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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

25:29

Drill Down, Ep. #253: Xanadu Quantum Technologies...

The Drill Down ·

2026/03/27

Xanadu is heading toward the public markets with a SPAC transaction that could deliver roughly $500 million in gross proceeds, putting fresh scrutiny on whether photonic quantum computing can move beyond being a science project. CEO Christian Weedbrook lays out why Xanadu believes networking quantum systems across server racks changes the scaling equation, and where optical loss and error correction still threaten timelines.The conversation explains how PennyLane became one of the most widely used

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20:59

Drill Down Insider Ep. #22: Freepik CEO Joaquin Cuenca

The Drill Down ·

2026/03/13

Freepik serves more than 500 million people every month without trading on a single stock exchange — a scale that rivals publicly-listed creative platforms while staying almost entirely off Wall Street's radar. This conversation examines how Joaquin Cuenca turned a bootstrapped image library into an AI content company, navigated the intellectual property crisis that damaged his competitors, and now manages the expectations of a private equity owner with a defined exit horizon. The timing matters:

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8:33

Drill Down Earnings, Ep. 437: Rubrik Q4 earnings –...

The Drill Down ·

2026/03/13

The Drill Down: Rubrik Q4 Earnings Analysis💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 performance with CEO Bipul Sinha. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics

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10:05

Drill Down Earnings, Ep. 436: Oracle Q3 FY 2026...

The Drill Down ·

2026/03/10

The Drill Down: Oracle Q3 FY 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 FY 2026 performance with CEO founder and CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of

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22:15

Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ)...

The Drill Down ·

2026/03/06

Cisco is trying to turn itself from a federation of acquisitions into a single integrated platform built for the AI era. Jeetu Patel explains how that shift is changing the way Cisco builds products, why engineers now write specifications while AI writes code, and how the company expects AI infrastructure to reshape networking, security, and observability.#TheDrillDown #Cisco #JeetuPatel #CSCO #AIInfrastructure #DataCenterNetworking #SiliconOne #Cybersecurity #SASE #EnterpriseIT #Hyperscalers

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18:24

Drill Down Ep. #251: Zscaler (ZS:NYSE) CEO Jay Chaudhry

The Drill Down ·

2026/02/28

Zscaler says AI agents will behave like identities, only faster and harder to contain. Jay Chaudhry explains why that pushes security from seats to traffic, from users to agent-to-agent workflows and why pricing is shifting toward tokens.Learn more about your ad choices. Visit megaphone.fm/adchoices

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6:58

Drill Down Earnings, Ep. 434: Zscaler FY 2026 Q2...

The Drill Down ·

2026/02/27

The Drill Down: Zscaler FY 2026 Q2 Earnings Analysis💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2026 Q2 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and

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8:45

Drill Down Earnings, Ep. 433: Elastic FY 2026 Q3...

The Drill Down ·

2026/02/27

The Drill Down: Elastic FY 2026 Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) FY 2026 Q3 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit

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6:20

Drill Down Earnings, Ep. 432: Synopsys Q1 2026...

The Drill Down ·

2026/02/26

The Drill Down: Synopsys Q1 2026 Earnings Analysis💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and

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9:35

Drill Down Earnings, Ep. 431: NVDIA Q4 earnings –...

The Drill Down ·

2026/02/26

The Drill Down: NVDIA Q4 Earnings Analysis 💡 Beyond the numbers: Unpack NVDIA ($NVDA) Q4 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics

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8:18

Drill Down Earnings, Ep. 430: Workday Q4 earnings –...

The Drill Down ·

2026/02/25

The Drill Down: Workday Q4 Earnings Analysis💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 performance with CEO Aneel Bhusri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial

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1:12

Drill Down Earnings, Ep. 429: Navitas Semiconductor...

The Drill Down ·

2026/02/25

The Drill Down: Navitas Semiconductor Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q4 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of

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8:10

Drill Down Earnings, Ep. 428: Comfort Systems USA Q4...

The Drill Down ·

2026/02/20

The Drill Down: Comfort Systems USA Q4 Earnings Analysis💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q4 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue,

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11:42

Drill Down Earnings, Ep. 427: Coherent Q4 earnings –...

The Drill Down ·

2026/02/05

The Drill Down: Coherent Q4 Earnings Analysis💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial

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7:59

Drill Down Earnings, Ep. 426: Lumen Technologies Q4...

The Drill Down ·

2026/02/04

The Drill Down: Lumen Technologies Q4 Earnings Analysis💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q4 performance with CEO Kate Johnson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue,

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9:26

Drill Down Earnings, Ep. 425: Fabrinet Q4 earnings –...

The Drill Down ·

2026/02/03

The Drill Down: Fabrinet Q4 Earnings Analysis💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial

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7:33

Drill Down Earnings, Ep. 424: Palantir Technologies...

The Drill Down ·

2026/02/03

The Drill Down: Palantir Technologies Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q4 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue,

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7:34

Drill Down Earnings, Ep. 423: IBM Q4 earnings –...

The Drill Down ·

2026/01/29

The Drill Down: IBM Q4 Earnings Analysis💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CFO Jim Kavenaugh. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from

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7:57

Drill Down Earnings, Ep. 422: Tesla Q4 earnings –...

The Drill Down ·

2026/01/29

The Drill Down: Tesla Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from

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8:17

Drill Down Earnings, Ep. 421: Corning Q4 earnings –...

The Drill Down ·

2026/01/28

The Drill Down: Corning Q4 Earnings Analysis💡 Beyond the numbers: Unpack Corning ($GLW) Q4 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial

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703 results

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