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The Drill Down

Latest episodes

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Jun 13, 2024 • 6min

Drill Down Earnings, Ep. 137: Broadcom Q2 earnings essentials ($AVGO)

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#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 12, 2024 • 7min

Drill Down Earnings, Ep. 136: Oracle Q4 2024 earnings essentials ($ORCL)

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 #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 7, 2024 • 30min

Ep. 249: Elastic CEO Ash Kulkarni, Crowdstrike, Lululemon and Hewlett Packard Enterprise

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/drilldownpodFuturum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 7, 2024 • 6min

Drill Down Earnings, Ep. 135: Docusign Q1 earnings essentials ($DOCU)

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#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 6, 2024 • 5min

Drill Down Earnings, Ep. 134: Smartsheet Q1 earnings essentials ($SMAR)

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#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 5, 2024 • 6min

Drill Down Earnings, Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE)

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#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 5, 2024 • 6min

Drill Down Earnings, Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD)

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#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 31, 2024 • 6min

Drill Down Earnings, Ep. 131: Dell Q1 earnings essentials ($DELL)

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#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 31, 2024 • 6min

Drill Down Earnings, Ep. 130: Elastic Q4 earnings essentials ($ESTC)

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#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 31, 2024 • 6min

Drill Down Earnings, Ep. 129: Veeva Systems Q1 earnings essentials ($VEEV)

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#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

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