Podcast Episodes

Drill Down Earnings, Ep. 384: Zscaler FY 2025 Q4 earnings – ($ZS) Beyond the Numbers – A Deep Dive with Cory Johnson

The Drill Down: Zscaler FY 2025 Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2025 Q4 performance with CEO Jay Chaudhry. More th…

8 months, 2 weeks ago

Drill Down Insider Ep. #21: Coveo CEO Laurent Simoneau

Coveo has spent years embedding AI into enterprise search and recommendations. Now the company is pushing into agentic AI, promising systems that act…

8 months, 3 weeks ago

Drill Down Earnings, Ep. 380: Fabrinet Q4 Fiscal Year 2025 earnings – ($FN) Beyond the Numbers – A Deep Dive with Cory Johnson

The Drill Down: Fabrinet Q4 Fiscal Year 2025 Earnings Analysis

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

8 months, 3 weeks ago

Drill Down Earnings, Ep. 383: Elastic Q1 2026 earnings – ($ESTC) Beyond the Numbers – A Deep Dive with Cory Johnson

The Drill Down: Elastic Q1 2026 Earnings Analysis

💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 2026 performance with CEO Ash Kulkarni. More than “…

8 months, 3 weeks ago

Drill Down Earnings, Ep. 382: NVIDA Q2 2026 earnings – ($NVDA) Beyond the Numbers – A Deep Dive with Cory Johnson

The Drill Down: NVIDA Q2 2026 Earnings Analysis

💡 Beyond the numbers: Unpack NVIDA ($NVDA) Q2 2026 performance with CEO Jensen Huang. More than “beat…

8 months, 3 weeks ago

Drill Down Earnings, Ep. 381: Box Q2 earnings – ($BOX) Beyond the Numbers – A Deep Dive with Cory Johnson

The Drill Down: Box Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Box ($BOX) Q2 performance with CEO Aaron Levie. More than “beat” or “miss” – Th…

8 months, 3 weeks ago

Drill Down Earnings, Ep. 379: Palo Alto Networks Q4 Fiscal Year 2025 earnings – ($PANW) Beyond the Numbers – A Deep Dive with Cory Johnson

The Drill Down: Palo Alto Networks Q4 Fiscal Year 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 Fiscal Year 2025 …

9 months ago

Ep. #248: Trinity Capital (TRIN:NASDAQ) CEO Kyle Brown

Trinity Capital’s Kyle Brown on Low Defaults and High Returns In Venture Debt
Kyle Brown explains how Trinity delivered a 30% rise in NII—more than en…

9 months ago

Drill Down Earnings, Ep. 378: Applied Materials Q3 FY 2025 earnings – ($AMAT) Beyond the Numbers – A Deep Dive with Cory Johnson

The Drill Down: Applied Materials Q3 FY 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 FY 2025 performance with CE…

9 months ago

Drill Down Earnings, Ep. 377: Coherent Q4 FY 2025 earnings – ($COHR) Beyond the Numbers – A Deep Dive with Cory Johnson

The Drill Down: Coherent Q4 FY 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 FY 2025 performance with CEO Jim Anderson. Mor…

9 months, 1 week ago