Cory Johnson
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.
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Épisodes
Drill Down Earnings, Ep. 415: Ciena Q4 earnings – ($CIEN) – A Deep Dive with Cory Johnson 12.12.2025 10:04
The Drill Down: Ciena Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Ciena ($CIEN) Q4 performance with CEO Gary Smith. 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 D...
Drill Down Earnings, Ep. 414: Synopsys Q4 earnings – ($SNPS) – A Deep Dive with Cory Johnson 11.12.2025 9:54
The Drill Down: Synopsys Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 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 anyone tracking the tech and business world. 🔍 In This E...
Drill Down Earnings, Ep. 413: Oracle Q2 earnings – ($ORCL) – A Deep Dive with Cory Johnson 11.12.2025 8:40
The Drill Down: Oracle Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 performance with CEO founder & 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 Thi...
Drill Down Ep. #249: NiCE (NICE:NYSE) CEO Scott 02.12.2025 24:28
NICE is spending close to a billion dollars to push AI deeper into customer service and fraud prevention. CEO Scott Russell lays out why the company paid that premium, how the new platform fits into CX and Actimize, and what it means for profitability and partner dependencies. #TheDrillDown #NICE $NICE #ScottRussell #CXone #CustomerExperience #CCaaS #AI #Automation #AgenticAI #TechLeadership #SaaS...
Drill Down Earnings, Ep. 412: Elastic Q2 earnings – ($ESTC) – A Deep Dive with Cory Johnson 21.11.2025 7:06
The Drill Down: Elastic Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode...
Drill Down Earnings, Ep. 411: Palo Alto Networks Q1 earnings – ($PANW) – A Deep Dive with Cory Johnson 20.11.2025 7:02
The Drill Down: Palo Alto Networks Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q1 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business wor...
Drill Down Earnings, Ep. 410: NVIDIA Q3 earnings – ($NVDA) Beyond the Numbers – A Deep Dive with Cory Johnson 20.11.2025 8:23
The Drill Down: NVIDIA Q3 Earnings Analysis 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode,...
Drill Down Earnings, Ep. 409: Cisco Systems Q1 2026 earnings – ($CSCO) – A Deep Dive with Cory Johnson 20.11.2025 8:49
The Drill Down: Cisco Systems Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q1 2026 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business wo...
Drill Down Earnings, Ep. 408: Coherent Q3 earnings – ($COHR) – A Deep Dive with Cory Johnson 06.11.2025 9:36
The Drill Down: Coherent Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q3 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episo...
Drill Down Earnings, Ep. 407: Lumentum 2026 Q1 earnings – ($LITE) – A Deep Dive with Cory Johnson 06.11.2025 8:58
The Drill Down: Lumentum 2026 Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Lumentum ($LITE) 2026 Q1 performance with CEO Michael Hurlston. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍...
Drill Down Earnings, Ep. 406: Fabrinet Q1 FY 2026 earnings – ($FN) – A Deep Dive with Cory Johnson 04.11.2025 8:08
The Drill Down: Fabrinet Q1 FY 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 FY 2026 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍...
Drill Down Earnings, Ep. 405: Palantir Technologies Q3 earnings – ($PLTR) – A Deep Dive with Cory Johnson 04.11.2025 8:45
The Drill Down: Palantir Technologies Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q3 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business...
Drill Down Earnings, Ep. 404: Lumen Technologies Q3 earnings – ($LUMN) – A Deep Dive with Cory Johnson 31.10.2025 9:30
The Drill Down: Lumen Technologies Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q3 performance with CEO Kate Johnson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business wor...
Drill Down Earnings, Ep. 403: Amazon.com Q3 earnings – ($AMZN) – A Deep Dive with Cory Johnson 31.10.2025 6:54
The Drill Down: Amazon.com Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with CEO Andy Jassy. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Epi...
Drill Down Earnings, Ep. 402: Alphabet Q3 earnings – ($GOOG) – A Deep Dive with Cory Johnson 29.10.2025 8:20
The Drill Down: Alphabet Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with CEO Sundar Pichai. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Epis...
Drill Down Earnings, Ep. 401: Microsoft FY 2026 Q1 earnings – ($MSFT) – A Deep Dive with Cory Johnson 29.10.2025 6:11
The Drill Down: Microsoft FY 2026 Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Microsoft ($MSFT) FY 2026 Q1 performance with CEO Satya Nadella. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business worl...
Drill Down Earnings, Ep. 400: Corning Q3 earnings – ($GLW) – A Deep Dive with Cory Johnson 28.10.2025 7:40
The Drill Down: Corning Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode...
Drill Down Earnings, Ep. 399: Cadence Design Systems Q3 earnings – ($CDNS) – A Deep Dive with Cory Johnson 28.10.2025 9:00
The Drill Down: Cadence Design Systems Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with CEO Anirudh Devgan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and bu...
Drill Down Earnings, Ep. 398: F5 Q4 earnings – ($FFIV) – A Deep Dive with Cory Johnson 28.10.2025 6:43
The Drill Down: F5 Q4 Earnings Analysis 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with CEO François Locoh-Donou. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode,...
Drill Down Earnings, Ep. 397: Comfort Systems USA Q3 earnings – ($FIX) – A Deep Dive with Cory Johnson 25.10.2025 9:09
The Drill Down: Comfort Systems USA Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business worl...
Drill Down Earnings, Ep. 396: Intel Q3 earnings – ($INTC) – A Deep Dive with Cory Johnson 24.10.2025 7:39
The Drill Down: Intel Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with CEO Lip-Bu Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'...
Drill Down Earnings, Ep. 395: Vertiv Q3 earnings – ($VRT) – A Deep Dive with Cory Johnson 24.10.2025 5:29
The Drill Down: Vertiv Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with CEO Giordano Albertazzi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Epi...
Drill Down Earnings, Ep. 393: Tesla Q3 earnings – ($TSLA) – A Deep Dive with Cory Johnson 23.10.2025 9:42
The Drill Down: Tesla Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'l...
Drill Down Earnings, Ep. 394: IBM Q3 earnings – ($IBM) – A Deep Dive with Cory Johnson 23.10.2025 6:19
The Drill Down: IBM Q3 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with CEO Arvind Krishna. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'l...
Drill Down Earnings, Ep. 391: Texas Instruments Q3 earnings – ($TXN) – A Deep Dive with Cory Johnson 21.10.2025 6:29
The Drill Down: Texas Instruments Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q3 performance with CEO Haviv Ilan. 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, empowering retail investors and anyone tracking the tech and business world....
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