The Drill Down Podcast

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The Drill Down Podcast A podcast of business news to business people w/ host
www.bizpod.net/podcasts

Micron’s G9 NAND ramp spans TLC and QLC, with enterprise QLC qualified. Amid HDD shortages, will NAND’s role in AI serve...
24/09/2025

Micron’s G9 NAND ramp spans TLC and QLC, with enterprise QLC qualified. Amid HDD shortages, will NAND’s role in AI servers accelerate further? We take a look.
https://youtu.be/kVNpMAgu08Q
$MU 🎙️ Technology

The Drill Down: Micron Technology Q2 Earnings Analysis💡 Beyond the numbers: Unpack Micron Technology ($MU) Q2 performance with CEO Sanjay Mehrotra. More tha...

Data center revenue surged to 56% of Micron sales in FY25, with 52% gross margins. Why does mix shift matter more than t...
24/09/2025

Data center revenue surged to 56% of Micron sales in FY25, with 52% gross margins. Why does mix shift matter more than topline growth? An exploration in one-minute.
https://www.tiktok.com//video/7553417724488125710
$MU 🎙️ Technology

Check out DrillDownPod’s video.

Micron posted record FY25 revenue of $37.4B, up nearly 50% YoY. AI-driven demand and DRAM pricing powered results. 📉 So ...
23/09/2025

Micron posted record FY25 revenue of $37.4B, up nearly 50% YoY. AI-driven demand and DRAM pricing powered results. 📉 So what is the market missing? We explain.
https://youtu.be/kVNpMAgu08Q
$MU 🎙️ Technology

The Drill Down: Micron Technology Q2 Earnings Analysis💡 Beyond the numbers: Unpack Micron Technology ($MU) Q2 performance with CEO Sanjay Mehrotra. More tha...

Rubrik ended Q2 with 2,505 customers above $100K ARR, up 27% YoY. Larger clients now drive 85% of ARR. Why does this con...
10/09/2025

Rubrik ended Q2 with 2,505 customers above $100K ARR, up 27% YoY. Larger clients now drive 85% of ARR. Why does this concentration matter? We take a look.
https://youtu.be/IKchhxoILVI
$RBRK 🎙️

The Drill Down: Rubrik Q2 Earnings Analysis💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q2 performance with CEO Bipul Sinha. More than “beat” or “miss” – The...

Oracle’s Remaining Performance Obligations jumped 359% YoY to $455B. What explains this unprecedented backlog growth? An...
10/09/2025

Oracle’s Remaining Performance Obligations jumped 359% YoY to $455B. What explains this unprecedented backlog growth? An exploration:
https://youtu.be/4HcyvHqeb6s
$ORCL 🎙️

The Drill Down: Oracle Q1 2026 Earnings Analysis💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 2026 performance with CEO chief technology officer and founde...

Rubrik reported $310M Q2 revenue, up 51% YoY. Subscription ARR hit $1.25B, growing 36%. Why doesn't the market like THAT...
10/09/2025

Rubrik reported $310M Q2 revenue, up 51% YoY. Subscription ARR hit $1.25B, growing 36%. Why doesn't the market like THAT? We explain.
https://youtu.be/IKchhxoILVI
$RBRK 🎙️

The Drill Down: Rubrik Q2 Earnings Analysis💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q2 performance with CEO Bipul Sinha. More than “beat” or “miss” – The...

Oracle reported $14.9B in Q1 revenue, up 12% YoY. Cloud revenue surged 28% to $7.2B. But what drove the $455B backlog? W...
10/09/2025

Oracle reported $14.9B in Q1 revenue, up 12% YoY. Cloud revenue surged 28% to $7.2B. But what drove the $455B backlog? We explain.
https://youtu.be/4HcyvHqeb6s
$ORCL 🎙️

The Drill Down: Oracle Q1 2026 Earnings Analysis💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 2026 performance with CEO chief technology officer and founde...

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