All Episodes
The Drill Down — 711 episodes
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 – ($RBRK) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 388: Oracle Q1 2026 earnings – ($ORCL) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 387: Broadcom Q3 earnings – ($AVGO) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 386: Salesforce Q2 earnings – ($CRM) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 385: Hewlett Packard Enterprise Q2 earnings – ($HPE) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 384: Zscaler FY 2025 Q4 earnings – ($ZS) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Insider Ep. #21: Coveo CEO Laurent Simoneau
Drill Down Earnings, Ep. 380: Fabrinet Q4 Fiscal Year 2025 earnings – ($FN) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 383: Elastic Q1 2026 earnings – ($ESTC) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 382: NVIDA Q2 2026 earnings – ($NVDA) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 381: Box Q2 earnings – ($BOX) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 379: Palo Alto Networks Q4 Fiscal Year 2025 earnings – ($PANW) Beyond the Numbers – A Deep Dive with Cory Johnson
Ep. #248: Trinity Capital (TRIN:NASDAQ) CEO Kyle Brown
Drill Down Earnings, Ep. 378: Applied Materials Q3 FY 2025 earnings – ($AMAT) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 377: Coherent Q4 FY 2025 earnings – ($COHR) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 376: Cisco Systems Q4 2025 earnings – ($CSCO) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 375: Lumentum Q4 2025 earnings – ($LITE) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 374: Applied Optoelectronics Q2 earnings – ($AAOI) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 373: Applovin Q2 earnings – ($APP) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 372: Advanced Micro Devices Q2 earnings – ($AMD) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 371: Globalfoundries Q2 earnings – ($GFS) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 370: Palantir Q2 earnings – ($PLTR) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 369: Amazon.com Q2 earnings – ($AMZN) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 368: Microsoft Q4 2025 earnings – ($MSFT) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 367: Cadence Design Systems Q2 earnings – ($CDNS) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 366: Comfort Systems USA Q2 earnings – ($FIX) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 365: Intel Q2 earnings – ($INTC) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 362: IBM Q2 earnings – ($IBM) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 361: Alphabet Q2 earnings – ($GOOG) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 360: Tesla Q2 earnings – ($TSLA) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 359: Texas Instruments Q2 earnings – ($TXN) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down Insider, with Synopsys CFO Shelagh Glaser
Drill Down Earnings, Ep. 358: Taiwan Semiconductor Manufacturing Q2 earnings analysis – what you need to know ($TSM)
Drill Down Earnings, Ep. 357: ASML Q2 earnings – ($ASML) Beyond the Numbers – A Deep Dive with Cory Johnson
Drill Down Earnings, Ep. 356: Micron Technology Q3 earnings analysis – what you need to know ($MU)
Drill Down Earnings, Ep. 355: Adobe Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADBE)
Drill Down Earnings, Ep. 354: Oracle Q4 Fiscal 2025 earnings analysis – what you need to know ($ORCL)
Ep. #247: Rubrik (RBRK:Nasdaq) CEO Bipul Sinha
Drill Down Earnings, Ep. 353: Broadcom Q2 earnings analysis – what you need to know ($AVGO)
Drill Down Earnings, Ep. 352: Rubrik Q1 earnings analysis – what you need to know ($RBRK)
Drill Down Earnings, Ep. 351: Mongodb Q1 earnings analysis – what you need to know ($MDB)
Drill Down Earnings, Ep. 350: CrowdStrike Q1 earnings analysis – what you need to know ($CRWD)
Drill Down Earnings, Ep. 349: Hewlett Packard Enterprise Q2 Fiscal Year 2025 earnings analysis – what you need to know ($HPE)
Drill Down Insider: Elastic CEO Ash Kulkarni ($ESTC)
Drill Down Earnings, Ep. 348: Dell Technologies Q1 Fiscal Year 2026 earnings analysis – what you need to know ($DELL)
Drill Down Earnings, Ep. 347: Elastic Q4 Fiscal 2025 earnings analysis – what you need to know ($ESTC)
Drill Down Earnings, Ep. 346: Zscaler Q4 Fiscal Year 2025 earnings analysis – what you need to know ($ZS)
Drill Down Earnings, Ep. 344: HP Q2 earnings analysis – what you need to know ($HPQ)
Drill Down Earnings, Ep. 343: Salesforce Q1 earnings analysis – what you need to know ($CRM)
Drill Down Earnings, Ep. 342: NVIDIA Q1 earnings analysis – what you need to know ($NVDA)
The Drill Down: Clearwater Analytics (CWAN:NASDAQ) CEO Sandeep Sahai
Drill Down Earnings, Ep. 341: Okta Q1 earnings analysis – what you need to know ($OKTA)
Drill Down Earnings, Ep. 340: Box Q1 earnings analysis – what you need to know ($BOX)
Drill Down Earnings, Ep. 339: Workday Q1 earnings analysis – what you need to know ($WDAY)
Drill Down Earnings, Ep. 338: Analog Devices Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADI)
Drill Down Earnings, Ep. 337: Palo Alto Networks Q3 Fiscal 2025 earnings analysis – what you need to know ($PANW)
Drill Down Earnings, Ep. 336: Applied Materials Q2 Fiscal Year 2025 earnings analysis – what you need to know ($AMAT)
Drill Down Earnings, Ep. 335: Cloudflare Q1 earnings analysis – what you need to know ($NET)
Drill Down Earnings, Ep. 334: Applied Optoelectronics Q1 earnings analysis – what you need to know ($AAOI)
Drill Down Earnings, Ep. 333: ARM Q4 Fiscal 2025 earnings analysis – what you need to know ($ARM)
Drill Down Earnings, Ep. 332: Applovin Q1 earnings analysis – what you need to know ($APP)
Drill Down Earnings, Ep. 331: Coherent Q1 earnings analysis – what you need to know ($COHR)
Drill Down Earnings, Ep. 330: Lumentum Q1 earnings analysis – what you need to know ($LITE)
Drill Down Earnings, Ep. 329: Arista Networks Q1 earnings analysis – what you need to know ($ANET)
Drill Down Earnings, Ep. 328: Advanced Micro Devices Q1 earnings analysis – what you need to know ($AMD)
Drill Down Earnings, Ep. 327: Fabrinet Fiscal 2025 Q3 earnings analysis – what you need to know ($FN)
Drill Down Earnings, Ep. 326: onsemi Q1 earnings analysis – what you need to know ($ON)
Drill Down Earnings, Ep. 323: Microsoft Q3 earnings analysis – what you need to know ($MSFT)
Drill Down Earnings, Ep. 325: Twilio Q4 earnings analysis – what you need to know ($TWLO)
Drill Down Earnings, Ep. 324: Amazon.com Q1 earnings analysis – what you need to know ($AMZN)
Drill Down Earnings, Ep. 322: F5 Q2 Fiscal Year 2025 earnings analysis – what you need to know ($FFIV)
Drill Down Earnings, Ep. 321: Netflix Q1 earnings analysis – what you need to know ($NFLX)
Drill Down Earnings, Ep. 320: ASML Holding NV Q4 earnings analysis – what you need to know ($ASML).
