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14 episodes about subscription model

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)
Aug 27, 2026 • 21:15 •Ep 264 •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)
Aug 26, 2026 • 24:06 •Ep 259 •The Earnings Debate •▶ Play on Apple
Hims & Hers Health, Inc. (HIMS) Announced Q2 2026 Earnings on August 10, 2026, Reporting "In the second quarter, revenue grew nearly 40% year-over-year to more than $753 million." artwork

Hims & Hers Health, Inc. (HIMS) Announced Q2 2026 Earnings on August 10, 2026, Reporting "In the second quarter, revenue grew nearly 40% year-over-year to more than $753 million."

Hims & Hers Health Inc. (HIMS)
Aug 18, 2026 • 21:00 •Ep 246 •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)
Aug 10, 2026 • 15:56 •Ep 225 •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)
Jun 3, 2026 • 20:11 •Ep 202 •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)
May 22, 2026 • 21:34 •Ep 189 •The Earnings Debate •▶ 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)
Mar 8, 2026 • 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)
Mar 8, 2026 • 35:38 •Ep 23 •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)
Mar 4, 2026 • 17:32 •Ep 53 •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)
Mar 3, 2026 • 18:09 •Ep 50 •The Earnings Debate •▶ Play on Apple
Sea Limited (SE) Announced Q4 2025 Earnings on March 3, 2026, Reporting "a record $23 billion in revenue" artwork

Sea Limited (SE) Announced Q4 2025 Earnings on March 3, 2026, Reporting "a record $23 billion in revenue"

Sea Limited (SE)
Mar 3, 2026 • 15:19 •Ep 48 •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)
Feb 27, 2026 • 12:18 •Ep 45 •The Earnings Debate •▶ Play on Apple
Hims & Hers Health, Inc. (HIMS) Announced Q4 2025 Earnings on February 23, 2026, Reporting "Revenue in the fourth quarter was $618 million". artwork

Hims & Hers Health, Inc. (HIMS) Announced Q4 2025 Earnings on February 23, 2026, Reporting "Revenue in the fourth quarter was $618 million".

Hims & Hers Health Inc (HIMS)
Feb 24, 2026 • 14:51 •Ep 22 •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)
Feb 23, 2026 • 31:39 •Ep 7 •Inside the Business •▶ Play on Apple

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