Podcast Episodes

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

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

💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 2025 performance with CEO Ash Kul…

11 months, 3 weeks ago

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

🎙️ The Drill Down: Zscaler Q4 Fiscal Year 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 Fiscal Year 2025 performance with CEO…

11 months, 3 weeks ago

Drill Down Earnings, Ep. 344: HP Q2 earnings analysis – what you need to know ($HPQ)

🎙️ The Drill Down: HP Q2 Earnings Deep Dive

💡 Beyond the numbers: Unpack HP ($HPQ) Q2 performance with CEO Enrique Lores. More than “beat” or “miss” …

11 months, 3 weeks ago

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

🎙️ The Drill Down: Salesforce Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Salesforce ($CRM) Q1 performance with CEO Marc Benioff. More than …

11 months, 3 weeks ago

Drill Down Earnings, Ep. 342: NVIDIA Q1 earnings analysis – what you need to know ($NVDA)

🎙️ The Drill Down: NVIDIA Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q1 performance with CEO Jensen Huang. More than “beat” or…

11 months, 3 weeks ago

The Drill Down: Clearwater Analytics (CWAN:NASDAQ) CEO Sandeep Sahai

Clearwater Analytics (CWAN:NASDAQ) built a quiet empire standardizing how asset managers track billions. CEO Sandeep Sahai explains how his software …

11 months, 3 weeks ago

Drill Down Earnings, Ep. 341: Okta Q1 earnings analysis – what you need to know ($OKTA)

🎙️ The Drill Down: Okta Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Okta ($OKTA) Q1 performance with CEO Todd McKinnon. More than “beat” or “m…

11 months, 3 weeks ago

Drill Down Earnings, Ep. 340: Box Q1 earnings analysis – what you need to know ($BOX)

🎙️ The Drill Down: Box Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Box ($BOX) Q1 performance with CEO Aaron Levie. More than “beat” or “miss” …

11 months, 3 weeks ago

Drill Down Earnings, Ep. 339: Workday Q1 earnings analysis – what you need to know ($WDAY)

🎙️ The Drill Down: Workday Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Workday ($WDAY) Q1 performance with CEO Carl Eschenbach. More than “bea…

11 months, 4 weeks ago

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

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

💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q2 Fiscal Year 2025 perf…

11 months, 4 weeks ago