The Drill Down Insider, with the State of Maryland's Natalie Evans Harris
The Drill Down Insider, with NIST's Justin Senseney
The Drill Down Insider, with the U.S. Army’s Hussein Johnson
The Drill Down Insider, with Lawrence Livermore National Lab’s Ian Lee
The Drill Down Insider, with Elastic's Bill Wright
The Drill Down Insider, with Elastic's Chris Townsend
The Drill Down Insider, with Elastic's Ash Kulkarni
Drill Down Earnings, Ep. 319: Rubrik Q4 earnings analysis – what you need to know ($RBRK)
Drill Down Earnings, Ep. 317: Oracle Q3 earnings analysis – what you need to know ($ORCL)
Drill Down Earnings, Ep. 318: Adobe Q1 earnings analysis – what you need to know ($ADBE)
Drill Down Earnings, Ep. 316: Broadcom Q1 2025 earnings analysis – what you need to know ($AVGO)
Drill Down Earnings, Ep. 315: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE)
Drill Down Earnings, Ep. 314: Zscaler Q2 2025 earnings analysis – what you need to know ($ZS)
Drill Down Earnings, Ep. 313: Marvell Q4 earnings analysis – what you need to know ($MRVL)
Drill Down Earnings, Ep. 312: Okta Q4 earnings analysis – what you need to know ($OKTA)
The Drill Down Insider: Elastic CEO Ash Kulkarni
The Drill Down Insider: Synopsys CFO Shelagh Glaser
Drill Down Earnings, Ep. 311: Elastic Q3 2025 earnings analysis – what you need to know ($ESTC)
Drill Down Earnings, Ep. 310: Dell Technologies Q4 earnings analysis – what you need to know ($Dell)
Drill Down Earnings, Ep. 309: NetApp Q4 earnings analysis – what you need to know ($NTAP)
Drill Down Earnings, Ep. 308: Applied Optoelectronics Q4 earnings analysis – what you need to know ($AAOI)
Drill Down Earnings, Ep. 307: Synopsys Q1 2026 earnings analysis – what you need to know ($SNPS)
Drill Down Earnings, Ep. 306: What you don’t know about NVIDIA Q4 earnings – a deep dive into the technology and the numbers you need to know ($NVDA)
Drill Down Earnings, Ep. 305: Workday Q4 earnings analysis – what you need to know ($WDAY)
Drill Down Earnings, Ep. 304: Digitalbridge Q4 earnings analysis – what you need to know ($DBRG)
Drill Down Earnings, Ep. 303: Analog Devices Q1 2026 earnings analysis – what you need to know ($ADI)
Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what you need to know ($CDNS)
Drill Down Earnings, Ep. 301: Arista Networks Q4 earnings analysis – what you need to know ($ANET)
Drill Down Earnings, Ep. 299: Applovin Q4 earnings analysis – what you need to know ($APP)
Drill Down Earnings, Ep. 300 (!): Cisco Systems Q2 Fiscal Year 2025 earnings analysis – what you need to know ($CSCO)
Drill Down Earnings, Ep. 298: Vertiv Q4 earnings analysis – what you need to know ($VRT)
Drill Down Earnings, Ep. 297: Super Micro Computer Q4 earnings analysis – what you need to know ($SMCI)
Drill Down Earnings, Ep. 296: Globalfoundries Q4 earnings analysis – what you need to know ($GFS)
Drill Down Earnings, Ep. 295: Shopify Q4 earnings analysis – what you need to know ($SHOP)
Drill Down Earnings, Ep. 294: Lattice Semiconductor Q4 earnings analysis – what you need to know ($LSCC)
Drill Down Earnings, Ep. 293: ON Semiconductor Q4 earnings analysis – what you need to know ($ON)
Drill Down Earnings, Ep. 292: Amazon.com Q4 earnings analysis – what you need to know ($AMZN)
Drill Down Earnings, Ep. 291: Fortinet Q4 earnings analysis – what you need to know ($FTNT)
Drill Down Earnings, Ep. 290: Cloudflare Q4 earnings analysis – what you need to know ($NET)
Drill Down Earnings, Ep. 289: ARM Holdings Q3 earnings analysis – what you need to know ($ARM)
Drill Down Earnings, Ep. 288: Qualcomm Q1 earnings analysis – what you need to know ($QCOM)
Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need to know ($COHR)
Drill Down Earnings, Ep. 286: Alphabet Q4 earnings analysis – what you need to know ($GOOG)
Drill Down Earnings, Ep. 285: Snap Q4 earnings analysis – what you need to know ($SNAP)
Drill Down Earnings, Ep. 284: Advanced Micro Devices Q4 earnings analysis – what you need to know ($AMD)
Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to know ($FN)
Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to know ($PLTR)
Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL)
Drill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know ($INTC)
Drill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know ($IBM)
Drill Down Earnings, Ep. 278: Tesla Q4 earnings analysis – what you need to know ($TSLA)
Drill Down Earnings, Ep. 277: Microsoft Q4 earnings analysis – what you need to know ($MSFT)
Drill Down Earnings, Ep. 276: ASML Q4 earnings analysis – what you need to know ($ASML)
Drill Down Earnings, Ep. 275: F5 Q1 2025 earnings analysis – what you need to know ($FFIV)
Drill Down Earnings, Ep. 274: SAP €40B promise Q4 earnings analysis and a – what you need to know ($SAP)
Drill Down Earnings, Ep. 273: Micron Technology Q1 2025 earnings analysis – what you need to know ($MU).
Drill Down Earnings, Ep. 272: Broadcom Q4 2024 earnings analysis – what you need to know ($AVGO)
Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to know ($ADBE).
Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ORCL)
Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to know ($AI)
Drill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE)
The Drill Down Insider: Synopsys CFO Shelagh Glaser
Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to know ($SNPS)
Drill Down Insider w. Yext CEO Michael Walrath
Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential service to the world of AI ($ESTC).
Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know ($OKTA)
Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know ($BOX)
Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what you need to know ($ZS)
Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need to know ($CRWD)
Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis – what you need to know ($DELL)
Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to know ($ESTC)
Drill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you need to know ($PANW)
Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)
Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)
Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)
Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)
Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).
Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)
Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)
Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)
Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM)
Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI)
Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS)
Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN)
Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC)
Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR).
Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN)
Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM)
Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC)
Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL)
Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)
Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)
Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)
Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)
Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)
Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)
Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)
Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)
Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)
Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)
Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV)
Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON)
Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX)
Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER) – what you need to know
Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX)
Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)
Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)
Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)
Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)
Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN)
Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)
Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)
Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)
Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)
Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)
Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)
Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)
Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)
Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)
Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)
Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)
Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology
Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS)
Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search
Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)
Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)
Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)
Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)
Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)
Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)
Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX)
Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY)
Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM)
Drill Down Earnings, Ep. 199: Snowflake Q2 earnings essentials ($SNOW)
Drill Down Earnings, Ep. 198: Synopsys Q3 earnings essentials ($SNPS)
Drill Down Earnings, Ep. 197: Analog Devices Q3 earnings essentials ($ADI)
Drill Down Earnings, Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW)
Drill Down Earnings, Ep. 195: Coherent Q4 earnings essentials ($COHR)
Drill Down Earnings, Ep. 194: Applied Materials Q3 earnings essentials ($AMAT)
Drill Down Earnings, Ep. 193: Cisco Q4 earnings essentials ($CSCO)
Drill Down Earnings, Ep. 192: Lumentum Q4 earnings essentials ($LITE)
Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD)
Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN)
Drill Down Earnings, Ep. 190: Take Two Interactive Q1 2025 earnings essentials ($TTWO)
Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG)
Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP)
Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ)
Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS)
Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP)
Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN)
Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI)
Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT)
Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS)
Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER)
Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR)
Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)
Drill Down Earnings, Ep. 176: Twilio Q2 earnings essentials ($TWLO)
Drill Down Earnings, Ep. 175: Cloudflare Q2 earnings essentials ($NET)
Drill Down Earnings, Ep. 174: Snap Q2 earnings essentials ($SNAP)
Drill Down Earnings, Ep. 173: Amazon.com Q2 earnings essentials ($AMZN)
Drill Down Earnings, Ep. 172: Intel Q2 earnings essentials ($INTC)
Drill Down Earnings, Ep. 171: Apple Q2 earnings essentials ($AAPL)
Drill Down Earnings, Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY)
Drill Down Earnings, Ep. 169: Lam Research Q4 earnings essentials ($LRCX)
Drill Down Earnings, Ep. 168: Arm PLC Q2 earnings essentials ($ARM)
Drill Down Earnings, Ep. 167: Meta Platforms Q2 earnings essentials ($META)
Drill Down Earnings, Ep. 166: Qualcomm Q3 earnings essentials ($QCOM)
Drill Down Earnings, Ep. 165: Western Digital Q2 earnings essentials ($WDC)
Drill Down Earnings, Ep. 164: Microsoft Q4 earnings essentials ($MSFT)
Drill Down Earnings, Ep. 163: AMD Q2 earnings essentials ($AMD)
Drill Down Earnings, Ep. 162: Arista Networks Q2 earnings essentials ($ANET)
Drill Down Earnings, Ep. 161: Gartner Q2 earnings essentials ($IT).
Drill Down Earnings, Ep. 160: PayPal Q2 earnings essentials ($PYPL)
Drill Down Earnings, Ep. 159: Lattice Semiconductor Q2 earnings essentials ($LSCC)
Drill Down Earnings, Ep. 158: F5 Q3 earnings essentials ($FFIV)
Drill Down Earnings, Ep. 157: ON Semiconductor Q2 earnings essentials ($ON)
Drill Down Earnings, Ep. 156: Comfort Systems Q2 earnings essentials ($FIX)
Drill Down Earnings, Ep. 155: Teradyne Q2 earnings essentials ($TER)
Drill Down Earnings, Ep. 154 : KLA Q4 earnings essentials ($KLAC)
Drill Down Earnings, Ep. 152: ServiceNow Q2 earnings essentials ($NOW)
Drill Down Earnings, Ep. 153: IBM Q2 earnings essentials ($IBM)
Drill Down Earnings, Ep. 151: Vertiv Q2 earnings essentials ($VRT)
Drill Down Earnings, Ep. 150: Texas Instruments Q2 earnings essentials ($TXN)
Drill Down Earnings, Ep. 149: Alphabet Q2 earnings essentials ($GOOG)
Drill Down Earnings, Ep. 148: Tesla Q2 earnings essentials ($TSLA)
Drill Down Earnings, Ep. 147: Spotify Q2 earnings essentials ($SPOT)
Drill Down Earnings, Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI)
Drill Down Earnings, Ep. 145: SAP Q2 earnings essentials ($SAP)
Drill Down Earnings, Ep. 144: Cadence Design Systems Q2 earnings essentials ($CDNS)
Drill Down Earnings, Ep. 143: Netflix Q2 earnings essentials ($NFLX)
Drill Down Earnings, Ep. 142: Nokia Q2 earnings essentials ($NOK)
Drill Down Earnings, Ep. 141: Taiwan Semiconductor Manufacturing Q2 earnings essentials ($TSM)
Drill Down Earnings, Ep. 140: ASML Q2 earnings essentials ($ASML)
Drill Down Earnings, Ep. 139: Micron Technology Q3 earnings essentials ($MU)
Drill Down Earnings, Ep. 138: Adobe Q2 earnings essentials ($ADBE)
Drill Down Earnings, Ep. 137: Broadcom Q2 earnings essentials ($AVGO)
Drill Down Earnings, Ep. 136: Oracle Q4 2024 earnings essentials ($ORCL)
Ep. 249: Elastic CEO Ash Kulkarni, Crowdstrike, Lululemon and Hewlett Packard Enterprise
Drill Down Earnings, Ep. 135: Docusign Q1 earnings essentials ($DOCU)
Drill Down Earnings, Ep. 134: Smartsheet Q1 earnings essentials ($SMAR)
Drill Down Earnings, Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE)
Drill Down Earnings, Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD)
Drill Down Earnings, Ep. 131: Dell Q1 earnings essentials ($DELL)
Drill Down Earnings, Ep. 130: Elastic Q4 earnings essentials ($ESTC)
Drill Down Earnings, Ep. 129: Veeva Systems Q1 earnings essentials ($VEEV)
Drill Down Earnings, Ep. 128: Mongodb Q1 earnings essentials ($MDB)
Drill Down Earnings, Ep. 127: Zscaler Q3 earnings essentials ($ZS)
Drill Down Earnings, Ep. 126: Marvell Technology Q1 earnings essentials ($MRVL)
Drill Down Earnings, Ep. 125: Okta Q1 earnings essentials ($OKTA)
Drill Down Earnings, Ep. 124: HP Q2 earnings essentials ($HPQ)
Drill Down Earnings, Ep. 123: C3.ai Q4 earnings essentials ($AI)
Drill Down Earnings, Ep. 122: Salesforce Q1 earnings essentials ($CRM)
Drill Down Earnings, Ep. 121: Intuit Q2 earnings essentials ($INTU)
Drill Down Earnings, Ep. 120: Workday Q1 2025 earnings essentials ($WDAY)
Drill Down Earnings, Ep. 119: Snowflake Q1 2025 earnings essentials ($SNOW)
Drill Down Earnings, Ep. 118: NVIDIA Q1 earnings essentials ($NVDA).
Drill Down Earnings, Ep. 117: Synopsys Q2 earnings essentials ($SNPS)
Drill Down Earnings, Ep. 116: Analog Devices Q2 earnings essentials ($ADI)
Drill Down Earnings, Ep. 115: Zoom Video Communications Q1 earnings essentials ($ZM)
Drill Down Earnings, Ep. 114: Palo Alto Networks Q3 earnings essentials ($PANW)
Drill Down Earnings, Ep. 113: Applied Materials Q2 earnings essentials ($AMAT)
Drill Down Earnings, Ep. 112: Cisco Systems Fiscal Q3 earnings essentials ($CSCO)
Ep. 248: PegaSystems CEO Alan Trefler, Rivian Automotive, Arista Networks and ARM Holdings
Drill Down Earnings, Ep. 111: SoundHound Q1 earnings essentials ($SOUN)
Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024 earnings essentials ($ARM)
Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)
Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)
Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)
Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)
Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET)
Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)
Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103
Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)
Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)
Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)
Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)
Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)
Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)
Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)
Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)
Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA)
Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earnings report
Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earnings report
Drill Down Earnings, Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q3 earnings report
Drill Down Earnings, Ep. 90: A quick look at AMD ($AMD) and its Q1 earnings report
Drill Down Earnings, Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings report
Drill Down Earnings, Ep. 88: A quick look at NXP Semiconductor ($NXPI) and its Q1 earnings report
Drill Down Earnings, Ep. 87: A quick look at Chegg ($CHGG) and its Q1 earnings report.
