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8 episodes about subscription model
Microsoft Tech Radar: Optimizing heterogeneous AI compute to maximize multi-generational TCO
Microsoft (MSFT)
Mar 8, 2026
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20:08
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Ep 20
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Business Tech Radar
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Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO
Microsoft (MSFT)
Mar 8, 2026
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35:38
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Ep 23
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Inside the Business
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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
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17:32
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Ep 53
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The Earnings Debate
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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
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18:09
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Ep 50
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The Earnings Debate
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Sea Limited (SE) Announced Q4 2025 Earnings on March 3, 2026, Reporting "a record $23 billion in revenue"
Sea Limited (SE)
Mar 3, 2026
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15:19
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Ep 48
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The Earnings Debate
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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
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12:18
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Ep 45
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The Earnings Debate
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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
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14:51
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Ep 22
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The Earnings Debate
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Inside CrowdStrike: Delivering cybersecurity platforms and focusing on protecting the agentic AI workforce
CrowdStrike (CRWD)
Feb 23, 2026
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31:39
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Ep 7
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Inside the Business
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