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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

5:37

Drill Down Earnings, Ep. 120: Workday Q1 2025...

The Drill Down ·

2024/05/23

Instant analysis of Workday ($WDAY) Q1 2025 earnings, as we hear from CEO Carl Eschenbach. 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 #Workday #Earnings @Workday $WDAY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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5:46

Drill Down Earnings, Ep. 119: Snowflake Q1 2025...

The Drill Down ·

2024/05/23

Instant analysis of Snowflake ($SNOW) Q1 2025 earnings, as we hear from CEO Sridhar Ramaswamy. 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 #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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8:07

Drill Down Earnings, Ep. 118: NVIDIA Q1 earnings...

The Drill Down ·

2024/05/23

Instant analysis of NVIDIA ($NVDA) Q1 earnings, as we hear from CEO Jensen Huang. 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 #NVIDIA #Earnings @NVIDIA $NVDA #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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6:12

Drill Down Earnings, Ep. 117: Synopsys Q2 earnings...

The Drill Down ·

2024/05/23

Instant analysis of Synopsys ($SNPS) Q2 earnings, as we hear from CEO CFO Shelagh Glaser. 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 #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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6:01

Drill Down Earnings, Ep. 116: Analog Devices Q2...

The Drill Down ·

2024/05/22

Instant analysis of Analog Devices ($ADI) Q2 earnings, as we hear from CEO Vincent Roche. 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 #Analog Devices #Earnings @Analog Devices $ADI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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5:43

Drill Down Earnings, Ep. 115: Zoom Video...

The Drill Down ·

2024/05/21

Instant analysis of Zoom Video Communications ($ZM) Q1 earnings, as we hear from CEO Eric Yuan. 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 #Zoom Video Communications #Earnings @Zoom Video Communications $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your

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5:59

Drill Down Earnings, Ep. 114: Palo Alto Networks Q3...

The Drill Down ·

2024/05/21

Instant analysis of Palo Alto Networks ($PANW) Q3 earnings, as we hear from CEO Nikesh Arora. 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 #paloaltonetworks #earnings $PANW #technology #software #cloudcomputing #chips #ai #artificialintelligencesociety #semiconductors #stocks #trading #business @DrillDownPod Learn more about your ad choices. Visit

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5:54

Drill Down Earnings, Ep. 113: Applied Materials Q2...

The Drill Down ·

2024/05/16

Instant analysis of Applied Materials ($AMAT) Q2 earnings, as we hear from CEO Gary Dickerson. 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 #Gary Dickerson #Earnings @Gary Dickerson $AMAT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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4:34

Drill Down Earnings, Ep. 112: Cisco Systems Fiscal Q3...

The Drill Down ·

2024/05/15

Instant analysis of Cisco Systems ($CSCO) Fiscal Q3 earnings, as we hear from CEO Chuck Robbins. 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 #Cisco Systems #Earnings @Cisco Systems $CSCO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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30:12

Ep. 248: PegaSystems CEO Alan Trefler, Rivian...

The Drill Down ·

2024/05/13

Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) targets Cisco (CSCO), and ARM Holdings (ARM) leans on mobile as it plots for #AI. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most

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5:53

Drill Down Earnings, Ep. 111: SoundHound Q1 earnings...

The Drill Down ·

2024/05/09

Instant analysis of SoundHound ($SOUN) Q1 earnings, as we hear from CEO Keyvan Mohajer. 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 #SoundHound #Earnings @SoundHound $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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7:20

Drill Down Earnings, Ep. 110: ARM Holdings The end of...

The Drill Down ·

2024/05/09

Instant analysis of ARM Holdings ($ARM) The end of their fiscal year Q4 2024 earnings, as we hear from CFO Jason Child. 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 #ARM Holdings #Earnings @ARM Holdings $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your

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4:52

Drill Down Earnings, Ep. 109: Shopify Q1 earnings...

The Drill Down ·

2024/05/08

Instant analysis of Shopify ($SHOP) Q1 earnings, as we hear from CEO CFO Jeff Hoffmeister. 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 #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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6:34

Drill Down Earnings, Ep. 108: Uber Q1 earnings...

The Drill Down ·

2024/05/08

Instant analysis of Uber ($UBER) Q1 earnings, as we hear from CEO Dara Khosrowshahi. 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 #Uber #Earnings @Uber $UBER #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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5:12

Drill Down Earnings, Ep. 107: Twillio Q1 earnings...

The Drill Down ·

2024/05/08

Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler. 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 #Twillio #Earnings @Twillio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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6:22

Drill Down Earnings, Ep. 105: Rivian Q1 earnings...

The Drill Down ·

2024/05/08

Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe . 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 #Rivian #Earnings @Rivian $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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7:14

Drill Down Earnings, Ep. 106: Arista Networks Q1...

The Drill Down ·

2024/05/08

Instant analysis of Arista Networks ($ANET) Q1 earnings, as we hear from CEO Jayshree Ullal. 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 #Arista Networks #Earnings @Arista Networks $ANET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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5:18

Drill Down Earnings, Ep. 104: Datadog Q1 earnings...

The Drill Down ·

2024/05/07

Instant analysis of Datadog ($DDOG) Q1 earnings, as we hear from CEO Olivier Pomel. 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 #Datadog #Earnings @Datadog $DDOG #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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7:39

Coherent Q3 earnings essentials ($COHR). Drill Down...

The Drill Down ·

2024/05/07

Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers. 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 #Coherent #Earnings @Coherent $COHR #Technology #Lasers #Software #CloudComputing #Chips #AI

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5:36

Drill Down Earnings, Ep. 102: Microchip Q4 earnings...

The Drill Down ·

2024/05/07

Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy. 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 #Microchip #Earnings @Microchip $MCHP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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