The Drill Down

By Cory Johnson

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Category: Investing

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Subscribers: 12
Reviews: 0
Episodes: 504

Description

The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.

Episode Date
Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)
Nov 15, 2024
Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)
Nov 14, 2024
Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)
Nov 08, 2024
Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).
Nov 07, 2024
Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)
Nov 07, 2024
Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)
Nov 07, 2024
Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)
Nov 07, 2024
Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM)
Nov 06, 2024
Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI)
Nov 06, 2024
Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS)
Nov 06, 2024
Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN)
Nov 05, 2024
Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC)
Nov 05, 2024
Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR).
Nov 05, 2024
Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN)
Nov 01, 2024
Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM)
Nov 01, 2024
Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC)
Oct 31, 2024
Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL)
Oct 31, 2024
Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)
Oct 31, 2024
Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)
Oct 31, 2024
Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)
Oct 31, 2024
Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)
Oct 31, 2024
Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)
Oct 31, 2024
Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)
Oct 30, 2024
Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)
Oct 30, 2024
Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)
Oct 29, 2024
Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)
Oct 29, 2024
Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)
Oct 28, 2024
Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV)
Oct 28, 2024
Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON)
Oct 28, 2024
Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX)
Oct 28, 2024
Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER) – what you need to know
Oct 25, 2024
Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX)
Oct 24, 2024
Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)
Oct 24, 2024
Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)
Oct 24, 2024
Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)
Oct 24, 2024
Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)
Oct 24, 2024
Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN)
Oct 23, 2024
Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)
Oct 22, 2024
Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)
Oct 16, 2024
Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)
Sep 26, 2024
Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)
Sep 12, 2024
Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)
Sep 10, 2024
Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)
Sep 09, 2024
Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)
Sep 09, 2024
Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)
Sep 05, 2024
Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)
Sep 05, 2024
Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)
Sep 05, 2024
Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)
Sep 04, 2024
Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology
Sep 04, 2024
Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS)
Sep 04, 2024
Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search
Sep 03, 2024
Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)
Aug 30, 2024
Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)
Aug 30, 2024
Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)
Aug 30, 2024
Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)
Aug 29, 2024
Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)
Aug 29, 2024
Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)
Aug 29, 2024
Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX)
Aug 29, 2024
Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY)
Aug 23, 2024
Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM)
Aug 22, 2024
Drill Down Earnings, Ep. 199: Snowflake Q2 earnings essentials ($SNOW)
Aug 22, 2024
Drill Down Earnings, Ep. 198: Synopsys Q3 earnings essentials ($SNPS)
Aug 22, 2024
Drill Down Earnings, Ep. 197: Analog Devices Q3 earnings essentials ($ADI)
Aug 22, 2024
Drill Down Earnings, Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW)
Aug 20, 2024
Drill Down Earnings, Ep. 195: Coherent Q4 earnings essentials ($COHR)
Aug 15, 2024
Drill Down Earnings, Ep. 194: Applied Materials Q3 earnings essentials ($AMAT)
Aug 15, 2024
Drill Down Earnings, Ep. 193: Cisco Q4 earnings essentials ($CSCO)
Aug 15, 2024
Drill Down Earnings, Ep. 192: Lumentum Q4 earnings essentials ($LITE)
Aug 14, 2024
Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD)
Aug 09, 2024
Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN)
Aug 09, 2024
Drill Down Earnings, Ep. 190: Take Two Interactive Q1 2025 earnings essentials ($TTWO)
Aug 09, 2024
Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG)
Aug 08, 2024
Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP)
Aug 08, 2024
Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ)
Aug 07, 2024
Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS)
Aug 07, 2024
Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP)
Aug 07, 2024
Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN)
Aug 07, 2024
Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI)
Aug 07, 2024
Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT)
Aug 06, 2024
Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS)
Aug 06, 2024
Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER)
Aug 06, 2024
Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR)
Aug 06, 2024
Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)
Aug 06, 2024
Drill Down Earnings, Ep. 176: Twilio Q2 earnings essentials ($TWLO)
Aug 02, 2024
Drill Down Earnings, Ep. 175: Cloudflare Q2 earnings essentials ($NET)
Aug 02, 2024
Drill Down Earnings, Ep. 174: Snap Q2 earnings essentials ($SNAP)
Aug 02, 2024
Drill Down Earnings, Ep. 173: Amazon.com Q2 earnings essentials ($AMZN)
Aug 01, 2024
Drill Down Earnings, Ep. 172: Intel Q2 earnings essentials ($INTC)
Aug 01, 2024
Drill Down Earnings, Ep. 171: Apple Q2 earnings essentials ($AAPL)
Aug 01, 2024
Drill Down Earnings, Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY)
Aug 01, 2024
Drill Down Earnings, Ep. 169: Lam Research Q4 earnings essentials ($LRCX)
Aug 01, 2024
Drill Down Earnings, Ep. 168: Arm PLC Q2 earnings essentials ($ARM)
Jul 31, 2024
Drill Down Earnings, Ep. 167: Meta Platforms Q2 earnings essentials ($META)
Jul 31, 2024
Drill Down Earnings, Ep. 166: Qualcomm Q3 earnings essentials ($QCOM)
Jul 31, 2024
Drill Down Earnings, Ep. 165: Western Digital Q2 earnings essentials ($WDC)
Jul 31, 2024
Drill Down Earnings, Ep. 164: Microsoft Q4 earnings essentials ($MSFT)
Jul 31, 2024
Drill Down Earnings, Ep. 163: AMD Q2 earnings essentials ($AMD)
Jul 30, 2024
Drill Down Earnings, Ep. 162: Arista Networks Q2 earnings essentials ($ANET)
Jul 30, 2024
Drill Down Earnings, Ep. 161: Gartner Q2 earnings essentials ($IT).
