A rapid-fire, insightful look at the breaking earnings from C3.ai ($AI). It’s the business story behind these earnings and some insight into the thinking of CEO Tom Siebel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five M...
Feb 29, 2024•7 min•Season 2Ep. 43
A rapid-fire, insightful look at the breaking earnings from Workday ($WDAY). It’s the business story behind these earnings and some insight into the thinking of CEO Carl Eschenbach. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of S...
Feb 27, 2024•6 min•Season 2Ep. 41
A rapid-fire, insightful look at the breaking earnings from Zoom Video Communications ($ZM). It’s the business story behind these earnings and some interesting comments on corporate spending from CFO Kelly Steckelberg. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Dri...
Feb 27, 2024•5 min•Season 2Ep. 42
Our big interview with Synopsys CEO Sassine Ghazi ($SNPS). Also some context to NVIDIA’s success ($NVDA). Why is AI surging spending but Palo Alto Networks ($PANW) struggles with security sales? And Analog Devices ($ADI) sees customers for its semiconductors lie through their teeth. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Dow...
Feb 24, 2024•40 min•Season 1Ep. 242
A rapid-fire, insightful look at the breaking earnings from Intuit ($INTU). It’s the business story behind these earnings and some insight into the thinking of CEO Sasan Goodarzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six...
Feb 24, 2024•5 min•Season 2Ep. 40
A rapid-fire, insightful look at the breaking earnings from Vicor ($VICR). It’s the business story behind these earnings and curious comments from CEO Patrizio Vinciarelli. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five M...
Feb 24, 2024•4 min•Season 2Ep. 39
A rapid-fire, insightful look at the breaking earnings from Block (don't you dare call it "Square") ($SQ). It’s the business story behind these earnings and some insight into the thinking of CEO Jack Dorsey. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Ear...
Feb 24, 2024•6 min•Season 2Ep. 38
A rapid-fire, insightful look at the breaking earnings from Synopsys ($SNPS). It’s the business story behind these earnings as CEO Sassine Ghazi explains what’s driving results. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six F...
Feb 24, 2024•5 min•Season 2Ep. 37
A rapid-fire, insightful look at the breaking earnings from Analog Devices ($ADI). It’s the business story behind these earnings and CEO Vincent Roche tells the story of mountains of inventory. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a pro...
Feb 22, 2024•6 min•Season 2Ep. 36
A rapid-fire, insightful look at the breaking earnings from Vertiv ($VRT). It’s the business story behind these earnings and some insight into the thinking of CEO Giordano Albertazzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of...
Feb 22, 2024•5 min•Season 2Ep. 35
A rapid-fire, insightful look at the shockingly awesome earnings from NVIDIA ($NVDA). It’s the business story behind these earnings and we hear from CEO Jensen Huang why this has only just begun. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a p...
Feb 22, 2024•6 min•Season 2Ep. 34
A rapid-fire, insightful look at the breaking earnings from TeleDoc ($TDOC). It’s the business story behind these earnings and some insight into the thinking of CEO Jason Gorevic. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six...
Feb 21, 2024•7 min•Season 2Ep. 33
A rapid-fire, insightful look at the breaking earnings from Palo Alto Networks ($PANW). It’s the business story behind these earnings and we hear about a shifting product strategy from CEO Nikesh Arora. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings...
Feb 21, 2024•6 min•Season 2Ep. 32
Our big interview with Aurora Innovations CEO Chris Urmson ($AUR). Also Cadence Design Systems ($CDNS) still suffering from Covid? Cisco Systems ($CSCO) gave us a tell about a challenging quarter, and Coinbase ($COIN) benefiting from rising interest rates and stablecoin, but for how long?. 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 Dr...
Feb 17, 2024•35 min•Season 1Ep. 241
A rapid-fire, insightful look at the breaking earnings from Coinbase ($COIN). It’s the business story behind these earnings and some insight into the thinking of CEO Brian Armstrong. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of ...
Feb 17, 2024•6 min•Season 2Ep. 31
A rapid-fire, insightful look at the breaking earnings from Roku (ROKU). It’s the business story behind these earnings and CFO Dan Jedda explains why falling revenue-per-customer is a GOOD thing for this business. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Do...
Feb 17, 2024•5 min•Season 2Ep. 30
A rapid-fire, insightful look at the breaking earnings from Applied Materials (AMAT). It’s the business story behind these earnings and a look at the exciting developments in high-speed DRAM from CEO Greg Dickerson https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill D...
Feb 17, 2024•5 min•Season 2Ep. 29
A rapid-fire, insightful look at the breaking earnings from @Cisco ($CSCO). It’s the business story behind these earnings and some insight into the thinking of CEO Chuck Robbins. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six ...
Feb 15, 2024•5 min•Season 2Ep. 28
A rapid-fire, insightful look at the breaking earnings from Twilio (TWLO). It’s the business story behind these earnings and some insight into the thinking of CEO Khozema Shipchandler. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production o...
Feb 15, 2024•6 min•Season 2Ep. 27
A quick look at the breaking earnings from Shopify (SHOP), with a look at the business story behind these earnings and we hear from the dynamic chief operating officer Harley Finkelstein. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a productio...
Feb 14, 2024•5 min•Season 2Ep. 26
A detailed look at the breaking earnings from DataDog (DDOG), with a look at the business story behind these earnings and some insight into the thinking of CEO Olivier Pomel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five...
Feb 14, 2024•4 min•Season 2Ep. 25
Breaking earnings from Cadence Design Systems (CDNS), with a look at the business story behind these earnings. And we hear first hand from Anirudh Devgan, PhD as to why the COVID pandemic recovery is STILL a specter over Cadence results. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks o...
Feb 14, 2024•5 min•Season 2Ep. 24
A detailed look at the breaking earnings from Arista Networks (ANET), with a look at the business story behind these earnings, sound from CEO Jayshree Ullal and insight from Futurum Analyst Ron Westfall. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earning...
Feb 14, 2024•6 min•Season 2Ep. 23
A detailed look at the breaking earnings from Expedia (EXPE), with a look at the business story behind these earnings and some insight into the thinking of CEO Peter Kern. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Me...
Feb 09, 2024•5 min•Season 2Ep. 22
Market moving earnings from Cloudflare (NET), but what’s the business story behind these earnings? We have that and hear from CEO Matthew Prince. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a l...
Feb 09, 2024•6 min•Season 2Ep. 21
Lumentum (LITE) tanks after fiscal second quarter earnings. We take a look at the business story behind these earnings and some insight into the thinking of CEO Alan Lowe. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Me...
Feb 09, 2024•5 min•Season 2Ep. 20
A detailed look at the breaking earnings from ARM Holdings (ARM), the business story behind these earnings and why CFO Jason Child is holding on to figure out what it all means. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six F...
Feb 09, 2024•6 min•Season 2Ep. 19
Our big interview with Enfusion CEO Oleg Movchan (ENFN). Also Spotify (SPOT), Apple (AAPL), and Coherent (COHR). 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 ...
Feb 08, 2024•33 min•Season 1Ep. 240
Breaking earnings from Paypal (PYPL), with a look at the business story behind these earnings and some tough talk from the new CEO Alex Chriss https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a lead...
Feb 08, 2024•5 min•Season 2Ep. 18
A detailed look at the breaking earnings from Paycom (PAYC), with a look at the business story behind these earnings and some insight into the thinking of CEO Chad Richison. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five ...
Feb 08, 2024•6 min•Season 2Ep. 17
