The Drill Down

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 Pichai about the risk of artificial intelligence cannibalizing search.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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Our big interview with Sanjit Biswas, the CEO of high-tech logistics master Samsara   (IOT). Also IBM –  what? – puts up another good year? ServiceNow (NOW) has your AI in box – and it’s making drugs! And ASML (ASML) signals a bottom to the semiconductor cycle. 

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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 (HPK) and Texas Pacific Land Corporation (TPL) and Affirm (AFRM) insists that it won’t become a full-fledged bank.

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our big interview with timeshare  Travel + Leisure CEO Mike Brown (TNL). Also

Bristol-Myers Squibb (BMY) spends $14 billion to attack schizophrenia and, quietly, Alzheimer's, Winnebago Industries (WGO) makes a turn with interest rates falling, and semiconductor powerhouse Micron (MU) shows a soft spot in short term results, but the long term looks very different.

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The future of quantum computing with IonQ CEO Peter Chapman (IonQ). Also

iRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance.

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Drilling Down to understand the fascinating world of Artificial Intelligence Data Management with VAST Data CEO Renen Hallak

Futurum’s The Drill Down Insider with Cory Johnson offers a regular inside look at the technology that is changing the world of business with the insiders creating that technology.

It’s business news for business people.

The Drill Down Insider is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our big interview with Ethan Allen CEO Farooq Kathwari (ETD) on his tech-focused strategy of reshoring and local manufacturing. Also SentinelOne (S) says hackers are sharpening their malicious tools with AI. And will MongoDB (MDB) margins hold? And J.M. Smucker (SJM) says the Hostess merger is nothing but tasty!

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now!

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Learn more about your ad choices. Visit megaphone.fm/adchoices

An interview with AvePoint CEO T.J. Jiang (AVPT) a company getting data ready for artificial intelligence. Also Beauty Health (SKIN) maker of the HydraFacial springs a leak, Paycor HCM (PYCR) sees sales growth slowdown, and Amdocs (DOX) brings generative AI to telcos, with the help of Nvidia (NVDA).

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Brought to you by:

Braintrust, a global talent network that matches highly skilled technical freelancers with the world's most reputable brands. Braintrust has helped clients like Bank of America, Goldman Sachs, Porsche, Under Armour and more build agile tech teams fast, at a fraction of the cost. 

Braintrust.com/drilldown

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our big interview with Avadel Pharmaceuticals CEO Greg Divis (AVDL), who explains why Lumryz, a narcolepsy drug that could cost over $200,000 annually, could be a billion dollar a year business. Also biometric security provider Clear Secure (YOU) sees big growth, chips for auto sector are a problem, but not for NXP Semiconductor (NXPI) and Softbank Corporation (SFTBY) takes it on the chin with a multi-billion yen WeWork loss, but are mobile trends a bigger problem?

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Learn more about your ad choices. Visit megaphone.fm/adchoices