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56 episodes about enterprise software

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
Palo Alto Networks, Inc. (PANW) Announced Q4 2026 Earnings on September 1, 2026, Reporting "revenue grew 34% to $3.41 billion in the fourth quarter" for the Quarter. artwork

Palo Alto Networks, Inc. (PANW) Announced Q4 2026 Earnings on September 1, 2026, Reporting "revenue grew 34% to $3.41 billion in the fourth quarter" for the Quarter.
Palo Alto Networks Inc. (PANW)
• 20:04 •Ep 270 •The Earnings Debate •▶ Play on Apple
MongoDB, Inc. (MDB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Total revenue in the second quarter was $771.8 million representing 30% year-over-year growth" artwork

MongoDB, Inc. (MDB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Total revenue in the second quarter was $771.8 million representing 30% year-over-year growth"
MongoDB Inc. (MDB)
• 16:41 •Ep 267 •The Earnings Debate •▶ Play on Apple
Zscaler, Inc. (ZS) Announced Q4 2026 Earnings on September 3, 2026, Reporting "Q4 revenue was $898 million, up 25% year-over-year" artwork

Zscaler, Inc. (ZS) Announced Q4 2026 Earnings on September 3, 2026, Reporting "Q4 revenue was $898 million, up 25% year-over-year"
Zscaler Inc. (ZS)
• 13:46 •Ep 266 •The Earnings Debate •▶ Play on Apple
Workday, Inc. (WDAY) Announced Q2 2027 Earnings on August 27, 2026, Reporting "Subscription revenue in Q2 was $2.471 billion, up 14%" artwork

Workday, Inc. (WDAY) Announced Q2 2027 Earnings on August 27, 2026, Reporting "Subscription revenue in Q2 was $2.471 billion, up 14%"
Workday Inc. (WDAY)
• 21:15 •Ep 264 •The Earnings Debate •▶ Play on Apple
Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Q2 revenue came in at $11.35 billion" artwork

Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Q2 revenue came in at $11.35 billion"
Salesforce Inc. (CRM)
• 21:19 •Ep 261 •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
CrowdStrike Holdings, Inc. (CRWD) Announced Q2 2027 Earnings on August 26, 2026, Reporting "total revenue growth accelerated for the fifth consecutive quarter, reaching $1.47 billion, up 26% year-over-year" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q2 2027 Earnings on August 26, 2026, Reporting "total revenue growth accelerated for the fifth consecutive quarter, reaching $1.47 billion, up 26% year-over-year"
CrowdStrike Holdings Inc. (CRWD)
• 24:06 •Ep 259 •The Earnings Debate •▶ Play on Apple
Intuit Inc. (INTU) Announced Q4 2026 Earnings on August 25, 2026, Reporting "revenue of $4.4 billion, up 14%" artwork

Intuit Inc. (INTU) Announced Q4 2026 Earnings on August 25, 2026, Reporting "revenue of $4.4 billion, up 14%"
Intuit Inc. (INTU)
• 19:57 •Ep 258 •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
ServiceNow, Inc. (NOW) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Q2 subscription revenues were $3.877 billion" artwork

ServiceNow, Inc. (NOW) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Q2 subscription revenues were $3.877 billion"
ServiceNow Inc. (NOW)
• 20:07 •Ep 238 •The Earnings Debate •▶ Play on Apple
Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter. artwork

Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter.
Microsoft Corporation (MSFT)
• 11:38 •Ep 236 •The Earnings Debate •▶ Play on Apple
Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter. artwork

Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter.
Axon Enterprise Inc. (AXON)
• 15:56 •Ep 225 •The Earnings Debate •▶ Play on Apple
Oracle Corporation (ORCL) Announced Q4 2026 Earnings on June 10, 2026, Reporting "Revenue was $19.2 billion" artwork

Oracle Corporation (ORCL) Announced Q4 2026 Earnings on June 10, 2026, Reporting "Revenue was $19.2 billion"
Oracle Corporation (ORCL)
• 12:13 •Ep 207 •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
MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year" artwork

MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year"
MongoDB Inc. (MDB)
• 18:38 •Ep 195 •The Earnings Debate •▶ Play on Apple
Salesforce, Inc. (CRM) Announced Q1 2027 Earnings on May 27, 2026, Reporting " Revenue was $11.13 billion " artwork

Salesforce, Inc. (CRM) Announced Q1 2027 Earnings on May 27, 2026, Reporting " Revenue was $11.13 billion "
Salesforce Inc. (CRM)
• 19:54 •Ep 193 •The Earnings Debate •▶ Play on Apple
Snowflake Inc. (SNOW) Announced Q1 2027 Earnings on May 27, 2026, Reporting "Product revenue came in at $1.334 billion with growth accelerating to 34% year-over-year" artwork

Snowflake Inc. (SNOW) Announced Q1 2027 Earnings on May 27, 2026, Reporting "Product revenue came in at $1.334 billion with growth accelerating to 34% year-over-year"
Snowflake Inc. (SNOW)
• 19:11 •Ep 192 •The Earnings Debate •▶ Play on Apple
Zscaler, Inc. (ZS) Announced Q3 2026 Earnings on May 26, 2026, Reporting "Revenue of $850 million grew 25% year-over-year" artwork

