The Drill Down

In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data. Key Topics: - Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future. - AI-Powered Search: Discove...

Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes. Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni.  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 #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing...

Instant analysis of Autodesk ($ADSK) Q2 earnings, as we hear from CEO Andrew Anagnost.  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 #Autodesk #Earnings @Autodesk $ADSK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #St...

Instant analysis of Dell ($DELL) Q2 earnings, as we hear from CEO Michael Dell.  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 #Dell #Earnings @Dell $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #...

Instant analysis of Salesforce ($CRM) Q2 earnings, as we hear from CEO Marc Benioff.  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 #Salesforce #Earnings @Salesforce $CRM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #S...

Instant analysis of NVIDIA ($NVDA) Q2 earnings, as we hear from CEO Jensen Huang.  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 #NVIDIA #Earnings @NVIDIA $NVDA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Tra...

Instant analysis of Crowdstrike ($CRWD) Q2 earnings, as we hear from CEO George Kurtz.  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 #Crowdstrike #Earnings @Crowdstrike $CRWD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconducto...

Instant analysis of Box ($BOX) Q2 earnings, as we hear from CEO Aaron Levie.  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 #Box #Earnings @Box $BOX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Busine...

Instant analysis of Workday ($WDAY) Q2 earnings, as we hear from CEO Carl Eschenbach.  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 #Workday #Earnings @Workday $WDAY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stock...

Instant analysis of Zoom ($ZM) Q2 earnings, as we hear from CFO Kelly Steckelberg.  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 #Zoom #Earnings @Zoom $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading...

Instant analysis of Snowflake ($SNOW) Q2 earnings, as we hear from CEO Sridhar Ramaswamy.  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 #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductor...

Instant analysis of Synopsys ($SNPS) Q3 earnings, as we hear from CEO Sassine Ghazi.  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 #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stoc...

Instant analysis of Analog Devices ($ADI) Q3 earnings, as we hear from CEO Vincent Roche.  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 #Analog Devices #Earnings @Analog Devices $ADI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semi...

Instant analysis of Palo Alto Networks ($PANW) Q4 earnings, as we hear from CEO Nikesh Arora.  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 #Palo Alto Networks #Earnings @Palo Alto Networks $PANW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntel...

Instant analysis of Coherent ($COHR) Q4 earnings, 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 #Coherent #Earnings @Coherent $COHR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stock...

Instant analysis of Applied Materials ($AMAT) Q3 earnings, as we hear from CFO Brice Hill.  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 #Applied Materials #Earnings @Applied Materials $AMAT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligen...

Instant analysis of Cisco ($CSCO) Q4 earnings, as we hear from CEO Chuck Robbins.  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 #Cisco #Earnings @Cisco $CSCO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Tradi...

Instant analysis of Lumentum ($LITE) Q4 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 #...

Instant analysis of Trade Desk ($TTD) Q2 earnings, as we hear from CEO Jeff Green.  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 #Trade Desk #Earnings @Trade Desk $TTD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Sto...

Instant analysis of SoundHound AI ($SOUN) Q2 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 AI #Earnings @SoundHound AI $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semi...

Instant analysis of Take Two Interactive ($TTWO) Q1 2025 earnings, as we hear from CEO Strauss Zelnick.  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 #Take Two Interactive #Earnings @Take Two Interactive $TTWO #Technology #Software #CloudComputing #Chips #AI #A...

Instant analysis of Datadog ($DDOG) Q2 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...

Instant analysis of Applovin ($APP) Q2 earnings, as we hear from CEO Adam Foroughi.  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 #Applovin #Earnings @Applovin $APP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks...

Instant analysis of IONQ ($IONQ) Q2 earnings, as we hear from CEO Peter Chapman.  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 #IONQ #Earnings @IONQ $IONQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading...

Instant analysis of HubSpot ($HUBS) Q2 earnings, as we hear from CEO Yamini Rangan. 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 #HubSpot #Earnings @HubSpot $HUBS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #...