Podcast Episodes

Drill Down Earnings, Ep. 418: Intel Q4 earnings – ($INTC) – A Deep Dive with Cory Johnson

The Drill Down: Intel Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO Lip-Bu Tan. More than “beat” or “miss” …

4 months, 2 weeks ago

Drill Down Earnings, Ep. 417: Taiwan Semiconductor Q4 earnings – ($TSM) – A Deep Dive with Cory Johnson

The Drill Down:  Taiwan Semiconductor  Q4 Earnings Analysis

💡 Beyond the numbers: Unpack  Taiwan Semiconductor  ($TSM) Q4 performance with CEO C.C. W…

4 months, 3 weeks ago

The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story

Veritone says it can convert massive media archives into AI-ready training datasets and claims a near-term bookings pipeline of ~$40 million. CEO Rya…

5 months, 3 weeks ago

Drill Down Earnings, Ep. 416: Micron Technology Q1 earnings – ($MU) – A Deep Dive with Cory Johnson

The Drill Down: Micron Technology Q1 Earnings Analysis

💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 performance with CEO Sanjay Mehrotra. …

5 months, 3 weeks ago

Drill Down Earnings, Ep. 415: Ciena Q4 earnings – ($CIEN) – A Deep Dive with Cory Johnson

The Drill Down: Ciena Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Ciena ($CIEN) Q4 performance with CEO Gary Smith. More than “beat” or “miss” …

5 months, 4 weeks ago

Drill Down Earnings, Ep. 414: Synopsys Q4 earnings – ($SNPS) – A Deep Dive with Cory Johnson

The Drill Down: Synopsys Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with CEO Sassine Ghazi. More than “beat” o…

5 months, 4 weeks ago

Drill Down Earnings, Ep. 413: Oracle Q2 earnings – ($ORCL) – A Deep Dive with Cory Johnson

The Drill Down: Oracle Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 performance with CEO founder & CTO Larry Ellison. More tha…

5 months, 4 weeks ago

Drill Down Ep. #249: NiCE (NICE:NYSE) CEO Scott

NICE is spending close to a billion dollars to push AI deeper into customer service and fraud prevention. CEO Scott Russell lays out why the company …

6 months, 1 week ago

Drill Down Earnings, Ep. 412: Elastic Q2 earnings – ($ESTC) – A Deep Dive with Cory Johnson

The Drill Down: Elastic Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. More than “beat” or “…

6 months, 2 weeks ago

Drill Down Earnings, Ep. 411: Palo Alto Networks Q1 earnings – ($PANW) – A Deep Dive with Cory Johnson

The Drill Down: Palo Alto Networks Q1 Earnings Analysis

💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q1 performance with CEO Nikesh Arora.…

6 months, 3 weeks ago