All Episodes

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 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)