All Episodes
The Drill Down — 751 episodes · page 3 of 8
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)