The Drill Down

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

Our big interview with Aurora Innovations CEO Chris Urmson ($AUR). AlsoCadence Design Systems ($CDNS) still suffering from Covid? Cisco Systems ($CSCO) gave us a tell about a challenging quarter, and Coinbase ($COIN) benefiting from rising interest rates and stablecoin, but for how long?.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

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

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

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

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

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

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

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

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