All Episodes

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