Drill Down Earnings, Ep. 86: A quick look at Lattice Semiconductor ($LSCC) and its Q1 earnings report.
Drill Down Earnings, Ep. 85: A quick look at ON Semiconductor ($ON) and its Q1 earnings report
Drill Down Earnings, Ep. 84: A quick look at Atlassian ($TEAM) and its Q3 2024 earnings report.
Drill Down Earnings, Ep. 83: A quick look at Snap ($SNAP) and its Q1 earnings report.
Drill Down Earnings, Ep. 82: A quick look at Alphabet ($TICKERTK) and its Q1 earnings report.
Drill Down Earnings, Ep. 81: A quick look at Microsoft ($MSFT) and its Q1 earnings report.
Drill Down Earnings, Ep. 80: A quick look at Intel ($INTC) and its Q1 earnings report.
Drill Down Earnings, Ep. 79: A quick look at Teradyne ($TER) and its Q1 earnings report.
Drill Down Earnings, Ep. 78: A quick look at ServiceNow ($NOW) and its Q1 earnings report
Drill Down Earnings, Ep. 77: A quick look at Meta ($META) and its Q1 earnings report.
Drill Down Earnings, Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report.
Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report.
Drill Down Earnings, Ep. 74: A quick look at Tesla ($TSLA) and its Q1 earnings report.
Drill Down Earnings, Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report.
Drill Down Earnings, Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings report
Drill Down Earnings, Ep. 71: A quick look at Spotify ($SPOT) and its Q1 earnings report.
Cadence Design's Q1 Earnings: What You Need to Know - Drill Down Earnings 71
Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and Netflix
Netflix Q1 earnings: Revenge of the Mooch! - Drill Down Earnings 70
Taiwan Semiconductor Q1: Where are the Smartphone sales? - Drill Down Earnings 69
ASML Q1 Earnings: China Dominates Sales, Rest of World Falters - Drill Down Earnings 68
Ep. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac
Ep. 245: Upwork CEO Hayden Brown, Take Two Software, Fabrinet and Trump Media & Technology Group
Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pagerduty
Drill Down Earnings, Ep. 67: A quick look at Micron Technology ($MU) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 66: A quick look at Smartsheet ($SMAR) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 65: A quick look at Adobe ($ADBE) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 64: A quick look at Oracle ($ORCL) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 63: A quick look at MongoDB ($MDB) and its fiscal third quarter earnings report.
Drill Down Earnings, Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 61: A quick look at DocuSign ($DOCU) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 60: A quick look at Broadcom ($AVGO) and its fiscal third quarter earnings report
Ep. 243: iRhythm CEO Quentin Blackford, Crowdstrike, Snowflake and Dell Technologies
Drill Down Earnings, Ep. 59: A quick look at CrowdStrike ($CRWD) and its fiscal fourth quarter earnings report.
Drill Down Earnings: A quick look at Hewlett Packard Enterprise ($HPE) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 55: A quick look at Zscaler ($ZS) and its fiscal third quarter earnings report
Drill Down Earnings: A quick look at Autodesk ($ADSK) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 56: A quick look at Elastic ($ESTC) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 54: A quick look at Dell Technologies ($DELL) and its fiscal third quarter earnings report
Drill Down Earnings, Ep. 53: A quick look at IonQ ($IONQ) and its fiscal third quarter earnings report
Drill Down Earnings: A quick look at Okta ($OKTA) and its fiscal third quarter earnings report
Drill Down Earnings: A quick look at Snowflake ($SNOW) and its fiscal third quarter earnings report.
Drill Down Earnings: A quick look at Salesforce ($CRM) and its fiscal third quarter earnings report
Drill Down Earnings: A quick look at C3.ai ($AI) and its fourth quarter earnings report
Drill Down Earnings: A quick look at Workday ($WDAY) and its fourth quarter earnings report
Drill Down Earnings: A quick look at Zoom Video Communications ($ZM) and its fourth quarter earnings report
Ep. 242: Synopsys CEO Sassine Ghazi, NVIDIA, Palo Alto Networks and Analog Devices
Drill Down Earnings: A quick look at Intuit ($INTU) and its second fiscal quarter for 2024 earnings report
Drill Down Earnings: A quick look at Vicor ($VICR) and its fourth quarter earnings report
Drill Down Earnings: A quick look at Block (don't you dare call it "Square") ($SQ) and its fourth quarter earnings report
Drill Down Earnings: A quick look at Synopsys ($SNPS) and its fiscal first quarter earnings report.
Drill Down Earnings: A quick look at Analog Devices ($ADI) and its fiscal year Q1 2024 earnings report
Drill Down Earnings: A quick look at Vertiv ($VRT) and its fourth quarter earnings report
Drill Down Earnings: A quick look at NVIDIA ($NVDA) and its fourth quarter earnings report
Drill Down Earnings: A quick look at TeleDoc ($TDOC) and its fourth quarter earnings report
Drill Down Earnings: A quick look at Palo Alto Networks ($PANW) and its Fiscal Second Quarter earnings report
Ep. 241: Aurora Innovations CEO Chris Urmson, Cadence Design Systems, Cisco Systems and Coinbase
Drill Down Earnings: A quick look at Coinbase ($COIN), how interest rates and stablecoin (USDC) and its fourth quarter earnings report
Drill Down Earnings: A quick look at Roku (ROKU) and its fourth quarter earnings report
Drill Down Earnings: A quick look at Applied Materials (AMAT) and its fourth quarter earnings report
Drill Down Earnings: A quick look at @Cisco ($CSCO) and its fiscal second quarter earnings report
Drill Down Earnings: A quick look at Twilio (TWLO) and its fourth quarter earnings report
Drill Down Earnings: The very latest as Shopify (SHOP) reports fourth quarter earnings
Drill Down Earnings: The very latest as DataDog (DDOG) reports fourth quarter earnings
Drill Down Earnings: The very latest as Cadence Design Systems (CDNS) reports fourth quarter earnings
Drill Down Earnings: The very latest as Arista Networks (ANET) reports fourth quarter earnings
Drill Down Earnings: The very latest as Expedia (EXPE) reports fourth quarter earnings
Drill Down Earnings: The very latest as Cloudflare (NET) reports strong fourth quarter earnings
Drill Down Earnings: Lumentum (LITE) fiscal second quarter earnings report
Drill Down Earnings: Amazing fiscal third quarter from ARM Holdings (ARM) but what does it mean?
Ep. 240: Enfusion CEO Oleg Movchan, Spotify, Apple and Coherent
Drill Down Earnings: The very latest as Paypal (PYPL) reports fourth quarter earnings
Drill Down Earnings: The very latest as Paycom (PAYC) reports fourth quarter earnings
Drill Down Earnings: The very latest as Uber Technologies (UBER) reports fourth quarter earnings
Drill Down Earnings: The very latest as Snap (SNAP) reports fourth quarter earnings
Drill Down Earnings: The very latest as Fortinet (FTNT) reports fourth quarter earnings
Drill Down Earnings: The very latest as Coherent (COHR) reports SECOND FISCAL QUARTER 2024 earnings
Drill Down Earnings: The very latest as Spotify (SPOT) reports fourth quarter earnings
Drill Down Earnings: The very latest as NXP Semiconductor (NXPI) reports fourth quarter earnings
Drill Down Earnings: The very latest as Meta (META) reports fourth quarter earnings.
