The Drill Down
The Drill Down
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Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to know ($ADBE)
🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive
💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with Shantanu Narayen. More than “beat” or “miss” -the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.
🔍 In just 5 minutes, get:
Key financial highlights
Strategic moves with insight into the industry
Unfiltered information straight from Adobe leadership
🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on UA-cam Shorts, Instagram & TikTok!
📺 Full episode: www.youtube.com/@DrillDownPod
🐦 Follow Cory: x.com/corytv
#adbe @Adobe #semiconductorstocks #techinvesting #stockmarketanalysis #investorinsights #earningsguide #cloudcomputing #datacenter #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #software #business @DrillDownPod
Переглядів: 47

Відео

Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings - what you need to know ($ORCL).
Переглядів 594 години тому
🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person Larry Ellison. More than “beat” or “miss” -the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In jus...
Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis - what you need to know ($AI)
Переглядів 1044 години тому
🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. More than “beat” or “miss” -the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the ind...
Drill Down Earnings 267 Hewlett Packard Enterprise Q4 earnings analysis what you need to know ($HPE)
Переглядів 6514 годин тому
🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with Antonio Neri. More than “beat” or “miss” -the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strate...
The Drill Down Insider: Synopsys CFO Shelagh Glaser
Переглядів 84814 годин тому
💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI. 🔍 In this revealing episode, they unpack: - Embracing the opportunities of designing tools for an AI-driven future - Finding inspiration in the potential of advanced technologies - Leading through transformati...
Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis - what you need to know ($SNPS)
Переглядів 20616 годин тому
Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis - what you need to know ($SNPS)
Drill Down Insider w. Yext CEO Michael Walrath
Переглядів 1916 годин тому
Drill Down Insider w. Yext CEO Michael Walrath
Drill Down Insider- Elastic CEO Ash Kulkarni: Elastic’s essential service to the world of AI ($ESTC)
Переглядів 2819 годин тому
Drill Down Insider- Elastic CEO Ash Kulkarni: Elastic’s essential service to the world of AI ($ESTC)
Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis - what you need to know ($OKTA)
Переглядів 48019 годин тому
Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis - what you need to know ($OKTA)
Drill Down Earnings, Ep. 264: Box Q3 earnings analysis - what you need to know ($BOX)
Переглядів 4219 годин тому
Drill Down Earnings, Ep. 264: Box Q3 earnings analysis - what you need to know ($BOX)
Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis - what you need to know ($ZS)
Переглядів 12721 годину тому
Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis - what you need to know ($ZS)
Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis - what you need to know ($CRWD)
Переглядів 8614 днів тому
Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis - what you need to know ($CRWD)
Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis - what you need to know ($DELL)
Переглядів 16514 днів тому
Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis - what you need to know ($DELL)
Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis - what you need to know ($ESTC)
Переглядів 11314 днів тому
Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis - what you need to know ($ESTC)
Drill Down Earnings Ep. 259: Palo Alto Networks Q3 earnings analysis - what you need to know ($PANW)
Переглядів 10121 день тому
Drill Down Earnings Ep. 259: Palo Alto Networks Q3 earnings analysis - what you need to know ($PANW)
Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis - what you need to know ($NVDA)
Переглядів 17121 день тому
Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis - what you need to know ($NVDA)
Drill Down Earnings 257: Applied Materials Q4 2024 earnings analysis - what you need to know ($AMAT)
Переглядів 4321 день тому
Drill Down Earnings 257: Applied Materials Q4 2024 earnings analysis - what you need to know ($AMAT)
Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis - what you need to know ($CSCO)
Переглядів 8828 днів тому
Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis - what you need to know ($CSCO)
Drill Down Earnings 255: Applied Optoelectronics Q3 earnings analysis- what you need to know ($AAOI)
Переглядів 260Місяць тому
Drill Down Earnings 255: Applied Optoelectronics Q3 earnings analysis- what you need to know ($AAOI)
Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis - what you need to know ($ANET)
Переглядів 765Місяць тому
Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis - what you need to know ($ANET)
Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis - what you need to know ($NET)
Переглядів 339Місяць тому
Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis - what you need to know ($NET)
Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis - what you need to know ($COHR)
Переглядів 57Місяць тому
Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis - what you need to know ($COHR)
Drill Down Earnings 251: Arm Fiscal Year Q2 2025 earnings analysis - what you need to know ($ARM)
Переглядів 34Місяць тому
Drill Down Earnings 251: Arm Fiscal Year Q2 2025 earnings analysis - what you need to know ($ARM)
Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis - what you need to know ($QCOM)
Переглядів 33Місяць тому
Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis - what you need to know ($QCOM)
Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis - what you need to know ($SMCI)
Переглядів 102Місяць тому
Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis - what you need to know ($SMCI)
Drill Down Earnings, Ep. 248: GlobalFoundries Q3 earnings analysis - what you need to know ($GFS)
Переглядів 25Місяць тому
Drill Down Earnings, Ep. 248: GlobalFoundries Q3 earnings analysis - what you need to know ($GFS)
Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis - what you need to know ($FN)
Переглядів 60Місяць тому
Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis - what you need to know ($FN)
Drill Down Earnings Ep. 246 Lattice Semiconductor Q3 earnings analysis-what you need to know ($LSCC)
Переглядів 55Місяць тому
Drill Down Earnings Ep. 246 Lattice Semiconductor Q3 earnings analysis-what you need to know ($LSCC)
Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis - what you need to know ($PLTR)
Переглядів 77Місяць тому
Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis - what you need to know ($PLTR)
Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis - what you need to know ($AMZN)
Переглядів 59Місяць тому
Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis - what you need to know ($AMZN)