Zscaler, Inc. (ZS) Announced Q3 2026 Earnings on May 26, 2026, Reporting "Revenue of $850 million grew 25% year-over-year"
Zscaler Inc. (ZS)
• 21:28 •Ep 191 •The Earnings Debate •▶ Play on Apple
Workday, Inc. (WDAY) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Subscription revenue in Q1 was $2.354 billion, up 14%." artwork

Workday, Inc. (WDAY) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Subscription revenue in Q1 was $2.354 billion, up 14%."
Workday Inc. (WDAY)
• 21:34 •Ep 189 •The Earnings Debate •▶ Play on Apple
Zoom Communications, Inc. (ZM) Announced Q1 2027 Earnings on May 21, 2026, Reporting "total revenue grew 5.5% year-over-year to $1.24 billion". artwork

Zoom Communications, Inc. (ZM) Announced Q1 2027 Earnings on May 21, 2026, Reporting "total revenue grew 5.5% year-over-year to $1.24 billion".
Zoom Communications Inc. (ZM)
• 12:52 •Ep 188 •The Earnings Debate •▶ Play on Apple
Intuit Inc. (INTU) Announced Q3 2026 Earnings on May 20, 2026, Reporting "revenue of $8.6 billion, up 10%" artwork

Intuit Inc. (INTU) Announced Q3 2026 Earnings on May 20, 2026, Reporting "revenue of $8.6 billion, up 10%"
Intuit Inc. (INTU)
• 12:36 •Ep 185 •The Earnings Debate •▶ Play on Apple
Axon Enterprise, Inc. (AXON) Announced Q1 2026 Earnings on May 6, 2026, Reporting Revenue of $807 million for the quarter. artwork

Axon Enterprise, Inc. (AXON) Announced Q1 2026 Earnings on May 6, 2026, Reporting Revenue of $807 million for the quarter.
Axon Enterprise Inc. (AXON)
• 14:47 •Ep 150 •The Earnings Debate •▶ Play on Apple
Palantir Technologies Inc. (PLTR) Announced Q1 2026 Earnings on May 4, 2026, Reporting First quarter revenue grew 85% year-over-year and 16% sequentially to $1.633 billion artwork

Palantir Technologies Inc. (PLTR) Announced Q1 2026 Earnings on May 4, 2026, Reporting First quarter revenue grew 85% year-over-year and 16% sequentially to $1.633 billion
Palantir Technologies Inc. (PLTR)
• 19:12 •Ep 130 •The Earnings Debate •▶ Play on Apple
Apple Inc. (AAPL) Announced Q2 2026 Earnings on April 30, 2026, Reporting $111.2 billion in revenue. artwork

Apple Inc. (AAPL) Announced Q2 2026 Earnings on April 30, 2026, Reporting $111.2 billion in revenue.
Apple Inc. (AAPL)
• 21:39 •Ep 126 •The Earnings Debate •▶ Play on Apple
Microsoft Corporation (MSFT) Announced Q3 2026 Earnings on April 29, 2026, Reporting "revenue was $82.9 billion". artwork

Microsoft Corporation (MSFT) Announced Q3 2026 Earnings on April 29, 2026, Reporting "revenue was $82.9 billion".
Microsoft Corporation (MSFT)
• 20:03 •Ep 114 •The Earnings Debate •▶ Play on Apple
ServiceNow, Inc. (NOW) Announced Q1 2026 Earnings on April 22, 2026, Reporting Q1 subscription revenues were $3.671 billion. artwork

ServiceNow, Inc. (NOW) Announced Q1 2026 Earnings on April 22, 2026, Reporting Q1 subscription revenues were $3.671 billion.
ServiceNow Inc. (NOW)
• 19:47 •Ep 89 •The Earnings Debate •▶ Play on Apple
Oracle Corporation (ORCL) Announced Q3 2026 Earnings on March 10, 2026, Reporting "cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion" artwork

Oracle Corporation (ORCL) Announced Q3 2026 Earnings on March 10, 2026, Reporting "cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion"
Oracle Corporation (ORCL)
• 15:39 •Ep 57 •The Earnings Debate
Inside Block, Inc.: Connecting buyers and sellers while prioritizing autonomous commerce artwork

Inside Block, Inc.: Connecting buyers and sellers while prioritizing autonomous commerce
Block Inc. (SQ)
• 45:42 •Ep 30 •Inside the Business •▶ Play on Apple
Microsoft Tech Radar: Optimizing heterogeneous AI compute to maximize multi-generational TCO artwork

Microsoft Tech Radar: Optimizing heterogeneous AI compute to maximize multi-generational TCO
Microsoft (MSFT)
• 20:08 •Ep 20 •Business Tech Radar •▶ Play on Apple
Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO artwork

Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO
Microsoft (MSFT)
• 35:38 •Ep 23 •Inside the Business •▶ Play on Apple
Inside Hewlett Packard Enterprise: Scaling hybrid IT infrastructure and prioritizing AI-native networking integration artwork

Inside Hewlett Packard Enterprise: Scaling hybrid IT infrastructure and prioritizing AI-native networking integration
Hewlett Packard Enterprise (HPE)
• 40:32 •Ep 18 •Inside the Business •▶ 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
Okta Tech Radar: Securing AI agents to mitigate risk and capture new markets artwork

Okta Tech Radar: Securing AI agents to mitigate risk and capture new markets
Okta (OKTA)
• 19:56 •Ep 6 •Business Tech Radar •▶ 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
Inside Okta: Securing enterprise identity and pioneering the agentic AI future artwork

Inside Okta: Securing enterprise identity and pioneering the agentic AI future
Okta (OKTA)
• 35:53 •Ep 9 •Inside the Business •▶ 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
Broadcom Inc. (AVGO) Announced Q1 2026 Earnings on March 4, 2026, Reporting "total revenue reached a record $19.3 billion" artwork

Broadcom Inc. (AVGO) Announced Q1 2026 Earnings on March 4, 2026, Reporting "total revenue reached a record $19.3 billion"
Broadcom Inc. (AVGO)
• 15:44 •Ep 52 •The Earnings Debate •▶ Play on Apple
CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter"
CrowdStrike Holdings Inc. (CRWD)
• 18:09 •Ep 50 •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
MongoDB, Inc. (MDB) Announced Q4 2026 Earnings on March 2, 2026, Reporting "total revenue of $695 million up 27% year-over-year". artwork

MongoDB, Inc. (MDB) Announced Q4 2026 Earnings on March 2, 2026, Reporting "total revenue of $695 million up 27% year-over-year".
MongoDB Inc. (MDB)
• 19:11 •Ep 46 •The Earnings Debate •▶ Play on Apple
Zscaler, Inc. (ZS) Announced Q2 2026 Earnings on February 26, 2026, Reporting "Revenue of $816 million grew 26% year-over-year" artwork

Zscaler, Inc. (ZS) Announced Q2 2026 Earnings on February 26, 2026, Reporting "Revenue of $816 million grew 26% year-over-year"
Zscaler Inc. (ZS)
• 18:45 •Ep 44 •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
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
Zoom Communications, Inc. (ZM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "total revenue grew 5.3% year-over-year to $1.25 billion" artwork

Zoom Communications, Inc. (ZM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "total revenue grew 5.3% year-over-year to $1.25 billion"
Zoom Communications Inc. (ZM)
• 9:59 •Ep 32 •The Earnings Debate •▶ Play on Apple
Salesforce, Inc. (CRM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "$11.2 billion in revenue for the fourth quarter". artwork

Salesforce, Inc. (CRM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "$11.2 billion in revenue for the fourth quarter".
Salesforce Inc. (CRM)
• 14:26 •Ep 31 •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
Workday, Inc. (WDAY) Announced Q4 2026 Earnings on February 24, 2026, Reporting "Total revenue in Q4 was $2.53 billion". artwork

Workday, Inc. (WDAY) Announced Q4 2026 Earnings on February 24, 2026, Reporting "Total revenue in Q4 was $2.53 billion".
Workday Inc. (WDAY)
• 17:25 •Ep 26 •The Earnings Debate •▶ Play on Apple
Inside CrowdStrike: Delivering cybersecurity platforms and focusing on protecting the agentic AI workforce artwork

Inside CrowdStrike: Delivering cybersecurity platforms and focusing on protecting the agentic AI workforce
CrowdStrike (CRWD)
• 31:39 •Ep 7 •Inside the Business •▶ Play on Apple
Target Tech Radar: Target is deploying AI to accelerate merchandising and operations artwork

Target Tech Radar: Target is deploying AI to accelerate merchandising and operations
Target (TGT)
• 16:56 •Ep 4 •Business Tech Radar •▶ Play on Apple
PayPal Tech Radar: Overhauling legacy checkout and deploying agentic AI to drive revenue growth artwork

PayPal Tech Radar: Overhauling legacy checkout and deploying agentic AI to drive revenue growth
PayPal (PYPL)
• 17:37 •Ep 3 •Business Tech Radar •▶ Play on Apple
ServiceNow Q4 2025: "Playing Offense on Our Tippy Toes" & The $600M AI Reality Check artwork

ServiceNow Q4 2025: "Playing Offense on Our Tippy Toes" & The $600M AI Reality Check
ServiceNow (NOW)
• 33:48 •Ep 3 •The Earnings Debate •▶ Play on Apple
Datadog Inc. (DDOG) Q4 2025 Deep Dive: AI Actionability, Enterprise Acceleration, and the "Rule of 40" artwork

Datadog Inc. (DDOG) Q4 2025 Deep Dive: AI Actionability, Enterprise Acceleration, and the "Rule of 40"
DataDog Inc (DDOG)
• 15:07 •Ep 2 •The Earnings Debate •▶ Play on Apple