The Drill Down

🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic mo...

🎙️ The Drill Down: F5 Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry...

🎙️ The Drill Down: ON Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q3 performance with Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with in...

🎙️ The Drill Down: Comfort Systems USA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CFO William George. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves...

🎙️ The Drill Down: Teradyne Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Teradyne ($TER) Q3 performance with Greg Smith. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industr...

🎙️ The Drill Down: Lam Research Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lam Research ($LRCX) Q3 performance with Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight in...

Instant analysis of Tesla ($TSLA) Q3 earnings, as we hear from CEO Elon Musk.  🎙️ The Drill Down: Tesla Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, g...

Instant analysis of ServiceNow ($NOW) Q3 earnings, as we hear from CEO Bill McDermott.  💡 More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight fr...

🎙️ The Drill Down: Vertiv Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the in...

🎙️ The Drill Down: IBM Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unf...

Instant analysis of Texas Instruments ($TXN) Q3 earnings, as we hear from CEO Haviv Ilan.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research 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 #Artificia...

Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO  Christian Klein.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stock...

🎙️ The Drill Down: ASML Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the indus...

Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra.  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 #ArtificialInte...

Instant analysis of Adobe ($ADBE) Q3 earnings, as we hear 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 #Stocks #Tr...

GameStop's Q2 Earnings: Business Stinks, Stock Sales Rock Instant analysis of GameStop ($GME) Q2 earnings, as we hear from CEO Ryan Cohen.  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 #GameStop #Earnings @GameStop $GME #Technology #Software #CloudComputing #Ch...

Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison.  More than “beat” or “miss” –the Drill Down Earnings with 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 #ArtificialIntellige...

Broadcom Q3: How weak device sales hid strong AI revenues.  Instant analysis of Broadcom ($AVGO) Q3 earnings, as we hear from CEO Hock Tan.  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 #Broadcom #Earnings @Broadcom $AVGO #Technology #Software #CloudComputing #...

Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear 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 #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Sto...

Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader.  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 #S...

Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel.  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 #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Bus...

Instant analysis of Hewlett Packard Enterprise ($HPE) Q3 earnings, as we hear from CEO Antonio Neri.  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 #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chip...

In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact. We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefi...

Instant analysis of Zscaler ($ZS) Q4 earnings, as we hear from CEO Jay Chaudhry.  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 #Zscaler #Earnings @Zscaler $ZS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trad...

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...