Man of many 🎩s. Investor and Epistrophy Capital Research Chief Market Strategist. Host of @DrillDownPod. Ex- @Business & @CNBC.
San Francisco, CA & New York
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Are you supposed to say "I don't know" on TV?
Great hit with @sam_vadas on @SchwabNetwork.
schwabnetwork.com/video/john…
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Here's one number that tells you all you need to know about Oracle earnings:
instagram.com/p/DdIFh41gBAd/
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle
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In case you missed it, this is what @sam_vadas and I just avoided doing! 👇
#CulturalExchange
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Says co-CEO Clay Magouyrk: "if [a] plan relies on 100% achievement of every one of [its'] deliverables, we have a term for that. It is called a bad plan. So we try real hard not to make bad plans."
piped.video/ZHC1tm1kO_g
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle
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Oracle delivered 131,000 GPUs at Abilene in Q1 and says GPT-6 Astra was trained there.
tiktok.com/@drilldownpod/vid…
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle
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I think this is huge: Oracle's OCI renewed GPU capacity at a 20% PREMIUM in Q1, and most of those GPUs were four or more years old.
piped.video/ZHC1tm1kO_g
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle
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Zscaler's Security for AI bookings grew more than 50% quarter over quarter, and 70% of those deals pulled in Data Security too.
instagram.com/p/Dc2NUlggXH3/
$ZS 🎙️ @DrillDownPod #DrillDownEarnings #Zscaler
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One number that tells you everything about Dell's quarter
instagram.com/p/Dc2NH7Og1OU/
$CIEN 🎙️ @DrillDownPod #DrillDownEarnings #Ciena
890
Zscaler's Z-Flex bookings topped $770M in TCV, up 60% sequentially, with customers seeing ~30% ARR uplift. And yet bookings may have been the big story.
piped.video/WetJIg2fxGM
$ZS 🎙️ @DrillDownPod #DrillDownEarnings #Zscaler
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A hyperscaler told Ciena’s CEO that if they stopped building data centers tomorrow, he wouldn’t notice for two years. Backlog runs into FY28. Could they be more bullish?
piped.video/veT82ECNccc
$CIEN 🎙️ @DrillDownPod #DrillDownEarnings #Ciena
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Here's one number that tells you all you need to know about Zscaler earnings:
tiktok.com/@drilldownpod/vid…
$ZS 🎙️ @DrillDownPod #DrillDownEarnings #Zscaler
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Ciena exited Q3 with $8.5B backlog, up $800M, and says one month into Q4 it has booked nearly as much as all of Q3.
tiktok.com/@drilldownpod/vid…
$CIEN 🎙️ @DrillDownPod #DrillDownEarnings #Ciena
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Zscaler's Q4 revenue hit $898M, up 25%, and ARR crossed $3.8B. Then it guided FY27 to 17% growth. Deceleration, or conservatism?
piped.video/WetJIg2fxGM
$ZS 🎙️ @DrillDownPod #DrillDownEarnings #Zscaler
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Ciena’s Optical Networking revenue grew 46% to $1.19B and GAAP operating margin nearly tripled to 18%. Shares fell 10% anyway. Overreaction,
piped.video/veT82ECNccc
$CIEN 🎙️ @DrillDownPod #DrillDownEarnings #Ciena
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One number that tells you a lot about Hewlett Packard Enterprise's quarter:
instagram.com/p/Dcze2W-AG8i/
$HPE 🎙️ @DrillDownPod #DrillDownEarnings #Hewlett Packard Enterprise
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Broadcom's XPU shipments rose 3.5x to 73% of AI revenue. Early innings, or a late-cycle top?
instagram.com/p/DczeYpsATbd/
$AVGO 🎙️ @DrillDownPod #DrillDownEarnings #Broadcom
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HPE booked a record $700M of Networks for AI orders and signed Oracle for gigawatt-scale PTX routers and QFX switches. Durable pipeline?
piped.video/HubFAuS-bV8
$HPE 🎙️ @DrillDownPod #DrillDownEarnings #Hewlett Packard Enterprise
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Hock Tan reframed 30 gigawatts of demand as "$350 billion of AI semiconductors to these customers in the next two years." The gigawatt math didn't survive Q&A.
piped.video/RSUAZqhfY_c
$AVGO 🎙️ @DrillDownPod #DrillDownEarnings #Broadcom
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HPE won a $3.5B inferencing deal post-quarter. CEO Neri: "we can't talk about the customer, but it's a hyperscaler customer." Guesses?
tiktok.com/@drilldownpod/vid…
$HPE 🎙️ @DrillDownPod #DrillDownEarnings #Hewlett Packard Enterprise
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