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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

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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5:17

Drill Down Earnings, Ep. 331: Coherent Q1 earnings...

The Drill Down ·

2025/05/08

🎙️ The Drill Down: Coherent Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 performance with CEO Jim Anderson. 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 Coherent leadership 🧠 Expert

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4:59

Drill Down Earnings, Ep. 330: Lumentum Q1 earnings...

The Drill Down ·

2025/05/07

🎙️ The Drill Down: Lumentum Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Lumentum ($LITE) Q1 performance with CEO Michael Hurlston. 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 Lumentum leadership 🧠 Expert

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5:55

Drill Down Earnings, Ep. 329: Arista Networks Q1...

The Drill Down ·

2025/05/07

🎙️ The Drill Down: Arista Networks Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q1 performance with CEO Jayshree Ullal. 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 Arista Networks

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5:44

Drill Down Earnings, Ep. 328: Advanced Micro Devices...

The Drill Down ·

2025/05/07

🎙️ The Drill Down: Advanced Micro Devices Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q1 performance with CEO Lisa Su. 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 Advanced Micro

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5:56

Drill Down Earnings, Ep. 327: Fabrinet Fiscal 2025 Q3...

The Drill Down ·

2025/05/06

🎙️ The Drill Down: Fabrinet Fiscal 2025 Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Fiscal 2025 Q3 performance with CEO Seamus Grady. 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 Fabrinet

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5:53

Drill Down Earnings, Ep. 326: onsemi Q1 earnings...

The Drill Down ·

2025/05/05

🎙️ The Drill Down: onsemi Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack onsemi ($ON) Q1 performance with CEO Hassane El-Khoury. 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 onsemi leadership 🧠 Expert

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5:18

Drill Down Earnings, Ep. 323: Microsoft Q3 earnings...

The Drill Down ·

2025/05/02

🎙️ The Drill Down: Microsoft Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q3 performance with CEO Satya Nadella. 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 Microsoft leadership 🧠

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6:21

Drill Down Earnings, Ep. 325: Twilio Q4 earnings...

The Drill Down ·

2025/05/02

🎙️ The Drill Down: Twilio Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twilio ($TWLO) Q4 performance with CEO Khozema Shipchandler. 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 Twilio leadership 🧠

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7:29

Drill Down Earnings, Ep. 324: Amazon.com Q1 earnings...

The Drill Down ·

2025/05/02

🎙️ The Drill Down: Amazon.com Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q1 performance with CEO Andy Jassy. 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 Amazon.com leadership 🧠 Expert

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5:32

Drill Down Earnings, Ep. 322: F5 Q2 Fiscal Year 2025...

The Drill Down ·

2025/05/01

🎙️ The Drill Down: F5 Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q2 Fiscal Year 2025 performance with CEO François Locoh-Donou. 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 F5

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7:31

Drill Down Earnings, Ep. 321: Netflix Q1 earnings...

The Drill Down ·

2025/04/18

🎙️ The Drill Down: Netflix Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Netflix ($NFLX) Q1 performance with co-CEO Greg Peters. 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 Netflix leadership 🧠 Expert analysis by Cory

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6:53

Drill Down Earnings, Ep. 320: ASML Holding NV Q4...

The Drill Down ·

2025/04/16

🎙️ The Drill Down: ASML Holding NV Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML Holding NV ($ASML) Q4 performance with CEO Christophe Fouquet and CFO Roger Dassen. 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 ASML Holding

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9:14

The Drill Down Insider, with the State of Maryland's...

The Drill Down ·

2025/03/25

Data-driven decision-making is transforming how governments serve their citizens. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Natalie Evans Harris, Chief Data Officer for the State of Maryland, to discuss how AI and predictive analytics are optimizing public services. 📊🏛️Harris explains how data insights can enhance service delivery, anticipate community needs, and improve resource allocation—reducing friction in everything from unemployment claims

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9:18

The Drill Down Insider, with NIST's Justin Senseney

The Drill Down ·

2025/03/25

At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection,

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9:18

The Drill Down Insider, with NIST's Justin Senseney

The Drill Down ·

2025/03/25

At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection,

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11:03

The Drill Down Insider, with the U.S. Army’s Hussein...

The Drill Down ·

2025/03/25

Zero Trust isn’t a one-time fix—it’s a continuous evolution. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Hussein Johnson, Senior Cybersecurity Analyst for the U.S. Army, about the Department of Defense’s structured approach to Zero Trust. 🛡️🔑 Johnson explains how the Army is embedding Zero Trust principles across its vast digital infrastructure, with a full deployment goal by 2027. He breaks down the policy challenges, risk governance frameworks, and the

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5:05

The Drill Down Insider, with Lawrence Livermore...

The Drill Down ·

2025/03/25

Supercomputers power some of the most advanced research in the world—but securing them is no easy task. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Ian Lee, HPC Cybersecurity Architect at Lawrence Livermore National Laboratory, about the unique challenges of securing high-performance computing (HPC) environments. ⚡🖥️ Lee breaks down how Livermore Lab ensures compliance with DOE and federal cybersecurity requirements while protecting its massive computing

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673 results

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