Podcast Episodes
Back to SearchDrill Down Earnings: A quick look at Snowflake ($SNOW) and its fiscal third quarter earnings report.
Season 2 Episode 45
A rapid-fire, insightful look at the breaking earnings from Snowflake ($SNOW). It’s the business story behind these earnings and the sudden departure…
2 years, 2 months ago
Drill Down Earnings: A quick look at Salesforce ($CRM) and its fiscal third quarter earnings report
Season 2 Episode 44
A rapid-fire, insightful look at the breaking earnings from Salesforce ($CRM). It’s the business story behind these earnings and some insight into th…
2 years, 2 months ago
Drill Down Earnings: A quick look at C3.ai ($AI) and its fourth quarter earnings report
Season 2 Episode 43
A rapid-fire, insightful look at the breaking earnings from C3.ai ($AI). It’s the business story behind these earnings and some insight into the thin…
2 years, 2 months ago
Drill Down Earnings: A quick look at Workday ($WDAY) and its fourth quarter earnings report
Season 2 Episode 41
A rapid-fire, insightful look at the breaking earnings from Workday ($WDAY). It’s the business story behind these earnings and some insight into the …
2 years, 2 months ago
Drill Down Earnings: A quick look at Zoom Video Communications ($ZM) and its fourth quarter earnings report
Season 2 Episode 42
A rapid-fire, insightful look at the breaking earnings from Zoom Video Communications ($ZM). It’s the business story behind these earnings and some i…
2 years, 2 months ago
Ep. 242: Synopsys CEO Sassine Ghazi, NVIDIA, Palo Alto Networks and Analog Devices
Season 1 Episode 242
Our big interview with Synopsys CEO Sassine Ghazi ($SNPS). Also some context to NVIDIA’s success ($NVDA). Why is AI surging spending but Palo Alto Ne…
2 years, 2 months ago
Drill Down Earnings: A quick look at Intuit ($INTU) and its second fiscal quarter for 2024 earnings report
Season 2 Episode 40
A rapid-fire, insightful look at the breaking earnings from Intuit ($INTU). It’s the business story behind these earnings and some insight into the t…
2 years, 2 months ago
Drill Down Earnings: A quick look at Vicor ($VICR) and its fourth quarter earnings report
Season 2 Episode 39
A rapid-fire, insightful look at the breaking earnings from Vicor ($VICR). It’s the business story behind these earnings and curious comments from CE…
2 years, 2 months ago
Drill Down Earnings: A quick look at Block (don't you dare call it "Square") ($SQ) and its fourth quarter earnings report
Season 2 Episode 38
A rapid-fire, insightful look at the breaking earnings from Block (don't you dare call it "Square") ($SQ). It’s the business story behind these earni…
2 years, 2 months ago
Drill Down Earnings: A quick look at Synopsys ($SNPS) and its fiscal first quarter earnings report.
Season 2 Episode 37
A rapid-fire, insightful look at the breaking earnings from Synopsys ($SNPS). It’s the business story behind these earnings as CEO Sassine Ghazi expl…
2 years, 2 months ago