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
The Drill Down Insider, with NIST's Justin Senseney 25.03.2025 9:18
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 soph...
The Drill Down Insider, with NIST's Justin Senseney 25.03.2025 9:18
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 soph...
The Drill Down Insider, with the U.S. Army’s Hussein Johnson 25.03.2025 11:03
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 f...
The Drill Down Insider, with Lawrence Livermore National Lab’s Ian Lee 25.03.2025 5:05
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 ens...
The Drill Down Insider, with Elastic's Bill Wright 25.03.2025 10:00
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider caught up with Bill Wright to discuss how Elastic’s technology is uniquely positioned to help public sector clients navigate complex data challenges. 🏛️🔐 Governments don’t just need more data—they need the right data, in the right hands, at the right time. Wright explains how Elastic’s Search AI powered observability solu...
The Drill Down Insider, with Elastic's Chris Townsend 25.03.2025 14:19
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Chris Townsend to discuss how Elastic’s technology is transforming data into actionable intelligence. 📊🔎 Townsend explains how Elastic helps clients—both government and private sector—unlock efficiencies and improve decision-making by providing better access to their data. Data security is paramount for pub...
The Drill Down Insider, with Elastic's Ash Kulkarni 22.03.2025 11:07
The Drill Down Insider sat down with Elastic CEO Ash Kulkarni at the Elastic Public Sector Summit in Washington, D.C., to explore how AI, when implemented correctly, can be a powerful tool for cost savings and operational efficiency. 🧠💡 Kulkarni explains how Elastic’s smarter Search AI functions help enterprises and government agencies make sense of the overwhelming flood of data—separating sign...
Drill Down Earnings, Ep. 319: Rubrik Q4 earnings analysis – what you need to know ($RBRK) 14.03.2025 4:57
🎙️ The Drill Down: Rubrik Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Rubrik ($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. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the indus...
Drill Down Earnings, Ep. 317: Oracle Q3 earnings analysis – what you need to know ($ORCL) 13.03.2025 7:46
🎙️ The Drill Down: Oracle Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 performance with CEO Chairman & CTO Larry Ellison. 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 insig...
Drill Down Earnings, Ep. 318: Adobe Q1 earnings analysis – what you need to know ($ADBE) 12.03.2025 4:53
🎙️ The Drill Down: Adobe Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q1 performance with CEO Shantanu Narayen. 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 in...
Drill Down Earnings, Ep. 316: Broadcom Q1 2025 earnings analysis – what you need to know ($AVGO) 07.03.2025 7:58
🎙️ The Drill Down: Broadcom Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q1 2025 performance with CEO Hock 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight int...
Drill Down Earnings, Ep. 315: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE) 07.03.2025 7:05
🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 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 Str...
Drill Down Earnings, Ep. 314: Zscaler Q2 2025 earnings analysis – what you need to know ($ZS) 06.03.2025 5:18
🎙️ The Drill Down: Zscaler Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q2 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 int...
Drill Down Earnings, Ep. 313: Marvell Q4 earnings analysis – what you need to know ($MRVL) 06.03.2025 6:54
🎙️ The Drill Down: Marvell Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Marvell ($MRVL) Q4 performance with CEO Mark Mader. 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 indu...
Drill Down Earnings, Ep. 312: Okta Q4 earnings analysis – what you need to know ($OKTA) 04.03.2025 6:16
🎙️ The Drill Down: Okta Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q4 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 industr...
The Drill Down Insider: Elastic CEO Ash Kulkarni 03.03.2025 17:33
Join host Cory Johnson for an in-depth conversation with Ash Kulkarni, CEO of Elastic, as they explore how the company is redefining search, security, and observability in an AI-powered world. This exclusive interview goes beyond the buzzwords, offering a sharp look at the real-world impact of generative AI and Elastic’s transformation into an AI-first enterprise. In this episode, Johnson and Kulk...
The Drill Down Insider: Synopsys CFO Shelagh Glaser 01.03.2025 15:00
Host Cory Johnson sits down with Shelagh Glaser, CFO of Synopsys, for a revealing conversation about the financial engine driving one of the most critical players in semiconductor design and AI-driven chip development. As AI reshapes the industry, Synopsys stands at the center of innovation—powering the tools that build the future of computing. In this episode, Johnson and Glaser break down: 🔹 Sy...
Drill Down Earnings, Ep. 311: Elastic Q3 2025 earnings analysis – what you need to know ($ESTC) 28.02.2025 7:32
🎙️ The Drill Down: Elastic Q3 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q3 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 i...
Drill Down Earnings, Ep. 310: Dell Technologies Q4 earnings analysis – what you need to know ($Dell) 28.02.2025 6:55
🎙️ The Drill Down: Dell Technologies Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($Dell) Q4 performance with COO Jeff Clarke. 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...
Drill Down Earnings, Ep. 309: NetApp Q4 earnings analysis – what you need to know ($NTAP) 28.02.2025 6:04
🎙️ The Drill Down: NetApp Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack NetApp ($NTAP) Q4 performance with CEO George Kurian. 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 ind...
Drill Down Earnings, Ep. 308: Applied Optoelectronics Q4 earnings analysis – what you need to know ($AAOI) 27.02.2025 6:22
🎙️ The Drill Down: Applied Optoelectronics Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q4 performance with CFO Stefan Murry. 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 Strategi...
Drill Down Earnings, Ep. 307: Synopsys Q1 2026 earnings analysis – what you need to know ($SNPS) 27.02.2025 7:16
🎙️ The Drill Down: Synopsys Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Synopsys ($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. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insigh...
Drill Down Earnings, Ep. 306: What you don’t know about NVIDIA Q4 earnings – a deep dive into the technology and the numbers you need to know ($NVDA) 27.02.2025 6:53
🎙️ The Drill Down: NVIDIA Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($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. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the indu...
Drill Down Earnings, Ep. 305: Workday Q4 earnings analysis – what you need to know ($WDAY) 26.02.2025 5:11
🎙️ The Drill Down: Workday Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 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...
Drill Down Earnings, Ep. 304: Digitalbridge Q4 earnings analysis – what you need to know ($DBRG) 21.02.2025 4:52
🎙️ The Drill Down: Digitalbridge Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Digitalbridge ($DBRG) Q4 performance with CEO Marc Ganzi. 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 i...
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