КОМЕНТАРІ

  • @GeorgeJackson-z8y
    @GeorgeJackson-z8y 5 днів тому

    I really appreciate your efforts! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

  • @Papercutzem
    @Papercutzem 5 днів тому

    Going in heavy Nvidia avgo tsm asml cnds snps Tesla Mstr

  • @michaelaragon1797
    @michaelaragon1797 14 днів тому

    So basically nobody wants Hopper GPUs. So inventory build up?

  • @shortcalls17
    @shortcalls17 15 днів тому

    I absolutely love these drill down videos.

  • @alexkoch_14
    @alexkoch_14 16 днів тому

    Highly underrated channel!

  • @MadisonSemrad
    @MadisonSemrad 20 днів тому

    Thank you so much for this amazing video! I have a quick question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

  • @KelsiTong
    @KelsiTong 20 днів тому

    Thanks for the analysis! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?

  • @alexkoch_14
    @alexkoch_14 21 день тому

    Thanks Cory!

  • @salookie8000
    @salookie8000 27 днів тому

    Efficiently managed company. Compare the employee count at Arista with Cisco. You will be shocked.

  • @MrPana5555
    @MrPana5555 29 днів тому

    Would you recommend Anet to buy and hold?

  • @johnmcquaid7524
    @johnmcquaid7524 Місяць тому

    Great choice on companies to discuss. Backlog is the # that first caught my eye about 9 months ago. Greatly appreciate the video!

  • @fuegosmoke5342
    @fuegosmoke5342 Місяць тому

    Thanks! I sold this stock over a month ago and now I saw the 50% gain. abosolutely surreal. Shows that I hadn't done my research on the company thoroughly

  • @yehjames23
    @yehjames23 Місяць тому

    Cloudflare is a great good company, a good time to buy the dip

  • @lawrencesmith9059
    @lawrencesmith9059 Місяць тому

    10% growth is really not anything to get excited about. They keep paying employees these big stock options, but cant grow revenues with a massive outlay of marketing.

  • @JonNova
    @JonNova Місяць тому

    Another Excellent recap of earnings! I just recently stumbled across your X profile and saw your video post on Intel yesterday. I am subscribed and you REALLY need to grow your channel as short but very concise earnings recaps are a true benefit to investors. Keep up the great work!

  • @JonNova
    @JonNova Місяць тому

    Excellent analysis!

  • @ICloudyFi
    @ICloudyFi Місяць тому

    Good Analysis. Thank You

  • @Hawaiirama
    @Hawaiirama Місяць тому

    Super useful snackable content.

  • @coryjohnson9045
    @coryjohnson9045 Місяць тому

    Don't miss the full UA-cam clip!

  • @garrisonsimon
    @garrisonsimon Місяць тому

    great video!

  • @jpeer85
    @jpeer85 Місяць тому

    Sensational stuff, thank you for the drill down 👍 I'll happily continue to accumulate on such weakness 📈

    • @jankay8569
      @jankay8569 Місяць тому

      Bagholder spotted

    • @jpeer85
      @jpeer85 Місяць тому

      @@jankay8569 🙋‍♂️

  • @CelideYoneda
    @CelideYoneda 2 місяці тому

    You're doing a fantastic job! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (air carpet target dish off jeans toilet sweet piano spoil fruit essay). How should I go about transferring them to Binance?

  • @wcthrill
    @wcthrill 3 місяці тому

    Until RC decides to give his forward guidance, no one knows if he plans to chg the business model. This is a hug red flag. Theres 4.2 Billion and no game plan?

  • @kippwolff6505
    @kippwolff6505 3 місяці тому

    No mention of cost cutting and improved operational efficiency? No mention of CEO who buys stock with his own money and takes no compensation so has interest truly aligned with shareholders? No mention of cancelling credit agreement and changing to operating on internal cashflows? No mention of how big a shift it is for this company to be profitable in a Q2 which I don't think has happened for 7 years? No mention of the tremendous opportunity for a business transformation using the 4.2 Billion war-chest? I find this analysis lacking and pretty biased....

  • @reality9451
    @reality9451 3 місяці тому

    Just might be the one among thousands that's the next Amazon. You can lose a lot of money, of course, with hope and dreams.

  • @jankay8569
    @jankay8569 3 місяці тому

    Subbed

  • @กัมปนาทควชะกุล

    Like the content, but maybe you should talk about Elastic's bad open source policies in the beginning for bring up more discussion.