Jul 30, 2024
Drill Down Earnings, Ep. 160: PayPal Q2 earnings essentials ($PYPL)
Jul 30, 2024
Drill Down Earnings, Ep. 159: Lattice Semiconductor Q2 earnings essentials ($LSCC)
Jul 30, 2024
Drill Down Earnings, Ep. 158: F5 Q3 earnings essentials ($FFIV)
Jul 29, 2024
Drill Down Earnings, Ep. 157: ON Semiconductor Q2 earnings essentials ($ON)
Jul 29, 2024
Drill Down Earnings, Ep. 156: Comfort Systems Q2 earnings essentials ($FIX)
Jul 26, 2024
Drill Down Earnings, Ep. 155: Teradyne Q2 earnings essentials ($TER)
Jul 25, 2024
Drill Down Earnings, Ep. 154 : KLA Q4 earnings essentials ($KLAC)
Jul 25, 2024
Drill Down Earnings, Ep. 152: ServiceNow Q2 earnings essentials ($NOW)
Jul 25, 2024
Drill Down Earnings, Ep. 153: IBM Q2 earnings essentials ($IBM)
Jul 25, 2024
Drill Down Earnings, Ep. 151: Vertiv Q2 earnings essentials ($VRT)
Jul 24, 2024
Drill Down Earnings, Ep. 150: Texas Instruments Q2 earnings essentials ($TXN)
Jul 24, 2024
Drill Down Earnings, Ep. 149: Alphabet Q2 earnings essentials ($GOOG)
Jul 23, 2024
Drill Down Earnings, Ep. 148: Tesla Q2 earnings essentials ($TSLA)
Jul 23, 2024
Drill Down Earnings, Ep. 147: Spotify Q2 earnings essentials ($SPOT)
Jul 23, 2024
Drill Down Earnings, Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI)
Jul 23, 2024
Drill Down Earnings, Ep. 145: SAP Q2 earnings essentials ($SAP)
Jul 23, 2024
Drill Down Earnings, Ep. 144: Cadence Design Systems Q2 earnings essentials ($CDNS)
Jul 22, 2024
Drill Down Earnings, Ep. 143: Netflix Q2 earnings essentials ($NFLX)
Jul 18, 2024
Drill Down Earnings, Ep. 142: Nokia Q2 earnings essentials ($NOK)
Jul 18, 2024
Drill Down Earnings, Ep. 141: Taiwan Semiconductor Manufacturing Q2 earnings essentials ($TSM)
Jul 18, 2024
Drill Down Earnings, Ep. 140: ASML Q2 earnings essentials ($ASML)
Jul 17, 2024
Drill Down Earnings, Ep. 139: Micron Technology Q3 earnings essentials ($MU)
Jun 26, 2024
Drill Down Earnings, Ep. 138: Adobe Q2 earnings essentials ($ADBE)
Jun 19, 2024
Drill Down Earnings, Ep. 137: Broadcom Q2 earnings essentials ($AVGO)
Jun 13, 2024
Drill Down Earnings, Ep. 136: Oracle Q4 2024 earnings essentials ($ORCL)
Jun 12, 2024
Ep. 249: Elastic CEO Ash Kulkarni, Crowdstrike, Lululemon and Hewlett Packard Enterprise
Jun 07, 2024
Drill Down Earnings, Ep. 135: Docusign Q1 earnings essentials ($DOCU)
Jun 07, 2024
Drill Down Earnings, Ep. 134: Smartsheet Q1 earnings essentials ($SMAR)
Jun 06, 2024
Drill Down Earnings, Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE)
Jun 05, 2024
Drill Down Earnings, Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD)
Jun 05, 2024
Drill Down Earnings, Ep. 131: Dell Q1 earnings essentials ($DELL)
May 31, 2024
Drill Down Earnings, Ep. 130: Elastic Q4 earnings essentials ($ESTC)
May 31, 2024
Drill Down Earnings, Ep. 129: Veeva Systems Q1 earnings essentials ($VEEV)
May 31, 2024
Drill Down Earnings, Ep. 128: Mongodb Q1 earnings essentials ($MDB)
May 31, 2024
Drill Down Earnings, Ep. 127: Zscaler Q3 earnings essentials ($ZS)
May 30, 2024
Drill Down Earnings, Ep. 126: Marvell Technology Q1 earnings essentials ($MRVL)
May 30, 2024
Drill Down Earnings, Ep. 125: Okta Q1 earnings essentials ($OKTA)
May 30, 2024
Drill Down Earnings, Ep. 124: HP Q2 earnings essentials ($HPQ)
May 30, 2024
Drill Down Earnings, Ep. 123: C3.ai Q4 earnings essentials ($AI)
May 29, 2024
Drill Down Earnings, Ep. 122: Salesforce Q1 earnings essentials ($CRM)
May 29, 2024
Drill Down Earnings, Ep. 121: Intuit Q2 earnings essentials ($INTU)
May 24, 2024
Drill Down Earnings, Ep. 120: Workday Q1 2025 earnings essentials ($WDAY)
May 23, 2024
Drill Down Earnings, Ep. 119: Snowflake Q1 2025 earnings essentials ($SNOW)
May 23, 2024
Drill Down Earnings, Ep. 118: NVIDIA Q1 earnings essentials ($NVDA).
May 23, 2024
Drill Down Earnings, Ep. 117: Synopsys Q2 earnings essentials ($SNPS)
May 23, 2024
Drill Down Earnings, Ep. 116: Analog Devices Q2 earnings essentials ($ADI)
May 22, 2024
Drill Down Earnings, Ep. 115: Zoom Video Communications Q1 earnings essentials ($ZM)
May 21, 2024
Drill Down Earnings, Ep. 114: Palo Alto Networks Q3 earnings essentials ($PANW)
May 21, 2024
Drill Down Earnings, Ep. 113: Applied Materials Q2 earnings essentials ($AMAT)
May 16, 2024
Drill Down Earnings, Ep. 112: Cisco Systems Fiscal Q3 earnings essentials ($CSCO)
May 15, 2024
Ep. 248: PegaSystems CEO Alan Trefler, Rivian Automotive, Arista Networks and ARM Holdings
May 13, 2024
Drill Down Earnings, Ep. 111: SoundHound Q1 earnings essentials ($SOUN)
May 09, 2024
Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024 earnings essentials ($ARM)
May 09, 2024
Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)
May 08, 2024
Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)
May 08, 2024
Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)
May 08, 2024
Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)
May 08, 2024
Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET)
May 08, 2024
Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)
May 07, 2024
Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103
May 07, 2024
Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)
May 07, 2024
Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)
May 07, 2024
Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)
May 06, 2024
Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)
May 03, 2024
Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)
May 03, 2024
Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)
May 03, 2024
Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)
May 03, 2024
Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)
May 02, 2024
Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA)
May 02, 2024
Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earnings report
May 01, 2024
Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earnings report
May 01, 2024
Drill Down Earnings, Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q3 earnings report
Apr 30, 2024
Drill Down Earnings, Ep. 90: A quick look at AMD ($AMD) and its Q1 earnings report
Apr 30, 2024
Drill Down Earnings, Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings report
Apr 30, 2024
Drill Down Earnings, Ep. 88: A quick look at NXP Semiconductor ($NXPI) and its Q1 earnings report
Apr 30, 2024
Drill Down Earnings, Ep. 87: A quick look at Chegg ($CHGG) and its Q1 earnings report.
Apr 30, 2024
Drill Down Earnings, Ep. 86: A quick look at Lattice Semiconductor ($LSCC) and its Q1 earnings report.
Apr 29, 2024
Drill Down Earnings, Ep. 85: A quick look at ON Semiconductor ($ON) and its Q1 earnings report
Apr 29, 2024
Drill Down Earnings, Ep. 84: A quick look at Atlassian ($TEAM) and its Q3 2024 earnings report.
Apr 26, 2024
Drill Down Earnings, Ep. 83: A quick look at Snap ($SNAP) and its Q1 earnings report.
Apr 26, 2024
Drill Down Earnings, Ep. 82: A quick look at Alphabet ($TICKERTK) and its Q1 earnings report.
Apr 26, 2024
Drill Down Earnings, Ep. 81: A quick look at Microsoft ($MSFT) and its Q1 earnings report.
Apr 26, 2024
Drill Down Earnings, Ep. 80: A quick look at Intel ($INTC) and its Q1 earnings report.
Apr 25, 2024
Drill Down Earnings, Ep. 79: A quick look at Teradyne ($TER) and its Q1 earnings report.
Apr 25, 2024
Drill Down Earnings, Ep. 78: A quick look at ServiceNow ($NOW) and its Q1 earnings report
Apr 25, 2024
Drill Down Earnings, Ep. 77: A quick look at Meta ($META) and its Q1 earnings report.
