The Drill Down

A detailed look at the breaking earnings from Fortinet (FTNT), with a look at the business story behind these earnings and some insight into the thinking of CEO Ken Xie. 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...

A detailed look at the breaking earnings from Coherent (COHR), with a look at the business story behind these earnings and some insight into the thinking of CEO Vincent Mattera, Jr.. 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 detailed look at the breaking earnings from Spotify (SPOT), with a look at the business story behind these earnings and some insight into the thinking of CEO Daniel Ek. 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...

A detailed look at the breaking earnings from NXP Semiconductor (NXPI), with a look at the business story behind these earnings and some insight into the thinking of CEO Kurt Sievers. 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 “mis...

A detailed look at the breaking earnings from Meta (META), with a look at the business story behind these earnings and some insight into the thinking of CFO Susan Li. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s...

A detailed look at the breaking earnings from Apple (AAPL), with a look at the business story behind these earnings and some insight into the thinking of CEO Tim Cook. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’...

A detailed look at the breaking earnings from Amazon.com (AMZN), with a look at the business story behind these earnings and some insight into the thinking of CEO Andy Jassey. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “mis...

A detailed look at the breaking earnings from Atlassian (TEAM), with a look at the business story behind these earnings and a look at cloud demand from CEO Scott Farquhar. 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 th...

Our big interview with Personalis CEO Chris Hall (PSNL) with groundbreaking cancer-detecting genomics. Also Alphabet (GOOG) dragged down by weak search results. Advanced Micro Devices’ – life as the number two AI chip maker (AMD). And Qualcomm (QCOM) brings AI to the mobile device – with help from Samsung. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly lo...

A detailed look at the breaking earnings from Qualcomm (QCOM), with a look at the business story behind these earnings and some insight into the thinking of CEO Cristiano Amon. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “mi...

A detailed look at the breaking earnings from Teradyne (TER), with a look at the business story behind these earnings and we’ll hear from CEO Gary Smith. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business...

A detailed look at the breaking earnings from Electronic Arts (EA), with a look at the business story behind these earnings and some insight directly from CEO Andrew Wilson. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss”...

A detailed look at the breaking earnings from Microsoft (MSFT), with a look at the business story behind these earnings and some insight from CEO Satya Nadella. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the b...

A detailed look at the breaking earnings from AMD (AMD), with a look at the business story behind these earnings and hear directly from CEO Lisa Su. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stor...

A detailed look at the breaking earnings from Alphabet (GOOG), with a look at the business story behind these earnings and we hear from CEO Sundar Pichai about the risk of artificial intelligence cannibalizing search. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology...

Our big interview with Sanjit Biswas, the CEO of high-tech logistics master Samsara   (IOT). Also IBM –  what? – puts up another good year? ServiceNow (NOW) has your AI in box – and it’s making drugs! And ASML (ASML) signals a bottom to the semiconductor cycle.  https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on t...

Our big interview with Marqeta CEO Simon Khalaf (MQ) where he talks about life with a new Block/Square deal. Also insider buying at Highpeak Energy (HPK) and Texas Pacific Land Corporation (TPL) and Affirm (AFRM) insists that it won’t become a full-fledged bank. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on t...

Our big interview with timeshare  Travel + Leisure CEO Mike Brown (TNL). Also Bristol-Myers Squibb (BMY) spends $14 billion to attack schizophrenia and, quietly, Alzheimer's, Winnebago Industries (WGO) makes a turn with interest rates falling, and semiconductor powerhouse Micron (MU) shows a soft spot in short term results, but the long term looks very different. https://linktr.ee/drilldownpod Fut...

The future of quantum computing with IonQ CEO Peter Chapman (IonQ). Also iRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the mo...

Drilling Down to understand the fascinating world of Artificial Intelligence Data Management with VAST Data CEO Renen Hallak Futurum’s The Drill Down Insider with Cory Johnson offers a regular inside look at the technology that is changing the world of business with the insiders creating that technology. It’s business news for business people. The Drill Down Insider is a production of The Futurum...

Our big interview with Ethan Allen CEO Farooq Kathwari (ETD) on his tech-focused strategy of reshoring and local manufacturing. Also SentinelOne (S) says hackers are sharpening their malicious tools with AI. And will MongoDB (MDB) margins hold? And J.M. Smucker (SJM) says the Hostess merger is nothing but tasty! https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a wee...

Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now! https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers...

An interview with AvePoint CEO T.J. Jiang (AVPT) a company getting data ready for artificial intelligence. Also Beauty Health (SKIN) maker of the HydraFacial springs a leak, Paycor HCM (PYCR) sees sales growth slowdown, and Amdocs (DOX) brings generative AI to telcos, with the help of Nvidia (NVDA). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at t...

Our big interview with Avadel Pharmaceuticals CEO Greg Divis (AVDL), who explains why Lumryz, a narcolepsy drug that could cost over $200,000 annually, could be a billion dollar a year business. Also biometric security provider Clear Secure (YOU) sees big growth, chips for auto sector are a problem, but not for NXP Semiconductor (NXPI) and Softbank Corporation (SFTBY) takes it on the chin with a m...

Our big interview with Mattr CEO Michael Reeves (MATR/SAWLF). Also what Apple (AAPL) isn’t telling us about its “scary fast” chips, Caesars Entertainment (CZR) looks beyond Vegas, and The Bancorp (TBBK) – is it just a bank? The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices