The Drill Down

12:10

Drill Down Earnings Ep. 486: Applied Optoelectronics Q3 earnings ($AAOI) Deep Dive with Cory Johnson

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12:47

Drill Down Earnings, Ep. 485: Coherent Q1 earnings – ($COHR) – A Deep Dive with Cory Johnson

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13:25

Drill Down Insider #28 Arpan Shah, Oracle SVP of Product Marketing

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6:09

Drill Down Earnings, Ep. 484: Intel Q3 earnings – ($INTC) – A Deep Dive with Cory Johnson

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10:30

Drill Down Earnings, Ep. 483: Amazon.com Q3 earnings – ($AMZN) – A Deep Dive with Cory Johnson

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12:49

Drill Down Insider #27, Nathan Thomas, Oracle SVP of Product Management

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18:01

Drill Down Insider, #26, Sylvia Hooks HPE Vice President, Products & Solutions Marketing

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18:57

Drill Down Insider, #25, Phil Mottram HPE Chief Sales Officer

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11:07

Drill Down Earnings, Ep. 481: Space Exploration Technologies Q3 earnings - ($SPCX) with Cory Johnson

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21:36

Drill Down Ep. #257: Equiniti (BLSH:NYSE) The Official Record Dan Kramer

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21:12

Drill Down Insider #24: Vinci CEO Hardik Kabaria

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26:04

Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser

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25:51

Drill Down Ep. #256: QumulusAI (QMLS:NASDAQ) Building the Bottleneck Michael Maniscalco

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14:48

Drill Down Earnings, Ep. 480: Oracle Q1 earnings – ($ORCL) – A Deep Dive with Cory Johnson

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6:55

Drill Down Earnings, Ep. 479: Zscaler Q4 earnings – ($ZS) – A Deep Dive with Cory Johnson

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10:11

Drill Down Earnings, Ep. 478: Ciena Q3 earnings – ($CIEN) – A Deep Dive with Cory Johnson

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7:59

Drill Down Earnings, Ep. 477: Hewlett Packard Enterprise Q3 earnings – ($HPE) with Cory Johnson

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12:53

Drill Down Earnings, Ep. 476: Broadcom Q3 earnings – ($AVGO) – A Deep Dive with Cory Johnson

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9:51

Drill Down Earnings, Ep. 475: Dell Technologies Q2 earnings ($DELL) – A Deep Dive with Cory Johnson

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8:16

Drill Down Earnings, Ep. 474: Palo Alto Networks Q4 earnings – ($PANW) A Deep Dive with Cory Johnson

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7:50

Drill Down Earnings, Ep. 473: Marvell Technology Q2 earnings ($MRVL) – A Deep Dive with Cory Johnson

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7:50

Drill Down Earnings, Ep. 472: Elastic Q1 earnings – ($ESTC) – A Deep Dive with Cory Johnson

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9:09

Drill Down Earnings, Ep. 471: Synopsys Q3 earnings – ($SNPS) – A Deep Dive with Cory Johnson

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9:40

Drill Down Earnings, Ep. 470: NVIDIA Q2 earnings – ($NVDA) – A Deep Dive with Cory Johnson

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8:14

Drill Down Earnings, Ep. 469: Box Q2 earnings – ($BOX) – A Deep Dive with Cory Johnson

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9:25

Drill Down Earnings, Ep. 468: Analog Devices Q3 earnings – ($ADI) – A Deep Dive with Cory Johnson

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9:38

Drill Down Earnings, Ep. 467: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson

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8:22

The Drill Down: Applied Materials Q3 Earnings Analysi

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8:23

Drill Down Earnings, Ep. 465: Cisco Systems Q4 earnings – ($CSCO) – A Deep Dive with Cory Johnson

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10:17

Drill Down Earnings, Ep. 464: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson

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8:27

Drill Down Earnings, Ep. 463: CoreWeave Q2 earnings – ($CRWV) – A Deep Dive with Cory Johnson

