The Drill Down
704 episodes — Page 8 of 15
S2 Ep 111Drill Down Earnings, Ep. 111: SoundHound Q1 earnings essentials ($SOUN)
Instant analysis of SoundHound ($SOUN) Q1 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 #Earnings @SoundHound $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 110Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024 earnings essentials ($ARM)
Instant analysis of ARM Holdings ($ARM) The end of their fiscal year Q4 2024 earnings, as we hear from CFO Jason Child. 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 Holdings #Earnings @ARM Holdings $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 109Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)
Instant analysis of Shopify ($SHOP) Q1 earnings, as we hear from CEO CFO Jeff Hoffmeister. 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 $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 108Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)
Instant analysis of Uber ($UBER) Q1 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 #Earnings @Uber $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 107Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)
Instant analysis of Twillio ($TWLO) Q1 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 #Twillio #Earnings @Twillio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 105Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)
Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe . 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 #Earnings @Rivian $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 106Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET)
Instant analysis of Arista Networks ($ANET) Q1 earnings, as we hear from CEO Jayshree Ullal. 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 #Arista Networks #Earnings @Arista Networks $ANET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 104Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)
Instant analysis of Datadog ($DDOG) Q1 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 $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 103Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103
Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers. 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 $COHR #Technology #Lasers #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 102Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)
Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy. 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 #Microchip #Earnings @Microchip $MCHP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 101Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)
Lucid Group ($LCID) Q1 earnings – will the company go broke? 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 $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod #ElectricCar #Tesla #EV #SUV Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 100Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)
Instant analysis of Lumentum ($LITE) Q3 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 $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 99Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)
Instant analysis of Apple ($AAPL) Q1 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 $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 98Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)
Instant analysis of Cloudflare ($NET) Q1 earnings, as we hear from CEO Matt 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 $NET #Technology #Software #CloudComputing #CyberSecurity #Security #AI #ArtificialIntelligence #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 97Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)
Instant analysis of Block ($SQ) Q1 earnings, as we hear from CEO Jack Dorsey. 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 #Block #Earnings @Block $SQ #Technology #Payments #CloudComputing #Chips #Fintech #Crypto #Bitcoin #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 96Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)
Instant analysis of Fortinet ($FTNT) Q1 earnings, as we hear from CEO Ken Xie. 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 $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 95Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)
Analysis of Paycom ($PAYC) Q1 earnings, as we hear from Chad Richison, founder and CEO. 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 #Paycom #Earnings @Paycom $PAYC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 94Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA)
Instant analysis of Informatica ($INFA) Q1 earnings, as we hear from CEO Amit Walia. 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 #Informatica #Earnings @Informatica $INFA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 93Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earnings report
A rapid-fire, insightful look at breaking earnings from Qualcomm ($QCOM) as we hear from CEO Cristiano Amon. 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 #Qualcomm #Earnings @Qualcomm $QCOM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 92Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earnings report
A rapid-fire, insightful look at breaking earnings from Amazon.com ($AMZN) as we hear from CEO Andy Jassey. 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 $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 91Drill Down Earnings, Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q3 earnings report
A rapid-fire, insightful look at breaking earnings from Supermicro ($SMCI) 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 #Supermicro #Earnings @Supermicro $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 90Drill Down Earnings, Ep. 90: A quick look at AMD ($AMD) and its Q1 earnings report
A rapid-fire, insightful look at breaking earnings from AMD ($AMD) as we hear from CEO Lisa Su. 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 #AMD #Earnings @AMD $AMD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 89Drill Down Earnings, Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings report
A rapid-fire, insightful look at breaking earnings from PayPal ($PYPL) as we hear from the companies new CEO Alex Chriss. 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 #PayPal #Earnings @PayPal $PYPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 88Drill Down Earnings, Ep. 88: A quick look at NXP Semiconductor ($NXPI) and its Q1 earnings report
A rapid-fire, insightful look at breaking earnings from NXP Semiconductor ($NXPI) as we hear from CEO Kurt Sievers. 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 #NXP Semiconductor #Earnings @NXP Semiconductor $NXPI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 87Drill Down Earnings, Ep. 87: A quick look at Chegg ($CHGG) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Chegg ($CHGG) as we hear from CEO outgoing CEO Dan Rosensweig. 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 #Chegg #Earnings @Chegg $CHGG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 86Drill Down Earnings, Ep. 86: A quick look at Lattice Semiconductor ($LSCC) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Lattice Semiconductor ($LSCC) 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 #Lattice Semiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 85Drill Down Earnings, Ep. 85: A quick look at ON Semiconductor ($ON) and its Q1 earnings report
A rapid-fire, insightful look at breaking earnings from ON Semiconductor ($ON) as we hear from CEO Hassane El-Khoury. 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 #ON Semiconductor #Earnings @ON Semiconductor $ON #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 84Drill Down Earnings, Ep. 84: A quick look at Atlassian ($TEAM) and its Q3 2024 earnings report.