Apr 25, 2024
Drill Down Earnings, Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report.
Apr 24, 2024
Drill Down Earnings, Ep. 74: A quick look at Tesla ($TSLA) and its Q1 earnings report.
Apr 24, 2024
Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report.
Apr 24, 2024
Drill Down Earnings, Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report.
Apr 24, 2024
Drill Down Earnings, Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings report
Apr 24, 2024
Drill Down Earnings, Ep. 71: A quick look at Spotify ($SPOT) and its Q1 earnings report.
Apr 23, 2024
Cadence Design's Q1 Earnings: What You Need to Know - Drill Down Earnings 71
Apr 23, 2024
Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and Netflix
Apr 19, 2024
Netflix Q1 earnings: Revenge of the Mooch! - Drill Down Earnings 70
Apr 19, 2024
Taiwan Semiconductor Q1: Where are the Smartphone sales? - Drill Down Earnings 69
Apr 18, 2024
ASML Q1 Earnings: China Dominates Sales, Rest of World Falters - Drill Down Earnings 68
Apr 17, 2024
Ep. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac
Apr 12, 2024
Ep. 245: Upwork CEO Hayden Brown, Take Two Software, Fabrinet and Trump Media & Technology Group
Apr 06, 2024
Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pagerduty
Mar 28, 2024
Drill Down Earnings, Ep. 67: A quick look at Micron Technology ($MU) and its fiscal third quarter earnings report
Mar 21, 2024
Drill Down Earnings, Ep. 66: A quick look at Smartsheet ($SMAR) and its fiscal third quarter earnings report
Mar 15, 2024
Drill Down Earnings, Ep. 65: A quick look at Adobe ($ADBE) and its fiscal third quarter earnings report
Mar 15, 2024
Drill Down Earnings, Ep. 64: A quick look at Oracle ($ORCL) and its fiscal third quarter earnings report
Mar 12, 2024
Drill Down Earnings, Ep. 63: A quick look at MongoDB ($MDB) and its fiscal third quarter earnings report.
Mar 08, 2024
Drill Down Earnings, Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report
Mar 08, 2024
Drill Down Earnings, Ep. 61: A quick look at DocuSign ($DOCU) and its fiscal third quarter earnings report
Mar 08, 2024
Drill Down Earnings, Ep. 60: A quick look at Broadcom ($AVGO) and its fiscal third quarter earnings report
Mar 08, 2024
Ep. 243: iRhythm CEO Quentin Blackford, Crowdstrike, Snowflake and Dell Technologies
Mar 07, 2024
Drill Down Earnings, Ep. 59: A quick look at CrowdStrike ($CRWD) and its fiscal fourth quarter earnings report.
Mar 06, 2024
Drill Down Earnings: A quick look at Hewlett Packard Enterprise ($HPE) and its fiscal third quarter earnings report
Mar 01, 2024
Drill Down Earnings, Ep. 55: A quick look at Zscaler ($ZS) and its fiscal third quarter earnings report
Mar 01, 2024
Drill Down Earnings: A quick look at Autodesk ($ADSK) and its fiscal third quarter earnings report
Mar 01, 2024
Drill Down Earnings, Ep. 56: A quick look at Elastic ($ESTC) and its fiscal third quarter earnings report
Mar 01, 2024
Drill Down Earnings, Ep. 54: A quick look at Dell Technologies ($DELL) and its fiscal third quarter earnings report
Mar 01, 2024
Drill Down Earnings, Ep. 53: A quick look at IonQ ($IONQ) and its fiscal third quarter earnings report
Feb 29, 2024
Drill Down Earnings: A quick look at Okta ($OKTA) and its fiscal third quarter earnings report
Feb 29, 2024
Drill Down Earnings: A quick look at Snowflake ($SNOW) and its fiscal third quarter earnings report.
Feb 29, 2024
Drill Down Earnings: A quick look at Salesforce ($CRM) and its fiscal third quarter earnings report
Feb 29, 2024
Drill Down Earnings: A quick look at C3.ai ($AI) and its fourth quarter earnings report
Feb 29, 2024
Drill Down Earnings: A quick look at Workday ($WDAY) and its fourth quarter earnings report
Feb 27, 2024
Drill Down Earnings: A quick look at Zoom Video Communications ($ZM) and its fourth quarter earnings report
Feb 27, 2024
Ep. 242: Synopsys CEO Sassine Ghazi, NVIDIA, Palo Alto Networks and Analog Devices
Feb 24, 2024
Drill Down Earnings: A quick look at Intuit ($INTU) and its second fiscal quarter for 2024 earnings report
Feb 24, 2024
Drill Down Earnings: A quick look at Vicor ($VICR) and its fourth quarter earnings report
Feb 24, 2024
Drill Down Earnings: A quick look at Block (don't you dare call it "Square") ($SQ) and its fourth quarter earnings report
Feb 24, 2024
Drill Down Earnings: A quick look at Synopsys ($SNPS) and its fiscal first quarter earnings report.
Feb 24, 2024
Drill Down Earnings: A quick look at Analog Devices ($ADI) and its fiscal year Q1 2024 earnings report
Feb 22, 2024
Drill Down Earnings: A quick look at Vertiv ($VRT) and its fourth quarter earnings report
Feb 22, 2024
Drill Down Earnings: A quick look at NVIDIA ($NVDA) and its fourth quarter earnings report
Feb 22, 2024
Drill Down Earnings: A quick look at TeleDoc ($TDOC) and its fourth quarter earnings report
Feb 21, 2024
Drill Down Earnings: A quick look at Palo Alto Networks ($PANW) and its Fiscal Second Quarter earnings report
Feb 21, 2024
Ep. 241: Aurora Innovations CEO Chris Urmson, Cadence Design Systems, Cisco Systems and Coinbase
Feb 17, 2024
Drill Down Earnings: A quick look at Coinbase ($COIN), how interest rates and stablecoin (USDC) and its fourth quarter earnings report
Feb 17, 2024
Drill Down Earnings: A quick look at Roku (ROKU) and its fourth quarter earnings report
Feb 17, 2024
Drill Down Earnings: A quick look at Applied Materials (AMAT) and its fourth quarter earnings report
Feb 17, 2024
Drill Down Earnings: A quick look at @Cisco ($CSCO) and its fiscal second quarter earnings report
Feb 15, 2024
Drill Down Earnings: A quick look at Twilio (TWLO) and its fourth quarter earnings report
Feb 15, 2024
Drill Down Earnings: The very latest as Shopify (SHOP) reports fourth quarter earnings
Feb 14, 2024
Drill Down Earnings: The very latest as DataDog (DDOG) reports fourth quarter earnings
Feb 14, 2024
Drill Down Earnings: The very latest as Cadence Design Systems (CDNS) reports fourth quarter earnings
Feb 14, 2024
Drill Down Earnings: The very latest as Arista Networks (ANET) reports fourth quarter earnings
Feb 14, 2024
Drill Down Earnings: The very latest as Expedia (EXPE) reports fourth quarter earnings
Feb 09, 2024
Drill Down Earnings: The very latest as Cloudflare (NET) reports strong fourth quarter earnings
Feb 09, 2024
Drill Down Earnings: Lumentum (LITE) fiscal second quarter earnings report
Feb 09, 2024
Drill Down Earnings: Amazing fiscal third quarter from ARM Holdings (ARM) but what does it mean?