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9:24

Drill Down Earnings, Ep. 462: Lumentum Q4 earnings – ($LITE) – A Deep Dive with Cory Johnson

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11:12

Drill Down Earnings, Ep. 461: Applied Optoelectronics Q2 earnings – ($AAOI) – with Cory Johnson

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8:18

Drill Down Earnings, Ep. 460: Cloudflare Q2 earnings – ($NET) – A Deep Dive with Cory Johnson

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6:50

Drill Down Earnings, Ep. 459: HubSpot Q2 earnings – ($HUBS) – A Deep Dive with Cory Johnson

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7:03

Drill Down Earnings Ep. 458: Advanced Micro Devices Q2 earnings ($AMD) A Deep Dive with Cory Johnson

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11:12

Drill Down Earnings, Ep. 457: Space Exploration Technologies Q2 earnings – ($SPCX) with Cory Johnson

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9:30

Drill Down Earnings, Ep. 456: Palantir Technologies Q2 earnings – ($PLTR) – A Deep Dive

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8:16

Drill Down Earnings, Ep. 455: Amazon.com Q2 earnings – ($AMZN) – A Deep Dive with Cory Johnson

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7:44

Drill Down Earnings, Ep. 454: Arm Q1 earnings – ($ARM) – A Deep Dive with Cory Johnson

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10:45

Drill Down Earnings, Ep. 453: Corning Q2 earnings – ($GLW) – A Deep Dive with Cory Johnson

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8:17

Drill Down Earnings, Ep. 452: KLA Q4 earnings – ($KLAC) – A Deep Dive with Cory Johnson

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9:17

Drill Down Earnings, Ep. 451: Navitas Semiconductor Q2 earnings ($NVTS) Deep Dive with Cory Johnson

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9:17

Drill Down Earnings, Ep 451: Navitas Semiconductor Q2 earnings ($NVTS) A Deep Dive with Cory Johnson

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7:35

Drill Down Earnings, Ep. 450: Cadence Design Systems Q2 earnings ($CDNS) Deep Dive with Cory Johnson

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29:02

Drill Down Ep. #255: Momentus Space (MNTS:NASDAQ) CEO John Rood

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12:43

Drill Down Earnings, Ep. 449: Comfort Systems USA Q2 earnings – ($FIX) A Deep Dive with Cory Johnson

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8:06

Drill Down Earnings, Ep. 448: Intel Q2 earnings – ($INTC) – A Deep Dive with Cory Johnson

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9:08

Drill Down Earnings, Ep. 447: Texas Instruments Q2 earnings – ($TXN) – A Deep Dive with Cory Johnson

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8:13

Drill Down Earnings, Ep. 446: ServiceNow Q2 earnings – ($NOW) – A Deep Dive with Cory Johnson

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6:07

Drill Down Earnings, Ep. 445: Oracle Q4 earnings – ($ORCL) – A Deep Dive with Cory Johnson

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9:14

Drill Down Earnings, Ep. 444: Palo Alto Networks Q3 Fiscal Year 2026 earnings – ($PANW) A Deep Dive

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7:48

Drill Down Earnings, Ep. 443: Elastic Fiscal Q4 2026 earnings ($ESTC) A Deep Dive with Cory Johnson

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7:47

Drill Down Earnings, Ep. 442: Synopsys Q2 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson

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8:24

Drill Down Earnings, Ep. 441: Zscaler Fiscal Q3 2026 earnings – ($ZS) A Deep Dive with Cory Johnson

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7:25

Drill Down Earnings, Ep. 440: Workday Q1 earnings – ($WDAY) – A Deep Dive with Cory Johnson

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9:46

Drill Down Earnings, Ep. 439: NVIDIA Q1 earnings – ($NVDA) – A Deep Dive with Cory Johnson

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33:49

Drill Down Ep. #254: Innventure (INV:NASDAQ) CEO Bill Haskell

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7:53

Drill Down Earnings, Ep. 438: ASML Q1 2027 earnings – ($ASML) – A Deep Dive with Cory Johnson

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25:30

Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook

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