The Drill Down

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

A rapid-fire, insightful look at the breaking earnings from C3.ai ($AI). It’s the business story behind these earnings and some insight into the thinking of CEO Tom Siebel.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#C3.ai#Earnings@C3.ai$AI#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

Our big interview with Synopsys CEO Sassine Ghazi ($SNPS). Also some context to NVIDIA’s success ($NVDA). Why is AI surging spending but Palo Alto Networks ($PANW) struggles with security sales? And Analog Devices ($ADI) sees customers for its semiconductors lie through their teeth.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.#Synopsys#Earnings@Synopsys$SNPS#Technology#Software#CloudComputing#Chips#Hacking#Security#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

A rapid-fire, insightful look at the breaking earnings from Block (don't you dare call it "Square") ($SQ). It’s the business story behind these earnings and some insight into the thinking of CEO Jack Dorsey.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#Block (don't you dare call it "Square")#Earnings@Block (don't you dare call it "Square")$SQ#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

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

A rapid-fire, insightful look at the breaking earnings from Analog Devices ($ADI). It’s the business story behind these earnings and  CEO Vincent Roche tells the story of mountains of inventory.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.#Analog Devices#Earnings@Analog Devices$ADI#Technology#Chips#analog#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices