Micron’s Cloud Memory Business Unit posted $5.3B revenue with 66% gross margins in Q1. Why is cloud memory structurally more profitable than legacy DRAM cycles? We explain.
https://www.instagram.com/p/DSYgR6RgJUp/
$MU 🎙️ @DrillDownPod #Drill#DrillDownEarningso#Micronology

Micron forecasts HBM total addressable market reaching ~$100B by 2028, growing ~40% annually and arriving two years earlier than expected. Is memory scaling faster than compute?
https://youtu.be/xEvRyTD-d38
$MU 🎙️ @DrillDownPod #Dri#DrillDownEarningsc#MicronTechnology

SOLD OUT! Micron reported fiscal Q1 revenue of $13.6B, up 57% year over year, driven by DRAM pricing and selling every HBM chip they can make. We explain.
https://www.tiktok.com/@drilldownpod/video/7584971792133983502
$MU 🎙️ @DrillDownPod #Dri#DrillDownEarningsc#Micronhnology

Micron raised fiscal 2026 capex to ~$20B, mainly for HBM and 1-gamma supply, yet says it can meet only 50–67% of demand. What breaks when supply stays structurally short? We take a look.
https://youtu.be/xEvRyTD-d38
$MU 🎙️ @DrillDownPod #Drill#DrillDownEarningso#Micronology

Ciena guided FY2026 revenue to $5.7B–$6.1B, ~24% growth at midpoint. Why does Wall Street still question durability of AI-driven demand? An exploration.
https://www.instagram.com/p/DSJ2p4KAIBt/
$CIEN 🎙️ @DrillDownPod #Drill#DrillDownEarningsa#Ciena

Ciena’s Routing and Switching revenue jumped 49% YoY, with DCOM now deployed at @Meta. Why does Wall Street overlook network operations as an AI bottleneck? We take a look. #M#METAhref="https://youtu.be/J_1YG4SHjuQ" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">A
https://youtu.be/J_1YG4SHjuQ
$CIEN 🎙️ @DrillDownPod #Drill#DrillDownEarningsa#Ciena

Ciena’s Optical Networking revenue rose 19% YoY, with RLS up 72%. Why does Wall Street miss optical’s role in AI scale-across architectures? An exploration.
https://www.tiktok.com/@drilldownpod/video/7582860188403698958
$CIEN 🎙️ @DrillDownPod #DrillDo#Ciena/DrillDownEarnings" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link">#DrillDownEarnings

Ciena reported Q4 FY2025 revenue of $1.35B, up 20% YoY, driven by AI network demand. Why does Wall Street still frame this as cyclical hardware? We explain.
https://youtu.be/J_1YG4SHjuQ
$CIEN 🎙️ @DrillDownPod #Dri#DrillDownEarningse#Ciena

$22B in free cash flow and inventory building to $19.8B tell a story: NVIDIA is preparing for demand Wall Street still models linearly. Drill Down Earnings goes deeper.
https://www.instagram.com/p/DSGwGM6AOYC/
$SNPS 🎙️ @DrillDownPod #Dri#DrillDownEarningsn#Synopsys

@Oracle didn't just grow with @OpenAI, @Meta and @NVIDIA -- also Univ. of Tennessee, Deutsche Bank, Vail Resort, Magnum Ice Cream for for godsake! What does Wall Street not get?
https://www.instagram.com/p/DSGsvCAAE8u/
$ORCL 🎙️ @DrillDownPod #Dri#DrillDownEarningsa#Oracle

Design IP revenue fell to $1.75B in FY25, with muted FY26 growth expected. Is the slowdown structural or timing-related as new HPC IP “titles” slip? We explain.
https://youtu.be/D6_k_6D6dRc
$SNPS 🎙️ @DrillDownPod #DrillDo#DrillDownEarningsy#Synopsys

Larry Ellison says @Oracle has made its database “available in everyone’s cloud”—AWS, Azure, Google—via embedded OCI regions. Why doesn't the Street care? A look:
https://youtu.be/eKo_xp4JoDA
$ORCL 🎙️ @DrillDownPod #DrillDownEarn#Oracleshtag/DrillDownEarnings" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link">#DrillDownEarnings

