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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

36:09

Ep. 233: Blink Charging CEO Brendan Jones, Crocs,...

The Drill Down ·

2023/11/30

Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now! 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

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35:59

Ep. 232: AvePoint CEO T.J. Jiang, Beauty Health,...

The Drill Down ·

2023/11/16

An interview with AvePoint CEO T.J. Jiang (AVPT) a company getting data ready for artificial intelligence. Also Beauty Health (SKIN) maker of the HydraFacial springs a leak, Paycor HCM (PYCR) sees sales growth slowdown, and Amdocs (DOX) brings generative AI to telcos, with the help of Nvidia (NVDA). 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

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36:10

Ep. 231: Avadel Pharmaceuticals CEO Greg Divis, Clear...

The Drill Down ·

2023/11/10

Our big interview with Avadel Pharmaceuticals CEO Greg Divis (AVDL), who explains why Lumryz, a narcolepsy drug that could cost over $200,000 annually, could be a billion dollar a year business. Also biometric security provider Clear Secure (YOU) sees big growth, chips for auto sector are a problem, but not for NXP Semiconductor (NXPI) and Softbank Corporation (SFTBY) takes it on the chin with a multi-billion yen WeWork loss, but are mobile trends a bigger problem? Futurum’s The Drill Down with Cory

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39:44

Ep. 230: Mattr CEO Michael Reeves, Apple, Caesars...

The Drill Down ·

2023/11/03

Our big interview with Mattr CEO Michael Reeves (MATR/SAWLF). Also what Apple (AAPL) isn’t telling us about its “scary fast” chips, Caesars Entertainment (CZR) looks beyond Vegas, and The Bancorp (TBBK) – is it just a bank? The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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36:05

Ep. 229: Hewlett Packard Enterprise CEO Antonio...

The Drill Down ·

2023/10/30

Our big interview with Hewlett Packard Enterprise CEO Antonio Neri (HPE). Also Li-Cycle (LICY) shuts it down in Rochester – what’s the story? And Align Technology (ALGN), maker of Invisalign, says more crooked teeth are a thing of the future, and Microsoft (MSFT) explains how building the Azure cloud taught it how to profit from Artificial Intelligence. Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices

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32:25

Ep. 228: Trex CEO Bryan Fairbanks, Badger Meter,...

The Drill Down ·

2023/10/20

Our big interview with Trex CEO Bryan Fairbanks (TREX). Also Badger Meter (BMI) benefits from smart water – yes, that’s a thing – could Coursera (COUR) be an AI casualty, and SAP (SAP) sees a big uptick in the cloud. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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39:57

Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn...

The Drill Down ·

2023/10/17

Our big interview with PagerDuty CEO Jenn Tejada (PD) as the digital operations management company wrestles with a slowdown in tech spending. Also Groupon (GRPN) continues to trip on its discount shoelaces, Duckhorn Portfolio (NAPA) sees a big turnaround in the luxury wine business, and Adobe (ADBE) launches some truly impressive Artificial Intelligence apps. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices

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31:47

Ep. 226: Wix CEO Avishai Abrahami, Carmax,...

The Drill Down ·

2023/10/04

Our big interview with Wix founder and CEO Avishai Abrahami (WIX). Also Carmax (KMX) can’t deliver, Blackberry (BB) strangely expects government and auto business to re-materialize, and SunRun (RUN) battles against a California solar slowdown. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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33:21

Box CEO Aaron Levie, Carnival, Costco Wholesale and...

The Drill Down ·

2023/09/29

Our big interview with Box CEO Aaron Levie (Box). Also Carnival (CCL) cruises on, Costco Wholesale (COST) refuses to raise prices, and Micron Technology (MU) uses up practically all the concrete in Idaho. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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32:37

Ep. 224: Informatica CEO Amit Walia, Netflix,...

The Drill Down ·

2023/09/22

Artificial intelligence boosts the data information demands at Informatica, with CEO Amit Walia (INFA). Also new information suggests Netflix (NFLX) is having troubles with its new platform. A return to the office boosts Steelcase (SCS) – and they say offices themselves are changing. And Autozone (AZO) says inflation is one the way out, but do it yourselfers are back! The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad

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38:40

Ep. 223: Genco Shipping and Trading CEO John...

The Drill Down ·

2023/09/14

Our big interview with Genco Shipping and Trading CEO John Wobensmith (GNK). Also is Oracle’s (ORCL) slowing growth mean a slowdown in AI? Smith & Wesson Brands (SWBI) outpaces weak gun sales and the RH (RH) CEO opines on the macro economy. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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43:10

Ep. 222: Controversial Allegro Microsystems CEO...

