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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

5:11

Drill Down Earnings: A quick look at Zoom Video...

The Drill Down ·

2024/02/27

A rapid-fire, insightful look at the breaking earnings from Zoom Video Communications ($ZM). It’s the business story behind these earnings and some interesting comments on corporate spending from CFO Kelly Steckelberg. 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

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40:09

Ep. 242: Synopsys CEO Sassine Ghazi, NVIDIA, Palo...

The Drill Down ·

2024/02/24

Our big interview with Synopsys CEO Sassine Ghazi ($SNPS). Also some context to NVIDIA’s success ($NVDA). Why is AI surging spending but Palo Alto Networks ($PANW) struggles with security sales? And Analog Devices ($ADI) sees customers for its semiconductors lie through their teeth. 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

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4:54

Drill Down Earnings: A quick look at Intuit ($INTU)...

The Drill Down ·

2024/02/24

A rapid-fire, insightful look at the breaking earnings from Intuit ($INTU). It’s the business story behind these earnings and some insight into the thinking of CEO Sasan Goodarzi. 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 a production of Six

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4:18

Drill Down Earnings: A quick look at Vicor ($VICR)...

The Drill Down ·

2024/02/24

A rapid-fire, insightful look at the breaking earnings from Vicor ($VICR). It’s the business story behind these earnings and curious comments from CEO Patrizio Vinciarelli. 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 a production of Six Five

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5:35

Drill Down Earnings: A quick look at Block (don't you...

The Drill Down ·

2024/02/24

A rapid-fire, insightful look at the breaking earnings from Block (don't you dare call it "Square") ($SQ). It’s the business story behind these earnings and some insight into the thinking of CEO Jack Dorsey. 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

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5:14

Drill Down Earnings: A quick look at Synopsys ($SNPS)...

The Drill Down ·

2024/02/24

A rapid-fire, insightful look at the breaking earnings from Synopsys ($SNPS). It’s the business story behind these earnings as CEO Sassine Ghazi explains what’s driving results. 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 a production of Six

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5:33

Drill Down Earnings: A quick look at Analog Devices...

The Drill Down ·

2024/02/22

A rapid-fire, insightful look at the breaking earnings from Analog Devices ($ADI). It’s the business story behind these earnings and CEO Vincent Roche tells the story of mountains of inventory. 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 a

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5:10

Drill Down Earnings: A quick look at Vertiv ($VRT)...

The Drill Down ·

2024/02/22

A rapid-fire, insightful look at the breaking earnings from Vertiv ($VRT). It’s the business story behind these earnings and some insight into the thinking of CEO Giordano Albertazzi. 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 a production of

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5:45

Drill Down Earnings: A quick look at NVIDIA ($NVDA)...

The Drill Down ·

2024/02/22

A rapid-fire, insightful look at the shockingly awesome earnings from NVIDIA ($NVDA). It’s the business story behind these earnings and we hear from CEO Jensen Huang why this has only just begun. 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 a

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7:06

Drill Down Earnings: A quick look at TeleDoc ($TDOC)...

The Drill Down ·

2024/02/21

A rapid-fire, insightful look at the breaking earnings from TeleDoc ($TDOC). It’s the business story behind these earnings and some insight into the thinking of CEO Jason Gorevic. 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 a production of Six

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5:34

Drill Down Earnings: A quick look at Palo Alto...

The Drill Down ·

2024/02/21

A rapid-fire, insightful look at the breaking earnings from Palo Alto Networks ($PANW). It’s the business story behind these earnings and we hear about a shifting product strategy from CEO Nikesh Arora. 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

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35:02

Ep. 241: Aurora Innovations CEO Chris Urmson,...

The Drill Down ·

2024/02/17

Our big interview with Aurora Innovations CEO Chris Urmson ($AUR). Also Cadence Design Systems ($CDNS) still suffering from Covid? Cisco Systems ($CSCO) gave us a tell about a challenging quarter, and Coinbase ($COIN) benefiting from rising interest rates and stablecoin, but for how long?. 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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6:24

Drill Down Earnings: A quick look at Coinbase...

The Drill Down ·

2024/02/17

A rapid-fire, insightful look at the breaking earnings from Coinbase ($COIN). It’s the business story behind these earnings and some insight into the thinking of CEO Brian Armstrong. 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 a production of

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4:48

Drill Down Earnings: A quick look at Roku (ROKU) and...

The Drill Down ·

2024/02/17

A rapid-fire, insightful look at the breaking earnings from Roku (ROKU). It’s the business story behind these earnings and CFO Dan Jedda explains why falling revenue-per-customer is a GOOD thing for this business. 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

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5:09

Drill Down Earnings: A quick look at Applied...

The Drill Down ·

2024/02/17

A rapid-fire, insightful look at the breaking earnings from Applied Materials (AMAT). It’s the business story behind these earnings and a look at the exciting developments in high-speed DRAM from CEO Greg Dickerson 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

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4:59

Drill Down Earnings: A quick look at @Cisco ($CSCO)...

The Drill Down ·

2024/02/15

A rapid-fire, insightful look at the breaking earnings from @Cisco ($CSCO). It’s the business story behind these earnings and some insight into the thinking of CEO Chuck Robbins. 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 a production of Six

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6:09

Drill Down Earnings: A quick look at Twilio (TWLO)...

The Drill Down ·

2024/02/15

A rapid-fire, insightful look at the breaking earnings from Twilio (TWLO). It’s the business story behind these earnings and some insight into the thinking of CEO Khozema Shipchandler. 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 a production

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4:53

Drill Down Earnings: The very latest as Shopify...

The Drill Down ·

2024/02/14

A quick look at the breaking earnings from Shopify (SHOP), with a look at the business story behind these earnings and we hear from the dynamic chief operating officer Harley Finkelstein. 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 a

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4:23

Drill Down Earnings: The very latest as DataDog...

The Drill Down ·

2024/02/14

A detailed look at the breaking earnings from DataDog (DDOG), with a look at the business story behind these earnings and some insight into the thinking of CEO Olivier Pomel. 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 a production of Six Five

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5:27

Drill Down Earnings: The very latest as Cadence...

The Drill Down ·

2024/02/14

Breaking earnings from Cadence Design Systems (CDNS), with a look at the business story behind these earnings. And we hear first hand from Anirudh Devgan, PhD as to why the COVID pandemic recovery is STILL a specter over Cadence results. 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

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704 results

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