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platform consolidation Podcasts

10 episodes about platform consolidation

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
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
CrowdStrike Holdings, Inc. (CRWD) Announced Q1 2027 Earnings on June 3, 2026, Reporting "total revenue of $1.39 billion" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q1 2027 Earnings on June 3, 2026, Reporting "total revenue of $1.39 billion"
CrowdStrike Holdings Inc. (CRWD)
• 20:11 •Ep 202 •The Earnings Debate •▶ Play on Apple
Datadog, Inc. (DDOG) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue was $1.01 billion, up 32% year-over-year. artwork

Datadog, Inc. (DDOG) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue was $1.01 billion, up 32% year-over-year.
Datadog Inc. (DDOG)
• 17:26 •Ep 160 •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
Inside Angi Inc.: Connecting Homeowners with Pros and Building an AI-First Marketplace artwork

Inside Angi Inc.: Connecting Homeowners with Pros and Building an AI-First Marketplace
Angi Inc. (ANGI)
• 43:53 •Ep 34 •Inside the Business •▶ Play on Apple
Angi Inc. (ANGI) Announced Q4 2025 Earnings on February 11, 2026, Reporting "$140 million" of adjusted EBITDA for the year. artwork

Angi Inc. (ANGI) Announced Q4 2025 Earnings on February 11, 2026, Reporting "$140 million" of adjusted EBITDA for the year.
Angi Inc. (ANGI)
• 20:01 •Ep 64 •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
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
Spotlight on Datadog: Moving From 'Seeing' Problems to 'Fixing' Them artwork

Spotlight on Datadog: Moving From 'Seeing' Problems to 'Fixing' Them
Datadog Inc. (DDOG)
• 13:24 •Ep 3 •The Company Spotlight •▶ Play on Apple