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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

37:52

Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo...

The Drill Down ·

2022/12/22

Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. 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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37:07

Ep. 183: TravelCenters of America CEO Jonathan...

The Drill Down ·

2022/12/15

TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele. Rev Group (REVG) finds work making fleets of school buses. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the

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35:31

Ep. 182: Lilium Co-Founder and Chief Engineer for...

The Drill Down ·

2022/12/09

Will flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. 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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35:36

Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign,...

The Drill Down ·

2022/11/30

How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. 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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40:27

Ep. 180: Aflac COO Fred Crawford, Warner Music Group,...

The Drill Down ·

2022/11/22

Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. 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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36:32

Ep. 179: National Energy Services Reunited CEO Sherif...

The Drill Down ·

2022/11/16

The only Saudi Arabian company listed in the United States, National Energy Services Reunited CEO Sherif Foda (NESR), shares insight into global oil markets. How Walmart (WMT) and TJX Companies (TJX) are making inflation their friend… and handling a big change in supply chains. How Shoals Technologies (SHLS) is handling a huge surge in the solar business. 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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43:14

Ep. 178: Columbus McKinnon CEO David Wilson, R1 RCM,...

The Drill Down ·

2022/11/09

Columbus McKinnon CEO David Wilson (CMCO) gives us a glimpse into the health of factories across the globe. How cryptocurrency bank Silvergate Capital (SI) is managing challenges among crypto exchanges. Why some of R1 RCM’s (RCM) healthcare industry customers are having trouble paying their bills. How hydrogen fuel cell company Plug Power (PLUG) continues to plug forward in the race for more electric vehicles. The Drill Down with Cory Johnson offers a regular look at the business stories behind

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35:57

Ep. 177: Lightwave Logic CEO Michael Lebby, W. W....

The Drill Down ·

2022/11/02

When might Lightwave Logic CEO Michael Lebby (LWLG) deliver on its promise of making the internet faster? The secret sauce propelling growth at W. W. Grainger (GWW). Managing the drilling strategy at oil and gas company Civitas Resources (CIVI). The digital lifeline improving prospects at The New York Times Company (NYT). 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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38:51

Ep. 176: Sprinklr CEO Ragy Thomas, Spotify, Teradyne,...

The Drill Down ·

2022/10/27

Sprinklr CEO Ragy Thomas (CXM) tells us how he plans on beating his competitors in the booming social customer service software market. Why Spotify (SPOT) is so confident in its podcasting business. Semiconductor and electronics test maker Teradyne (TER) gives us a glimpse into the health and future of the tech industry. Crown Holdings (CCK) reveals the raw materials headwinds it faces. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn

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38:59

Ep. 175: Planet Labs CEO Will Marshall, Silvergate...

The Drill Down ·

2022/10/19

What Planet Labs CEO Will Marshall (PL) is doing to combat climate change… and make its mark in the emerging space industry. Crypto bank Silvergate Capital (SI) hints at when its stablecoin may be ready. How Netflix (NFLX) got its groove back… and revels the eye popping number of its production budget. Lockheed Martin (LMT) reveals some secrets about billions of dollars in classified weapons development, including weapons in space. The Drill Down with Cory Johnson offers a daily look at the

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33:26

Ep. 174: Designer Brands CEO Roger Rawlins, Levi’s,...

The Drill Down ·

2022/10/12

Footwear retailer Designer Brands CEO Roger Rawlins (DBI) tells us how he changed his business during the pandemic with a less-is-more strategy. When marijuana company Tilray (TLRY) may start to capitalize on a friendlier stance on cannabis at the White House. Applied Micro Devices (AMD) gives a warning about the direction of the personal computing industry. Inflation, supply chain issues and a strong dollar are making Levi’s (LEVI) blue… but the company sees more consumers wearing Levi’s to the

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28:23

Ep. 173: Endava CEO John Cotterell, Helen of Troy,...

The Drill Down ·

2022/10/06

Endava CEO John Cotterell (DAVA) on how to manage decade-long relationships with corporate clients and keep IT business growing. Helen of Troy (HELE) sees inflation take a bite out of its beauty business. Micron Technologies (MU) makes a massive bet on a new semiconductor factory and forecasts what’s next for personal computers. How RPM International (RPM) keeps its coating business growing despite rising costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind

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40:04

Ep. 172: Trinity Capital CEO Steve Brown, AutoZone,...