A rapid-fire, insightful look at breaking earnings from Atlassian ($TEAM) as we hear from CEO Mike Cannon-Brookes. 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 #Atlassian #Earnings @Atlassian $TEAM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 83Drill Down Earnings, Ep. 83: A quick look at Snap ($SNAP) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Snap ($SNAP) 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 $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 82Drill Down Earnings, Ep. 82: A quick look at Alphabet ($TICKERTK) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Alphabet ($TICKERTK) as we hear from CEO Sundar Pichai. 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 #Alphabet #Earnings @Alphabet $TICKERTK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 81Drill Down Earnings, Ep. 81: A quick look at Microsoft ($MSFT) and its Q1 earnings report.
AI drives results from Microsoft ($MSFT) as we hear from CEO Satya Nadella. 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 #Microsoft #Earnings @Microsoft $MSFT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 80Drill Down Earnings, Ep. 80: A quick look at Intel ($INTC) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Intel ($INTC) 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 $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 79Drill Down Earnings, Ep. 79: A quick look at Teradyne ($TER) and its Q1 earnings report.
A look at breaking earnings from Teradyne ($TER), a partnership with Nvidia and we hear from CEO Greg Smith about robots! 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 #Teradyne #Earnings @Teradyne $TER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 78Drill Down Earnings, Ep. 78: A quick look at ServiceNow ($NOW) and its Q1 earnings report
A rapid-fire, insightful look at breaking earnings from ServiceNow ($NOW) as we hear from CEO Bill McDermott. 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 #ServiceNow #Earnings @ServiceNow $NOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 77Drill Down Earnings, Ep. 77: A quick look at Meta ($META) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Meta ($META) as we hear from CEO Mark Zuckerberg. 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 #Meta #Earnings @Meta $META #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 76Drill Down Earnings, Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from IBM ($IBM) as we hear from CEO Arvind Krishna. 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 #IBM #Earnings @IBM $IBM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 74Drill Down Earnings, Ep. 74: A quick look at Tesla ($TSLA) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Tesla ($TSLA) as we hear from CEO Elon Musk. 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 #Tesla #Earnings @Tesla $TSLA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 75Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Vertiv ($VRT) as we hear from CEO Gio Albertazzi. 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 #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 73Drill Down Earnings, Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Texas Instruments ($TXN) as we hear from Head of IR Dave Pahl. 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 #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 73Drill Down Earnings, Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings report
A rapid-fire, insightful look at breaking earnings from Vicor ($VICR) as we hear from CEO Patrizio Vinciarelli. 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 #Vicor #Earnings @Vicor $VICR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 72Drill Down Earnings, Ep. 71: A quick look at Spotify ($SPOT) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Spotify ($SPOT) as we hear from CEO Daniel Ek. 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 #Spotify #Earnings @Spotify $SPOT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 71Cadence Design's Q1 Earnings: What You Need to Know - Drill Down Earnings 71
A rapid-fire, insightful look at breaking earnings from Cadence Design ($CDNS) as we hear from CEO Anirudh Devgan. 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 #Cadence Design #Earnings @Cadence Design $CDNS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S1 Ep 247Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and Netflix
Our big interview with nCino CEO Pierre Naudé (NCNO). Also ASML (ASML) with shockingly weak results, Taiwan Semiconductor Manufacturing (TSM) declining 3nm business, and Netflix (NFLX) crushes. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 70Netflix Q1 earnings: Revenge of the Mooch! - Drill Down Earnings 70
A rapid-fire, insightful look at breaking earnings from Netflix ($NFLX) as we hear from CEO Ted Serandos. 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 #Netflix #Earnings @Netflix $NFLX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 69Taiwan Semiconductor Q1: Where are the Smartphone sales? - Drill Down Earnings 69
A rapid-fire, insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($TSM) as we hear from CEO C.C. Wei. 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 #Taiwan Semiconductor Manufacturing #Earnings @Taiwan Semiconductor Manufacturing $TSM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 68ASML Q1 Earnings: China Dominates Sales, Rest of World Falters - Drill Down Earnings 68
A rapid-fire, insightful look at breaking earnings from ASML ($ASML) as we hear from CEO Peter Wennink. 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 #ASML #Earnings @ASML $ASML #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
S1 Ep 246Ep. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac
They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
S1 Ep 245Ep. 245: Upwork CEO Hayden Brown, Take Two Software, Fabrinet and Trump Media & Technology Group
Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
S1 Ep 244Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pagerduty
Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU), nCino’s (NCNO) banking software business and Pagerduty (PD) reports a rough quarter. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
S2 Ep 67Drill Down Earnings, Ep. 67: A quick look at Micron Technology ($MU) and its fiscal third quarter earnings report
Breaking earnings from Micron Technology ($MU) and CEO Sanjay Mehrotra talks about the DRAM demand coming from Artificial Intelligence. 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 #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business #DRAM @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices