Offline dengan aplikasi Player FM !
Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault - Infrastructure Matters, Episode 50
Manage episode 433011531 series 2427165
In episode 50 of Infrastructure Matters, Steven Dickens and Camberley Bates discuss recent earnings reports and trends in the infrastructure sector. They focus on Amazon Web Services' (AWS) impressive growth, Commvault's strong financial performance, Intel's strategic challenges and changes, and Kyndryl's turnaround efforts. The episode also highlights recent announcements from Veeam and Splunk, and new developments from Google in AI and data management.
Key Points:
AWS Growth: AWS reported $26.3 billion in quarterly revenue, showcasing significant growth from its origins, despite a minor miss against consensus estimates.
Commvault Success: Commvault's subscription revenue rose 28% year-over-year, demonstrating the successful integration of its cloud division, Metallic, and emphasizing the importance of data protection in the hybrid cloud strategy.
Intel's Strategic Shift: Intel is undergoing significant restructuring, including a 15% workforce reduction by 2025, to focus on profitability and accelerate AI and foundry technology.
Kyndryl's Turnaround: Kyndryl's revenue has declined since its spin-off from IBM, but strategic moves in consulting and cloud partnerships aim to position the company for future growth.
781 episode
Manage episode 433011531 series 2427165
In episode 50 of Infrastructure Matters, Steven Dickens and Camberley Bates discuss recent earnings reports and trends in the infrastructure sector. They focus on Amazon Web Services' (AWS) impressive growth, Commvault's strong financial performance, Intel's strategic challenges and changes, and Kyndryl's turnaround efforts. The episode also highlights recent announcements from Veeam and Splunk, and new developments from Google in AI and data management.
Key Points:
AWS Growth: AWS reported $26.3 billion in quarterly revenue, showcasing significant growth from its origins, despite a minor miss against consensus estimates.
Commvault Success: Commvault's subscription revenue rose 28% year-over-year, demonstrating the successful integration of its cloud division, Metallic, and emphasizing the importance of data protection in the hybrid cloud strategy.
Intel's Strategic Shift: Intel is undergoing significant restructuring, including a 15% workforce reduction by 2025, to focus on profitability and accelerate AI and foundry technology.
Kyndryl's Turnaround: Kyndryl's revenue has declined since its spin-off from IBM, but strategic moves in consulting and cloud partnerships aim to position the company for future growth.
781 episode
Все серии
×Selamat datang di Player FM!
Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.