The Drill Down ·

2023/09/07

Our big interview with that target of short sellers Allegro Microsystems CEO Vineet Nargolwala (ALGM). Also EOG Resources’ (EOG) surprising clean energy plans, Advanced Microdevices (AMD) gives a rare real-time business update and Gitlab (GTLB) enters the artificial intelligence arms race, targeting software developers. The Drill Down with Cory Johnson and Shivaune Field offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit

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40:36

Ep. 221: Walkme CEO Dan Adika, Hewlett Packard...

The Drill Down ·

2023/08/31

Walkme CEO Dan Adika (WKME) from Tel Aviv. He has the preposterous, but kinda believable story, that the key to software bloat is one more piece of software, Walkme’s software. Also Hewlett Packard Enterprise (HPE) is seeing its profitable networking software Aruba drive company results. Box (BOX) hints that artificial intelligence is about to turn around disappointing results. And DigitalOcean (DOCN) sees its CEO head for the exits – right behind its customers The Drill Down with Cory Johnson

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32:44

Ep. 220: VSE Corporation CEO John Cuomo, Paycor HCM,...

The Drill Down ·

2023/08/24

A payroll processor hits the wall, Macy's customers choking on credit card debt and accounting shenanigans at Lovesac. Plus our exclusive interview – a return! – VSE Corp. CEO John Cuomo. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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16:03

Ep. 219: FREYR CEO Tom Einer Jensen, Tencent, Agilon...

The Drill Down ·

2023/08/16

Did TenCent (TCEHY) just tell us that China’s real estate woes are nothing to worry about? Agilon (AGL) Health’s medical practice struggles with Medicare patients. And a deep dive into two battery wannabes, reseller Fluence (FLNC) and Norwegian battery maker FREYR in our exclusive interview with Tom Einer Jensen. One billion market cap and no revenues? Yep. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit

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29:30

Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO...

The Drill Down ·

2023/08/11

Is Fisker (FSR) left as road kill in the electric car race? Why is solar maker Array Technologies (ARRY) seeing its share price soar while cutting growth estimates? And Digital Ocean (DOCN) can’t seem to find the bottom of a turbulent sea of slowing demand. Don't miss our exclusive interview with Mike Olosky, CEO of Simpson Manufacturing (SSD), as he unveils the secret high-tech backbone of today’s construction market. The Drill Down with Cory Johnson offers a weekly look at the business stories

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38:30

Ep. 216: Vericel Corporation CEO Nick Colangelo,...

The Drill Down ·

2023/08/07

Vericel Corporation CEO Nick Colangelo (VCEL) tells us about his company’s new cell-therapy that is changing the way we treat joint injuries and restore damaged skin tissue (intv. recorded June 7, 2023). How telemedicine pioneer Teladoc Health (TDOC) is turning its business around… at least for the time being. Alphabet (GOOGL) shows how AI can boost a company’s bottom line. Why Texas Instruments (TXN) can’t seem to figure out its inventory challenges. The Drill Down with Cory Johnson offers a

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38:22

Ep. 217: Elastic CEO Ashutosh Kulkarni, Advanced...

The Drill Down ·

2023/08/02

Elastic CEO Ashutosh Kulkarni (ESTC) explains how his cloud software company is mastering the search business. Advanced Micro Devices (AMD) focus beyond its weird quarter and how artificial intelligence will influence the semiconductor industry. How Uber Technologies (UBER) finally turned a profit. Molson Coors Beverage Co. (TAP) realizes more people are starting to prefer higher end beer. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn

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41:03

Ep. 215: Meritage Homes CEO Phillippe Lord, J B Hunt...

The Drill Down ·

2023/07/20

Discover why new construction is suddenly the dominant force in the housing market with Meritage Homes ($MTH) CEO Phillippe Lord. J B Hunt Transport Services ($JBHT) embraces cutting-edge technology in trains and trucking. Prologis ($PLD) the biggest warehouse landlord in the world sees a time machine. And anti-woke e-commerce company Colombier Acquisition Corp ($CLBR) and PublicSq. ($PSQH) leads us to wonder: what would Jesus do? The Drill Down with Cory Johnson offers a weekly look at the business

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48:22

Ep. 214: Li-Cycle CEO Ajay Kochhar, Recursion...

The Drill Down ·

2023/07/12

Li-Cycle CEO Ajay Kochhar (LICY) explains how he helped invent a new way to recycle lithium-ion batteries while firing back at skeptical analysts and short-sellers. Recursion Pharmaceuticals (RXRX) deploys artificial intelligence with the help of Nvidia (NVDA). Constellation Brands (STZ) explains why Modelo is winning as consumers shift to more expensive alcohol. Paychex (PAYX) delves into the plight of small business, profitably. And LOTS more from Rochester, New York! The Drill Down with Cory

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673 results

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