The Drill Down

607 Episodes

1. Drill Down Earnings, Ep. 348: Dell Technologies Q1 Fiscal Year 2026 earnings analysis – what you need to know ($DELL)

   Published: 5/30/2025
2. Drill Down Earnings, Ep. 347: Elastic Q4 Fiscal 2025 earnings analysis – what you need to know ($ESTC)

   Published: 5/30/2025
3. Drill Down Earnings, Ep. 346: Zscaler Q4 Fiscal Year 2025 earnings analysis – what you need to know ($ZS)

   Published: 5/30/2025
4. Drill Down Earnings, Ep. 344: HP Q2 earnings analysis – what you need to know ($HPQ)

   Published: 5/30/2025
5. Drill Down Earnings, Ep. 343: Salesforce Q1 earnings analysis – what you need to know ($CRM)

   Published: 5/30/2025
6. Drill Down Earnings, Ep. 342: NVIDIA Q1 earnings analysis – what you need to know ($NVDA)

   Published: 5/29/2025
7. The Drill Down: Clearwater Analytics (CWAN:NASDAQ) CEO Sandeep Sahai

   Published: 5/28/2025
8. Drill Down Earnings, Ep. 341: Okta Q1 earnings analysis – what you need to know ($OKTA)

   Published: 5/28/2025
9. Drill Down Earnings, Ep. 340: Box Q1 earnings analysis – what you need to know ($BOX)

   Published: 5/28/2025
10. Drill Down Earnings, Ep. 339: Workday Q1 earnings analysis – what you need to know ($WDAY)

    Published: 5/23/2025
11. Drill Down Earnings, Ep. 338: Analog Devices Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADI)

    Published: 5/23/2025
12. Drill Down Earnings, Ep. 337: Palo Alto Networks Q3 Fiscal 2025 earnings analysis – what you need to know ($PANW)

    Published: 5/20/2025
13. Drill Down Earnings, Ep. 336: Applied Materials Q2 Fiscal Year 2025 earnings analysis – what you need to know ($AMAT)

    Published: 5/16/2025
14. Drill Down Earnings, Ep. 335: Cloudflare Q1 earnings analysis – what you need to know ($NET)

    Published: 5/9/2025
15. Drill Down Earnings, Ep. 334: Applied Optoelectronics Q1 earnings analysis – what you need to know ($AAOI)

    Published: 5/9/2025
16. Drill Down Earnings, Ep. 333: ARM Q4 Fiscal 2025 earnings analysis – what you need to know ($ARM)

    Published: 5/8/2025
17. Drill Down Earnings, Ep. 332: Applovin Q1 earnings analysis – what you need to know ($APP)

    Published: 5/8/2025
18. Drill Down Earnings, Ep. 331: Coherent Q1 earnings analysis – what you need to know ($COHR)

    Published: 5/8/2025
19. Drill Down Earnings, Ep. 330: Lumentum Q1 earnings analysis – what you need to know ($LITE)

    Published: 5/7/2025
20. Drill Down Earnings, Ep. 329: Arista Networks Q1 earnings analysis – what you need to know ($ANET)

    Published: 5/7/2025