All Episodes

Drill Down Insider #24: Vinci CEO Hardik Kabaria

Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser

Drill Down Ep. #256: QumulusAI (QMLS:NASDAQ) Building the Bottleneck Michael Maniscalco

Drill Down Earnings, Ep. 480: Oracle Q1 earnings – ($ORCL) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 479: Zscaler Q4 earnings – ($ZS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 477: Hewlett Packard Enterprise Q3 earnings – ($HPE) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 478: Ciena Q3 earnings – ($CIEN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 476: Broadcom Q3 earnings – ($AVGO) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 475: Dell Technologies Q2 earnings – ($DELL) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 474: Palo Alto Networks Q4 earnings – ($PANW) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 473: Marvell Technology Q2 earnings – ($MRVL) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 472: Elastic Q1 earnings – ($ESTC) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 471: Synopsys Q3 earnings – ($SNPS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 470: NVIDIA Q2 earnings – ($NVDA) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 469: Box Q2 earnings – ($BOX) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 468: Analog Devices Q3 earnings – ($ADI) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 467: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 466: Applied Materials Q3 earnings – ($AMAT) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 465: Cisco Systems Q4 earnings – ($CSCO) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 464: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 463: CoreWeave Q2 earnings – ($CRWV) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 462: Lumentum Q4 earnings – ($LITE) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 461: Applied Optoelectronics Q2 earnings – ($AAOI) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 460: Cloudflare Q2 earnings – ($NET) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 459: HubSpot Q2 earnings – ($HUBS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 458: Advanced Micro Devices Q2 earnings – ($AMD) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 457: Space Exploration Technologies Q2 earnings – ($SPCX) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 456: Palantir Technologies Q2 earnings – ($PLTR) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 454: Arm Q1 earnings – ($ARM) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 453: Corning Q2 earnings – ($GLW) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 452: KLA Q4 earnings – ($KLAC) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 451: Navitas Semiconductor Q2 earnings – ($NVTS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 450: Cadence Design Systems Q2 earnings – ($CDNS) – A Deep Dive with Cory Johnson

Drill Down Ep. #255: Momentus Space (MNTS:NASDAQ) CEO John Rood

Drill Down Earnings, Ep. 449: Comfort Systems USA Q2 earnings – ($FIX) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 448: Intel Q2 earnings – ($INTC) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 447: Texas Instruments Q2 earnings – ($TXN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 446: ServiceNow Q2 earnings – ($NOW) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 445: Oracle Q4 earnings – ($ORCL) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 444: Palo Alto Networks Q3 Fiscal Year 2026 earnings – ($PANW) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 443: Elastic Fiscal Q4 2026 earnings – ($ESTC) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 442: Synopsys Q2 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 441: Zscaler Fiscal Q3 2026 earnings – ($ZS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 440: Workday Q1 earnings – ($WDAY) – A Deep Dive with Cory Johnson

Drill Down Ep. #254: Innventure (INV:NASDAQ) CEO Bill Haskell

Drill Down Earnings, Ep. 439: NVIDIA Q1 earnings – ($NVDA) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 438: ASML Q1 2027 earnings – ($ASML) – A Deep Dive with Cory Johnson

Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook

Drill Down Insider Ep. #22: Freepik CEO Joaquin Cuenca

Drill Down Earnings, Ep. 437: Rubrik Q4 earnings – ($RBRK) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 436: Oracle Q3 FY 2026 earnings – ($ORCL) – A Deep Dive with Cory Johnson

Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ) Jeetu Patel

Drill Down Ep. #251: Zscaler (ZS:NYSE) CEO Jay Chaudhry

Drill Down Earnings, Ep. 434: Zscaler FY 2026 Q2 earnings – ($ZS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 433: Elastic FY 2026 Q3 earnings – ($ESTC) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 432: Synopsys Q1 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 431: NVDIA Q4 earnings – ($NVDA) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 430: Workday Q4 earnings – ($WDAY) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 429: Navitas Semiconductor Q4 earnings – ($NVTS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 428: Comfort Systems USA Q4 earnings – ($FIX) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 427: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 426: Lumen Technologies Q4 earnings – ($LUMN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 425: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 424: Palantir Technologies Q4 earnings – ($PLTR) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 423: IBM Q4 earnings – ($IBM) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 422: Tesla Q4 earnings – ($TSLA) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 421: Corning Q4 earnings – ($GLW) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 420: F5 Q4 earnings – ($FFIV) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 419: Texas Instruments Q4 earnings – ($TXN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 418: Intel Q4 earnings – ($INTC) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 417: Taiwan Semiconductor Q4 earnings – ($TSM) – A Deep Dive with Cory Johnson

The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story

Drill Down Earnings, Ep. 416: Micron Technology Q1 earnings – ($MU) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 415: Ciena Q4 earnings – ($CIEN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 414: Synopsys Q4 earnings – ($SNPS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 413: Oracle Q2 earnings – ($ORCL) – A Deep Dive with Cory Johnson

Drill Down Ep. #249: NiCE (NICE:NYSE) CEO Scott

Drill Down Earnings, Ep. 412: Elastic Q2 earnings – ($ESTC) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 411: Palo Alto Networks Q1 earnings – ($PANW) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 409: Cisco Systems Q1 2026 earnings – ($CSCO) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 410: NVIDIA Q3 earnings – ($NVDA) Beyond the Numbers – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 408: Coherent Q3 earnings – ($COHR) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 407: Lumentum 2026 Q1 earnings – ($LITE) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 406: Fabrinet Q1 FY 2026 earnings – ($FN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 405: Palantir Technologies Q3 earnings – ($PLTR) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 404: Lumen Technologies Q3 earnings – ($LUMN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 403: Amazon.com Q3 earnings – ($AMZN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 402: Alphabet Q3 earnings – ($GOOG) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 401: Microsoft FY 2026 Q1 earnings – ($MSFT) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 400: Corning Q3 earnings – ($GLW) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 399: Cadence Design Systems Q3 earnings – ($CDNS) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 398: F5 Q4 earnings – ($FFIV) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 397: Comfort Systems USA Q3 earnings – ($FIX) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 396: Intel Q3 earnings – ($INTC) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 395: Vertiv Q3 earnings – ($VRT) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 393: Tesla Q3 earnings – ($TSLA) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 394: IBM Q3 earnings – ($IBM) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 391: Texas Instruments Q3 earnings – ($TXN) – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 390: Micron Technology Q2 earnings – ($MU) Beyond the Numbers – A Deep Dive with Cory Johnson

Drill Down Earnings, Ep. 389: Rubrik Q2 earnings – ($RBRK) Beyond the Numbers – A Deep Dive with Cory Johnson