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31 episodes about AI strategy

GitLab Inc. (GTLB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $286.3 million, up 21% year-over-year" artwork

GitLab Inc. (GTLB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $286.3 million, up 21% year-over-year"
GitLab Inc. (GTLB)
• 21:05 •Ep 271 •The Earnings Debate •▶ Play on Apple
Veeva Systems Inc. (VEEV) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue in the quarter was $928 million" artwork

Veeva Systems Inc. (VEEV) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue in the quarter was $928 million"
Veeva Systems Inc. (VEEV)
• 18:55 •Ep 260 •The Earnings Debate •▶ Play on Apple
Zoom Communications, Inc. (ZM) Announced Q2 2027 Earnings on August 25, 2026, Reporting "total revenue grew 4.9% year-over-year to $1.28 billion" artwork

Zoom Communications, Inc. (ZM) Announced Q2 2027 Earnings on August 25, 2026, Reporting "total revenue grew 4.9% year-over-year to $1.28 billion"
Zoom Communications Inc. (ZM)
• 21:07 •Ep 257 •The Earnings Debate •▶ Play on Apple
Apple Inc. (AAPL) Announced Q3 2026 Earnings on July 30, 2026, Reporting "$109.4 billion in revenue, up 16% from a year ago and a June quarter record" artwork

Apple Inc. (AAPL) Announced Q3 2026 Earnings on July 30, 2026, Reporting "$109.4 billion in revenue, up 16% from a year ago and a June quarter record"
Apple Inc. (AAPL)
• 11:30 •Ep 234 •The Earnings Debate •▶ Play on Apple
Veeva Systems Inc. (VEEV) Announced Q1 2027 Earnings on June 3, 2026, Reporting "Total revenue in the quarter was $883 million" artwork

Veeva Systems Inc. (VEEV) Announced Q1 2027 Earnings on June 3, 2026, Reporting "Total revenue in the quarter was $883 million"
Veeva Systems Inc. (VEEV)
• 21:01 •Ep 204 •The Earnings Debate •▶ Play on Apple
GitLab Inc. (GTLB) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Revenue of $264 million, growth of 23%" artwork

GitLab Inc. (GTLB) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Revenue of $264 million, growth of 23%"
GitLab Inc. (GTLB)
• 20:31 •Ep 200 •The Earnings Debate •▶ Play on Apple
CAVA Group, Inc. (CAVA) Announced Q1 2026 Earnings on May 19, 2026, Reporting "CAVA revenue in the first quarter of 2026 grew 32.2% year-over-year to $434.4 million" artwork

CAVA Group, Inc. (CAVA) Announced Q1 2026 Earnings on May 19, 2026, Reporting "CAVA revenue in the first quarter of 2026 grew 32.2% year-over-year to $434.4 million"
CAVA Group Inc. (CAVA)
• 13:15 •Ep 181 •The Earnings Debate •▶ Play on Apple
Ginkgo Bioworks Holdings, Inc. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Revenue was $19 million in the first quarter of 2026" artwork

Ginkgo Bioworks Holdings, Inc. Announced Q1 2026 Earnings on May 7, 2026, Reporting "Revenue was $19 million in the first quarter of 2026"
Ginkgo Bioworks Holdings Inc. (DNA)
• 21:25 •Ep 152 •The Earnings Debate •▶ Play on Apple
Expedia Group, Inc. (EXPE) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $3.4 billion for the Quarter artwork

Expedia Group, Inc. (EXPE) Announced Q1 2026 Earnings on May 7, 2026, Reporting Revenue of $3.4 billion for the Quarter
Expedia Group Inc. (EXPE)
• 19:01 •Ep 138 •The Earnings Debate •▶ Play on Apple
Duolingo, Inc. (DUOL) Announced Q1 2026 Earnings on May 4, 2026, Reporting "adjusted EBITDA of $83 million". artwork

Duolingo, Inc. (DUOL) Announced Q1 2026 Earnings on May 4, 2026, Reporting "adjusted EBITDA of $83 million".
Duolingo Inc. (DUOL)
• 19:43 •Ep 158 •The Earnings Debate •▶ Play on Apple
Intel Tech Radar: Integrating x86 with NVLink to capture AI infrastructure revenue artwork

