Anurag Rana

speaker

534 appearances 29 recordings 3 series first heard Dec 2025 last heard 10 Sep

Anurag Rana’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong · 25 Feb 2026 podcast

You know, I think that's the most important thing is we are very early in the inning.

But at the same time, you know, when people are worried, they'll entirely sell the entire sector.

We have seen that numerous times.

So when we looked at this thing, I mean, the entire team worked on creating a framework of, you know, when we see a company, does it have high market share?

Does it sell to very large companies versus smaller companies?

Is it a platform?

Is it a system of record?

All those things takes into account kind of the history of a company.

So let's say a company like SAP that's been around for 50 years, you use it for your core accounting reasons, supply chain.

I think something like that is better entrenched than a very small company that's probably doing one particular function or selling only to the small and medium customers.

I think the biggest thing is going to be like, what are you doing to change the narrative around them being disrupted by AI and how are they adding more AI capabilities across their entire suite?

Bloomberg News Now · AI Spend Worries Drag Stocks, ICE to Dial Back in Minn., More · 29 Jan 2026 podcast

These guys are going to do okay in terms of total revenue growth for the first time for the iPhone.

I think it's going to be in double digits.

Bloomberg News Now · Fed Keeps Rates Unchanged, Meta/Microsoft/Tesla Earnings, More · 29 Jan 2026 podcast

It is a picture.

I mean, for them to be, you know, total growth rate of 9% and software in double digits.

I mean, we were not expecting that.

Now, there's a tiny bit of M&A there, but even without that, I mean, I think this is very good.

And the big number for us is that the cash flow is going to go up by a billion dollars next year.

So I think IBM's turned them around very well.

I think the strategy is executing well.

Showing 321–340 of 534 · page 17 of 27