Feb 09, 2024
Ep. 240: Enfusion CEO Oleg Movchan, Spotify, Apple and Coherent
Feb 08, 2024
Drill Down Earnings: The very latest as Paypal (PYPL) reports fourth quarter earnings
Feb 08, 2024
Drill Down Earnings: The very latest as Paycom (PAYC) reports fourth quarter earnings
Feb 08, 2024
Drill Down Earnings: The very latest as Uber Technologies (UBER) reports fourth quarter earnings
Feb 08, 2024
Drill Down Earnings: The very latest as Snap (SNAP) reports fourth quarter earnings
Feb 07, 2024
Drill Down Earnings: The very latest as Fortinet (FTNT) reports fourth quarter earnings
Feb 07, 2024
Drill Down Earnings: The very latest as Coherent (COHR) reports SECOND FISCAL QUARTER 2024 earnings
Feb 06, 2024
Drill Down Earnings: The very latest as Spotify (SPOT) reports fourth quarter earnings
Feb 06, 2024
Drill Down Earnings: The very latest as NXP Semiconductor (NXPI) reports fourth quarter earnings
Feb 06, 2024
Drill Down Earnings: The very latest as Meta (META) reports fourth quarter earnings.
Feb 02, 2024
Drill Down Earnings: The very latest as Apple (AAPL) reports fourth quarter earnings.
Feb 02, 2024
Drill Down Earnings: The very latest as Amazon.com (AMZN) reports fourth quarter earnings.
Feb 02, 2024
Drill Down Earnings: The very latest as Atlassian (TEAM) reports fourth quarter earnings.
Feb 02, 2024
Ep. 239: Personalis CEO Chris Hall, Alphabet, Advanced Micro Devices and Qualcomm.
Feb 01, 2024
Drill Down Earnings: The very latest as Qualcomm (QCOM) reports fourth quarter earnings.
Feb 01, 2024
Drill Down Earnings: The very latest as Teradyne (TER) reports fourth quarter earnings.
Feb 01, 2024
Drill Down Earnings: The very latest as Electronic Arts (EA) reports fourth quarter earnings.
Jan 31, 2024
Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings.
Jan 31, 2024
Drill Down Earnings: The very latest as AMD (AMD) reports fourth quarter earnings.
Jan 31, 2024
Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings.
Jan 31, 2024
Ep. 238: Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.
Jan 25, 2024
Ep. 237: Marqeta CEO Simon Khalaf, Affirm and insider buying at Highpeak Energy and Texas Pacific Land Corporation.
Jan 04, 2024
Ep. 236: Travel + Leisure CEO Mike Brown, Bristol-Myers Squibb, Winnebago Industries and Micron.
Dec 22, 2023
Ep. 235: IonQ CEO Peter Chapman, iRhythm technologies, Johnson Controls International and Adobe.
Dec 14, 2023
Artificial Intelligence Data Management with VAST Data CEO Renen Hallak - Drill Down Insider Ep. One:
Dec 07, 2023
Ep. 234: Ethan Allen CEO Farooq Kathwari, SentinelOne, MongoDB and J.M. Smucker.
Dec 07, 2023
Ep. 233: Blink Charging CEO Brendan Jones, Crocs, Synopsys and Workday.
Nov 30, 2023
Ep. 232: AvePoint CEO T.J. Jiang, Beauty Health, Paycor HCM and Amdocs.
Nov 16, 2023
Ep. 231: Avadel Pharmaceuticals CEO Greg Divis, Clear Secure, NXP Semiconductor and Softbank Corporation.
Nov 10, 2023
Ep. 230: Mattr CEO Michael Reeves, Apple, Caesars Entertainment and The Bancorp
Nov 03, 2023
Ep. 229: Hewlett Packard Enterprise CEO Antonio Neri, Li-Cycle, Align Technology and Microsoft
Oct 30, 2023
Ep. 228: Trex CEO Bryan Fairbanks, Badger Meter, Coursera and SAP
Oct 20, 2023
Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe
Oct 17, 2023
Ep. 226: Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun
Oct 04, 2023
Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology
Sep 29, 2023
Ep. 224: Informatica CEO Amit Walia, Netflix, Steelcase and Autozone
Sep 22, 2023
Ep. 223: Genco Shipping and Trading CEO John Wobensmith, Oracle, Smith & Wesson Brands and RH
Sep 14, 2023
Ep. 222: Controversial Allegro Microsystems CEO Vineet Nargolwala, EOG Resources, Advanced Microdevices and Gitlab
Sep 07, 2023
Ep. 221: Walkme CEO Dan Adika, Hewlett Packard Enterprise, DigitalOcean and Box
Aug 31, 2023
Ep. 220: VSE Corporation CEO John Cuomo, Paycor HCM, Macy's and Lovesac
Aug 24, 2023
Ep. 219: FREYR CEO Tom Einer Jensen, Tencent, Agilon Health and Fluence Energy
Aug 16, 2023
Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO of Simpson Manufacturing (SSD), Fisker, Array Technologies and Digital Ocean.
Aug 11, 2023
Ep. 216: Vericel Corporation CEO Nick Colangelo, Teladoc Health, Alphabet, Texas Instruments
Aug 07, 2023
Ep. 217: Elastic CEO Ashutosh Kulkarni, Advanced Micro Device, Uber Technologies, Molson Coors Beverage Co.
