Podcast Episodes
Back to SearchEp. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac
Season 1 Episode 246
They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Incom…
2 years, 1 month ago
Ep. 245: Upwork CEO Hayden Brown, Take Two Software, Fabrinet and Trump Media & Technology Group
Season 1 Episode 245
Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT).
https://…
2 years, 1 month ago
Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pagerduty
Season 1 Episode 244
Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron T…
2 years, 1 month ago
Drill Down Earnings, Ep. 67: A quick look at Micron Technology ($MU) and its fiscal third quarter earnings report
Season 2 Episode 67
Breaking earnings from Micron Technology ($MU) and CEO Sanjay Mehrotra talks about the DRAM demand coming from Artificial Intelligence.
More than “be…
2 years, 2 months ago
Drill Down Earnings, Ep. 66: A quick look at Smartsheet ($SMAR) and its fiscal third quarter earnings report
Season 2 Episode 66
A rapid-fire, insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers wil…
2 years, 2 months ago
Drill Down Earnings, Ep. 65: A quick look at Adobe ($ADBE) and its fiscal third quarter earnings report
Season 2 Episode 65
A rapid-fire, insightful look at breaking earnings and disappointing guidance from Adobe ($ADBE) and predictions from CEO Shantanu Narayen.
More than …
2 years, 2 months ago
Drill Down Earnings, Ep. 64: A quick look at Oracle ($ORCL) and its fiscal third quarter earnings report
Season 2 Episode 64
A rapid-fire, insightful look at breaking earnings from Oracle ($ORCL) as we hear from Chairman and Chief Technology Officer Larry Ellison.
More than …
2 years, 2 months ago
Drill Down Earnings, Ep. 63: A quick look at MongoDB ($MDB) and its fiscal third quarter earnings report.
Season 2 Episode 63
A rapid-fire, insightful look at breaking earnings from MongoDB ($MDB) and words of “stability” from CEO Dev Ittycheria.
More than “beat” or “miss” –…
2 years, 2 months ago
Drill Down Earnings, Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report
Season 2 Episode 62
A rapid-fire, insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt “Guitar” Murphy. (Okay, it’s a different Matt Murphy…
2 years, 2 months ago
Drill Down Earnings, Ep. 61: A quick look at DocuSign ($DOCU) and its fiscal third quarter earnings report
Season 2 Episode 61
A rapid-fire, insightful look at breaking earnings from DocuSign ($DOCU) with an explanation from CEO Allan Thygesen.
More than “beat” or “miss” –the…
2 years, 2 months ago