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The Drill Down

Latest episodes

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Jan 31, 2024 • 7min

Drill Down Earnings: The very latest as AMD (AMD) reports fourth quarter earnings.

A detailed look at the breaking earnings from AMD (AMD), with a look at the business story behind these earnings and hear directly from CEO Lisa Su.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining 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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Jan 31, 2024 • 8min

Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings.

A detailed look at the breaking earnings from Microsoft (MSFT), with a look at the business story behind these earnings and some insight from CEO Satya Nadella.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining 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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Jan 31, 2024 • 8min

Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings.

A detailed look at the breaking earnings from Alphabet (GOOG), with a look at the business story behind these earnings and we hear from CEO Sundar Pichai about the risk of artificial intelligence cannibalizing search.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining 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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Jan 25, 2024 • 33min

Ep. 238: Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.

Sanjit Biswas, CEO of Samsara, discusses AI in logistics, connecting physical operations to the cloud, and the challenges of starting a company from scratch. IBM and ServiceNow's financial performance is explored, along with the impact of export controls on chip equipment sales to China. The flexibility of work and access to talent is also discussed.
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Jan 4, 2024 • 33min

Ep. 237: Marqeta CEO Simon Khalaf, Affirm and insider buying at Highpeak Energy and Texas Pacific Land Corporation.

Our big interview with Marqeta CEO Simon Khalaf (MQ) where he talks about life with a new Block/Square deal. Also insider buying at Highpeak Energy (HPK) and Texas Pacific Land Corporation (TPL) and Affirm (AFRM) insists that it won’t become a full-fledged bank.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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Dec 22, 2023 • 36min

Ep. 236: Travel + Leisure CEO Mike Brown, Bristol-Myers Squibb, Winnebago Industries and Micron.

Our big interview with timeshare  Travel + Leisure CEO Mike Brown (TNL). AlsoBristol-Myers Squibb (BMY) spends $14 billion to attack schizophrenia and, quietly, Alzheimer's, Winnebago Industries (WGO) makes a turn with interest rates falling, and semiconductor powerhouse Micron (MU) shows a soft spot in short term results, but the long term looks very different.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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Dec 14, 2023 • 40min

Ep. 235: IonQ CEO Peter Chapman, iRhythm technologies, Johnson Controls International and Adobe.

The future of quantum computing with IonQ CEO Peter Chapman (IonQ). AlsoiRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance.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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Dec 7, 2023 • 24min

Artificial Intelligence Data Management with VAST Data CEO Renen Hallak - Drill Down Insider Ep. One:

Drilling Down to understand the fascinating world of Artificial Intelligence Data Management with VAST Data CEO Renen HallakFuturum’s The Drill Down Insider with Cory Johnson offers a regular inside look at the technology that is changing the world of business with the insiders creating that technology.It’s business news for business people. The Drill Down Insider 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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Dec 7, 2023 • 32min

Ep. 234: Ethan Allen CEO Farooq Kathwari, SentinelOne, MongoDB and J.M. Smucker.

Our big interview with Ethan Allen CEO Farooq Kathwari (ETD) on his tech-focused strategy of reshoring and local manufacturing. Also SentinelOne (S) says hackers are sharpening their malicious tools with AI. And will MongoDB (MDB) margins hold? And J.M. Smucker (SJM) says the Hostess merger is nothing but tasty!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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Nov 30, 2023 • 36min

Ep. 233: Blink Charging CEO Brendan Jones, Crocs, Synopsys and Workday.

Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now!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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