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. 303: Analog Devices Q1 2026 earnings analysis – what you need to know ($ADI) 21.02.2025 6:00
🎙️ The Drill Down: Analog Devices Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q1 2026 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...
Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what you need to know ($CDNS) 20.02.2025 6:43
🎙️ The Drill Down: Cadence Design Systems Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q4 performance with CEO Anirudh Devgan, PhD. 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. 301: Arista Networks Q4 earnings analysis – what you need to know ($ANET) 19.02.2025 9:47
🎙️ The Drill Down: Arista Networks Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q4 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 i...
Drill Down Earnings, Ep. 300 (!): Cisco Systems Q2 Fiscal Year 2025 earnings analysis – what you need to know ($CSCO) 15.02.2025 7:16
🎙️ The Drill Down: Cisco Systems Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q2 Fiscal Year 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...
Drill Down Earnings, Ep. 299: Applovin Q4 earnings analysis – what you need to know ($APP) 15.02.2025 5:54
🎙️ The Drill Down: Applovin Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applovin ($APP) Q4 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...
Drill Down Earnings, Ep. 298: Vertiv Q4 earnings analysis – what you need to know ($VRT) 13.02.2025 9:10
🎙️ The Drill Down: Vertiv Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into th...
Drill Down Earnings, Ep. 297: Super Micro Computer Q4 earnings analysis – what you need to know ($SMCI) 12.02.2025 8:13
🎙️ The Drill Down: Super Micro Computer Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Super Micro Computer ($SMCI) Q4 performance with CEO Charles Liang. 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 mov...
Drill Down Earnings, Ep. 296: Globalfoundries Q4 earnings analysis – what you need to know ($GFS) 12.02.2025 4:39
🎙️ The Drill Down: Globalfoundries Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q4 performance with CEO Thomas Caulfield. 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. 295: Shopify Q4 earnings analysis – what you need to know ($SHOP) 11.02.2025 5:18
🎙️ The Drill Down: Shopify Q4 Earnings Deep Dive 💡 Whoa Canada! Shopify is back. A look at Shopify ($SHOP) Q4 performance with Chief Platform Officer Harley Finkelstein. 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 St...
Drill Down Earnings, Ep. 294: Lattice Semiconductor Q4 earnings analysis – what you need to know ($LSCC) 11.02.2025 4:59
🎙️ The Drill Down: Lattice Semiconductor Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q4 performance with CEO Ford Tarner. 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 mov...
Drill Down Earnings, Ep. 293: ON Semiconductor Q4 earnings analysis – what you need to know ($ON) 11.02.2025 6:38
🎙️ The Drill Down: ON Semiconductor Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q4 performance with CEO CEONAMETK. 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. 292: Amazon.com Q4 earnings analysis – what you need to know ($AMZN) 07.02.2025 8:24
🎙️ The Drill Down: Amazon.com Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q4 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 th...
Drill Down Earnings, Ep. 291: Fortinet Q4 earnings analysis – what you need to know ($FTNT) 07.02.2025 5:57
🎙️ The Drill Down: Fortinet Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fortinet ($FTNT) Q4 performance with CEO Ken Xie. 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. 290: Cloudflare Q4 earnings analysis – what you need to know ($NET) 07.02.2025 5:26
🎙️ The Drill Down: Cloudflare Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q4 performance with CEO Matt 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 th...
Drill Down Earnings, Ep. 289: ARM Holdings Q3 earnings analysis – what you need to know ($ARM) 06.02.2025 4:27
🎙️ The Drill Down: ARM Holdings Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ARM Holdings ($ARM) Q3 performance with CEO Rene Haas. 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...
Drill Down Earnings, Ep. 288: Qualcomm Q1 earnings analysis – what you need to know ($QCOM) 06.02.2025 4:16
🎙️ The Drill Down: Qualcomm Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q1 performance with CEO Cristiano Amon. 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 th...
Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need to know ($COHR) 06.02.2025 5:05
🎙️ The Drill Down: Coherent Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q2 2025 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...
Drill Down Earnings, Ep. 286: Alphabet Q4 earnings analysis – what you need to know ($GOOG) 05.02.2025 4:57
🎙️ The Drill Down: Alphabet Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the...
Drill Down Earnings, Ep. 285: Snap Q4 earnings analysis – what you need to know ($SNAP) 05.02.2025 5:28
🎙️ The Drill Down: Snap Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Snap ($SNAP) Q4 performance with CEO Evan Spiegel. 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...
Drill Down Earnings, Ep. 284: Advanced Micro Devices Q4 earnings analysis – what you need to know ($AMD) 04.02.2025 5:47
🎙️ The Drill Down: Advanced Micro Devices Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q4 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...
Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to know ($FN) 04.02.2025 6:52
🎙️ The Drill Down: Fabrinet Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q2 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...
Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to know ($PLTR) 04.02.2025 5:35
🎙️ The Drill Down: Palantir Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($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. 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. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL) 31.01.2025 6:39
🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. 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. 280: Intel Q4 earnings analysis – what you need to know ($INTC) 30.01.2025 4:58
🎙️ The Drill Down: Intel Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO co-CEO Michelle Johnston Holthaus. 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 in...
Drill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know ($IBM) 30.01.2025 3:38
🎙️ The Drill Down: IBM Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry...
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