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PODCAST

The Drill Down

The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.

business investing

All Episodes

10:00

The Drill Down Insider, with Elastic's Bill Wright

The Drill Down ·

2025/03/25

At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider caught up with Bill Wright to discuss how Elastic’s technology is uniquely positioned to help public sector clients navigate complex data challenges. 🏛️🔐 Governments don’t just need more data—they need the right data, in the right hands, at the right time. Wright explains how Elastic’s Search AI powered observability solution provides visibility across vast networked environments, helping agencies make better decisions

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14:19

The Drill Down Insider, with Elastic's Chris Townsend

The Drill Down ·

2025/03/25

At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Chris Townsend to discuss how Elastic’s technology is transforming data into actionable intelligence. 📊🔎 Townsend explains how Elastic helps clients—both government and private sector—unlock efficiencies and improve decision-making by providing better access to their data. Data security is paramount for public sector clients, and Townsend highlights how Elastic’s approach ensures greater data protection

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11:07

The Drill Down Insider, with Elastic's Ash Kulkarni

The Drill Down ·

2025/03/22

The Drill Down Insider sat down with Elastic CEO Ash Kulkarni at the Elastic Public Sector Summit in Washington, D.C., to explore how AI, when implemented correctly, can be a powerful tool for cost savings and operational efficiency. 🧠💡 Kulkarni explains how Elastic’s smarter Search AI functions help enterprises and government agencies make sense of the overwhelming flood of data—separating signal from noise in a way that competitors can’t match. He shares real-world examples of how government

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4:57

Drill Down Earnings, Ep. 319: Rubrik Q4 earnings...

The Drill Down ·

2025/03/14

🎙️ The Drill Down: Rubrik Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 performance with CEO Bipul Sinha. 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 Rubrik leadership 🧠 Expert analysis by Cory Johnson,

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7:46

Drill Down Earnings, Ep. 317: Oracle Q3 earnings...

The Drill Down ·

2025/03/13

🎙️ The Drill Down: Oracle Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 performance with CEO Chairman & CTO 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 just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Oracle leadership 🧠 Expert analysis by

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4:53

Drill Down Earnings, Ep. 318: Adobe Q1 earnings...

The Drill Down ·

2025/03/12

🎙️ The Drill Down: Adobe Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q1 performance with CEO 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,

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7:58

Drill Down Earnings, Ep. 316: Broadcom Q1 2025...

The Drill Down ·

2025/03/07

🎙️ The Drill Down: Broadcom Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q1 2025 performance with CEO Hock Tan. 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 Broadcom leadership 🧠 Expert analysis by Cory

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7:05

Drill Down Earnings, Ep. 315: Hewlett Packard...

The Drill Down ·

2025/03/07

🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with CEO 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 Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard

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5:18

Drill Down Earnings, Ep. 314: Zscaler Q2 2025...

The Drill Down ·

2025/03/06

🎙️ The Drill Down: Zscaler Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q2 2025 performance with CEO Jay Chaudhry. 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 Zscaler leadership 🧠 Expert analysis by Cory

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6:54

Drill Down Earnings, Ep. 313: Marvell Q4 earnings...

The Drill Down ·

2025/03/06

🎙️ The Drill Down: Marvell Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Marvell ($MRVL) Q4 performance with CEO Mark Mader. 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 Marvell leadership 🧠 Expert analysis by Cory Johnson,

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6:16

Drill Down Earnings, Ep. 312: Okta Q4 earnings...

The Drill Down ·

2025/03/04

🎙️ The Drill Down: Okta Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Okta ($OKTA) Q4 performance with CEO Todd McKinnon. 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 Okta leadership 🧠 Expert analysis by Cory Johnson,

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17:33

The Drill Down Insider: Elastic CEO Ash Kulkarni

The Drill Down ·

2025/03/03

Join host Cory Johnson for an in-depth conversation with Ash Kulkarni, CEO of Elastic, as they explore how the company is redefining search, security, and observability in an AI-powered world. This exclusive interview goes beyond the buzzwords, offering a sharp look at the real-world impact of generative AI and Elastic’s transformation into an AI-first enterprise. In this episode, Johnson and Kulkarni break down: 🔹 Elastic’s shift to an AI-driven platform 🔹 The challenges and breakthroughs in

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15:00

The Drill Down Insider: Synopsys CFO Shelagh Glaser

The Drill Down ·

2025/03/01

Host Cory Johnson sits down with Shelagh Glaser, CFO of Synopsys, for a revealing conversation about the financial engine driving one of the most critical players in semiconductor design and AI-driven chip development. As AI reshapes the industry, Synopsys stands at the center of innovation—powering the tools that build the future of computing.In this episode, Johnson and Glaser break down: 🔹 Synopsys’ role in advancing AI-driven chip design 🔹 The financial strategy behind the company’s sustained

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7:32

Drill Down Earnings, Ep. 311: Elastic Q3 2025...

The Drill Down ·

2025/02/28

🎙️ The Drill Down: Elastic Q3 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q3 2025 performance with CEO Ash Kulkarni. 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 Elastic leadership 🧠 Expert analysis by Cory

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6:55

Drill Down Earnings, Ep. 310: Dell Technologies Q4...

The Drill Down ·

2025/02/28

🎙️ The Drill Down: Dell Technologies Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($Dell) Q4 performance with COO Jeff Clarke. 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 Dell Technologies leadership 🧠

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6:04

Drill Down Earnings, Ep. 309: NetApp Q4 earnings...

The Drill Down ·

2025/02/28

🎙️ The Drill Down: NetApp Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack NetApp ($NTAP) Q4 performance with CEO George Kurian. 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 NetApp leadership 🧠 Expert analysis by Cory Johnson,

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6:22

Drill Down Earnings, Ep. 308: Applied Optoelectronics...

The Drill Down ·

2025/02/27

🎙️ The Drill Down: Applied Optoelectronics Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q4 performance with CFO Stefan Murry. 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 Applied Optoelectronics

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7:16

Drill Down Earnings, Ep. 307: Synopsys Q1 2026...

The Drill Down ·

2025/02/27

🎙️ The Drill Down: Synopsys Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. 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 Synopsys leadership 🧠 Expert analysis by

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6:53

Drill Down Earnings, Ep. 306: What you don’t know...

The Drill Down ·

2025/02/27

🎙️ The Drill Down: NVIDIA Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q4 performance with CEO Jensen Huang. 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 NVIDIA leadership 🧠 Expert analysis by Cory Johnson,

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5:11

Drill Down Earnings, Ep. 305: Workday Q4 earnings...

The Drill Down ·

2025/02/26

🎙️ The Drill Down: Workday Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 performance with CEO Carl Eschenbach. 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 Workday leadership 🧠 Expert analysis by Cory

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673 results

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