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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

5:18

Drill Down Earnings, Ep. 323: Microsoft Q3 earnings...

The Drill Down ·

2025/05/02

🎙️ The Drill Down: Microsoft Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q3 performance with CEO Satya Nadella. 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 Microsoft leadership 🧠

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6:21

Drill Down Earnings, Ep. 325: Twilio Q4 earnings...

The Drill Down ·

2025/05/02

🎙️ The Drill Down: Twilio Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twilio ($TWLO) Q4 performance with CEO Khozema Shipchandler. 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 Twilio leadership 🧠

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7:29

Drill Down Earnings, Ep. 324: Amazon.com Q1 earnings...

The Drill Down ·

2025/05/02

🎙️ The Drill Down: Amazon.com Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q1 performance with CEO Andy Jassy. 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 Amazon.com leadership 🧠 Expert

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5:32

Drill Down Earnings, Ep. 322: F5 Q2 Fiscal Year 2025...

The Drill Down ·

2025/05/01

🎙️ The Drill Down: F5 Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q2 Fiscal Year 2025 performance with CEO François Locoh-Donou. 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 F5

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7:31

Drill Down Earnings, Ep. 321: Netflix Q1 earnings...

The Drill Down ·

2025/04/18

🎙️ The Drill Down: Netflix Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Netflix ($NFLX) Q1 performance with co-CEO Greg Peters. 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 Netflix leadership 🧠 Expert analysis by Cory

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6:53

Drill Down Earnings, Ep. 320: ASML Holding NV Q4...

The Drill Down ·

2025/04/16

🎙️ The Drill Down: ASML Holding NV Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML Holding NV ($ASML) Q4 performance with CEO Christophe Fouquet and CFO Roger Dassen. 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 ASML Holding

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9:14

The Drill Down Insider, with the State of Maryland's...

The Drill Down ·

2025/03/25

Data-driven decision-making is transforming how governments serve their citizens. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Natalie Evans Harris, Chief Data Officer for the State of Maryland, to discuss how AI and predictive analytics are optimizing public services. 📊🏛️Harris explains how data insights can enhance service delivery, anticipate community needs, and improve resource allocation—reducing friction in everything from unemployment claims

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9:18

The Drill Down Insider, with NIST's Justin Senseney

The Drill Down ·

2025/03/25

At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection,

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9:18

The Drill Down Insider, with NIST's Justin Senseney

The Drill Down ·

2025/03/25

At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection,

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11:03

The Drill Down Insider, with the U.S. Army’s Hussein...

The Drill Down ·

2025/03/25

Zero Trust isn’t a one-time fix—it’s a continuous evolution. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Hussein Johnson, Senior Cybersecurity Analyst for the U.S. Army, about the Department of Defense’s structured approach to Zero Trust. 🛡️🔑 Johnson explains how the Army is embedding Zero Trust principles across its vast digital infrastructure, with a full deployment goal by 2027. He breaks down the policy challenges, risk governance frameworks, and the

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5:05

The Drill Down Insider, with Lawrence Livermore...

The Drill Down ·

2025/03/25

Supercomputers power some of the most advanced research in the world—but securing them is no easy task. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Ian Lee, HPC Cybersecurity Architect at Lawrence Livermore National Laboratory, about the unique challenges of securing high-performance computing (HPC) environments. ⚡🖥️ Lee breaks down how Livermore Lab ensures compliance with DOE and federal cybersecurity requirements while protecting its massive computing

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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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704 results

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