Aug 02, 2023
Ep. 215: Meritage Homes CEO Phillippe Lord, J B Hunt Transport Services, Prologis, Colombier Acquisition Corp
Jul 20, 2023
Ep. 214: Li-Cycle CEO Ajay Kochhar, Recursion Pharmaceuticals, Constellation Brands, Paychex
Jul 12, 2023
Ep. 213: Mr. Cooper Group CEO Jay Bray, Rivian, Wolfspeed, Greenbrier Companies
Jul 06, 2023
Ep. 212: Compass Diversified CEO Elias Sabo, AeroVironment, Oshkosh
Jun 29, 2023
Ep. 211: Trimble CEO Rob Painter, Adobe, Kroger, Lennar
Jun 21, 2023
Ep. 210: Fortuna Silver CEO Jorge Ganoza, Logitech International, Unity Software, Oracle
Jun 14, 2023
Ep. 209: Ardmore Shipping CEO Anthony Gurnee, Yext, Vera Bradley, Ciena Corporation
Jun 07, 2023
Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian Enterprises, Sportsman’s Warehouse, Advance Auto Parts
Jun 01, 2023
Ep. 207: Take-Two Interactive CEO Strauss Zelnick, Analog Devices, America's Car-Mart, Abercrombie & Fitch Co
May 24, 2023
Ep. 206: F5 CEO François Locoh-Donou, Polestar, Fox Corp, The Container Store
May 17, 2023
Ep. 205: VICI Properties CEO Edward Pitoniak, Zscaler, Twilio, ProFrac
May 10, 2023
Ep. 204: Ranger Energy Services CEO Stuart Bodden, McDonald's, Kraft Heinz, Estee Lauder
May 03, 2023
Ep. 203: Karooooo CEO Isaias (Zak) Jose Calisto, Bed Bath and Beyond, Microsoft, Enphase Energy
Apr 26, 2023
Ep. 202: Bioceres Crop Solutions CEO Federico Trucco, JPMorgan Chase, Citigroup, Intuitive Surgical
Apr 20, 2023
Ep. 201: Embecta CEO Dev Kurdikar, Diamondback Energy, PriceSmart, Kura Sushi USA
Apr 13, 2023
Ep. 200: Shutterstock CEO Paul Hennessy, Dave and Buster’s Entertainment, Simply Good Foods, RH
Apr 06, 2023
Ep. 199: Worthington Industries CEO Andy Rose, Toronto-Dominion Bank, Lululemon Athletica, Micron Technologies
Mar 29, 2023
Ep. 198: Waters Corporation CEO Dr. Udit Batra, TriNet, Winnebago, Affirm Holdings
Mar 23, 2023
Ep. 197: Eagle Point CEO Thomas Majewski, Caterpillar, Alaska Air, NatWest Group
Mar 16, 2023
Ep. 196: SPECIAL: Washington Federal CEO Brent Beardall, Silicon Valley Bank, Portman Ridge Finance, Triplepoint Venture Growth
Mar 10, 2023
Ep. 195: Yext CEO Michael Walrath, Squarespace, Nutanix, Korn Ferry
Mar 09, 2023
Ep. 194: Logitech International CEO Bracken Darrell, Jack in the Box, Agilent, Montrose Environmental Group
Mar 01, 2023
Ep. 193: Calliditas CEO Renee Aguiar-Lucander, Coinbase, Albemarle Corporation, Dropbox
Feb 22, 2023
Ep. 192: Zuora CEO Tien Tzuo, Airbnb, Ardmore Shipping, WESCO International
Feb 15, 2023
Ep. 191: SMART Global Holdings CEO Mark Adams, Brunswick Corporation, RH, Pinterest
Feb 09, 2023
Ep. 190: Simulations Plus CEO Shawn O’Connor, AMD, Whirlpool, Match Group
Feb 01, 2023
Ep. 189: Primo Water CEO Tom Harrington, Zion Bancorporation, Baker Hughes, Halliburton
Jan 25, 2023
Ep. 188: Calavo Growers CEO Brian W. Kocher, J.B. Hunt Transport Services, Roblox, KeyCorp
Jan 20, 2023
Ep. 187: Titan International CEO Paul Reitz, Healthequity, Walgreens Boots Alliance, Irhythm Technologies
Jan 11, 2023
Ep. 186: Sumo Logic CEO Ramin Sayar, Absolute Software, VICI Properties, Dice Therapeutics
Jan 04, 2023
Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences
Dec 28, 2022
Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo Growers, FuelCell Energy, Worthington Industries
Dec 22, 2022
Ep. 183: TravelCenters of America CEO Jonathan Pertchik, Lennar, RCI Hospitality Holdings, Rev Group
Dec 15, 2022
Ep. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson Outdoors
Dec 09, 2022
Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign, Inotiv
Nov 30, 2022
Ep. 180: Aflac COO Fred Crawford, Warner Music Group, Abercrombie & Fitch, Dollar Tree
Nov 22, 2022
Ep. 179: National Energy Services Reunited CEO Sherif Foda, Walmart, TJX Companies, Shoals Technologies
Nov 16, 2022
Ep. 178: Columbus McKinnon CEO David Wilson, R1 RCM, Plug Power, Silvergate Capital
Nov 09, 2022
Ep. 177: Lightwave Logic CEO Michael Lebby, W. W. Grainger, Civitas Resources, Tge New York Times Company
Nov 02, 2022
Ep. 176: Sprinklr CEO Ragy Thomas, Spotify, Teradyne, Crown Holdings
Oct 27, 2022
Ep. 175: Planet Labs CEO Will Marshall, Silvergate Capital, Netflix, Lockheed Martin
Oct 19, 2022
Ep. 174: Designer Brands CEO Roger Rawlins, Levi’s, Tilray, Applied Micro Devices
Oct 12, 2022
Ep. 173: Endava CEO John Cotterell, Helen of Troy, Micron Technologies, RPM International
Oct 06, 2022
Ep. 172: Trinity Capital CEO Steve Brown, AutoZone, Apogee Enterprises, Bowlero
Sep 21, 2022
Ep. 171: Secureworks CEO Wendy Thomas, American Outdoor Brands, Mastercraft Boat Holdings, FuelCell Energy
Sep 13, 2022
Ep. 170: SoundHound AI CEO Keyvan Mohajer, Coupa Software, Chesapeake Energy, HubSpot
Sep 09, 2022
Ep. 169: Coupa CEO Rob Bernshteyn, Chewy, Express, REX American Resources
Sep 01, 2022
Ep. 168: Heliogen CEO Bill T. Gross, Dell, Affirm, Workday
Aug 29, 2022
Ep. 167: Smartsheet CEO Mark Mader, United States Steel Corporation, Avis Budget Group, Graphic Packaging Holding Company
Aug 17, 2022
Ep. 166: Verint CEO Dan Bodner, Constellation Energy, Tyson Foods, Palantir Technologies
Aug 10, 2022
Ep. 165: Nutanix CEO Rajiv Ramaswami, Lucid, Advanced Micro Devices, Nabors Industries
Aug 05, 2022
Ep. 163: Informatica CEO Amit Walia, Silvergate Capital, Ally Financial, Halliburton
Aug 04, 2022
Ep. 164: atai Life Sciences CEO Florian Brand, Ford Motor Company, Century Communities, Columbia Sportswear Company
Jul 29, 2022
Ep. 162: Stratasys CEO Dr. Yoav Zeif, Talos Energy, Fastenal, Conagra Brands
Jul 15, 2022
Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)
Jul 08, 2022
Ep. 160: Zscaler CEO Jay Chaudhry, Bed Bath & Beyond, General Mills, AeroVironment
Jul 05, 2022
Ep. 159: Mister Car Wash CEO John Lai, FactSet Research Systems, Carnival, Smith & Wesson Brands
Jun 27, 2022
Ep. 158: Blend Labs CEO Nima Ghamsari (BLND), Oracle, Kroger, La-Z-Boy
Jun 23, 2022
Ep. 157: Phillips Edison CEO Jeffrey Edison, Valvoline, Excelerate Energy, Caleres
May 25, 2022
Ep. 156: Expensify CEO David Barrett, Kohl’s, Deere & Company, Foot Locker
May 20, 2022
Ep. 155: VICI Properties CEO Ed Pitionak, Beyond Meat, Roblox, Polaris
May 12, 2022
Ep. 154: DICE Therapeutics CEO Kevin Judice, Brunswick, Chegg
May 04, 2022
Ep. 153: Riot Blockchain CEO Jason Les (RIOT), HCA Healthcare, Hewlett Packard Enterprise, Marine Products
Apr 25, 2022
Ep. 152: SolarWinds CEO Sudhakar Ramakrishna (SWI), American Airlines, C4 Therapeutics, EnLink Midstream
Apr 13, 2022
Ep. 151: dLocal COO Sumita Pandit, Blend Labs, Crane, BlackBerry
Apr 06, 2022
Ep. 150: Criteo CEO Megan Clarken, Paychex, RH, IGM Biosciences
Mar 30, 2022
Ep. 149: Legend Biotech (LEGN) CEO Ying Huang, PhD., Helmerich & Payne, U.S. Steel, Brunswick Corporation
Mar 24, 2022
Ep. 148: WM Technology CEO Chris Beals (MAPS), Jabil, HollyFrontier, KAR Auction Services
Mar 16, 2022
Ep. 147: ZeroFox CEO James Foster (LNFA), Bumble, Trean Insurance Group and Tidewater.