Intel Tech Radar: Integrating x86 with NVLink to capture AI infrastructure revenue
Intel (INTC)
• 19:56 •Ep 16 •Business Tech Radar •▶ Play on Apple
Intuit Tech Radar: Deploying AI-driven expert platforms to unlock mid-market revenue growth artwork

Intuit Tech Radar: Deploying AI-driven expert platforms to unlock mid-market revenue growth
Intuit Inc. (INTU)
• 18:58 •Ep 17 •Business Tech Radar •▶ Play on Apple
Inside Intuit: Financial Software Provider Focusing on AI-Driven Human Expert Services artwork

Inside Intuit: Financial Software Provider Focusing on AI-Driven Human Expert Services
Intuit Inc. (INTU)
• 41:39 •Ep 20 •Inside the Business •▶ Play on Apple
Hewlett Packard Enterprise Tech Radar Subtitle: Implementing internal AI and integrating Juniper to drive structural cost savings artwork

Hewlett Packard Enterprise Tech Radar Subtitle: Implementing internal AI and integrating Juniper to drive structural cost savings
Hewlett Packard (HPE)
• 18:56 •Ep 15 •Business Tech Radar •▶ Play on Apple
Apple Inc. Tech Radar: Expanding hybrid cloud infrastructure to scale AI revenue artwork

Apple Inc. Tech Radar: Expanding hybrid cloud infrastructure to scale AI revenue
Apple Inc. (AAPL)
• 19:45 •Ep 11 •Business Tech Radar •▶ Play on Apple
Inside Apple: Selling consumer electronics and prioritizing on-device artificial intelligence artwork

Inside Apple: Selling consumer electronics and prioritizing on-device artificial intelligence
Apple Inc. (AAPL)
• 40:11 •Ep 14 •Inside the Business •▶ Play on Apple
Amgen Tech Radar: Amgen is deploying artificial intelligence to accelerate therapeutic discovery artwork

Amgen Tech Radar: Amgen is deploying artificial intelligence to accelerate therapeutic discovery
Amgen (AMGN)
• 20:22 •Ep 10 •Business Tech Radar •▶ Play on Apple
Albertsons Tech Radar: Scaling agentic AI to optimize costs and grow omnichannel revenue artwork

Albertsons Tech Radar: Scaling agentic AI to optimize costs and grow omnichannel revenue
Albertsons (ACI)
• 18:42 •Ep 9 •Business Tech Radar •▶ Play on Apple
Expedia Group Tech Radar: Deploying AI and optimizing cloud infrastructure to expand margins artwork

Expedia Group Tech Radar: Deploying AI and optimizing cloud infrastructure to expand margins
Expedia Group (EXPE)
• 20:33 •Ep 7 •Business Tech Radar •▶ Play on Apple
Inside Expedia Group: Operating a global travel marketplace and expanding B2B partnerships artwork

Inside Expedia Group: Operating a global travel marketplace and expanding B2B partnerships
Expedia Group (EXPE)
• 37:19 •Ep 10 •Inside the Business •▶ Play on Apple
Okta, Inc. (OKTA) Announced Q4 2026 Earnings on March 4, 2026, Reporting "a record amount of total contract value of nearly $1.3 billion" artwork

Okta, Inc. (OKTA) Announced Q4 2026 Earnings on March 4, 2026, Reporting "a record amount of total contract value of nearly $1.3 billion"
Okta Inc. (OKTA)
• 14:14 •Ep 54 •The Earnings Debate •▶ Play on Apple
Veeva Systems Inc. Announced Q4 2026 Earnings on March 4, 2026, Reporting "Total revenue in the quarter was $836 million" artwork

Veeva Systems Inc. Announced Q4 2026 Earnings on March 4, 2026, Reporting "Total revenue in the quarter was $836 million"
Veeva Systems Inc. (VEEV)
• 17:32 •Ep 53 •The Earnings Debate •▶ Play on Apple
GitLab Inc. (GTLB) Announced Q4 2026 Earnings on March 3, 2026, Reporting "Q4 revenue was $260 million, up 23% year-over-year". artwork

