All Episodes

34 episodes across all shows

Showing 34 of 34 episodes

Datadog episode artwork
Inside the Business Datadog (DDOG)
Inside Datadog: Unifying Cloud Observability and Building Agents to Fix Code
• 30:40
Target episode artwork
Business Tech Radar Target (TGT)
Target Tech Radar: Target is deploying AI to accelerate merchandising and operations
• 16:56
PayPal episode artwork
Business Tech Radar PayPal (PYPL)
PayPal Tech Radar: Overhauling legacy checkout and deploying agentic AI to drive revenue growth
• 17:37
Target episode artwork
Inside the Business Target (TGT)
Inside Target: An omnichannel retailer focusing on merchandising authority and AI-driven efficiency
• 28:02
PayPal episode artwork
Inside the Business PayPal (PYPL)
Inside PayPal: A global payments network expanding into omnichannel and agentic commerce
• 13:49
NIKE episode artwork
Inside the Business NIKE (NKE)
Inside NIKE: Creates athletic footwear and apparel and is focusing on a new sport offense
• 28:50
Walmart Inc. episode artwork
The Earnings Debate Walmart Inc. (WMT)
Walmart Inc. (WMT) Announced Q4 2026 Earnings on February 19, 2026, reporting "sales exceeding $700 billion for the first time"
• 13:14
Deere & Company episode artwork
The Earnings Debate Deere & Company (DE)
Deere & Company (DE) Announced Q1 2026 Earnings on February 19, 2026, Reporting "Net sales and revenues were up 13% to $9.611 billion" for the quarter
• 17:56
Netflix episode artwork
Business Tech Radar Netflix (NFLX)
Netflix Tech Radar: Scaling proprietary ad tech and cloud gaming to drive revenue growth
• 16:30
Netflix episode artwork
Inside the Business Netflix (NFLX)
Inside Netflix: Streaming giant expanding via advertising, live events, and Warner Bros. acquisition
• 30:25
NIKE episode artwork
Business Tech Radar NIKE (NKE)
NIKE Tech Radar: Integrating end-to-end operations technology to restore profit margins
• 15:38
Adobe episode artwork
Inside the Business Adobe (ADBE)
Inside Adobe: Creative software leader building the 'one-stop shop' for AI models
• 36:09
Palo Alto Networks episode artwork
The Earnings Debate Palo Alto Networks (PANW)
Palo Alto Networks (PANW) Announced Q2 2026 Earnings on February 17, 2026, Reporting Total Revenue of $2.59 Billion
• 11:48
Garmin Ltd. episode artwork
The Earnings Debate Garmin Ltd. (GRMN)
Garmin Ltd. (GRMN) Announced Q4 2025 Earnings on February 18, 2026, Reporting Fourth Quarter Consolidated Revenue of more than $2.1 Billion
• 12:36
Medtronic episode artwork
The Earnings Debate Medtronic (MDT)
Medtronic (MDT) Announced Q3 2026 Earnings on February 17, 2026, Reporting Revenue of $9 Billion
• 14:27
ServiceNow episode artwork
The Company Spotlight ServiceNow (NOW)
Spotlight on ServiceNow: The "AI Control Tower" Playing Offense on "Tippy Toes"
• 15:18
Datadog episode artwork
The Company Spotlight Datadog (DDOG)
Spotlight on Datadog: Moving From 'Seeing' Problems to 'Fixing' Them
• 13:24
Tesla episode artwork
The Company Spotlight Tesla (TSLA)
Spotlight on Tesla: The "Infinite Money Glitch" of the "Robot Army"
• 13:55
Spotify episode artwork
The Company Spotlight Spotify (SPOT)
Spotlight on Spotify: Building the World’s First "Agentic Media" Platform
• 14:10
Enbridge Inc episode artwork
The Earnings Debate Enbridge Inc (ENBHF)
Enbridge Inc (ENBHF) Announced Q4 2025 Earnings, Reporting 'Record Financial Results'
• 14:51
Cameco Corporation episode artwork
The Earnings Debate Cameco Corporation (CCJ)
Cameco Corporation (CCJ) Announced Q4 2025 Earnings on February 13 2026, Reporting Annual Revenue of about CAD 3.5 Billion
• 15:42
Moderna episode artwork
The Earnings Debate Moderna (MRNA)
Moderna (MRNA) Announced Q4 2025 Earnings on Feb 13 2026, Reporting "Total Revenue was $700 Million"
• 15:44
Airbnb episode artwork
The Earnings Debate Airbnb (ABNB)
Airbnb (ABNB) Announced Q4 2025 Earnings on February 12 2026, Reporting Revenue of $2.8 Billion
• 14:03
Rivian Automotive, Inc. episode artwork
The Earnings Debate Rivian Automotive, Inc. (RIVN)
Rivian Automotive, Inc. (RIVN) Announced Q4 2025 Earnings on February 12 2026, Reporting Consolidated Revenues were approximately $1.3 Billion
• 10:12
Coinbase episode artwork
The Earnings Debate Coinbase (COIN)
Coinbase (COIN) Announced Q4 2025 Earnings on Feb 11 2026, Reporting '2025 Total Revenue of $7.2 Billion
• 12:47
Expedia Group episode artwork
The Earnings Debate Expedia Group (EXPE)
Expedia Group (EXPE) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Revenue of $3.5 Billion
• 9:21
Pinterest episode artwork
The Earnings Debate Pinterest (PINS)
Pinterest (PINS) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Global Revenue of $1.3B
• 11:25
Crocs Inc. episode artwork
The Earnings Debate Crocs Inc. (CROX)
Crocs Inc. (CROX) Announced Q4 2025 Earnings on February 2026, Reporting Revenue of $958 Million
• 16:20
Albemarle Corporation episode artwork
The Earnings Debate Albemarle Corporation (ALB)
Albemarle Corporation (ALB) Announced Q4 2025 Earnings, Reporting Net Sales of $1.4 Billion
• 5:30
HubSpot episode artwork
The Earnings Debate HubSpot (HUBS)
HubSpot (HUBS) Announced Q4 2025 Earnings on Feb. 11, 2026, Reporting Full Year Revenue of $3.1 Billion
• 15:17
Birkenstock episode artwork
The Earnings Debate Birkenstock (BIRK)
Birkenstock (BIRK) Announced Q1 2026 Earnings on February 12, 2026, Reporting Revenues of €402 Million
• 10:05
Shopify episode artwork
The Earnings Debate Shopify (SHOP)
Shopify’s 2026 Vision: Breaking the Commerce Sound Barrier with Agentic AI
• 24:14
ServiceNow episode artwork
The Earnings Debate ServiceNow (NOW)
ServiceNow Q4 2025: "Playing Offense on Our Tippy Toes" & The $600M AI Reality Check
• 33:48
Datadog episode artwork
The Earnings Debate Datadog (DDOG)
Datadog (DDOG) Q4 2025 Deep Dive: AI Actionability, Enterprise Acceleration, and the "Rule of 40"
• 15:07