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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

4:28

Drill Down Earnings, Ep. 350: CrowdStrike Q1 earnings...

The Drill Down ·

2025/06/04

🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from CrowdStrike leadership 🧠

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4:28

Drill Down Earnings, Ep. 349: Hewlett Packard...

The Drill Down ·

2025/06/04

🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 Fiscal Year 2025 performance with CEO Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry

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22:55

Drill Down Insider: Elastic CEO Ash Kulkarni ($ESTC)

The Drill Down ·

2025/06/03

Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, CEO Ash Kulkarni joins us to break down how Elastic’s hybrid model, technical innovation, and deep cloud partnerships are driving real business adoption of AI at scale. We cover vector databases, BBQ quantization, the future of RAG, and why being cloud-agnostic is a competitive advantage in an AI-first world. #ElasticSearch #GenAI #EnterpriseAI

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6:24

Drill Down Earnings, Ep. 348: Dell Technologies Q1...

The Drill Down ·

2025/05/30

🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 2026 performance with COO Jeff Clark. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information

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6:38

Drill Down Earnings, Ep. 347: Elastic Q4 Fiscal 2025...

The Drill Down ·

2025/05/30

🎙️ The Drill Down: Elastic Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 2025 performance with CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic

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5:40

Drill Down Earnings, Ep. 346: Zscaler Q4 Fiscal Year...

The Drill Down ·

2025/05/30

🎙️ The Drill Down: Zscaler Q4 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 Fiscal Year 2025 performance with CEO Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler

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6:16

Drill Down Earnings, Ep. 344: HP Q2 earnings analysis...

The Drill Down ·

2025/05/30

🎙️ The Drill Down: HP Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack HP ($HPQ) Q2 performance with CEO Enrique Lores. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from HP leadership 🧠 Expert analysis by Cory

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6:17

Drill Down Earnings, Ep. 343: Salesforce Q1 earnings...

The Drill Down ·

2025/05/30

🎙️ The Drill Down: Salesforce Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Salesforce ($CRM) Q1 performance with CEO Marc Benioff. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Salesforce leadership 🧠 Expert

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7:25

Drill Down Earnings, Ep. 342: NVIDIA Q1 earnings...

The Drill Down ·

2025/05/29

🎙️ The Drill Down: NVIDIA Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q1 performance with CEO Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis

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24:06

The Drill Down: Clearwater Analytics (CWAN:NASDAQ)...

The Drill Down ·

2025/05/28

Clearwater Analytics (CWAN:NASDAQ) built a quiet empire standardizing how asset managers track billions. CEO Sandeep Sahai explains how his software reconciles, reports, and monitors more than $7 trillion in assets every day, counting some of the world’s most powerful institutions as clients. Clearwater Analytics is betting global expansion and automation will keep its platform essential—even if most investors have never heard of it.The Drill Down with Epistrophy chief market strategist Cory

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5:36

Drill Down Earnings, Ep. 341: Okta Q1 earnings...

The Drill Down ·

2025/05/28

🎙️ The Drill Down: Okta Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q1 performance with CEO Todd McKinnon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by

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5:09

Drill Down Earnings, Ep. 340: Box Q1 earnings...

The Drill Down ·

2025/05/28

🎙️ The Drill Down: Box Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($BOX) Q1 performance with CEO Aaron Levie. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Box leadership 🧠 Expert analysis by Cory

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5:55

Drill Down Earnings, Ep. 339: Workday Q1 earnings...

The Drill Down ·

2025/05/23

🎙️ The Drill Down: Workday Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Workday ($WDAY) Q1 performance with CEO Carl Eschenbach. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Workday leadership 🧠 Expert

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5:54

Drill Down Earnings, Ep. 338: Analog Devices Q2...

The Drill Down ·

2025/05/23

🎙️ The Drill Down: Analog Devices Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q2 Fiscal Year 2025 performance with CEO Vincent Roche. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information

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5:45

Drill Down Earnings, Ep. 337: Palo Alto Networks Q3...

The Drill Down ·

2025/05/20

🎙️ The Drill Down: Palo Alto Networks Q3 Fiscal 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 Fiscal 2025 performance with CEO Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight

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6:11

Drill Down Earnings, Ep. 336: Applied Materials Q2...

The Drill Down ·

2025/05/16

🎙️ The Drill Down: Applied Materials Q2 Fiscal Year 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q2 Fiscal Year 2025 performance with CEO Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered

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6:14

Drill Down Earnings, Ep. 335: Cloudflare Q1 earnings...

The Drill Down ·

2025/05/09

🎙️ The Drill Down: Cloudflare Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Cloudflare ($NET) Q1 performance with CEO Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠

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6:39

Drill Down Earnings, Ep. 334: Applied Optoelectronics...

The Drill Down ·

2025/05/09

🎙️ The Drill Down: Applied Optoelectronics Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q1 performance with CEO "Thompson" Lin. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from

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6:14

Drill Down Earnings, Ep. 333: ARM Q4 Fiscal 2025...

The Drill Down ·

2025/05/08

🎙️ The Drill Down: ARM Q4 Fiscal 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack ARM ($ARM) Q4 Fiscal 2025 performance. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ARM leadership 🧠 Expert analysis by Cory

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4:55

Drill Down Earnings, Ep. 332: Applovin Q1 earnings...

The Drill Down ·

2025/05/08

🎙️ The Drill Down: Applovin Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Applovin ($APP) Q1 performance with CEO Adam Foroughi. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applovin leadership 🧠 Expert

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