Displaying Episode 11 - 13 of 13 in total of DataCentric with the tag “earnings”.
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AMD Releases an Epyc ROME while Lenovo delivers very nice earnings
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.
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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.
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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.