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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

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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21:56

Drill Down Insider w. Elastic CEO Ash Kulkarni The...

The Drill Down ·

2024/12/04

🎙️ The Drill Down Insider: . Elastic CEO Ash Kulkarni 💡 Take a deep dive with host Cory Johnson as he sits down with Ash Kulkarni, CEO of Elastic, for a candid conversation about leading an AI-powered enterprise in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Elastic is revolutionizing search, security and observability through artificial intelligence. 🔍 In this revealing episode, Johnson and Kulkarni unpack: Elastic's transformation

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5:43

Drill Down Earnings, Ep. 265: Okta Q3 earnings...

The Drill Down ·

2024/12/04

🎙️ The Drill Down: Okta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q3 performance with 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, Chief Market

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6:06

Drill Down Earnings, Ep. 264: Box Q3 earnings...

The Drill Down ·

2024/12/04

🎙️ The Drill Down: Box Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($BOX) Q3 performance with Aaron Levie. 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 Box leadership 🧠 Expert analysis by Cory Johnson, Chief Market

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5:35

Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026...

The Drill Down ·

2024/12/03

🎙️ The Drill Down: Zscaler Fiscal Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Fiscal Q1 2025 performance with 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

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6:41

Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings...

The Drill Down ·

2024/11/27

🎙️ The Drill Down: Crowdstrike Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Crowdstrike ($CRWD) Q3 performance with George Kurtz. 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 Crowdstrike leadership 🧠 Expert analysis by Cory

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7:05

Drill Down Earnings, Ep. 261: Dell Q3 earnings...

The Drill Down ·

2024/11/27

🎙️ The Drill Down: Dell Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell ($DELL) Q3 performance with CFO 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 leadership 🧠 Expert analysis by Cory Johnson, Chief

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7:33

Drill Down Earnings, Ep. 260: Elastic Q2 earnings...

The Drill Down ·

2024/11/26

🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 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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6:27

Drill Down Earnings, Ep. 259: Palo Alto Networks Q3...

The Drill Down ·

2024/11/21

🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with Nikesh Arora. 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 Palo Alto Networks leadership 🧠

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8:04

Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings...

The Drill Down ·

2024/11/21

🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with 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, Chief

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704 results

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