Drill Down Earnings: The very latest as Apple (AAPL) reports fourth quarter earnings.
Drill Down Earnings: The very latest as Amazon.com (AMZN) reports fourth quarter earnings.
Drill Down Earnings: The very latest as Atlassian (TEAM) reports fourth quarter earnings.
Ep. 239: Personalis CEO Chris Hall, Alphabet, Advanced Micro Devices and Qualcomm.
Drill Down Earnings: The very latest as Qualcomm (QCOM) reports fourth quarter earnings.
Drill Down Earnings: The very latest as Teradyne (TER) reports fourth quarter earnings.
Drill Down Earnings: The very latest as Electronic Arts (EA) reports fourth quarter earnings.
Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings.
Drill Down Earnings: The very latest as AMD (AMD) reports fourth quarter earnings.
Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings.
Ep. 238: Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.
Ep. 237: Marqeta CEO Simon Khalaf, Affirm and insider buying at Highpeak Energy and Texas Pacific Land Corporation.
Ep. 236: Travel + Leisure CEO Mike Brown, Bristol-Myers Squibb, Winnebago Industries and Micron.
Ep. 235: IonQ CEO Peter Chapman, iRhythm technologies, Johnson Controls International and Adobe.
Artificial Intelligence Data Management with VAST Data CEO Renen Hallak - Drill Down Insider Ep. One:
Ep. 234: Ethan Allen CEO Farooq Kathwari, SentinelOne, MongoDB and J.M. Smucker.
Ep. 233: Blink Charging CEO Brendan Jones, Crocs, Synopsys and Workday.
Ep. 232: AvePoint CEO T.J. Jiang, Beauty Health, Paycor HCM and Amdocs.
Ep. 231: Avadel Pharmaceuticals CEO Greg Divis, Clear Secure, NXP Semiconductor and Softbank Corporation.
Ep. 230: Mattr CEO Michael Reeves, Apple, Caesars Entertainment and The Bancorp
Ep. 229: Hewlett Packard Enterprise CEO Antonio Neri, Li-Cycle, Align Technology and Microsoft
Ep. 228: Trex CEO Bryan Fairbanks, Badger Meter, Coursera and SAP
Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe
Ep. 226: Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun
Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology
Ep. 224: Informatica CEO Amit Walia, Netflix, Steelcase and Autozone
Ep. 223: Genco Shipping and Trading CEO John Wobensmith, Oracle, Smith & Wesson Brands and RH
Ep. 222: Controversial Allegro Microsystems CEO Vineet Nargolwala, EOG Resources, Advanced Microdevices and Gitlab
Ep. 221: Walkme CEO Dan Adika, Hewlett Packard Enterprise, DigitalOcean and Box
Ep. 220: VSE Corporation CEO John Cuomo, Paycor HCM, Macy's and Lovesac
Ep. 219: FREYR CEO Tom Einer Jensen, Tencent, Agilon Health and Fluence Energy
Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO of Simpson Manufacturing (SSD), Fisker, Array Technologies and Digital Ocean.
Ep. 216: Vericel Corporation CEO Nick Colangelo, Teladoc Health, Alphabet, Texas Instruments
Ep. 217: Elastic CEO Ashutosh Kulkarni, Advanced Micro Device, Uber Technologies, Molson Coors Beverage Co.
Ep. 215: Meritage Homes CEO Phillippe Lord, J B Hunt Transport Services, Prologis, Colombier Acquisition Corp
Ep. 214: Li-Cycle CEO Ajay Kochhar, Recursion Pharmaceuticals, Constellation Brands, Paychex
Ep. 213: Mr. Cooper Group CEO Jay Bray, Rivian, Wolfspeed, Greenbrier Companies
Ep. 212: Compass Diversified CEO Elias Sabo, AeroVironment, Oshkosh
Ep. 211: Trimble CEO Rob Painter, Adobe, Kroger, Lennar
Ep. 210: Fortuna Silver CEO Jorge Ganoza, Logitech International, Unity Software, Oracle
Ep. 209: Ardmore Shipping CEO Anthony Gurnee, Yext, Vera Bradley, Ciena Corporation
Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian Enterprises, Sportsman’s Warehouse, Advance Auto Parts
Ep. 207: Take-Two Interactive CEO Strauss Zelnick, Analog Devices, America's Car-Mart, Abercrombie & Fitch Co
Ep. 206: F5 CEO François Locoh-Donou, Polestar, Fox Corp, The Container Store
Ep. 205: VICI Properties CEO Edward Pitoniak, Zscaler, Twilio, ProFrac
Ep. 204: Ranger Energy Services CEO Stuart Bodden, McDonald's, Kraft Heinz, Estee Lauder
Ep. 203: Karooooo CEO Isaias (Zak) Jose Calisto, Bed Bath and Beyond, Microsoft, Enphase Energy
Ep. 202: Bioceres Crop Solutions CEO Federico Trucco, JPMorgan Chase, Citigroup, Intuitive Surgical
Ep. 201: Embecta CEO Dev Kurdikar, Diamondback Energy, PriceSmart, Kura Sushi USA
Ep. 200: Shutterstock CEO Paul Hennessy, Dave and Buster’s Entertainment, Simply Good Foods, RH
Ep. 199: Worthington Industries CEO Andy Rose, Toronto-Dominion Bank, Lululemon Athletica, Micron Technologies
Ep. 198: Waters Corporation CEO Dr. Udit Batra, TriNet, Winnebago, Affirm Holdings
Ep. 197: Eagle Point CEO Thomas Majewski, Caterpillar, Alaska Air, NatWest Group
Ep. 196: SPECIAL: Washington Federal CEO Brent Beardall, Silicon Valley Bank, Portman Ridge Finance, Triplepoint Venture Growth
Ep. 195: Yext CEO Michael Walrath, Squarespace, Nutanix, Korn Ferry
Ep. 194: Logitech International CEO Bracken Darrell, Jack in the Box, Agilent, Montrose Environmental Group
Ep. 193: Calliditas CEO Renee Aguiar-Lucander, Coinbase, Albemarle Corporation, Dropbox
Ep. 192: Zuora CEO Tien Tzuo, Airbnb, Ardmore Shipping, WESCO International
Ep. 191: SMART Global Holdings CEO Mark Adams, Brunswick Corporation, RH, Pinterest
Ep. 190: Simulations Plus CEO Shawn O’Connor, AMD, Whirlpool, Match Group
Ep. 189: Primo Water CEO Tom Harrington, Zion Bancorporation, Baker Hughes, Halliburton
Ep. 188: Calavo Growers CEO Brian W. Kocher, J.B. Hunt Transport Services, Roblox, KeyCorp
Ep. 187: Titan International CEO Paul Reitz, Healthequity, Walgreens Boots Alliance, Irhythm Technologies