Synopsys reported $2.25B Q4 revenue, with Ansys contributing $668M. How does adding a second engineering platform shift the company’s long-term growth profile? We explain.
https://www.tiktok.com/@drilldownpod/video/7582413452791074061
$SNPS 🎙️ @DrillDownPod #Drill#DrillDownEarningsp#Synopsys

Oracle’s RPO hit $523B, up 433% YoY, driven by Meta, NVIDIA, and others. So Why is the market freaking out? An exploration.
https://www.tiktok.com/@drilldownpod/video/7582406850457472311
$ORCL 🎙️ @DrillDownPod #Drill#DrillDownEarningsl#Oracle

@Oracle capEx hit $12B this quarter, with Oracle warning FY26 CapEx will run $15B higher than prior expectations. Could that massive AI-driven spend be a good thing? An exploration.
https://youtu.be/eKo_xp4JoDA
$ORCL 🎙️ @DrillDownPod #Dri#DrillDownEarningsa#Oracle

In our conversation, NICE CEO Scott Russell made the case that German-built AI could become the engine of global contact-center automation. But what makes Cognigy that critical? We take a look.
https://youtu.be/A9rbEbRgboA
$NICE 🎙️ @DrillDownPod

Why is customer service the first sector to massively roll out AI? NICE CEO Scott Russell has an interesting take. Check it out:
https://youtu.be/A9rbEbRgboA
$NICE 🎙️ @DrillDownPod

Palo Alto Networks is absorbing CyberArk and Chronosphere at a moment when attackers are automating faster than defenses. We explain.
https://www.instagram.com/p/DRQt54dAJYR/
$PANW 🎙️ @DrillDownPod #Dri#DrillDownEarningsl#Paloo Networks

$22B in free cash flow and inventory building to $19.8B tell a story: NVIDIA is preparing for demand Wall Street still models linearly. Drill Down Earnings goes deeper.
https://www.instagram.com/p/DRQtqaRAJz9/
$NVDA 🎙️ @DrillDownPod #Dri#DrillDownEarningsI#NVIDIA

Palo Alto Networks’ software firewalls drove ~50% of product revenue. If AI agents probe cloud workloads nonstop, can legacy firewalls still contain blast radius? An exploration.
https://youtu.be/zeQRlrE5tjo
$PANW 🎙️ @DrillDownPod #Drill#DrillDownEarnings #PaloNetworks

Blackwell Ultra didn’t just ship—it became NVIDIA’s leading architecture across every customer class. Wall Street hasn’t priced it in. Drill Down Earnings explains

https://youtu.be/2OogAh7w4J0
$NVDA 🎙️ @DrillDownPod #DrillDownEa#NVIDIAtag/DrillDownEarnings" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link">#DrillDownEarnings

Palo Alto Networks’ SASE ARR jumped 34%. As AI-driven intrusions spread faster than humans can respond, is this the last workable perimeter left? We explain.
https://www.tiktok.com/@drilldownpod/video/7574626218197208375
$PANW 🎙️ @DrillDownPod #Drill#DrillDownEarnings #PaloNetworks

Data Center Networking jumped 162% YoY on NVLink and XDR InfiniBand. That’s not a side business anymore—it’s the moat. We break down what the street overlooked.

https://www.tiktok.com/@drilldownpod/video/7574625644202511671
$NVDA 🎙️ @DrillDownPod #DrillDown#NVIDIAg/DrillDownEarnings" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link">#DrillDownEarnings

Quantum hacking? If adversaries are storing stolen data now to unlock later with quantum power, what’s already exposed? A look at Palo Alto Networks’ quarter:
https://youtu.be/zeQRlrE5tjo
$PANW 🎙️ @DrillDownPod #DrillDo#DrillDownEarningsl#Palotworks

NVIDIA data center compute revenue hit $43B as Blackwell demand outpaced Hopper far faster than expected. The inflection isn’t linear. It compounds. Drill Down Earnings unpacks it all:
https://youtu.be/2OogAh7w4J0
$NVDA 🎙️ @DrillDownPod #Drill#DrillDownEarningsI#NVIDIA