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 $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about ...
Apr 24, 2024•6 min•Season 2Ep. 73
A rapid-fire, insightful look at breaking earnings from Vicor ($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 $VICR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megapho...
Apr 24, 2024•7 min•Season 2Ep. 73
A rapid-fire, insightful look at breaking earnings from Spotify ($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 $SPOT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm...
Apr 23, 2024•7 min•Season 2Ep. 72
A rapid-fire, insightful look at breaking earnings from Cadence Design ($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 $CDNS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad c...
Apr 23, 2024•7 min•Season 2Ep. 71
Our big interview with nCino CEO Pierre Naudé (NCNO). Also ASML (ASML) with shockingly weak results, Taiwan Semiconductor Manufacturing (TSM) declining 3nm business, and Netflix (NFLX) crushes. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard ...
Apr 19, 2024•36 min•Season 1Ep. 247
A rapid-fire, insightful look at breaking earnings from Netflix ($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 $NFLX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone...
Apr 19, 2024•6 min•Season 2Ep. 70
A rapid-fire, insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($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 $TSM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Tradin...
Apr 18, 2024•7 min•Season 2Ep. 69
A rapid-fire, insightful look at breaking earnings from ASML ($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 $ASML #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adch...
Apr 17, 2024•6 min•Season 2Ep. 68
They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of Th...
Apr 12, 2024•34 min•Season 1Ep. 246
Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The D...
Apr 06, 2024•37 min•Season 1Ep. 245
Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU), nCino’s (NCNO) banking software business and Pagerduty (PD) reports a rough quarter. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week'...
Mar 28, 2024•30 min•Season 1Ep. 244
Breaking earnings from Micron Technology ($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 $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business #DRAM @DrillDow...
Mar 21, 2024•6 min•Season 2Ep. 67
A rapid-fire, insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers will reignite growth. 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 $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Busi...
Mar 15, 2024•6 min•Season 2Ep. 66
A rapid-fire, insightful look at breaking earnings and disappointing guidance from Adobe ($ADBE) and predictions from CEO Shantanu Narayen. 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 #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #FireFly #GenerativeAI #ImageCreation #Illustrator #Stocks #...
Mar 15, 2024•6 min•Season 2Ep. 65
A rapid-fire, insightful look at breaking earnings from Oracle ($ORCL) as we hear from Chairman and Chief Technology Officer Larry Ellison. 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 #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about ...
Mar 12, 2024•6 min•Season 2Ep. 64
A rapid-fire, insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt “Guitar” Murphy. (Okay, it’s a different Matt Murphy – but still a fascinating story!) 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 #Marvell #Earnings @Marvell $MRVL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Tra...
Mar 08, 2024•5 min•Season 2Ep. 62
A rapid-fire, insightful look at breaking earnings from MongoDB ($MDB) and words of “stability” from CEO Dev Ittycheria. 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 #MongoDB #Earnings @MongoDB $MDB #Technology #Software #database #Atlas #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about y...
Mar 08, 2024•5 min•Season 2Ep. 63
A rapid-fire, insightful look at breaking earnings from DocuSign ($DOCU) with an explanation 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 $DOCU #Technology #Layoffs #ForceRecuction #Software #CloudComputing #Trending #Stocks #Bullish #Bearish #Trading #Business @DrillDownPod Learn more about your ad choices....
Mar 08, 2024•5 min•Season 2Ep. 61
A rapid-fire, insightful look at breaking earnings from Broadcom ($AVGO) and comments from the charismatic CEO Hock Tan. It’s the business story behind a stock on the move. 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. https://x.com/corytv #Broadcom #Earnings @Broadcom #VMWare $AVGO #Technology #Softwa...
Mar 08, 2024•6 min•Season 2Ep. 60
Our interview with controversial iRhythmn CEO Quentin Blackford (IRTC). Also Crowdstrike (CRWD) fights hackers, Snowflake (SNOW) sees its billionaire CEO leave, and Dell Technologies (DELL) sets the deck for #AI. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and...
Mar 07, 2024•26 min•Season 1Ep. 243
A rapid-fire, insightful look at breaking earnings from CrowdStrike ($CRWD) as CEO George Kurtz boasts of a dominant position in cloud security. It’s the business story behind a stock on the move. 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. And there’s more! Here’s our July 2022 interview with CrowdS...
Mar 06, 2024•5 min•Season 2Ep. 59
A rapid-fire, insightful look at breaking earnings from Hewlett Packard Enterprise ($HPE) as we hear from CEO Antonio Neri. It’s the business story behind a stock on the move. Our big interview with Hewlett Packard Enterprise CEO Antonio Neri from October: Drill Down Podcast episode 229: https://open.spotify.com/episode/0zNbA7PjD3QLMPB4WUmXzi?si=CM78rpZpSuabGbNLXCj-1w The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways fr...
Mar 01, 2024•6 min•Season 2Ep. 52
A rapid-fire, insightful look at the breaking earnings from Zscaler ($ZS). It’s the business story behind these earnings and CEO Jay Chaudhry raises some eyebrows towards Palo Alto Networks ($PANW) . https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is...
Mar 01, 2024•6 min•Season 2Ep. 49
A rapid-fire, insightful look at breaking earnings from Autodesk ($ADSK) as we hear from CEO Andrew Anagnost. It’s the business story behind a stock on the move. 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 leading global t...
Mar 01, 2024•5 min•Season 2Ep. 51
A rapid-fire, insightful look at breaking earnings from Elastic ($ESTC) as we hear from CEO Ash Kulkarni. It’s the business story behind a stock on the move. The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global techn...
Mar 01, 2024•5 min•Season 2Ep. 49
A quick dive into breaking earnings from Dell Technologies ($DELL). It’s the business story behind a stock on the move, with fresh insight straight from CFO Jeffrey Clarke. 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...
Mar 01, 2024•6 min•Season 2Ep. 48
A rapid-fire, insightful look at the breaking earnings from IonQ ($IONQ). It’s the business story behind these earnings and interesting comments from CEO Peter Chapman. For a longer interview with IonQ’s Chapman, check out @DrillDPod Episode 234: https://open.spotify.com/episode/6MsxsNGxTNssZciebeWrkf?si=mRccne7JRguzztdTOWDhcA The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than ...
Feb 29, 2024•4 min•Season 2Ep. 48
A rapid-fire, insightful look at the breaking earnings from Okta ($OKTA). It’s the business story behind these earnings and some insight into the thinking of CEO Todd McKinnon. 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 Fi...
Feb 29, 2024•5 min•Season 2Ep. 46
A rapid-fire, insightful look at the breaking earnings from Snowflake ($SNOW). It’s the business story behind these earnings and the sudden departure of CEO Frank Slootman. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five M...
Feb 29, 2024•6 min•Season 2Ep. 45
A rapid-fire, insightful look at the breaking earnings from Salesforce ($CRM). It’s the business story behind these earnings and some insight into the thinking of CEO Marc Benioff. 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 Si...
Feb 29, 2024•6 min•Season 2Ep. 44
