web01.fireside.fm Fri, 17 Apr 2026 06:47:40 -0500 Fireside (https://fireside.fm) DataCentric - Episodes Tagged with “Quarterly” https://www.datacentricpodcast.com/tags/quarterly Mon, 03 Aug 2020 16:00:00 -0400 Welcome to the DataCentric podcast, where we delve into the latest developments in information technology, offering insights into its intricate workings and broader implications. Hosted by Steve McDowell, Senior Analyst at NAND Research, our podcast explores new technologies, influential trends, and provides expert commentary on the forward trajectory of the technology industry. Join us as we navigate the complex landscape of IT. Whether you're an industry professional or simply curious about the future of technology, DataCentric is your trusted source for informed discourse and forward-thinking analysis. en-us episodic Enterprise IT Trends and Technologies NAND Research Welcome to the DataCentric podcast, where we delve into the latest developments in information technology, offering insights into its intricate workings and broader implications. Hosted by Steve McDowell, Senior Analyst at NAND Research, our podcast explores new technologies, influential trends, and provides expert commentary on the forward trajectory of the technology industry. Join us as we navigate the complex landscape of IT. Whether you're an industry professional or simply curious about the future of technology, DataCentric is your trusted source for informed discourse and forward-thinking analysis. no datacenter, technology, enterprise, IT, storage, servers, convergence, hyperconverged, infrastructure, HCI, composable infrastructure, enterprise compute, information technology, data, observability, cybersecurity, AI NAND Research datacentric@nand-research.com Inside Earnings: Intel, AMD, & IBM all Beat-the-Street https://www.datacentricpodcast.com/216 8807123b-0129-479f-8240-fc326cd96517 Mon, 03 Aug 2020 16:00:00 -0400 NAND Research full 2020 NAND Research 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. 51:50 no 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! datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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!

]]> 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!

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