Podcast Episodes
Back to SearchDrill Down Earnings, Ep. 114: Palo Alto Networks Q3 earnings essentials ($PANW)
Season 2 Episode 114
Instant analysis of Palo Alto Networks ($PANW) Q3 earnings, as we hear from CEO Nikesh Arora.
More than “beat” or “miss” –the Drill Down Earnings with…
2 years ago
Drill Down Earnings, Ep. 113: Applied Materials Q2 earnings essentials ($AMAT)
Season 2 Episode 113
Instant analysis of Applied Materials ($AMAT) Q2 earnings, as we hear from CEO Gary Dickerson.
More than “beat” or “miss” –the Drill Down Earnings wit…
2 years ago
Drill Down Earnings, Ep. 112: Cisco Systems Fiscal Q3 earnings essentials ($CSCO)
Season 2 Episode 112
Instant analysis of Cisco Systems ($CSCO) Fiscal Q3 earnings, as we hear from CEO Chuck Robbins.
More than “beat” or “miss” –the Drill Down Earnings w…
2 years ago
Ep. 248: PegaSystems CEO Alan Trefler, Rivian Automotive, Arista Networks and ARM Holdings
Season 1 Episode 248
Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also
Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) …
2 years ago
Drill Down Earnings, Ep. 111: SoundHound Q1 earnings essentials ($SOUN)
Season 2 Episode 111
Instant analysis of SoundHound ($SOUN) Q1 earnings, as we hear from CEO Keyvan Mohajer.
More than “beat” or “miss” –the Drill Down Earnings with Futur…
2 years ago
Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024 earnings essentials ($ARM)
Season 2 Episode 110
Instant analysis of ARM Holdings ($ARM) The end of their fiscal year Q4 2024 earnings, as we hear from CFO Jason Child.
More than “beat” or “miss” –th…
2 years ago
Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)
Season 2 Episode 109
Instant analysis of Shopify ($SHOP) Q1 earnings, as we hear from CEO CFO Jeff Hoffmeister.
More than “beat” or “miss” –the Drill Down Earnings with Fu…
2 years ago
Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)
Season 2 Episode 108
Instant analysis of Uber ($UBER) Q1 earnings, as we hear from CEO Dara Khosrowshahi.
More than “beat” or “miss” –the Drill Down Earnings with Futurum …
2 years ago
Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)
Season 2 Episode 107
Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler.
More than “beat” or “miss” –the Drill Down Earnings with Fu…
2 years ago
Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)
Season 2 Episode 105
Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe .
More than “beat” or “miss” –the Drill Down Earnings wit…
2 years ago