The Drill Down

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 #...

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...

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...

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 $MRV...

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 #CloudComputin...

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 st...

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....

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 bu...

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 wit...

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 tha...

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...

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 mov...

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 t...

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 Co...

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...

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 t...

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”...

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 t...

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”...

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...

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 stori...

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” –...

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 t...

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....

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” – i...