The Drill Down ·

2022/09/21

Trinity Capital CEO Steve Brown (TRIN) gives us a master class in investing in growth-stage companies. How AutoZone (AZO) successfully hedges downward pressures on prices and customers. Apogee Enterprises (APOG) looks beyond office towers as customers for its windows. Bowlero (BOWL) bounces back from the pandemic and positions itself as an alternative to the company water cooler. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more

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36:22

Ep. 171: Secureworks CEO Wendy Thomas, American...

The Drill Down ·

2022/09/13

How Secureworks CEO Wendy Thomas (SCWX) reimagined the cybersecurity company and is carving out a niche in a crowded field of threat detection. Is American Outdoor Brands (AOUT) a proverbial canary in the coal mine when it comes to shooting sports. Despite strong profits, what has Mastercraft Boat Holdings (MCFT) so worried about the industry? Will FuelCell Energy (FCEL) be able to finish a submarine base on schedule… and how might the green tech company benefit from increased climate spending? The

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34:11

Ep. 170: SoundHound AI CEO Keyvan Mohajer, Coupa...

The Drill Down ·

2022/09/09

SoundHound AI CEO Keyvan Mohajer (SOUN) on the growing importance of conversational artificial intelligence and the future of computing. Coupa Software (COUP) delivers on its promise of a strong quarter. How Chesapeake Energy (CHK) is taking advantage of higher energy prices. Will HubSpot (HUBS) be able to win market share with lower prices? 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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36:06

Ep. 169: Coupa CEO Rob Bernshteyn, Chewy, Express,...

The Drill Down ·

2022/09/01

How Coupa CEO Rob Bernshteyn (COUP) plans to win new customers as well as recession-proof his massive cloud-based business spend management platform. How pet toy retailer Chewy (CHWY) plans to navigate the double headed challenge of inflation pressure and shifting consumer behavior. Is it possible for Express (EXPR) to course correct? Why is REX American Resources (REX) complaining so loudly about its business? The Drill Down with Cory Johnson offers a regular look at the business stories behind

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34:33

Ep. 168: Heliogen CEO Bill T. Gross, Dell, Affirm,...

The Drill Down ·

2022/08/29

How Heliogen CEO Bill T. Gross (HLGN) is generating power by employing mirrors… and drawing investments from Bill Gates and Steve Case. The headwinds Dell (DELL) is preparing for. Digesting potential challenges to the computer models at lender Affirm (AFRM). Will recession fears dampen Workday’s (WDAY) strong year? 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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39:18

Ep. 167: Smartsheet CEO Mark Mader, United States...

The Drill Down ·

2022/08/17

Smartsheet CEO Mark Mader (SMAR) tells us what’s behind the company’s impressive sales figures. United States Steel Corporation (X) watches one of its businesses grow as the energy sector prepares to increase drilling. Avis Budget Group (CAR) saw a huge silver lining to the global pandemic. How Graphic Packaging Holding Company (GPK) is able to raise prices without hearing complaints from its customers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on

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35:06

Ep. 166: Verint CEO Dan Bodner, Constellation Energy,...

The Drill Down ·

2022/08/10

How Verint CEO Dan Bodner (VRNT) is harnessing artificial intelligence and digital technology to try to improve customer experience and its chat bots. Constellation Energy (CEG) may see a boost from the climate bill. Tyson Foods (TSN) finds benefits in cheap meat. Palantir Technologies (PLTR) leaves us wondering what would be left of the company without its lucrative government contracts. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn

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36:03

Ep. 165: Nutanix CEO Rajiv Ramaswami, Lucid, Advanced...

The Drill Down ·

2022/08/05

Hybrid cloud software provider Nutanix CEO Rajiv Ramaswami (NTNX) explains his company’s invisible cloud-philosophy. What Lucid (LCID) may need to do to get beyond the supply chain bottlenecks it says are keeping the electronic vehicle maker stuck in low gear. Advanced Micro Devices (AMD) says it expects the weak personal computer market to persist until the end of the year. Oil and gas drilling contractor Nabors Industries (NBR) is preparing for a productive new year. The Drill Down with Cory

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704 results

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