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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

5:55

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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4:47

Drill Down Earnings, Ep. 226: Lam Research Fiscal...

The Drill Down ·

2024/10/24

🎙️ The Drill Down: Lam Research Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lam Research ($LRCX) Q3 performance with Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lam Research leadership 🧠 Expert analysis by

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6:35

Drill Down Earnings, Ep. 225: Tesla Q3 earnings...

The Drill Down ·

2024/10/24

Instant analysis of Tesla ($TSLA) Q3 earnings, as we hear from CEO Elon Musk. 🎙️ The Drill Down: Tesla Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information

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5:32

Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings...

The Drill Down ·

2024/10/24

Instant analysis of ServiceNow ($NOW) Q3 earnings, as we hear from CEO Bill McDermott. 💡 More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ServiceNow leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy

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5:43

Drill Down Earnings, Ep. 223: Vertiv Q3 earnings...

The Drill Down ·

2024/10/24

🎙️ The Drill Down: Vertiv Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Vertiv leadership 🧠 Expert analysis by Cory Johnson,

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4:28

Drill Down Earnings, Ep. 222: IBM Q3 earnings...

The Drill Down ·

2024/10/24

🎙️ The Drill Down: IBM Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories 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 Market

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4:56

Drill Down Earnings, Ep. 221: Texas Instruments Q3...

The Drill Down ·

2024/10/23

Instant analysis of Texas Instruments ($TXN) Q3 earnings, as we hear from CEO Haviv Ilan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad

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5:17

Drill Down Earnings, Ep. 220: SAP Q3 earnings...

The Drill Down ·

2024/10/22

Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

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6:42

Drill Down Earnings, Ep. 219: ASML Q3 earnings...

The Drill Down ·

2024/10/16

🎙️ The Drill Down: ASML Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories 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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6:35

Drill Down Earnings, Ep. 218: Micron Technology Q4...

The Drill Down ·

2024/09/26

Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices

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