The Drill Down

578 Episodes

1. Drill Down Earnings, Ep. 309: NetApp Q4 earnings analysis – what you need to know ($NTAP)

   Published: 2/28/2025
2. Drill Down Earnings, Ep. 308: Applied Optoelectronics Q4 earnings analysis – what you need to know ($AAOI)

   Published: 2/27/2025
3. Drill Down Earnings, Ep. 307: Synopsys Q1 2026 earnings analysis – what you need to know ($SNPS)

   Published: 2/27/2025
4. 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)

   Published: 2/27/2025
5. Drill Down Earnings, Ep. 305: Workday Q4 earnings analysis – what you need to know ($WDAY)

   Published: 2/26/2025
6. Drill Down Earnings, Ep. 304: Digitalbridge Q4 earnings analysis – what you need to know ($DBRG)

   Published: 2/21/2025
7. Drill Down Earnings, Ep. 303: Analog Devices Q1 2026 earnings analysis – what you need to know ($ADI)

   Published: 2/21/2025
8. Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what you need to know ($CDNS)

   Published: 2/20/2025
9. Drill Down Earnings, Ep. 301: Arista Networks Q4 earnings analysis – what you need to know ($ANET)

   Published: 2/19/2025
10. Drill Down Earnings, Ep. 299: Applovin Q4 earnings analysis – what you need to know ($APP)

    Published: 2/15/2025
11. Drill Down Earnings, Ep. 300 (!): Cisco Systems Q2 Fiscal Year 2025 earnings analysis – what you need to know ($CSCO)

    Published: 2/15/2025
12. Drill Down Earnings, Ep. 298: Vertiv Q4 earnings analysis – what you need to know ($VRT)

    Published: 2/13/2025
13. Drill Down Earnings, Ep. 297: Super Micro Computer Q4 earnings analysis – what you need to know ($SMCI)

    Published: 2/12/2025
14. Drill Down Earnings, Ep. 296: Globalfoundries Q4 earnings analysis – what you need to know ($GFS)

    Published: 2/12/2025
15. Drill Down Earnings, Ep. 295: Shopify Q4 earnings analysis – what you need to know ($SHOP)

    Published: 2/11/2025
16. Drill Down Earnings, Ep. 294: Lattice Semiconductor Q4 earnings analysis – what you need to know ($LSCC)

    Published: 2/11/2025
17. Drill Down Earnings, Ep. 293: ON Semiconductor Q4 earnings analysis – what you need to know ($ON)

    Published: 2/11/2025
18. Drill Down Earnings, Ep. 292: Amazon.com Q4 earnings analysis – what you need to know ($AMZN)

    Published: 2/7/2025
19. Drill Down Earnings, Ep. 291: Fortinet Q4 earnings analysis – what you need to know ($FTNT)

    Published: 2/7/2025
20. Drill Down Earnings, Ep. 290: Cloudflare Q4 earnings analysis – what you need to know ($NET)

    Published: 2/7/2025