Podcast Episodes
Back to SearchDrill Down Earnings: A quick look at Twilio (TWLO) and its fourth quarter earnings report
Season 2 Episode 27
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 th…
2 years, 3 months ago
Drill Down Earnings: The very latest as Shopify (SHOP) reports fourth quarter earnings
Season 2 Episode 26
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…
2 years, 3 months ago
Drill Down Earnings: The very latest as DataDog (DDOG) reports fourth quarter earnings
Season 2 Episode 25
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 think…
2 years, 3 months ago
Drill Down Earnings: The very latest as Cadence Design Systems (CDNS) reports fourth quarter earnings
Season 2 Episode 24
Breaking earnings from Cadence Design Systems (CDNS), with a look at the business story behind these earnings. And we hear first hand from Anirudh De…
2 years, 3 months ago
Drill Down Earnings: The very latest as Arista Networks (ANET) reports fourth quarter earnings
Season 2 Episode 23
A detailed look at the breaking earnings from Arista Networks (ANET), with a look at the business story behind these earnings, sound from CEO Jayshre…
2 years, 3 months ago
Drill Down Earnings: The very latest as Expedia (EXPE) reports fourth quarter earnings
Season 2 Episode 22
A detailed look at the breaking earnings from Expedia (EXPE), with a look at the business story behind these earnings and some insight into the think…
2 years, 3 months ago
Drill Down Earnings: The very latest as Cloudflare (NET) reports strong fourth quarter earnings
Season 2 Episode 21
Market moving earnings from Cloudflare (NET), but what’s the business story behind these earnings? We have that and hear from CEO Matthew Prince.
http…
2 years, 3 months ago
Drill Down Earnings: Lumentum (LITE) fiscal second quarter earnings report
Season 2 Episode 20
Lumentum (LITE) tanks after fiscal second quarter earnings. We take a look at the business story behind these earnings and some insight into the thin…
2 years, 3 months ago
Drill Down Earnings: Amazing fiscal third quarter from ARM Holdings (ARM) but what does it mean?
Season 2 Episode 19
A detailed look at the breaking earnings from ARM Holdings (ARM), the business story behind these earnings and why CFO Jason Child is holding on to f…
2 years, 3 months ago
Ep. 240: Enfusion CEO Oleg Movchan, Spotify, Apple and Coherent
Season 1 Episode 240
Our big interview with Enfusion CEO Oleg Movchan (ENFN). Also
Spotify (SPOT), Apple (AAPL), and Coherent (COHR).
https://linktr.ee/drilldownpod
Futurum’…
2 years, 3 months ago