#DrillDownEarnings
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💥 Oracle tells us exactly what we need to know about the fight for the data center. A full report:
youtu.be/N24snfUTAlk
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #DDE #Oracle
Drill Down Earnings, Ep. 317: Oracle Q3 earnings analysis – what you need to know ($ORCL)
YouTube video by The Drill Down
youtu.be
March 10, 2025 at 11:51 PM
coryjtv.bsky.social
A quick look at Intel why these numbers might be better than they look 💰
youtu.be/XZDUe2zAb-Y
$INTC 🎙️ @DrillDownPod #DrillDownEarnings #DDE #Intel
Drill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know ($INTC)
YouTube video by The Drill Down
youtu.be
January 31, 2025 at 12:32 AM
coryjtv.bsky.social
Dell says its AI pipeline is "multiples" of a record $95B backlog across 6,500 Neocloud, Sovereign and Enterprise customers.
https://www.tiktok.com/@drilldownpod/video/7680698584190307597
$DELL 🎙️ @DrillDownPod #Dri#DrillDownEarningsl#Dellhnologies
September 2, 2026 at 3:10 PM
coryjtv.bsky.social
Corning’s Display business posted $939M revenue and $250M net income, sustaining ~20% profitability. Why does Wall Street hate? An exploration.
https://www.tiktok.com/@drilldownpod/video/7566389208353410318
$GLW 🎙️ @DrillDownPod #Drill#DrillDownEarningsi#Corning
October 28, 2025 at 11:35 PM
coryjtv.bsky.social
@Rubrik is imagining a world where data "embassies" create new sovereign IT data troves. A wild concept illustrating the sovereign cloud. Here's what CEO Bipul Sinha said:
https://youtu.be/QJNb1YjIr58
$RBRK 🎙️ @DrillDownPod #Dri#DrillDownEarningsv#Navitas
March 13, 2026 at 6:40 PM
coryjtv.bsky.social
Synopsys’ Design Automation delivered ~$2B revenue with 47.3% margin, driven by hardware verification – we take a look at how #Ans#Ansyshelping.
https://www.tiktok.com/@drilldownpod/video/7610995235707047182
$SNPS 🎙️ @DrillDownPod #DrillDo#DrillDownEarningsy#Synopsys
February 26, 2026 at 6:55 PM
coryjtv.bsky.social
@Cadence reported $7.0B backlog, up $600M sequentially on AI infrastructure demand. What does that say about design capacity bottlenecks ahead? We explain.
https://www.tiktok.com/@drilldownpod/video/7566140853488520461
$CDNS 🎙️ @DrillDownPod #Dri#DrillDownEarningsd#Cadenceign Systems
October 28, 2025 at 11:20 PM
coryjtv.bsky.social
NVIDIA guided to $78B ±2% next quarter while assuming zero Data Center compute revenue from China. Zero. Why isn’t that resilience the headline?
https://youtu.be/j3sU1ZDn6Gk
$NVDA 🎙️ @DrillDownPod #DrillD#DrillDownEarningsA#NVIDIA
February 26, 2026 at 5:35 PM
coryjtv.bsky.social
Tesla Energy revenue grew 25% YoY to $3.8B, yet remains a fraction of auto sales. Is energy scale real—or just narrative support? An exploration.
https://youtu.be/53M1g6csHuw
$TSLA 🎙️ @DrillDownPod #Drill#DrillDownEarningss#TexasInstruments
January 29, 2026 at 5:40 PM
coryjtv.bsky.social
Fortinet earnings, explained quickly. 📈🔍
youtu.be/N3GhBh-QFbo
$FTNT 🎙️ @DrillDownPod #DrillDownEarnings #DDE #Fortinet
Drill Down Earnings, Ep. 291: Fortinet Q4 earnings analysis – what you need to know ($FTNT)
YouTube video by The Drill Down
youtu.be
February 7, 2025 at 2:41 AM
coryjtv.bsky.social
@Intel leaned on #GraniteRapids and #SapphireRapids CPU demand for AI servers. Why is Intel still talking CPUs while rivals capture accelerator economics? We take a look.
https://youtu.be/YqFvYlM75WA
$INTC 🎙️ @DrillDownPod #Dri#DrillDownEarningst#Intel
January 23, 2026 at 4:05 PM
coryjtv.bsky.social
Some headlines framed Taiwan Semi’s CEO as “nervous” about AI demand. Listen closely: he cited customer profitability, capacity visibility and multi-year planning. We explain.
https://www.tiktok.com/@drilldownpod/video/7596053997971082551
$TSM 🎙️ @DrillDownPod #DrillDown#TSMCtag/DrillDownEarnings" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link">#DrillDownEarnings
January 16, 2026 at 9:20 PM
coryjtv.bsky.social
@Adobe earnings show it firing on most cylinders. Here's how AI is driving that:
youtu.be/1Nr3L1rHXQY
$ADBE 🎙️ @DrillDownPod #DrillDownEarnings #DDE #Adobe
Drill Down Earnings, Ep. 318: Adobe Q1 earnings analysis – what you need to know ($ADBE)
YouTube video by The Drill Down
youtu.be
March 13, 2025 at 12:32 AM
coryjtv.bsky.social
HubSpot deliberately launched free agent trials and outcome-based pricing in April knowing it would slow deals. It did. The market punished it.