Mar 11, 2022
Ep. 146: Oshkosh CEO John Pfeifer (OSK), Beyond Meat, Opendoor Technologies and Nordstrom (JWN).
Mar 03, 2022
Ep. 145: Vera Therapeutics CEO Marshall Fordyce (VERA), CVR Energy, American Axle & Manufacturing Holdings
Feb 23, 2022
Ep. 144: Absolute Software CEO Christy Wyatt (ABST), ViacomCBS, Devon Energy and Shopify.
Feb 16, 2022
Ep. 143: SailPoint CEO Mark McClain (SAIL), New Relic. Pfizer, Chipotle Mexican Grill
Feb 09, 2022
Ep. 142: Latch CEO Luke Schoenfelder, Alphabet, Clorox, ConocoPhilips
Feb 03, 2022
Ep. 141: Axos CEO Greg Garrabrants, Boeing, Intel, Tesla
Jan 28, 2022
Ep. 140: Ideanomics CEO Alf Poor, Procter & Gamble, J B Hunt Transport Services, Cardiff Oncology
Jan 19, 2022
Ep. 139: Inventiva Pharmaceuticals CEO Frederic Cren, Albertsons, Delta Air Lines, Concrete Pumping Holdings
Jan 13, 2022
Ep.138: Rocket Lab CEO Peter Beck, FuelCell Energy, Beyond Meat, Nextier Oilfield Solutions
Jan 06, 2022
Ep.137: Agilent CEO Mike McMullen, Destination XL Group, Builders FirstSource, Yellow
Dec 31, 2021
Ep. 136: Hain Celestial CEO Mark Schiller, Lennar, Rite Aid, Paychex
Dec 23, 2021
Ep. 135: IDACORP CEO Lisa Grow, Lowe’s, Invitation Homes, Sportsman's Warehouse
Dec 16, 2021
Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey, Cenovus Energy, StitchFix
Dec 08, 2021
Ep. 133: BigCommerce CEO Brent Bellm, Alibaba, Autodesk, Prologis
Dec 01, 2021
Ep. 132: Planet Labs CEO Will Marshall, Peloton Interactive, Anaplan, Eargo
Nov 25, 2021
Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX Companies, StoneCo, Visa, Amazon
Nov 18, 2021
Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com, Confluent
Nov 10, 2021
Ep. 129: Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers, Criteo, Mondelez International, Irhythm Technologies
Nov 03, 2021
Ep. 128: dMY Technology CEO Niccolo de Masi, Zendesk, United States Steel, Lendingtree, Evergrande
Oct 29, 2021
Ep. 127: MannKind CEO Michael Castagna, Ultra Clean Holdings, LendingClub, Proto Labs, Facebook, Activision Blizzard
Oct 29, 2021
Ep. 126: Arcturus Therapeutics CEO Joseph Payne, Spotify, Rollins, Robinhood Markets
Oct 27, 2021
Ep. 125: HIVE Blockchain Technologies CEO Frank Holmes, Bitcoin, Ethereum, Facebook, Lockheed Martin, Polaris
Oct 26, 2021
Ep. 124: Karooooo CEO Zak Calisto, Tesla, Vroom, Guardant Health, Beyond Meat
Oct 25, 2021
Ep. 123: Montrose Environmental CEO Vijay Manthripragada, Boston Beer vs. SNL, Whirlpool inflation and Snap vs. Apple.
Oct 22, 2021
Ep. 122: Tesla accounting, Adaptive Biotech’s cancer blood test, IBM and AutoNation
Oct 21, 2021
Ep. 121: Crapware no more w. Perion Networks, Ulta Beauty, Baker Hughes, breast cancer cure w. Radius Health
Oct 20, 2021
Ep. 120: Progress Software CEO Yogesh Gupta, Johnson & Johnson, EverQuote, Canadian National Railway, Coinbase
Oct 19, 2021
Ep. 119: ChromaDex CEO Rob Fried, Zillow, Albertsons, Latham Group
Oct 18, 2021
Ep. 118: IDT CEO Shmuel Jonas, JPMorgan, Goldman Sachs, Duck Creek Technologies, Catchmark Timber Trust, Bitcoin
Oct 15, 2021
Ep. 117: Strip joint operator RCI Hospitality CEO Eric Langan, Coinbase, Macy’s, Boeing, Plug Power, Caterpillar, Del Taco
Oct 14, 2021
Ep. 116: Lightwave Logic CEO Dr. Michael Lebby, Lincoln Park, Delta Air Lines, Apple, Berkeley Lights, Alitalia
Oct 14, 2021
Ep. 115: Newtek Business Services CEO Barry Sloane, MaxLinear, MGM Resorts International, Valvoline, General Motors
Oct 12, 2021
Ep. 114: Zscaler CEO Jay Chaudhry, New Fortress Energy, Aspen Technology, Protagonist Therapeutics, Southwest Airlines, Amazon
Oct 11, 2021
Ep. 113: Open Lending with Villere portfolio manager Lamar Villere, ChemoCentryx, Allogene Therapeutics, Opendoor Technologies, Facebook
Oct 08, 2021
Ep. 112: TransMedics with Changebridge Capital CIO Ross Klein, Resources Connection, Kellogg, Lamb Weston Holdings, United Airlines
Oct 07, 2021
Ep. 111: Flotek CEO John Gibson, Facebook, Twitch, Acuity Brands, Takeda Pharmaceutical, Noodles & Co
Oct 06, 2021
Ep. 110: Diebold Nixdorf with Zeo Capital's Marcus Moore, Unity Software, Braemar Hotels & Resorts, MarineMax, Visa, Apple
Oct 05, 2021
Ep. 109: Evolv with SineWave's Yanev Suissa, BioNTech, Perion Network, Amplify Energy
Oct 04, 2021
Ep. 108: Esports Technologies CEO Aaron Speach, Palantir Technologies, Acceleron Pharma, Merck, NeoGenomics
Oct 01, 2021
Ep. 107: Huntington National Bank‘s David Klink on AMD, CarMax, Workhorse, AngioDynamics, Marijuana
Sep 30, 2021
Ep. 106: Crowdstrike CEO George Kurtz, Dollar Tree, EQT Corporation, Lightspeed Commerce, Evergrande
Sep 29, 2021
Ep. 105: ZoomInfo CEO Henry Schuck, Hyzon Motors, SandRidge Energy, Gogo
Sep 28, 2021
Ep. 104: Porch CEO Matt Ehrlichman, Syndax Pharmaceuticals, Incyte, Keros Therapeutics
Sep 27, 2021
Ep. 103: Li-Cycle Co-Founders: CEO Ajay Kochhar and Executive Chairman Tim Johnston, Evergrande, Costco Wholesale, Nike, Vail Resorts
Sep 24, 2021
Ep. 102: Tripadvisor with Clockwise Capital’s James Cakmak, Carnival, BlackBerry, Suncor Energy
Sep 23, 2021
Ep. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedEx
Sep 22, 2021
Ep. 100: Pledge 1% CEO Amy Lesnick, Quantumscape, Lennar, RBC Bearings
Sep 21, 2021
Ep. 99: MeridianLink CEO Nicolaas Vlok, China Evergrande Group, Li Auto, Cleveland-Cliffs, Cleveland-Cliffs, Twitter, Royal Dutch Shell
Sep 20, 2021
Ep. 98: Bioventus CEO Ken Reali, Facebook, Apple, Mastercraft Boat Holdings, Thermo Fisher Scientific, U.S. Steel
Sep 17, 2021
Ep. 97: Origin Materials Co-CEOs John Bissell and Rich Riley, Laureate Education, Aerie Pharmaceuticals, GreenSky, Goldman Sachs.
