The Drill Down

Instant analysis of F5 ($FFIV) Q3 earnings, as we hear from CEO François Locoh-Donou. 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 #F5 #Earnings @F5 $FFIV #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading...

Instant analysis of ON Semiconductor ($ON) Q2 earnings, as we hear from CEO Hassane El-Khoury. 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 #ON Semiconductor #Earnings @ON Semiconductor $ON #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligenc...

Instant analysis of Comfort Systems ($FIX) Q2 earnings, as we hear from CEO Brian Lane. 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 #Comfort Systems #Earnings @Comfort Systems $FIX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semic...

Instant analysis of Teradyne ($TER) Q2 earnings, as we hear from CEO Greg Smith. 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 #Teradyne #Earnings @Teradyne $TER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Tr...

Instant analysis of KLA ($KLAC) Q4 earnings, as we hear from CEO Rick Wallace. 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 #KLA #Earnings @KLA $KLAC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Busi...

Instant analysis of ServiceNow ($NOW) Q2 earnings, as we hear from CEO Bill McDermott. 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 #ServiceNow #Earnings @ServiceNow $NOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #...

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

Instant analysis of Vertiv ($VRT) Q2 earnings, as we hear from CEO Giordano Albertazzi. 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 #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks...

Instant analysis of Texas Instruments ($TXN) Q2 earnings, as we hear from CEO Haviv Ilan. 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 #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence...

Instant analysis of Alphabet ($GOOG) Q2 earnings, as we hear from CEO Sundar Pichai. 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 #Alphabet #Earnings @Alphabet $GOOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stock...

Instant analysis of Tesla ($TSLA) Q2 earnings, as we hear from CEO Elon Musk. 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 #Tesla #Earnings @Tesla $TSLA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #B...

Instant analysis of Spotify ($SPOT) Q2 earnings, as we hear from CEO Daniel Ek. 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 #Spotify #Earnings @Spotify $SPOT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trad...

Instant analysis of NXP Semiconductors ($NXPI) Q1 earnings, as we hear from CEO Kurt Sievers. 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 #NXP Semiconductors #Earnings @NXP Semiconductors $NXPI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntell...

Instant analysis of SAP ($SAP) Q2 earnings, as we hear from CEO Christian Klein. 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 #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Bus...

Instant analysis of Cadence Design Systems ($CDNS) Q2 earnings, as we hear from CEO Anirudh Devgan. 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 #Cadence Design Systems #Earnings @Cadence Design Systems $CDNS #Technology #Software #CloudComputing #Chips #AI #Ar...

Instant analysis of Netflix ($NFLX) Q2 earnings, as we hear from CEO Ted Sarandos. 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 #Netflix #Earnings @Netflix $NFLX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #T...

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...