Podcast Episodes
Back to SearchDrill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to know ($ESTC)
Season 2 Episode 263
🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive
💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. More than “beat” o…
1 year, 5 months ago
Drill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you need to know ($PANW)
Season 2 Episode 213
🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with Nikesh Arora. …
1 year, 6 months ago
Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)
Season 2 Episode 258
🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with Jensen Huang. More than “beat” or “mis…
1 year, 6 months ago
Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)
Season 2 Episode 257
🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive
💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary D…
1 year, 6 months ago
Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)
Season 2 Episode 255
🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with Chuck Robbins. More than “beat…
1 year, 6 months ago
Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)
Season 2 Episode 255
🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO …
1 year, 6 months ago
Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).
Season 2 Episode 254
🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. More…
1 year, 6 months ago
Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)
Season 2 Episode 253
🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. More than “beat…
1 year, 6 months ago
Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)
Season 2 Episode 256
🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive
💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with Jim Anderson. More…
1 year, 6 months ago
Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)
Season 2 Episode 251
🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. …
1 year, 6 months ago