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Earnings Galore: AMD & Intel + All the Cloud Guys (plus some VMware & Cisco)
DataCentric
English - February 06, 2020 20:00 - 24 minutes - 42.7 MB - ★★★★★ - 4 ratingsTechnology News Tech News datacenter technology enterprise storage servers convergence hyperconverged infrastructure hci composable infrastructure Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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!
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.