Podcast Episodes
Back to SearchDrill Down Earnings, Ep. 337: Palo Alto Networks Q3 Fiscal 2025 earnings analysis – what you need to know ($PANW)
🎙️ The Drill Down: Palo Alto Networks Q3 Fiscal 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 Fiscal 2025 perfor…
1 year ago
Drill Down Earnings, Ep. 336: Applied Materials Q2 Fiscal Year 2025 earnings analysis – what you need to know ($AMAT)
🎙️ The Drill Down: Applied Materials Q2 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q2 Fiscal Year 202…
1 year ago
Drill Down Earnings, Ep. 335: Cloudflare Q1 earnings analysis – what you need to know ($NET)
🎙️ The Drill Down: Cloudflare Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Cloudflare ($NET) Q1 performance with CEO Matthew Prince. More than …
1 year ago
Drill Down Earnings, Ep. 334: Applied Optoelectronics Q1 earnings analysis – what you need to know ($AAOI)
🎙️ The Drill Down: Applied Optoelectronics Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q1 performance with CEO…
1 year ago
Drill Down Earnings, Ep. 333: ARM Q4 Fiscal 2025 earnings analysis – what you need to know ($ARM)
🎙️ The Drill Down: ARM Q4 Fiscal 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack ARM ($ARM) Q4 Fiscal 2025 performance. More than “beat” or “mis…
1 year ago
Drill Down Earnings, Ep. 332: Applovin Q1 earnings analysis – what you need to know ($APP)
🎙️ The Drill Down: Applovin Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Applovin ($APP) Q1 performance with CEO Adam Foroughi. More than “beat…
1 year ago
Drill Down Earnings, Ep. 331: Coherent Q1 earnings analysis – what you need to know ($COHR)
🎙️ The Drill Down: Coherent Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 performance with CEO Jim Anderson. More than “beat…
1 year ago
Drill Down Earnings, Ep. 330: Lumentum Q1 earnings analysis – what you need to know ($LITE)
🎙️ The Drill Down: Lumentum Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Lumentum ($LITE) Q1 performance with CEO Michael Hurlston. More than “…
1 year ago
Drill Down Earnings, Ep. 329: Arista Networks Q1 earnings analysis – what you need to know ($ANET)
🎙️ The Drill Down: Arista Networks Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q1 performance with CEO Jayshree Ullal…
1 year ago
Drill Down Earnings, Ep. 328: Advanced Micro Devices Q1 earnings analysis – what you need to know ($AMD)
🎙️ The Drill Down: Advanced Micro Devices Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q1 performance with CEO …
1 year ago