Podcast Episodes

Drill Down Earnings, Ep. 355: Adobe Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADBE)

🎙️ The Drill Down: Adobe Q2 Fiscal Year 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Adobe ($ADBE) Q2 Fiscal Year 2025 performance with CEO S…

11 months, 1 week ago

Drill Down Earnings, Ep. 354: Oracle Q4 Fiscal 2025 earnings analysis – what you need to know ($ORCL)

🎙️ The Drill Down: Oracle Q4 Fiscal 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 Fiscal 2025 performance with founder and C…

11 months, 1 week ago

Ep. #247: Rubrik (RBRK:Nasdaq) CEO Bipul Sinha

 The Business of Bouncing Back: Rubrik’s Bipul Sinha on Cyber Resilience

Cyberattacks are inevitable. Rubrik’s mission is making recovery inevitabl…

11 months, 1 week ago

Drill Down Earnings, Ep. 353: Broadcom Q2 earnings analysis – what you need to know ($AVGO)

🎙️ The Drill Down: Broadcom Q2 Earnings Deep Dive

💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q2 performance. More than “beat” or “miss” –the Drill…

11 months, 2 weeks ago

Drill Down Earnings, Ep. 352: Rubrik Q1 earnings analysis – what you need to know ($RBRK)

🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 performance with CEO Bipul Sinha. More than “beat” or …

11 months, 2 weeks ago

Drill Down Earnings, Ep. 351: Mongodb Q1 earnings analysis – what you need to know ($MDB)

🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. More than “beat”…

11 months, 2 weeks ago

Drill Down Earnings, Ep. 350: CrowdStrike Q1 earnings analysis – what you need to know ($CRWD)

🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO George Kurtz. More than…

11 months, 2 weeks ago

Drill Down Earnings, Ep. 349: Hewlett Packard Enterprise Q2 Fiscal Year 2025 earnings analysis – what you need to know ($HPE)

🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q…

11 months, 2 weeks ago

Drill Down Insider: Elastic CEO Ash Kulkarni ($ESTC)

Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, C…

11 months, 2 weeks ago

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

🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive

💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 202…

11 months, 3 weeks ago