PLAY PODCASTS
The Drill Down

The Drill Down

712 episodes — Page 6 of 15

S2 Ep 215Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)

Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 9, 20246 min

S2 Ep 214Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)

Broadcom Q3: How weak device sales hid strong AI revenues. Instant analysis of Broadcom ($AVGO) Q3 earnings, as we hear from CEO Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Broadcom #Earnings @Broadcom $AVGO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 9, 20246 min

S2 Ep 213Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)

Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear from CEO Allan Thygesen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Docusign #Earnings @Docusign $DOCU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 20245 min

S2 Ep 211Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)

Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 20245 min

S2 Ep 211Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)

Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 20246 min

S2 Ep 205Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)

Instant analysis of Hewlett Packard Enterprise ($HPE) Q3 earnings, as we hear from CEO Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 4, 20246 min

Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology

In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact. We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition, including the entry of tech giants like NVIDIA. Finally, we explore the intriguing relationship between quantum technology and artificial intelligence, understanding how these two transformative fields can complement and enhance each other. Join us as we uncover the exciting potential of quantum technology and learn how it's shaping the future. #quantumtechnology #quantumcomputing #quantumphysics #quantumleap #quantumfuture #quantumapplications #quantumdefense #quantumtelecom #quantumenterprise #quantumAI @Infleqtion #MathewKinsella #podcast #interview Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 4, 202416 min

S2 Ep 209Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS)

Instant analysis of Zscaler ($ZS) Q4 earnings, as we hear from CEO Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Zscaler #Earnings @Zscaler $ZS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 4, 20245 min

Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search

In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data. Key Topics: - Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future. - AI-Powered Search: Discover how Elastic's AI capabilities are enhancing search results, improving user experiences, and driving business outcomes. - Enterprise Applications: Explore the diverse range of industries and use cases where Elastic's AI solutions are making a significant impact. - The Future of AI in Enterprise: Gain insights into Ash's perspective on the evolving landscape of AI and its potential to revolutionize businesses. Listen to this episode to: - Understand the role of AI in modern enterprise search. - Discover how Elastic is leading the way in AI-driven solutions. - Gain valuable insights from a seasoned industry leader. Don't miss this exciting conversation with Ash Kulkarni. More than “beat” or “miss” –the Drill Down Insider with chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #AI #ArtificialIntelligence #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 3, 202418 min

S2 Ep 208Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)

Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes. Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 20244 min

S2 Ep 206Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)

Instant analysis of Dell ($DELL) Q2 earnings, as we hear from CEO Michael Dell. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Dell #Earnings @Dell $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 20245 min

S2 Ep 207Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)

Instant analysis of Autodesk ($ADSK) Q2 earnings, as we hear from CEO Andrew Anagnost. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Autodesk #Earnings @Autodesk $ADSK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 20244 min

S2 Ep 205Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)

Instant analysis of Salesforce ($CRM) Q2 earnings, as we hear from CEO Marc Benioff. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Salesforce #Earnings @Salesforce $CRM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 20246 min

S2 Ep 203Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)

Instant analysis of NVIDIA ($NVDA) Q2 earnings, as we hear from CEO Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #NVIDIA #Earnings @NVIDIA $NVDA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 20248 min

S2 Ep 204Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)

Instant analysis of Crowdstrike ($CRWD) Q2 earnings, as we hear from CEO George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Crowdstrike #Earnings @Crowdstrike $CRWD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 20246 min

S2 Ep 202Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX)

Instant analysis of Box ($BOX) Q2 earnings, as we hear from CEO Aaron Levie. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Box #Earnings @Box $BOX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 20245 min

S2 Ep 201Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY)

Instant analysis of Workday ($WDAY) Q2 earnings, as we hear from CEO Carl Eschenbach. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Workday #Earnings @Workday $WDAY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 23, 20245 min

S2 Ep 200Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM)

