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Drill Down Earnings: The very latest as Atlassian (TEAM) reports fourth quarter earnings.

Season 2 Episode 7

A detailed look at the breaking earnings from Atlassian (TEAM), with a look at the business story behind these earnings and a look at cloud demand fr…

2 years, 3 months ago

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Ep. 239:  Personalis CEO Chris Hall, Alphabet, Advanced Micro Devices and Qualcomm.
Ep. 239: Personalis CEO Chris Hall, Alphabet, Advanced Micro Devices and Qualcomm.

Season 1 Episode 239

Our big interview with Personalis CEO Chris Hall (PSNL) with groundbreaking cancer-detecting genomics. Also Alphabet (GOOG) dragged down by weak sear…

2 years, 3 months ago

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Drill Down Earnings: The very latest as Qualcomm (QCOM) reports fourth quarter earnings.

Season 2 Episode 6

A detailed look at the breaking earnings from Qualcomm (QCOM), with a look at the business story behind these earnings and some insight into the thin…

2 years, 3 months ago

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Drill Down Earnings: The very latest as Teradyne (TER) reports fourth quarter earnings.

Season 2 Episode 5

A detailed look at the breaking earnings from Teradyne (TER), with a look at the business story behind these earnings and we’ll hear from CEO Gary Sm…

2 years, 3 months ago

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Drill Down Earnings: The very latest as Electronic Arts (EA) reports fourth quarter earnings.
Drill Down Earnings: The very latest as Electronic Arts (EA) reports fourth quarter earnings.

Season 2 Episode 4

A detailed look at the breaking earnings from Electronic Arts (EA), with a look at the business story behind these earnings and some insight directly…

2 years, 3 months ago

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Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings.
Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings.

Season 2 Episode 2

A detailed look at the breaking earnings from Microsoft (MSFT), with a look at the business story behind these earnings and some insight from CEO Sat…

2 years, 3 months ago

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Drill Down Earnings: The very latest as AMD (AMD) reports fourth quarter earnings.
Drill Down Earnings: The very latest as AMD (AMD) reports fourth quarter earnings.

Season 2 Episode 3

A detailed look at the breaking earnings from AMD (AMD), with a look at the business story behind these earnings and hear directly from CEO Lisa Su.

h…

2 years, 3 months ago

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Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings.
Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings.

Season 2 Episode 1

A detailed look at the breaking earnings from Alphabet (GOOG), with a look at the business story behind these earnings and we hear from CEO Sundar Pi…

2 years, 3 months ago

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Ep. 238:  Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.
Ep. 238: Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.

Season 1 Episode 238

Our big interview with Sanjit Biswas, the CEO of high-tech logistics master Samsara   (IOT). Also IBM –  what? – puts up another good year? ServiceNo…

2 years, 3 months ago

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Ep. 237: Marqeta CEO Simon Khalaf, Affirm and insider buying at Highpeak Energy and Texas Pacific Land Corporation.

Season 1 Episode 237

Our big interview with Marqeta CEO Simon Khalaf (MQ) where he talks about life with a new Block/Square deal. Also insider buying at Highpeak Energy (…

2 years, 4 months ago

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