Ep. 186: Sumo Logic CEO Ramin Sayar, Absolute Software, VICI Properties, Dice Therapeutics
Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences
Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo Growers, FuelCell Energy, Worthington Industries
Ep. 183: TravelCenters of America CEO Jonathan Pertchik, Lennar, RCI Hospitality Holdings, Rev Group
Ep. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson Outdoors
Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign, Inotiv
Ep. 180: Aflac COO Fred Crawford, Warner Music Group, Abercrombie & Fitch, Dollar Tree
Ep. 179: National Energy Services Reunited CEO Sherif Foda, Walmart, TJX Companies, Shoals Technologies
Ep. 178: Columbus McKinnon CEO David Wilson, R1 RCM, Plug Power, Silvergate Capital
Ep. 177: Lightwave Logic CEO Michael Lebby, W. W. Grainger, Civitas Resources, Tge New York Times Company
Ep. 176: Sprinklr CEO Ragy Thomas, Spotify, Teradyne, Crown Holdings
Ep. 175: Planet Labs CEO Will Marshall, Silvergate Capital, Netflix, Lockheed Martin
Ep. 174: Designer Brands CEO Roger Rawlins, Levi’s, Tilray, Applied Micro Devices
Ep. 173: Endava CEO John Cotterell, Helen of Troy, Micron Technologies, RPM International
Ep. 172: Trinity Capital CEO Steve Brown, AutoZone, Apogee Enterprises, Bowlero
Ep. 171: Secureworks CEO Wendy Thomas, American Outdoor Brands, Mastercraft Boat Holdings, FuelCell Energy
Ep. 170: SoundHound AI CEO Keyvan Mohajer, Coupa Software, Chesapeake Energy, HubSpot
Ep. 169: Coupa CEO Rob Bernshteyn, Chewy, Express, REX American Resources
Ep. 168: Heliogen CEO Bill T. Gross, Dell, Affirm, Workday
Ep. 167: Smartsheet CEO Mark Mader, United States Steel Corporation, Avis Budget Group, Graphic Packaging Holding Company
Ep. 166: Verint CEO Dan Bodner, Constellation Energy, Tyson Foods, Palantir Technologies
Ep. 165: Nutanix CEO Rajiv Ramaswami, Lucid, Advanced Micro Devices, Nabors Industries
Ep. 163: Informatica CEO Amit Walia, Silvergate Capital, Ally Financial, Halliburton
Ep. 164: atai Life Sciences CEO Florian Brand, Ford Motor Company, Century Communities, Columbia Sportswear Company
Ep. 162: Stratasys CEO Dr. Yoav Zeif, Talos Energy, Fastenal, Conagra Brands
Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)
Ep. 160: Zscaler CEO Jay Chaudhry, Bed Bath & Beyond, General Mills, AeroVironment
Ep. 159: Mister Car Wash CEO John Lai, FactSet Research Systems, Carnival, Smith & Wesson Brands
Ep. 158: Blend Labs CEO Nima Ghamsari (BLND), Oracle, Kroger, La-Z-Boy
Ep. 157: Phillips Edison CEO Jeffrey Edison, Valvoline, Excelerate Energy, Caleres
Ep. 156: Expensify CEO David Barrett, Kohl’s, Deere & Company, Foot Locker
Ep. 155: VICI Properties CEO Ed Pitionak, Beyond Meat, Roblox, Polaris
Ep. 154: DICE Therapeutics CEO Kevin Judice, Brunswick, Chegg
Ep. 153: Riot Blockchain CEO Jason Les (RIOT), HCA Healthcare, Hewlett Packard Enterprise, Marine Products
Ep. 152: SolarWinds CEO Sudhakar Ramakrishna (SWI), American Airlines, C4 Therapeutics, EnLink Midstream
Ep. 151: dLocal COO Sumita Pandit, Blend Labs, Crane, BlackBerry
Ep. 150: Criteo CEO Megan Clarken, Paychex, RH, IGM Biosciences
Ep. 149: Legend Biotech (LEGN) CEO Ying Huang, PhD., Helmerich & Payne, U.S. Steel, Brunswick Corporation
Ep. 148: WM Technology CEO Chris Beals (MAPS), Jabil, HollyFrontier, KAR Auction Services
Ep. 147: ZeroFox CEO James Foster (LNFA), Bumble, Trean Insurance Group and Tidewater.
Ep. 146: Oshkosh CEO John Pfeifer (OSK), Beyond Meat, Opendoor Technologies and Nordstrom (JWN).
Ep. 145: Vera Therapeutics CEO Marshall Fordyce (VERA), CVR Energy, American Axle & Manufacturing Holdings
Ep. 144: Absolute Software CEO Christy Wyatt (ABST), ViacomCBS, Devon Energy and Shopify.
Ep. 143: SailPoint CEO Mark McClain (SAIL), New Relic. Pfizer, Chipotle Mexican Grill
Ep. 142: Latch CEO Luke Schoenfelder, Alphabet, Clorox, ConocoPhilips
Ep. 141: Axos CEO Greg Garrabrants, Boeing, Intel, Tesla
Ep. 140: Ideanomics CEO Alf Poor, Procter & Gamble, J B Hunt Transport Services, Cardiff Oncology
Ep. 139: Inventiva Pharmaceuticals CEO Frederic Cren, Albertsons, Delta Air Lines, Concrete Pumping Holdings
Ep.138: Rocket Lab CEO Peter Beck, FuelCell Energy, Beyond Meat, Nextier Oilfield Solutions
Ep.137: Agilent CEO Mike McMullen, Destination XL Group, Builders FirstSource, Yellow
Ep. 136: Hain Celestial CEO Mark Schiller, Lennar, Rite Aid, Paychex
Ep. 135: IDACORP CEO Lisa Grow, Lowe’s, Invitation Homes, Sportsman's Warehouse
Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey, Cenovus Energy, StitchFix
Ep. 133: BigCommerce CEO Brent Bellm, Alibaba, Autodesk, Prologis
Ep. 132: Planet Labs CEO Will Marshall, Peloton Interactive, Anaplan, Eargo
Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX Companies, StoneCo, Visa, Amazon
Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com, Confluent
Ep. 129: Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers, Criteo, Mondelez International, Irhythm Technologies
Ep. 128: dMY Technology CEO Niccolo de Masi, Zendesk, United States Steel, Lendingtree, Evergrande
Ep. 127: MannKind CEO Michael Castagna, Ultra Clean Holdings, LendingClub, Proto Labs, Facebook, Activision Blizzard
Ep. 126: Arcturus Therapeutics CEO Joseph Payne, Spotify, Rollins, Robinhood Markets
Ep. 125: HIVE Blockchain Technologies CEO Frank Holmes, Bitcoin, Ethereum, Facebook, Lockheed Martin, Polaris
Ep. 124: Karooooo CEO Zak Calisto, Tesla, Vroom, Guardant Health, Beyond Meat
Ep. 123: Montrose Environmental CEO Vijay Manthripragada, Boston Beer vs. SNL, Whirlpool inflation and Snap vs. Apple.
