The Drill Down

578 Episodes

1. Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to know ($AI)

   Published: 12/10/2024
2. Drill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE)

   Published: 12/6/2024
3. The Drill Down Insider: Synopsys CFO Shelagh Glaser

   Published: 12/6/2024
4. Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to know ($SNPS)

   Published: 12/5/2024
5. Drill Down Insider w. Yext CEO Michael Walrath

   Published: 12/5/2024
6. Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential service to the world of AI ($ESTC).

   Published: 12/4/2024
7. Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know ($OKTA)

   Published: 12/4/2024
8. Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know ($BOX)

   Published: 12/4/2024
9. Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what you need to know ($ZS)

   Published: 12/3/2024
10. Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need to know ($CRWD)

    Published: 11/27/2024
11. Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis – what you need to know ($DELL)

    Published: 11/27/2024
12. Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to know ($ESTC)

    Published: 11/26/2024
13. Drill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you need to know ($PANW)

    Published: 11/21/2024
14. Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)

    Published: 11/21/2024
15. Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)

    Published: 11/15/2024
16. Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)

    Published: 11/14/2024
17. Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)

    Published: 11/8/2024
18. Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).

    Published: 11/7/2024
19. Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)

    Published: 11/7/2024
20. Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)

    Published: 11/7/2024