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The Drill Down

Latest episodes

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Feb 17, 2024 • 6min

Drill Down Earnings: A quick look at Coinbase ($COIN), how interest rates and stablecoin (USDC) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Coinbase ($COIN). It’s the business story behind these earnings and some insight into the thinking of CEO Brian Armstrong.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#Coinbase#Earnings@Coinbase$COIN#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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Feb 17, 2024 • 5min

Drill Down Earnings: A quick look at Roku (ROKU) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Roku (ROKU). It’s the business story behind these earnings and CFO Dan Jedda explains why falling revenue-per-customer is a GOOD thing for this business. https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#Roku#Earnings@Roku$ROKU#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business#ARPU@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 17, 2024 • 5min

Drill Down Earnings: A quick look at Applied Materials (AMAT) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Applied Materials (AMAT). It’s the business story behind these earnings and a look at the exciting developments in high-speed DRAM from CEO Greg Dickersonhttps://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#Applied Materials#Earnings@Applied Materials$AMAT#Technology#Software#CloudComputing#DRAM#HighSpeedDRAM#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 15, 2024 • 5min

Drill Down Earnings: A quick look at @Cisco ($CSCO) and its fiscal second quarter earnings report

A rapid-fire, insightful look at the breaking earnings from @Cisco ($CSCO). It’s the business story behind these earnings and some insight into the thinking of CEO Chuck Robbins.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#Cisco#Earnings@Cisco#Technology#Software#CloudComputing#AI #ArtificialIntelligence#Stocks#Trading#Business Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 15, 2024 • 6min

Drill Down Earnings: A quick look at Twilio (TWLO) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Twilio (TWLO). It’s the business story behind these earnings and some insight into the thinking of CEO Khozema Shipchandler.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#Twilio#Earnings@Twilio$TWLO#Technology#Software#CloudComputing#Texting#Stocks#Trading#Business Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 14, 2024 • 5min

Drill Down Earnings: The very latest as Shopify (SHOP) reports fourth quarter earnings

A quick look at the breaking earnings from Shopify (SHOP), with a look at the business story behind these earnings and we hear from the dynamic chief operating officer Harley Finkelstein.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#Shopify#Earnings@Shopify#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 14, 2024 • 4min

Drill Down Earnings: The very latest as DataDog (DDOG) reports fourth quarter earnings

A detailed look at the breaking earnings from DataDog (DDOG), with a look at the business story behind these earnings and some insight into the thinking of CEO Olivier Pomel.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#Datadog#Earnings@Datadog#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 14, 2024 • 5min

Drill Down Earnings: The very latest as Cadence Design Systems (CDNS) reports fourth quarter earnings

Breaking earnings from Cadence Design Systems (CDNS), with a look at the business story behind these earnings. And we hear first hand from Anirudh Devgan, PhD as to why the COVID pandemic recovery is STILL a specter over Cadence results. https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s 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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Feb 14, 2024 • 6min

Drill Down Earnings: The very latest as Arista Networks (ANET) reports fourth quarter earnings

A detailed look at the breaking earnings from Arista Networks (ANET), with a look at the business story behind these earnings, sound from CEO Jayshree Ullal and insight from Futurum Analyst Ron Westfall. https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s 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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Feb 9, 2024 • 5min

Drill Down Earnings: The very latest as Expedia (EXPE) reports fourth quarter earnings

A detailed look at the breaking earnings from Expedia (EXPE), with a look at the business story behind these earnings and some insight into the thinking of CEO Peter Kern.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s 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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