 Apple World Wide Developers Conference -- anything for IT? (hint: not really)
02:50 Inside IDC Server Market Numbers
12:00 Inside Dell Technologies Earnings Numbers
15:20 Let's talk about Nutanix's earnings and outlook
24:55 Computex: AMD, Intel, and more
38:33 Steve's Twitch Channel -- available soon
41:10 That's a wrap!

May 28, 2019: Earnings Extravaganza! HPE! Pure Storage! NetApp! Plus China, Huawei, Lenovo, and More!

NAND Research — Tue, 28 May 2019 00:00:00 -0400

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 numbers, and NetApp is clearly struggling. All that, along with good discussion of Lenovo, plus grossly uneducated musings on China & Huawei.

Looking to jump to the part you're interested in? Here's where things line up:

1:00 Themes across all earnings: this there an elongation of the enteprise sales cycle? What's it really mean?
3:00 HPE Earnings: Cray Acquistion, Edge, Servers, Storage, Software Defined, GreenLake
14:50 NetApp Earnings: we continue to be bearish, unless they go deeper with Lenovo
23:40 Pure Storage Earnings: Don’t be fooled — their earnings don’t reflect their momentum.
32:00 China: Some uneducated discussion about latest news.
38:00 Miscellaneous News: AMD, Intel Bugs, plus random musings
41:32 What’s coming up? HPE Discover.