Instant analysis of Zoom ($ZM) Q2 earnings, as we hear from CFO Kelly Steckelberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Zoom #Earnings @Zoom $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 20244 min

S2 Ep 199Drill Down Earnings, Ep. 199: Snowflake Q2 earnings essentials ($SNOW)

Instant analysis of Snowflake ($SNOW) Q2 earnings, as we hear from CEO Sridhar Ramaswamy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 20245 min

S2 Ep 198Drill Down Earnings, Ep. 198: Synopsys Q3 earnings essentials ($SNPS)

Instant analysis of Synopsys ($SNPS) Q3 earnings, as we hear from CEO Sassine Ghazi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 20246 min

S2 Ep 197Drill Down Earnings, Ep. 197: Analog Devices Q3 earnings essentials ($ADI)

Instant analysis of Analog Devices ($ADI) Q3 earnings, as we hear from CEO Vincent Roche. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Analog Devices #Earnings @Analog Devices $ADI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 20246 min

S2 Ep 196Drill Down Earnings, Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW)

Instant analysis of Palo Alto Networks ($PANW) Q4 earnings, as we hear from CEO Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Palo Alto Networks #Earnings @Palo Alto Networks $PANW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 20, 20244 min

S2 Ep 195Drill Down Earnings, Ep. 195: Coherent Q4 earnings essentials ($COHR)

Instant analysis of Coherent ($COHR) Q4 earnings, as we hear from CEO Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Coherent #Earnings @Coherent $COHR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 15, 20245 min

S2 Ep 194Drill Down Earnings, Ep. 194: Applied Materials Q3 earnings essentials ($AMAT)

Instant analysis of Applied Materials ($AMAT) Q3 earnings, as we hear from CFO Brice Hill. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Applied Materials #Earnings @Applied Materials $AMAT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 15, 20245 min

S2 Ep 193Drill Down Earnings, Ep. 193: Cisco Q4 earnings essentials ($CSCO)

Instant analysis of Cisco ($CSCO) Q4 earnings, as we hear from CEO Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Cisco #Earnings @Cisco $CSCO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 15, 20244 min

S2 Ep 193Drill Down Earnings, Ep. 192: Lumentum Q4 earnings essentials ($LITE)

Instant analysis of Lumentum ($LITE) Q4 earnings, as we hear from CEO Alan Lowe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 14, 20247 min

S2 Ep 189Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD)

Instant analysis of Trade Desk ($TTD) Q2 earnings, as we hear from CEO Jeff Green. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Trade Desk #Earnings @Trade Desk $TTD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 9, 20244 min

S2 Ep 191Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN)

Instant analysis of SoundHound AI ($SOUN) Q2 earnings, as we hear from CEO Keyvan Mohajer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #SoundHound AI #Earnings @SoundHound AI $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 9, 20246 min

S2 Ep 191Drill Down Earnings, Ep. 190: Take Two Interactive Q1 2025 earnings essentials ($TTWO)

Instant analysis of Take Two Interactive ($TTWO) Q1 2025 earnings, as we hear from CEO Strauss Zelnick. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Take Two Interactive #Earnings @Take Two Interactive $TTWO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 9, 20247 min

S2 Ep 186Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG)

Instant analysis of Datadog ($DDOG) Q2 earnings, as we hear from CEO Olivier Pomel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Datadog #Earnings @Datadog $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 8, 20246 min

S2 Ep 187Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP)

Instant analysis of Applovin ($APP) Q2 earnings, as we hear from CEO Adam Foroughi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Applovin #Earnings @Applovin $APP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 8, 20244 min

S2 Ep 186Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ)

Instant analysis of IONQ ($IONQ) Q2 earnings, as we hear from CEO Peter Chapman. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #IONQ #Earnings @IONQ $IONQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 20246 min

S2 Ep 185Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS)

Instant analysis of HubSpot ($HUBS) Q2 earnings, as we hear from CEO Yamini Rangan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #HubSpot #Earnings @HubSpot $HUBS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 20245 min

