The Drill Down

Instant analysis of Nokia ($NOK) Q2 earnings, as we hear from CEO Pekka Lundmark. 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 #Nokia #Earnings @Nokia $NOK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading...

Instant analysis of Taiwan Semiconductor Manufacturing ($TSM) Q2 earnings, 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 #C...

Instant analysis of ASML ($ASML) Q2 earnings, and we hear directly from CEO Christophe Forquet. 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 #St...

Instant analysis of Micron Technology ($MU) Q3 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 #ArtificialIntelligen...

Instant analysis of Adobe ($ADBE) Q2 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 #Tra...

Instant analysis of Broadcom ($AVGO) Q2 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 #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Tr...

Instant analysis of Oracle ($ORCL) Q4 2024 earnings, as we hear from CEO chief technology officer and founder 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 #Artificia...

Our big interview with Elastic CEO Ash Kulkarni (ESTC). Also Crowdstrike (CRWD) masters cyber security, Lululemon (LULU) wrestles with inventory and the parable of the Everywhere Belt Bag, and Hewlett Packard Enterprise (HPE) rides liquid cooling to server success. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks o...

Instant analysis of Docusign ($DOCU) Q1 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 #Stoc...

Instant analysis of Smartsheet ($SMAR) Q1 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 #St...

Instant analysis of Hewlett Packard Enterprise ($HPE) Q2 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 #Chips...

Instant analysis of Crowdstrike ($CRWD) Q1 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 #Semiconductor...

Instant analysis of Dell ($DELL) Q1 earnings, as we hear from CFO Jeffrey Clarke. 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 Elastic ($ESTC) Q4 earnings, as we hear from CEO Ashutosh 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 #Chips #AI #ArtificialIntelligence #Semiconductors #Stoc...

Instant analysis of Veeva Systems ($VEEV) Q1 earnings, as we hear from CEO Peter Gassner. 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 #Veeva Systems #Earnings @Veeva Systems $VEEV #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semico...

Instant analysis of Mongodb ($MDB) Q1 earnings, as we hear 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 #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #T...

Instant analysis of Zscaler ($ZS) Q3 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 #Tradi...

Instant analysis of Marvell Technology ($MRVL) Q1 earnings, as we hear from CEO Matt Murphy. 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 #MarvellTechnology #Earnings @Marvell Technology $MRVL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntellig...

Instant analysis of Okta ($OKTA) Q1 earnings, as we hear from CEO Todd McKinnon. 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 #Okta #Earnings @Okta $OKTA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #...

Instant analysis of HP ($HPQ) Q2 earnings, as we hear from CEO Enrique Lores. 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 #HP #Earnings @HP $HPQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business...

Instant analysis of C3.ai ($AI) Q4 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 #Busi...

Instant analysis of Salesforce ($CRM) Q1 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 #St...

Instant analysis of Intuit ($INTU) Q2 earnings, as we hear from CEO Sasan Goodarzi. 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 #Intuit #Earnings @Intuit $INTU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Tr...

Instant analysis of Workday ($WDAY) Q1 2025 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 #S...

Instant analysis of Snowflake ($SNOW) Q1 2025 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 #Semicondu...