GitLab Inc. (GTLB) Announced Q4 2026 Earnings on March 3, 2026, Reporting "Q4 revenue was $260 million, up 23% year-over-year".
GitLab Inc. (GTLB)
• 18:24 •Ep 49 •The Earnings Debate •▶ Play on Apple
Duolingo, Inc. (DUOL) Announced Q4 2025 Earnings on February 26, 2026, Reporting "over 1 billion in bookings and more than $300 million in adjusted EBITDA" artwork

Duolingo, Inc. (DUOL) Announced Q4 2025 Earnings on February 26, 2026, Reporting "over 1 billion in bookings and more than $300 million in adjusted EBITDA"
Duolingo Inc. (DUOL)
• 12:18 •Ep 45 •The Earnings Debate •▶ Play on Apple
Intuit Inc. (INTU) Announced Q2 2026 Earnings on February 26, 2026, Reporting "revenue of $4.7 billion, up 17%" artwork

Intuit Inc. (INTU) Announced Q2 2026 Earnings on February 26, 2026, Reporting "revenue of $4.7 billion, up 17%"
Intuit Inc. (INTU)
• 17:43 •Ep 42 •The Earnings Debate •▶ Play on Apple
Ginkgo Bioworks Holdings, Inc. (DNA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Cell engineering revenue was $26 million in the fourth quarter of 2025" artwork

Ginkgo Bioworks Holdings, Inc. (DNA) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Cell engineering revenue was $26 million in the fourth quarter of 2025"
Ginkgo Bioworks Holdings Inc. (DNA)
• 17:11 •Ep 41 •The Earnings Debate •▶ Play on Apple
Dell Technologies Inc. (DELL) Announced Q4 2026 Earnings on February 26, 2026, Reporting "Q4 revenue was $33.4 billion" artwork

Dell Technologies Inc. (DELL) Announced Q4 2026 Earnings on February 26, 2026, Reporting "Q4 revenue was $33.4 billion"
Dell Technologies Inc. (DELL)
• 17:30 •Ep 40 •The Earnings Debate •▶ Play on Apple
Snowflake Inc. (SNOW) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Product revenue in Q4 grew 30% year-over-year to reach $1.23 billion." artwork

Snowflake Inc. (SNOW) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Product revenue in Q4 grew 30% year-over-year to reach $1.23 billion."
Snowflake Inc. (SNOW)
• 11:02 •Ep 34 •The Earnings Debate •▶ Play on Apple
Nu Holdings Ltd. (NU) Announced Q4 2025 Earnings on February 25, 2026, Reporting "revenues in Q4 '25 reached $4.9 billion" artwork

Nu Holdings Ltd. (NU) Announced Q4 2025 Earnings on February 25, 2026, Reporting "revenues in Q4 '25 reached $4.9 billion"
Nu Holdings Ltd. (NU)
• 15:58 •Ep 30 •The Earnings Debate •▶ Play on Apple
Axon Enterprise, Inc. (AXON) Announced Q4 2025 Earnings on February 24, 2026, Reporting Revenue of $797 million for the Quarter and Revenue Growth of 39% artwork

Axon Enterprise, Inc. (AXON) Announced Q4 2025 Earnings on February 24, 2026, Reporting Revenue of $797 million for the Quarter and Revenue Growth of 39%
Axon Enterprise Inc. (AXON)
• 10:24 •Ep 29 •The Earnings Debate •▶ Play on Apple
Lowe's Companies, Inc. Announced Q4 2025 Earnings on February 25, 2026, Reporting "sales were $20.6 billion" for the quarter. artwork

Lowe's Companies, Inc. Announced Q4 2025 Earnings on February 25, 2026, Reporting "sales were $20.6 billion" for the quarter.
Lowe's Companies Inc. (LOW)
• 11:59 •Ep 28 •The Earnings Debate •▶ Play on Apple