Ep. 122: Tesla accounting, Adaptive Biotech’s cancer blood test, IBM and AutoNation
Ep. 121: Crapware no more w. Perion Networks, Ulta Beauty, Baker Hughes, breast cancer cure w. Radius Health
Ep. 120: Progress Software CEO Yogesh Gupta, Johnson & Johnson, EverQuote, Canadian National Railway, Coinbase
Ep. 119: ChromaDex CEO Rob Fried, Zillow, Albertsons, Latham Group
Ep. 118: IDT CEO Shmuel Jonas, JPMorgan, Goldman Sachs, Duck Creek Technologies, Catchmark Timber Trust, Bitcoin
Ep. 117: Strip joint operator RCI Hospitality CEO Eric Langan, Coinbase, Macy’s, Boeing, Plug Power, Caterpillar, Del Taco
Ep. 116: Lightwave Logic CEO Dr. Michael Lebby, Lincoln Park, Delta Air Lines, Apple, Berkeley Lights, Alitalia
Ep. 115: Newtek Business Services CEO Barry Sloane, MaxLinear, MGM Resorts International, Valvoline, General Motors
Ep. 114: Zscaler CEO Jay Chaudhry, New Fortress Energy, Aspen Technology, Protagonist Therapeutics, Southwest Airlines, Amazon
Ep. 113: Open Lending with Villere portfolio manager Lamar Villere, ChemoCentryx, Allogene Therapeutics, Opendoor Technologies, Facebook
Ep. 112: TransMedics with Changebridge Capital CIO Ross Klein, Resources Connection, Kellogg, Lamb Weston Holdings, United Airlines
Ep. 111: Flotek CEO John Gibson, Facebook, Twitch, Acuity Brands, Takeda Pharmaceutical, Noodles & Co
Ep. 110: Diebold Nixdorf with Zeo Capital's Marcus Moore, Unity Software, Braemar Hotels & Resorts, MarineMax, Visa, Apple
Ep. 109: Evolv with SineWave's Yanev Suissa, BioNTech, Perion Network, Amplify Energy
Ep. 108: Esports Technologies CEO Aaron Speach, Palantir Technologies, Acceleron Pharma, Merck, NeoGenomics
Ep. 107: Huntington National Bank‘s David Klink on AMD, CarMax, Workhorse, AngioDynamics, Marijuana
Ep. 106: Crowdstrike CEO George Kurtz, Dollar Tree, EQT Corporation, Lightspeed Commerce, Evergrande
Ep. 105: ZoomInfo CEO Henry Schuck, Hyzon Motors, SandRidge Energy, Gogo
Ep. 104: Porch CEO Matt Ehrlichman, Syndax Pharmaceuticals, Incyte, Keros Therapeutics
Ep. 103: Li-Cycle Co-Founders: CEO Ajay Kochhar and Executive Chairman Tim Johnston, Evergrande, Costco Wholesale, Nike, Vail Resorts
Ep. 102: Tripadvisor with Clockwise Capital’s James Cakmak, Carnival, BlackBerry, Suncor Energy
Ep. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedEx
Ep. 100: Pledge 1% CEO Amy Lesnick, Quantumscape, Lennar, RBC Bearings
Ep. 99: MeridianLink CEO Nicolaas Vlok, China Evergrande Group, Li Auto, Cleveland-Cliffs, Cleveland-Cliffs, Twitter, Royal Dutch Shell
Ep. 98: Bioventus CEO Ken Reali, Facebook, Apple, Mastercraft Boat Holdings, Thermo Fisher Scientific, U.S. Steel
Ep. 97: Origin Materials Co-CEOs John Bissell and Rich Riley, Laureate Education, Aerie Pharmaceuticals, GreenSky, Goldman Sachs.
Ep. 96: Legend Biotech CEO Ying Huang, PhD., EXACT Sciences, Valero Energy, Casper Sleep, Robinhood, Canadian Pacific Railway and Kansas City Southern
Ep. 95: Gainesville Coins‘ Everett Millman on First Majestic Silver, Opendoor Technologies, Oracle, Crocs, Apple
Ep. 94: OppFi CEO Jared Kaplan, MiMedx, Leslie’s, Cadiz
Ep. 93: Spark Networks CEO Eric Eichmann, Kroger, Affirm Holdings, Teradata Corporation, Apple, Epic Games, DoorDash, Uber Eats, Grubhub
Ep. 92: Voyager Digital CEO Steve Ehrlich, Torrid, Crown Holdings, Lululemon
Ep. 91: Covetrus CEO Ben Wolin, Coinbase, Bitcoin, ICU Medical, Coupa Software, Smartsheet
Ep. 90: Marathon Digital CEO Fred Thiel, Bitcoin, Intel, Digital Ocean, Match Group, Tandem Diabetes Care
Ep. 89: Westinghouse Air Brake Technologies with Bokeh Capital’s Kim Forrest, Docusign, Yext, Joann
Ep. 88: AppLovin CEO Adam Foroughi, Asana, Barnes & Noble Education, Phreesia, Walmart, Apple, Spotify
Ep. 87: CareMax CEO Carlos de Solo, AbbVie, PVH, Crowdstrike, Google, Amazon
Ep. 86: Bark CEO Manish Joneja, StoneCo, Jazz Pharmaceuticals, Zoom, Cryptocurrency, Nigeria, Bitt Inc., Apple, Google, South Korea
Ep. 85: Olo CEO Noah Glass, Hill-Rom, Baxter, Cassava Sciences, DoubleVerify, Hurricane Ida
Ep. 84: Matterport CEO RJ Pittman, Ollie's Bargain Outlet, Workday, Bill.com, Federal Reserve
Ep. 83: Unisys COO Eric Hutto, Taiwan Semiconductor, Lordstown Motors, Dollar Tree, Autodesk, Pure Storage
Ep.82: Enovix CEO Harrold Rust and chairman T.J. Rodgers, Urban Outfitters, Nordstrom, Sporting Goods, OnlyFans
Ep. 81: STEM CEO John Carrington, Citi Trends, Palo Alto Networks, Flexsteel, Airbnb, Shopify, TikTok
Ep. 80: DigitalOcean CEO Yancey Spruill, DoorDash, Madison Square Garden Sports Corp, Tesla, Canoo, Intel
Ep. 79: Horizon Technology Finance CEO Robert Pomeroy, Tesla, Applied Materials, Foot Locker, Apple, T-Mobile, Bill Ackman
Ep. 78: Illumina CEO Francis deSouza, Robinhood, Synopsys, Toyota, Amazon, Adobe, OnlyFans
Ep. 77: Eagle Point Credit Company Founder Tom Majewski, Lowe’s, The Children's Place, America's Car-Mart
Ep. 76: SITE Centers CEO David Lukes, Home Depot, Danimer Scientific, Lightning eMotors, Lithium, Afghanistan, Amazon, Walmart
Ep. 75: Builders FirstSource CEO David Flitman, Paysafe, Sonos, Niu Technologies
Ep. 74: Porch Group with Villere’s Lamar Villere, Tattooed Chef, Rocket Companies, Honest Company
Ep. 73: Patterson Companies CEO Mark Walchirk, ExOne, Rackspace Technology, Laird Superfood
Ep. 72: Lemonade CFO Tim Bixby, Perrigo, HyreCar, WW International
Ep. 71: Allegiant Air with Hennessy Focus Fund's Brian Macauley, Kansas City Southern, AMC Theatres, Metromile
Ep. 70: Vista Outdoor CEO Chris Metz, Tyson Foods, Aterian, Coinbase, Bitcoin, Ethereum, XRP
Ep. 69: Star Bulk Carriers president Hamish Norton, The Goodyear Tire & Rubber Company, Sunrun, DraftKings
Ep. 68: SentinelOne with SineWave's Yanev Suissa, Fastly, HubSpot, Lemonade
Ep. 67: AquaBounty Technologies CEO Sylvia Wulf, Devon Energy, Avis Budget Group, 908 Devices
