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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

5:47

Drill Down Earnings, Ep. 284: Advanced Micro Devices...

The Drill Down ·

2025/02/04

🎙️ The Drill Down: Advanced Micro Devices Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q4 performance with CEO Lisa Su. 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 Advanced Micro Devices

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6:52

Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings...

The Drill Down ·

2025/02/04

🎙️ The Drill Down: Fabrinet Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q2 performance with 🇮🇪 CEO Seamus Grady. 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 Fabrinet leadership 🧠 Expert analysis by Cory

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5:35

Drill Down Earnings, Ep. 282: Palantir Q4 earnings...

The Drill Down ·

2025/02/04

🎙️ The Drill Down: Palantir Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q4 performance with CEO Alex Karp. 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 Palantir leadership 🧠 Expert analysis by Cory Johnson,

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6:39

Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings...

The Drill Down ·

2025/01/31

🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. 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 Apple leadership 🧠 Expert analysis by Cory Johnson,

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4:58

Drill Down Earnings, Ep. 280: Intel Q4 earnings...

The Drill Down ·

2025/01/30

🎙️ The Drill Down: Intel Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO co-CEO Michelle Johnston Holthaus. 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 Intel leadership 🧠 Expert

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3:38

Drill Down Earnings, Ep. 279: IBM Q4 earnings...

The Drill Down ·

2025/01/30

🎙️ The Drill Down: IBM Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CEO Arvind Krishna. 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 IBM leadership 🧠 Expert analysis by Cory Johnson, Chief

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5:58

Drill Down Earnings, Ep. 278: Tesla Q4 earnings...

The Drill Down ·

2025/01/30

🎙️ The Drill Down: Tesla Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. 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 Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief

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3:15

Drill Down Earnings, Ep. 277: Microsoft Q4 earnings...

The Drill Down ·

2025/01/30

🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 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 🧠 Expert analysis by Cory

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6:20

Drill Down Earnings, Ep. 276: ASML Q4 earnings...

The Drill Down ·

2025/01/29

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

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4:15

Drill Down Earnings, Ep. 275: F5 Q1 2025 earnings...

The Drill Down ·

2025/01/29

🎙️ The Drill Down: F5 Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q1 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 leadership 🧠 Expert analysis by Cory

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5:01

Drill Down Earnings, Ep. 274: SAP €40B promise Q4...

The Drill Down ·

2025/01/29

🎙️ The Drill Down: SAP Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack SAP ($SAP) Q4 performance with CEO Christian Klein. 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 SAP leadership 🧠 Expert analysis by Cory Johnson, Chief

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6:31

Drill Down Earnings, Ep. 273: Micron Technology Q1...

The Drill Down ·

2024/12/20

🎙️ The Drill Down: Micron Technology Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 2025 performance with Sanjay Mehrotra. 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 Micron Technology

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4:35

Drill Down Earnings, Ep. 272: Broadcom Q4 2024...

The Drill Down ·

2024/12/13

🎙️ The Drill Down: Broadcom Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q4 2024 performance with 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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6:14

Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings...

The Drill Down ·

2024/12/12

🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with 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

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7:57

Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year...

The Drill Down ·

2024/12/10

🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person 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

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6:07

Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings...

The Drill Down ·

2024/12/10

🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. 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 C3.ai leadership 🧠 Expert analysis by Cory Johnson,

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6:18

Drill Down Earnings, Ep. 267: Hewlett Packard...

The Drill Down ·

2024/12/06

🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with 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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17:46

The Drill Down Insider: Synopsys CFO Shelagh Glaser

The Drill Down ·

2024/12/06

🎙️ The Drill Down Insider: Synopsys CFO Shelagh Glaser 💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI. 🔍 In this revealing episode, they unpack: Embracing the opportunities of designing tools for an AI-driven future Finding inspiration in the potential of advanced technologies Leading through transformative changes like mergers, spinoffs, and a CEO

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6:47

Drill Down Earnings, Ep. 266: Synopsys Q4 earnings...

The Drill Down ·

2024/12/05

🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with 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 Cory Johnson,

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23:09

Drill Down Insider w. Yext CEO Michael Walrath

The Drill Down ·

2024/12/05

🎙️ The Drill Down Insider: Yext CEO Michael Walrath 💡 Take a deep dive with host Cory Johnson as he sits down with Michael Walrath, CEO of Yext, for a candid conversation about leading an AI-powered search platform in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Yext is revolutionizing digital knowledge management and enterprise search. 🔍 In this revealing episode, Johnson and Walrath unpack: How Yext's AI-powered search platform is

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673 results

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