Sep 16, 2021
Ep. 96: Legend Biotech CEO Ying Huang, PhD., EXACT Sciences, Valero Energy, Casper Sleep, Robinhood, Canadian Pacific Railway and Kansas City Southern
Sep 15, 2021
Ep. 95: Gainesville Coins‘ Everett Millman on First Majestic Silver, Opendoor Technologies, Oracle, Crocs, Apple
Sep 14, 2021
Ep. 94: OppFi CEO Jared Kaplan, MiMedx, Leslie’s, Cadiz
Sep 13, 2021
Ep. 93: Spark Networks CEO Eric Eichmann, Kroger, Affirm Holdings, Teradata Corporation, Apple, Epic Games, DoorDash, Uber Eats, Grubhub
Sep 10, 2021
Ep. 92: Voyager Digital CEO Steve Ehrlich, Torrid, Crown Holdings, Lululemon
Sep 09, 2021
Ep. 91: Covetrus CEO Ben Wolin, Coinbase, Bitcoin, ICU Medical, Coupa Software, Smartsheet
Sep 08, 2021
Ep. 90: Marathon Digital CEO Fred Thiel, Bitcoin, Intel, Digital Ocean, Match Group, Tandem Diabetes Care
Sep 07, 2021
Ep. 89: Westinghouse Air Brake Technologies with Bokeh Capital’s Kim Forrest, Docusign, Yext, Joann
Sep 03, 2021
Ep. 88: AppLovin CEO Adam Foroughi, Asana, Barnes & Noble Education, Phreesia, Walmart, Apple, Spotify
Sep 02, 2021
Ep. 87: CareMax CEO Carlos de Solo, AbbVie, PVH, Crowdstrike, Google, Amazon
Sep 01, 2021
Ep. 86: Bark CEO Manish Joneja, StoneCo, Jazz Pharmaceuticals, Zoom, Cryptocurrency, Nigeria, Bitt Inc., Apple, Google, South Korea
Aug 31, 2021
Ep. 85: Olo CEO Noah Glass, Hill-Rom, Baxter, Cassava Sciences, DoubleVerify, Hurricane Ida
Aug 30, 2021
Ep. 84: Matterport CEO RJ Pittman, Ollie's Bargain Outlet, Workday, Bill.com, Federal Reserve
Aug 27, 2021
Ep. 83: Unisys COO Eric Hutto, Taiwan Semiconductor, Lordstown Motors, Dollar Tree, Autodesk, Pure Storage
Aug 26, 2021
Ep.82: Enovix CEO Harrold Rust and chairman T.J. Rodgers, Urban Outfitters, Nordstrom, Sporting Goods, OnlyFans
Aug 25, 2021
Ep. 81: STEM CEO John Carrington, Citi Trends, Palo Alto Networks, Flexsteel, Airbnb, Shopify, TikTok
Aug 24, 2021
Ep. 80: DigitalOcean CEO Yancey Spruill, DoorDash, Madison Square Garden Sports Corp, Tesla, Canoo, Intel
Aug 23, 2021
Ep. 79: Horizon Technology Finance CEO Robert Pomeroy, Tesla, Applied Materials, Foot Locker, Apple, T-Mobile, Bill Ackman
Aug 20, 2021
Ep. 78: Illumina CEO Francis deSouza, Robinhood, Synopsys, Toyota, Amazon, Adobe, OnlyFans
Aug 19, 2021
Ep. 77: Eagle Point Credit Company Founder Tom Majewski, Lowe’s, The Children's Place, America's Car-Mart
Aug 18, 2021
Ep. 76: SITE Centers CEO David Lukes, Home Depot, Danimer Scientific, Lightning eMotors, Lithium, Afghanistan, Amazon, Walmart
Aug 17, 2021
Ep. 75: Builders FirstSource CEO David Flitman, Paysafe, Sonos, Niu Technologies
Aug 16, 2021
Ep. 74: Porch Group with Villere’s Lamar Villere, Tattooed Chef, Rocket Companies, Honest Company
Aug 13, 2021
Ep. 73: Patterson Companies CEO Mark Walchirk, ExOne, Rackspace Technology, Laird Superfood
Aug 12, 2021
Ep. 72: Lemonade CFO Tim Bixby, Perrigo, HyreCar, WW International
Aug 11, 2021
Ep. 71: Allegiant Air with Hennessy Focus Fund's Brian Macauley, Kansas City Southern, AMC Theatres, Metromile
Aug 10, 2021
Ep. 70: Vista Outdoor CEO Chris Metz, Tyson Foods, Aterian, Coinbase, Bitcoin, Ethereum, XRP
Aug 09, 2021
Ep. 69: Star Bulk Carriers president Hamish Norton, The Goodyear Tire & Rubber Company, Sunrun, DraftKings
Aug 06, 2021
Ep. 68: SentinelOne with SineWave's Yanev Suissa, Fastly, HubSpot, Lemonade
Aug 05, 2021
Ep. 67: AquaBounty Technologies CEO Sylvia Wulf, Devon Energy, Avis Budget Group, 908 Devices
Aug 04, 2021
Ep. 66: LendingClub CEO Scott Sanborn, Bitcoin, XRP, Clorox, Take-Two Interactive, Activision Blizzard, Marriott International, Bitcoin, Ripple and XRP
Aug 03, 2021
Ep. 65: Barrick Gold with Gainesville Coins' Everett Millman, Parker Hannifin, Square, RADA Electronic Industries
Aug 02, 2021
Ep. 64: Plug Power with Global X's Andrew Little, Chevron, CareDx, Caterpillar
Jul 30, 2021
Ep: 63: Iridium Communications CEO Matt Desch, PayPal, Tempur Sealy International, VSE Corporation
Jul 29, 2021
Ep. 62: AVEO Pharmaceuticals CEO Michael Bailey, Shopify, McDonald’s, Six Flags Entertainment
Jul 28, 2021
Ep. 61: eXp World Holdings CEO Glenn Sanford, Tesla, UPS, ATI Physical Therapy
Jul 27, 2021
Ep. 60: SPACs with dMY Technology's Niccolo De Masi, Rush Street Interactive, Hasbro, Lockheed Martin, MicroStrategy
Jul 26, 2021
Ep. 59: Surgery Partners with Hood River Capital Management’s David Swank, Snap, Clearfield, Boston Beer Company
Jul 23, 2021
Ep. 58: Omeros Corporation with Jacob Funds' Darren Chervitz, Del Taco, Crocs, MarineMax
Jul 22, 2021
Ep. 57: Cambium Networks CEO Atul Bhatnagar, United Airlines, Verizon, Sleep Number
Jul 21, 2021
Ep. 56: Fastly CEO Joshua Bixby, Iridium Communications, IBM, Synchrony
Jul 20, 2021
Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang, Tractor Supply Company, AutoNation, Prologis
Jul 19, 2021
Ep. 54: Jacobs Engineering with Global-X’s Jay Jacobs, American Outdoor Brands, Intel, Alcoa
Jul 16, 2021
Ep. 53: Apple with Clockwise Capital's James Cakmak, UnitedHealth Group, The Joint Chiropractic, Taiwan Semiconductor Manufacturing
Jul 15, 2021
Ep. 52: Purple Innovation CEO Joe Megibow, American Airlines , Lennox International , Norwegian Cruise Line
