Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault - Infrastructure Matters, Episode 50

<p >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.</p> <p >Key Points:</p> <p >AWS Growth: AWS reported $26.3 billion in quarterly revenue, showcasing significant growth from its origins, despite a minor miss against consensus estimates.</p> <p >Commvault Success: Commvault's subscription revenue rose 28% year-over-year, demonstrating...