You've done a really good job diversifying revenue outside of the cloud titans. A microsopt is, was it over 20%? Now down to 15%. Last i looked, that is now under 10%. So clearly, the cloud titan are important, but not the massive driver of revenue they once were. Talt to us a little bit about what you're doing to diversify revenue and and what do you expect looking forwardi am very proud of the cloud Titans. And a, i hope they continue to be a large part of our lives.
"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses: - Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers - The inventory glut major these retailers will have to work through - Lowe's benefitting from the residential home environment - Whether Target's stock is more attractive after today's drop
(13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista.
Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB
Host: Chris Hill Guests: Bill Mann, Tim Beyers, Jayshree Ullal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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