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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

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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38:27

Ep. 213: Mr. Cooper Group CEO Jay Bray, Rivian,...

The Drill Down ·

2023/07/06

Mortgage services provider Mr. Cooper Group CEO Jay Bray (COOP) gives us his assessment of the health of the U.S. economy and tells us how his company is pushing the industry to evolve. Electric vehicle maker Rivian (RIVN) gets more of a lifeline from Amazon while wooing drivers with possible new offerings. Wolfspeed (WOLF) aims to prove short-sellers wrong with a new approach to semiconductors. Greenbrier Companies (GBX) capitalizes on demand for railroad cars. The Drill Down with Cory Johnson

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35:13

Ep. 212: Compass Diversified CEO Elias Sabo,...

The Drill Down ·

2023/06/29

Compass Diversified CEO Elias Sabo (CODI) tells us how he’s using the private equity model as a public company and spin off a ton of IPOs. How defense contractor AeroVironment (AVAV) is using Russia’s invasion of Ukraine to show off what it can do. What’s next for Oshkosh (OSK) as it loses out on a major army contract. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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36:57

Ep. 211: Trimble CEO Rob Painter, Adobe, Kroger, Lennar

The Drill Down ·

2023/06/21

How industrial technology company Trimble CEO Rob Painter (TRMB) is taking big innovative swings in artificial intelligence and the metaverse. What do we really know about Adobe’s (ADBE) generative AI initiative? Is Kroger’s (KR) inflation managing strategy hurting lower income customers? Why won’t home builder Lennar (LEN) talk about artificial intelligence? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices

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33:47

Ep. 210: Fortuna Silver CEO Jorge Ganoza, Logitech...

The Drill Down ·

2023/06/14

Gold and silver miner Fortuna Silver CEO Jorge Ganoza (FSM) gives us details on the company’s new production and growing customer base. Logitech International (LOGI) grapples with the sudden departure of its CEO. Unity Software (U) leans on artificial intelligence to boost its advertising business and develop deeper relationships with developers. How Oracle (ORCL) is capitalizing on generative artificial intelligence to expand its cloud business. The Drill Down with Cory Johnson offers a regular

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37:02

Ep. 209: Ardmore Shipping CEO Anthony Gurnee, Yext,...

The Drill Down ·

2023/06/07

Ardmore Shipping CEO Anthony Gurnee (ASC) explains how he’s shaped his company into a heavy hitter in the marine shipping industry. How Yext (YEXT) is capitalizing on the current interest in artificial intelligence. How lower freight expenses and cost-cutting initiatives made a huge difference at niche-retailer Vera Bradley (VRA). Ciena Corporation (CIEN) gives us an inside look at what’s really going on in the computer networking industry. The Drill Down with Cory Johnson offers a regular look at

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34:19

Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian...

The Drill Down ·

2023/06/01

Whitestone REIT CEO Dave Holeman (WSR) makes the case that strip malls are good business… at least the retail centers his company owns. Can Hovnanian Enterprises’ (HOV) build-to-rent business save homebuilders from rising rates? Sportsman’s Warehouse (SPWH) discovers that the ammunition business isn’t what it used to be. Why Advance Auto Parts (AAP) is struggling more than its competitors. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the

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37:57

Ep. 207: Take-Two Interactive CEO Strauss Zelnick,...

The Drill Down ·

2023/05/24

Take-Two Interactive CEO Strauss Zelnick (TTWO) sheds light on plans for its massive gaming hit Grand Theft Auto franchise… and what it has thousands of developers working on. Why Analog Devices (ADI) says it’s getting the upper hand on pricing… and why it says Moore’s Law may have run its course. How America's Car-Mart (CRMT) is managing as more of its customers struggle to make their car payments. Behind the sales renaissance happening at Abercrombie & Fitch Co (ANF)... and how the company plans

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38:41

Ep. 206: F5 CEO François Locoh-Donou, Polestar, Fox...

The Drill Down ·

2023/05/17

Cloud software giant F5 CEO François Locoh-Donou (FFIV) explains why he thinks the slowdown in technology spending is temporary. Why electric vehicle maker Polestar (PSNYW) continues to struggle. Lachlan Murdoch opens up on the mounting legal bills for Fox Corp (FOXA). Who’s really to blame for the incredibly shrinking The Container Store (TCS). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit

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46:45

Ep. 205: VICI Properties CEO Edward Pitoniak,...

The Drill Down ·

2023/05/10

VICI Properties CEO Edward Pitoniak (VICI) gives us insight into the true health of the economy as only his casino-focused REIT would know… and explains how $VICI is harnessing emerging technology. Behind the rising demand for zero-trust cybersecurity specialist Zscaler (ZS). Why Twilio (TWLO) continues to struggle in the current macroeconomic environment. The big business of fracking supplier ProFrac (ACDC). The Drill Down with Cory Johnson offers a regular look at the business stories behind

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704 results

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