https://www.tiktok.com/@drilldownpod/video/7671091933292301582
$HUBS 🎙️ @DrillDownPod #Dri#DrillDownEarningsb#HubSpot
August 7, 2026 at 7:00 PM
coryjtv.bsky.social
CEO Satya Nadella called Azure the company’s “planet-scale cloud and AI factory.” How literal is that vision in Microsoft’s data-center build-out? An exploration.
https://www.tiktok.com/@drilldownpod/video/7566770877333916983
$MSFT 🎙️ @DrillDownPod #DrillDownEa#Microsoft/DrillDownEarnings" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link">#DrillDownEarnings
October 30, 2025 at 12:40 AM
coryjtv.bsky.social
Looking back at the quarter, @Intel leaned on #GraniteRapids and #SapphireRapids CPU demand for AI servers. Why is Intel still talking CPU economics? We take a look.
https://youtu.be/YqFvYlM75WA
$INTC 🎙️ @DrillDownPod #Dri#DrillDownEarningst#Intel
January 28, 2026 at 5:20 PM
coryjtv.bsky.social
51% of traffic on Cloudflare's network is now non-human, and Matthew Prince thinks it reaches 1,000x human traffic in five years. The full breakdown: [LINK]
https://youtu.be/SPeltglcDL4
$NET 🎙️ @DrillDownPod #Dri#DrillDownEarningso#Cloudflare
August 7, 2026 at 6:05 PM
coryjtv.bsky.social
Asked if AI-native design could bypass commercial EDA, Synopsis CEO Ghazi said: "I am not worried at all." Here's why he shouldn't be:
https://youtu.be/AcD3gulOlI8
$SNPS 🎙️ @DrillDownPod #Dri#DrillDownEarningsn#Synopsys
August 29, 2026 at 10:45 AM
coryjtv.bsky.social
A quick analysis of Workday's latest earnings report. 🌊📊
youtu.be/N8VghxeSk8Q
$WDAY 🎙️ @DrillDownPod #DrillDownEarnings #DDE #Workday
Drill Down Earnings, Ep. 305: Workday Q4 earnings analysis – what you need to know ($WDAY)
YouTube video by The Drill Down
youtu.be
February 26, 2025 at 1:08 AM
coryjtv.bsky.social
ASML earnings: the story behind their massive business in China 🇨🇳.📉
youtu.be/VSxQ-qF3rkA
$ASML 🎙️ @DrillDownPod #DrillDownEarnings #DDE #ASML
Drill Down Earnings, Ep. 320: ASML Holding NV Q4 earnings analysis – what you need to know ($ASML)
YouTube video by The Drill Down
youtu.be
April 16, 2025 at 11:47 PM
coryjtv.bsky.social
Systems revenue climbed 47% YoY to $155M, led by cloud transceivers. But can its new Thailand line scale fast enough to meet @Amazon's @AWS and hyperscaler demand? A closer look.
https://youtu.be/MyNM9HKCzvo
$LITE 🎙️ @DrillDownPod #Dri#DrillDownEarningsm#Lumentum
November 8, 2025 at 8:35 AM
coryjtv.bsky.social
CEO Kate Johnson says AI workloads demand “extreme bandwidth and low latency.” With Lumen scaling from 400 G to 1.6 T, how soon before the network catches the GPUs? We explain.
https://youtu.be/KBfuU8f4EFA
$LUMN 🎙️ @DrillDownPod #DrillDo#DrillDownEarningsT#Lumenogies
October 31, 2025 at 7:50 PM
coryjtv.bsky.social
Cloudflare earnings spotlight: Sorting out the stock move through the data. A quick video explanation:
youtu.be/bQkPaigcTOw
$NET 🎙️ @DrillDownPod #DrillDownEarnings #DDE
Drill Down Earnings, Ep. 290: Cloudflare Q4 earnings analysis – what you need to know ($NET)
YouTube video by The Drill Down
youtu.be
February 7, 2025 at 2:31 AM
coryjtv.bsky.social
🔐 Has Coherent sees explosive AI-driven growth. Why? Here's the story of this AI darling.
youtu.be/RuwP19iwVPc
$COHR 🎙️ @DrillDownPod #DrillDownEarnings #DDE #Coherent
Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need to know ($COHR)
YouTube video by The Drill Down
youtu.be
February 6, 2025 at 12:55 AM
coryjtv.bsky.social
Three new hyperscale design wins for Cisco in Q4: a Silicon One P200 scale-across, a G200 scale-out, and an optical line system. What the market's missing:
https://www.tiktok.com/@drilldownpod/video/7673277203961941261
$CSCO 🎙️ @DrillDownPod #Dri#DrillDownEarningss#Cisco
August 13, 2026 at 3:10 PM