S2 Ep 184Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP)

Instant analysis of Shopify ($SHOP) Q2 earnings, as we hear from CEO Tobi Lutke. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 20247 min

S2 Ep 183Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN)

Instant analysis of Rivian Automotive ($RIVN) Q2 earnings, as we hear from CEO RJ Scaringe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Rivian Automotive #Earnings @Rivian Automotive $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 20244 min

S2 Ep 182Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI)

Instant analysis of Super Micro Computer ($SMCI) Q2 earnings, as we hear from CEO Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Super Micro Computer #Earnings @Super Micro Computer $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 20244 min

S2 Ep 181Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT)

Instant analysis of Fortinet ($FTNT) Q2 earnings, as we hear from CFO Keith Jensen More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 20244 min

S2 Ep 180Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS)

Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Globalfoundries #Earnings @Globalfoundries $GFS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 20245 min

S2 Ep 182Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER)

Instant analysis of Uber Technologies ($UBER) Q2 earnings, as we hear from CEO Dara Khosrowshahi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Uber Technologies #Earnings @Uber Technologies $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 20244 min

S2 Ep 178Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR)

Instant analysis of Palantir Technologies ($PLTR) Q2 earnings, as we hear from Futurum Group analyst Steven Dickens. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Palantir Technologies #Earnings @Palantir Technologies $PLTR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 20244 min

S2 Ep 177Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)

Instant analysis of Lucid Group ($LCID) Q2 earnings, as we hear from CEO Peter Rawlinson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 20244 min

S2 Ep 176Drill Down Earnings, Ep. 176: Twilio Q2 earnings essentials ($TWLO)

Instant analysis of Twilio ($TWLO) Q2 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Twilio #Earnings @Twilio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 2, 20245 min

S2 Ep 175Drill Down Earnings, Ep. 175: Cloudflare Q2 earnings essentials ($NET)

Instant analysis of Cloudflare ($NET) Q2 earnings, as we hear from CEO Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Cloudflare #Earnings @Cloudflare $NET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 2, 20246 min

S2 Ep 174Drill Down Earnings, Ep. 174: Snap Q2 earnings essentials ($SNAP)

Instant analysis of Snap ($SNAP) Q2 earnings, as we hear from CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Snap #Earnings @Snap $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 2, 20246 min

S2 Ep 173Drill Down Earnings, Ep. 173: Amazon.com Q2 earnings essentials ($AMZN)

Instant analysis of Amazon.com ($AMZN) Q2 earnings, as we hear from CEO Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Amazon.com #Earnings @Amazon.com $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 20245 min

S2 Ep 172Drill Down Earnings, Ep. 172: Intel Q2 earnings essentials ($INTC)

Instant analysis of Intel ($INTC) Q2 earnings, as we hear from CEO Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Intel #Earnings @Intel $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 20246 min

S2 Ep 171Drill Down Earnings, Ep. 171: Apple Q2 earnings essentials ($AAPL)

Instant analysis of Apple ($AAPL) Q2 earnings, as we hear from CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Apple #Earnings @Apple $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 20246 min

S2 Ep 170Drill Down Earnings, Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY)

Instant analysis of Mobileye Global ($MBLY) Q2 earnings, as we hear from CEO Prof. Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Mobileye Global #Earnings @Mobileye Global $MBLY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 20245 min

S2 Ep 169Drill Down Earnings, Ep. 169: Lam Research Q4 earnings essentials ($LRCX)

Instant analysis of Lam Research ($LRCX) Q4 earnings, as we hear from CEO Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Lam Research #Earnings @Lam Research $LRCX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 20246 min

S2 Ep 171Drill Down Earnings, Ep. 168: Arm PLC Q2 earnings essentials ($ARM)

Instant analysis of Arm PLC ($ARM) Q2 earnings, as we hear from CEO Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Arm PLC #Earnings @Arm PLC $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 31, 20246 min