Jul 14, 2021
Ep. 51: Loop Industries CEO Daniel Solomita, JPMorgan, PLx Pharma, Conagra Brands
Jul 13, 2021
Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin Galactic, Albemarle Corporation, Celldex Therapeutics
Jul 12, 2021
Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo, Levi Strauss and Greenbrier
Jul 09, 2021
Ep. 48: Devon Energy CEO Rick Muncrief, Helen of Troy, GAN, WD-40
Jul 08, 2021
Ep. 47: Atlas Technical with Sterling Partners Equity Advisors' Kevin Silverman, Opiant Pharmaceuticals, SMART Global Holdings, Phillips 66
Jul 07, 2021
Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com
Jul 06, 2021
Ep. 45: Booking.com with Knights of Columbus Asset Advisors' Tony Minopoli, Alector Inc, Santander Consumer, Ammo Inc
Jul 02, 2021
Ep. 44: Microvision with Wolfpack Research’s Dan David, Gaotu Techedu, Tian Ruixiang Holdings, TAL Education Group, Robinhood, Krispy Kreme.
Jul 01, 2021
Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC
Jun 30, 2021
Ep. 42: Yext CEO Howard Lerman, United Airlines, Facebook, Boeing
Jun 29, 2021
Ep. 41: Take-Two Interactive CEO Strauss Zelnick, Facebook, CEL-SCI, Appharvest, Tesla, Intellia Therapeutics
Jun 28, 2021
Ep. 40: Caleres with Zeo Capital Advisors' Marcus Moore, Nike, Virgin Galactic, Express, CalAmp
Jun 25, 2021
Ep. 39: FireEye COO John Watters, Rite Aid, Criteo, KB Homes
Jun 24, 2021
Ep. 38: Docusign CEO Dan Springer, Havertys Furniture, Patterson Companies, AudioCodes
Jun 23, 2021
Ep. 37: Teletech with Villere's Lamar Villere, DoorDash, McDonald’s, Planet Fitness, Blackstone
Jun 22, 2021
Ep. 36: Star Bulk Carriers president Hamish Norton, Seres Therapeutics, Lydall, Raven Industries
Jun 21, 2021
Ep 35: ServiceNow with Palio CEO Joe Greco, Adobe, Smith & Wesson, Athira Pharma
Jun 18, 2021
Ep. 34: OceanFirst Bank CEO Chris Maher, Taiwan Semiconductor, Kroger, Lennar
Jun 17, 2021
Ep. 33: Plug Power CEO Andy Marsh, Oracle, Blue Apron, H&R Block
Jun 16, 2021
Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora
Jun 15, 2021
Ep. 31: Zscaler CEO Jay Chaudhry, Fisker, Clean Energy Fuels, Motorcar Parts of America
Jun 14, 2021
Ep. 30: Wells Fargo with Advisors Capital Management's Chuck Lieberman, Urban One, Vertex Pharma, Crowdstrike and Tesla
Jun 11, 2021
Ep. 29: MasTec with James Investment's Barry James, Coinbase, FuelCell, Restoration Hardware, Ocugen
Jun 10, 2021
Ep. 28: CarMax with Hennessy Focus Fund's Brian Macauley, Gamestop, Royal Dutch Shell, Organon, United Natural Foods
Jun 09, 2021
Ep. 27: Flotek CEO John Gibson, Wendy’s, Stitch Fix, Fastly
Jun 08, 2021
Ep. 26: Sunnova Energy CEO John Berger, Biogen, Apple, G7, US Concrete, Macquarie Infrastructure
Jun 07, 2021
Ep. 25: VSE Corporation CEO John Cuomo, MongoDB, Oracle, Docusign, BARK, SPAC
Jun 04, 2021
Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei
Jun 03, 2021
Ep. 23: Square with Exponential Investment Partners’ Kevin Riley, Schlumberger, Zoom, AMC, Bitcoin, iRhythm Technologies
Jun 02, 2021
Ep. 22: II-VI with Bokeh Capital's Kim Forrest, Devon Energy, AMC Entertainment, MicroStrategy Incorporated, Bitcoin
Jun 01, 2021
Ep. 21: Skyline Champion with Sterling Partners Equity Advisors' Kevin Silverman, Yext, HP, Ollie’s Bargain Outlet
May 28, 2021
Ep. 20: Freeport-McMoRan with Global X Fund’s Jay Jacobs, Okta, Workday, Owens & Minor, General Motors
May 27, 2021
Ep. 19: Crown Castle International with Palio's Joe Greco, Zscaler, Dicks Sporting Goods, Urban Outfitters
May 26, 2021
Ep. 18: eHealth with Villere's Lamar Villere, Vimeo, IAC, Amazon, Citi Trends, Lordstown Motors
May 25, 2021
Ep. 17: Discovery with Smead Capital's Cole Smead, MGM, Amazon, HBO, Warner Bros., AT&T, DraftKings, Virgin Galactic, NGM Biopharmaceuticals
May 24, 2021
Ep. 16: Shopify with RMW Commerce Consulting's Rick Watson, Square, Bitcoin, Supreme, VF Corporation, Deere & Company
May 21, 2021
Ep. 15: Sunnova Energy with Bulls Eye Brief’s Adam Johnson, Bitcoin, Cisco, Hormel, Ralph Lauren
May 20, 2021
Ep. 14: Lionsgate with Zeo Capital Advisors' Marcus Moore, Take-Two Interactive, Iovance Biotherapeutics, Container Store
May 19, 2021
Ep. 13: Cullen/Frost Bankers' AB Mendez, Walmart, SPACs, Canoo, Desktop Metal, Bitcoin Fraudsters and Elon Musk
May 18, 2021
Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals
May 17, 2021
Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb
May 14, 2021
Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation
May 13, 2021
Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings
May 12, 2021
Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands
May 11, 2021
Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk
May 10, 2021
Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin
May 07, 2021
Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP
May 06, 2021
Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy
May 05, 2021
Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World
May 04, 2021
Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries
May 03, 2021
The Drill Down - Introduction
Apr 22, 2021