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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

6:54

Cadence Design's Q1 Earnings: What You Need to Know -...

The Drill Down ·

2024/04/23

A rapid-fire, insightful look at breaking earnings from Cadence Design ($CDNS) as we hear from CEO Anirudh Devgan. 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 #Cadence Design #Earnings @Cadence Design $CDNS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad

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36:13

Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan...

The Drill Down ·

2024/04/19

Our big interview with nCino CEO Pierre Naudé (NCNO). AlsoASML (ASML) with shockingly weak results, Taiwan Semiconductor Manufacturing (TSM) declining 3nm business, and Netflix (NFLX) crushes. 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 important business stories and takes a good

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5:43

Netflix Q1 earnings: Revenge of the Mooch! - Drill...

The Drill Down ·

2024/04/19

A rapid-fire, insightful look at breaking earnings from Netflix ($NFLX) as we hear from CEO Ted Serandos. 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 #Netflix #Earnings @Netflix $NFLX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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7:10

Taiwan Semiconductor Q1: Where are the Smartphone...

The Drill Down ·

2024/04/18

A rapid-fire, insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($TSM) as we hear from CEO C.C. Wei. 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 #Taiwan Semiconductor Manufacturing #Earnings @Taiwan Semiconductor Manufacturing $TSM #Technology #Software #CloudComputing #Chips #AI

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5:35

ASML Q1 Earnings: China Dominates Sales, Rest of...

The Drill Down ·

2024/04/17

A rapid-fire, insightful look at breaking earnings from ASML ($ASML) as we hear from CEO Peter Wennink.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 #ASML #Earnings @ASML $ASML #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

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34:00

Ep. 246: Braze CEO Bill Magnuson, Global Life,...

The Drill Down ·

2024/04/12

They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment.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

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37:22

Ep. 245: Upwork CEO Hayden Brown, Take Two Software,...

The Drill Down ·

2024/04/06

Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT).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 important business stories and takes a good hard look at four public companies in the news. The

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30:11

Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron...

The Drill Down ·

2024/03/28

Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU), nCino’s (NCNO) banking software business and Pagerduty (PD) reports a rough quarter.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

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5:46

Drill Down Earnings, Ep. 67: A quick look at Micron...

The Drill Down ·

2024/03/21

Breaking earnings from Micron Technology ($MU) and CEO Sanjay Mehrotra talks about the DRAM demand coming from Artificial Intelligence. 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

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5:42

Drill Down Earnings, Ep. 66: A quick look at...

The Drill Down ·

2024/03/15

A rapid-fire, insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers will reignite growth.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 #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI

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5:38

Drill Down Earnings, Ep. 65: A quick look at Adobe...

The Drill Down ·

2024/03/15

A rapid-fire, insightful look at breaking earnings and disappointing guidance from Adobe ($ADBE) and predictions from CEO Shantanu Narayen. 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 #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI

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5:37

Drill Down Earnings, Ep. 64: A quick look at Oracle...

The Drill Down ·

2024/03/12

A rapid-fire, insightful look at breaking earnings from Oracle ($ORCL) as we hear from Chairman and Chief Technology Officer Larry Ellison.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 #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more

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5:16

Drill Down Earnings, Ep. 63: A quick look at MongoDB...

The Drill Down ·

2024/03/08

A rapid-fire, insightful look at breaking earnings from MongoDB ($MDB) and words of “stability” from CEO Dev Ittycheria. 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 #MongoDB #Earnings @MongoDB $MDB #Technology #Software #database #Atlas #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more

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5:10

Drill Down Earnings, Ep. 62: A quick look at Marvell...

The Drill Down ·

2024/03/08

A rapid-fire, insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt “Guitar” Murphy. (Okay, it’s a different Matt Murphy – but still a fascinating story!)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 #Marvell #Earnings @Marvell $MRVL #Technology #Software #CloudComputing #Chips #AI

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4:35

Drill Down Earnings, Ep. 61: A quick look at DocuSign...

The Drill Down ·

2024/03/08

A rapid-fire, insightful look at breaking earnings from DocuSign ($DOCU) with an explanation from CEO Allan Thygesen. 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 #DocuSign #Earnings @DocuSign $DOCU #Technology #Layoffs #ForceRecuction #Software #CloudComputing #Trending #Stocks #Bullish #Bearish #Trading #Business @DrillDownPod Learn more about your ad

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6:19

Drill Down Earnings, Ep. 60: A quick look at Broadcom...

The Drill Down ·

2024/03/08

A rapid-fire, insightful look at breaking earnings from Broadcom ($AVGO) and comments from the charismatic CEO Hock Tan. It’s the business story behind a stock on the move. The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the

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25:42

Ep. 243: iRhythm CEO Quentin Blackford, Crowdstrike,...

The Drill Down ·

2024/03/07

Our interview with controversial iRhythmn CEO Quentin Blackford (IRTC). Also Crowdstrike (CRWD) fights hackers, Snowflake (SNOW) sees its billionaire CEO leave, and Dell Technologies (DELL) sets the deck 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 important business stories

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4:56

Drill Down Earnings, Ep. 59: A quick look at...

The Drill Down ·

2024/03/06

A rapid-fire, insightful look at breaking earnings from CrowdStrike ($CRWD) as CEO George Kurtz boasts of a dominant position in cloud security. It’s the business story behind a stock on the move. The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. And there’s more! Here’s our July 2022 interview with

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6:22

Drill Down Earnings: A quick look at Hewlett Packard...

The Drill Down ·

2024/03/01

A rapid-fire, insightful look at breaking earnings from Hewlett Packard Enterprise ($HPE) as we hear from CEO Antonio Neri. It’s the business story behind a stock on the move. Our big interview with Hewlett Packard Enterprise CEO Antonio Neri from October: Drill Down Podcast episode 229: https://open.spotify.com/episode/0zNbA7PjD3QLMPB4WUmXzi?si=CM78rpZpSuabGbNLXCj-1w The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways

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6:05

Drill Down Earnings, Ep. 55: A quick look at Zscaler...

The Drill Down ·

2024/03/01

A rapid-fire, insightful look at the breaking earnings from Zscaler ($ZS). It’s the business story behind these earnings and CEO Jay Chaudhry raises some eyebrows towards Palo Alto Networks ($PANW) . https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is

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