Ep. 66: LendingClub CEO Scott Sanborn, Bitcoin, XRP, Clorox, Take-Two Interactive, Activision Blizzard, Marriott International, Bitcoin, Ripple and XRP
Ep. 65: Barrick Gold with Gainesville Coins' Everett Millman, Parker Hannifin, Square, RADA Electronic Industries
Ep. 64: Plug Power with Global X's Andrew Little, Chevron, CareDx, Caterpillar
Ep: 63: Iridium Communications CEO Matt Desch, PayPal, Tempur Sealy International, VSE Corporation
Ep. 62: AVEO Pharmaceuticals CEO Michael Bailey, Shopify, McDonald’s, Six Flags Entertainment
Ep. 61: eXp World Holdings CEO Glenn Sanford, Tesla, UPS, ATI Physical Therapy
Ep. 60: SPACs with dMY Technology's Niccolo De Masi, Rush Street Interactive, Hasbro, Lockheed Martin, MicroStrategy
Ep. 59: Surgery Partners with Hood River Capital Management’s David Swank, Snap, Clearfield, Boston Beer Company
Ep. 58: Omeros Corporation with Jacob Funds' Darren Chervitz, Del Taco, Crocs, MarineMax
Ep. 57: Cambium Networks CEO Atul Bhatnagar, United Airlines, Verizon, Sleep Number
Ep. 56: Fastly CEO Joshua Bixby, Iridium Communications, IBM, Synchrony
Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang, Tractor Supply Company, AutoNation, Prologis
Ep. 54: Jacobs Engineering with Global-X’s Jay Jacobs, American Outdoor Brands, Intel, Alcoa
Ep. 53: Apple with Clockwise Capital's James Cakmak, UnitedHealth Group, The Joint Chiropractic, Taiwan Semiconductor Manufacturing
Ep. 52: Purple Innovation CEO Joe Megibow, American Airlines , Lennox International , Norwegian Cruise Line
Ep. 51: Loop Industries CEO Daniel Solomita, JPMorgan, PLx Pharma, Conagra Brands
Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin Galactic, Albemarle Corporation, Celldex Therapeutics
Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo, Levi Strauss and Greenbrier
Ep. 48: Devon Energy CEO Rick Muncrief, Helen of Troy, GAN, WD-40
Ep. 47: Atlas Technical with Sterling Partners Equity Advisors' Kevin Silverman, Opiant Pharmaceuticals, SMART Global Holdings, Phillips 66
Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com
Ep. 45: Booking.com with Knights of Columbus Asset Advisors' Tony Minopoli, Alector Inc, Santander Consumer, Ammo Inc
Ep. 44: Microvision with Wolfpack Research’s Dan David, Gaotu Techedu, Tian Ruixiang Holdings, TAL Education Group, Robinhood, Krispy Kreme.
Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC
Ep. 42: Yext CEO Howard Lerman, United Airlines, Facebook, Boeing
Ep. 41: Take-Two Interactive CEO Strauss Zelnick, Facebook, CEL-SCI, Appharvest, Tesla, Intellia Therapeutics
Ep. 40: Caleres with Zeo Capital Advisors' Marcus Moore, Nike, Virgin Galactic, Express, CalAmp
Ep. 39: FireEye COO John Watters, Rite Aid, Criteo, KB Homes
Ep. 38: Docusign CEO Dan Springer, Havertys Furniture, Patterson Companies, AudioCodes
Ep. 37: Teletech with Villere's Lamar Villere, DoorDash, McDonald’s, Planet Fitness, Blackstone
Ep. 36: Star Bulk Carriers president Hamish Norton, Seres Therapeutics, Lydall, Raven Industries
Ep 35: ServiceNow with Palio CEO Joe Greco, Adobe, Smith & Wesson, Athira Pharma
Ep. 34: OceanFirst Bank CEO Chris Maher, Taiwan Semiconductor, Kroger, Lennar
Ep. 33: Plug Power CEO Andy Marsh, Oracle, Blue Apron, H&R Block
Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora
Ep. 31: Zscaler CEO Jay Chaudhry, Fisker, Clean Energy Fuels, Motorcar Parts of America
Ep. 30: Wells Fargo with Advisors Capital Management's Chuck Lieberman, Urban One, Vertex Pharma, Crowdstrike and Tesla
Ep. 29: MasTec with James Investment's Barry James, Coinbase, FuelCell, Restoration Hardware, Ocugen
Ep. 28: CarMax with Hennessy Focus Fund's Brian Macauley, Gamestop, Royal Dutch Shell, Organon, United Natural Foods
Ep. 27: Flotek CEO John Gibson, Wendy’s, Stitch Fix, Fastly
Ep. 26: Sunnova Energy CEO John Berger, Biogen, Apple, G7, US Concrete, Macquarie Infrastructure
Ep. 25: VSE Corporation CEO John Cuomo, MongoDB, Oracle, Docusign, BARK, SPAC
Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei
Ep. 23: Square with Exponential Investment Partners’ Kevin Riley, Schlumberger, Zoom, AMC, Bitcoin, iRhythm Technologies
Ep. 22: II-VI with Bokeh Capital's Kim Forrest, Devon Energy, AMC Entertainment, MicroStrategy Incorporated, Bitcoin
Ep. 21: Skyline Champion with Sterling Partners Equity Advisors' Kevin Silverman, Yext, HP, Ollie’s Bargain Outlet
Ep. 20: Freeport-McMoRan with Global X Fund’s Jay Jacobs, Okta, Workday, Owens & Minor, General Motors
Ep. 19: Crown Castle International with Palio's Joe Greco, Zscaler, Dicks Sporting Goods, Urban Outfitters
Ep. 18: eHealth with Villere's Lamar Villere, Vimeo, IAC, Amazon, Citi Trends, Lordstown Motors
Ep. 17: Discovery with Smead Capital's Cole Smead, MGM, Amazon, HBO, Warner Bros., AT&T, DraftKings, Virgin Galactic, NGM Biopharmaceuticals
Ep. 16: Shopify with RMW Commerce Consulting's Rick Watson, Square, Bitcoin, Supreme, VF Corporation, Deere & Company
Ep. 15: Sunnova Energy with Bulls Eye Brief’s Adam Johnson, Bitcoin, Cisco, Hormel, Ralph Lauren
Ep. 14: Lionsgate with Zeo Capital Advisors' Marcus Moore, Take-Two Interactive, Iovance Biotherapeutics, Container Store
Ep. 13: Cullen/Frost Bankers' AB Mendez, Walmart, SPACs, Canoo, Desktop Metal, Bitcoin Fraudsters and Elon Musk
Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals
Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb
Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation
Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings
Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands
Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk
Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin
Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP
Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy
Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World
Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries
The Drill Down - Introduction