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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

5:38

Drill Down Earnings, Ep. 246: Lattice Semiconductor...

The Drill Down ·

2024/11/05

🎙️ The Drill Down: Lattice Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q3 performance with new CEO Ford Tamer. 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 Lattice Semiconductor

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5:31

Drill Down Earnings, Ep. 245: Palantir Q3 earnings...

The Drill Down ·

2024/11/05

🎙️ The Drill Down: Palantir Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q3 performance with 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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5:17

Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings...

The Drill Down ·

2024/11/01

🎙️ The Drill Down: Amazon.com Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with 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 analysis by Cory

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5:17

Drill Down Earnings, Ep. 243: Atlassian Q1 2025...

The Drill Down ·

2024/11/01

🎙️ The Drill Down: Atlassian Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Atlassian ($TEAM) Q1 2025 performance with Mike Cannon-Brookes. 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 Atlassian leadership 🧠 Expert

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6:30

Drill Down Earnings, Ep. 242: Intel Q3 earnings...

The Drill Down ·

2024/10/31

🎙️ The Drill Down: Intel Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with Pat Gelsinger. 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 analysis by Cory Johnson, Chief

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5:35

Drill Down Earnings, Ep. 241: Apple Q4 earnings...

The Drill Down ·

2024/10/31

🎙️ The Drill Down: Apple Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q4 performance with 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, Chief Market

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6:08

Drill Down Earnings, Ep. 240: Mobileye Q3 earnings...

The Drill Down ·

2024/10/31

🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. 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 Mobileye leadership 🧠 Expert analysis by Cory Johnson,

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6:38

Drill Down Earnings, Ep. 239: Meta Q3 earnings...

The Drill Down ·

2024/10/31

🎙️ The Drill Down: Meta Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. 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 Meta leadership 🧠 Expert analysis by Cory Johnson, Chief

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7:29

Drill Down Earnings, Ep. 238: Twillio Q3 earnings...

The Drill Down ·

2024/10/31

🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with 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 Twillio leadership 🧠 Expert analysis by Cory

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5:55

Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings...

The Drill Down ·

2024/10/31

🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. 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 KLA leadership 🧠 Expert analysis by Cory Johnson, Chief

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4:07

Drill Down Earnings, Ep. 237: Microsoft Q4 earnings...

The Drill Down ·

2024/10/31

🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with 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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5:36

Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES...

The Drill Down ·

2024/10/30

🎙️ The Drill Down: ADVANCED MICRO DEVICES Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ADVANCED MICRO DEVICES ($AMD) Q3 performance with 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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5:14

Drill Down Earnings, Ep. 234: Snap Q3 earnings...

The Drill Down ·

2024/10/30

🎙️ The Drill Down: Snap Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Snap ($SNAP) Q3 performance with Evan Spiegel. 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 Snap leadership 🧠 Expert analysis by Cory Johnson, Chief Market

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5:09

Drill Down Earnings, Ep. 233: Alphabet Q3 earnings...

The Drill Down ·

2024/10/29

🎙️ The Drill Down: Alphabet Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with Sundar Pichai. 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 Alphabet leadership 🧠 Expert analysis by Cory Johnson,

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5:23

Drill Down Earnings, Ep. 232: Corning Q3 earnings...

The Drill Down ·

2024/10/29

🎙️ The Drill Down: Corning Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with Wendell Weeks. 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 Corning leadership 🧠 Expert analysis by Cory Johnson,

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5:24

Drill Down Earnings, Ep. 231: Cadence Design Systems...

The Drill Down ·

2024/10/28

🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with Anirudh Devgan. 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 Cadence Design Systems

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4:47

Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis...

The Drill Down ·

2024/10/28

🎙️ The Drill Down: F5 Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with 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 Johnson, Chief

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5:58

Drill Down Earnings, Ep. 229: ON Semiconductor Q3...

The Drill Down ·

2024/10/28

🎙️ The Drill Down: ON Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q3 performance with Hassane El-Khoury. 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 ON Semiconductor leadership 🧠 Expert

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6:42

Drill Down Earnings, Ep. 228: Comfort Systems USA Q3...

The Drill Down ·

2024/10/28

🎙️ The Drill Down: Comfort Systems USA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CFO William George. 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 Comfort Systems USA

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6:26

Drill Down Earnings, Ep. 227: Teradyne Q3 earnings...

The Drill Down ·

2024/10/25

🎙️ The Drill Down: Teradyne Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Teradyne ($TER) Q3 performance with Greg Smith. 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 Teradyne leadership 🧠 Expert analysis by Cory Johnson,

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