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