The Drill Down cover image

The Drill Down

Latest episodes

undefined
May 8, 2024 • 5min

Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)

Instant analysis of Shopify ($SHOP) Q1 earnings, as we hear from CEO CFO Jeff Hoffmeister.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Shopify#Earnings@Shopify$SHOP#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 8, 2024 • 7min

Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)

Instant analysis of Uber ($UBER) Q1 earnings, as we hear from CEO Dara Khosrowshahi.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Uber#Earnings@Uber$UBER#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 8, 2024 • 5min

Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)

Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Twillio#Earnings@Twillio$TWLO#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 8, 2024 • 6min

Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)

Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe .More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Rivian#Earnings@Rivian$RIVN#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 8, 2024 • 7min

Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET)

Instant analysis of Arista Networks ($ANET) Q1 earnings, as we hear from CEO Jayshree Ullal.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Arista Networks#Earnings@Arista Networks$ANET#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 7, 2024 • 5min

Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)

Instant analysis of Datadog ($DDOG) Q1 earnings, as we hear from CEO Olivier Pomel.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Datadog#Earnings@Datadog$DDOG#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 7, 2024 • 8min

Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103

Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Coherent#Earnings@Coherent$COHR#Technology#Lasers#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 7, 2024 • 6min

Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)

Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Microchip#Earnings@Microchip$MCHP#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 7, 2024 • 6min

Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)

Lucid Group ($LCID) Q1 earnings – will the company go broke? We hear from CEO Peter Rawlinson.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Lucid Group#Earnings@Lucid Group$LCID#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod#ElectricCar#Tesla#EV#SUV Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 6, 2024 • 7min

Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)

Instant analysis of Lumentum ($LITE) Q3 earnings, as we hear from CEO Alan Lowe.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Lumentum#Earnings@Lumentum$LITE#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode