All Episodes

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)