Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Oracle#Earnings@Oracle$ORCL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear from CEO Allan Thygesen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Docusign#Earnings@Docusign$DOCU#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Smartsheet#Earnings@Smartsheet$SMAR#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#C3.ai#Earnings@C3.ai$AI#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

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

In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact.We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition, including the entry of tech giants like NVIDIA.Finally, we explore the intriguing relationship between quantum technology and artificial intelligence, understanding how these two transformative fields can complement and enhance each other.Join us as we uncover the exciting potential of quantum technology and learn how it's shaping the future.#quantumtechnology#quantumcomputing#quantumphysics#quantumleap#quantumfuture#quantumapplications#quantumdefense#quantumtelecom#quantumenterprise#quantumAI@Infleqtion#MathewKinsella#podcast#interview Learn more about your ad choices. Visit megaphone.fm/adchoices

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

In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data.Key Topics:- Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future.- AI-Powered Search: Discover how Elastic's AI capabilities are enhancing search results, improving user experiences, and driving business outcomes.- Enterprise Applications: Explore the diverse range of industries and use cases where Elastic's AI solutions are making a significant impact.- The Future of AI in Enterprise: Gain insights into Ash's perspective on the evolving landscape of AI and its potential to revolutionize businesses.Listen to this episode to:- Understand the role of AI in modern enterprise search.- Discover how Elastic is leading the way in AI-driven solutions.- Gain valuable insights from a seasoned industry leader.Don't miss this exciting conversation with Ash Kulkarni.More than “beat” or “miss” –the Drill Down Insider with 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#AI #ArtificialIntelligence#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes.Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Elastic#Earnings@Elastic$ESTC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices