Cory Johnson

The Drill Down

Business EN ↓ 712 episodes

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.

Author

Cory Johnson

Category

Business

Latest episode

Jun 10, 2026

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Episodes

Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY) 31.10.2024

🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. 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. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO) 31.10.2024

🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with 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 th...

Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META) 31.10.2024

🎙️ The Drill Down: Meta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. 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. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC) 31.10.2024

🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. 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. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT) 31.10.2024

🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with 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 i...

Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD) 30.10.2024

🎙️ The Drill Down: ADVANCED MICRO DEVICES Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ADVANCED MICRO DEVICES ($AMD) Q3 performance with 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...

Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP) 30.10.2024

🎙️ The Drill Down: Snap Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Snap ($SNAP) Q3 performance with 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 Unf...

Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG) 29.10.2024

🎙️ The Drill Down: Alphabet Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with 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 ind...

Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW) 29.10.2024

🎙️ The Drill Down: Corning Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the indust...

Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS) 28.10.2024

🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic mo...

Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV) 28.10.2024

🎙️ The Drill Down: F5 Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with 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...

Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON) 28.10.2024

🎙️ The Drill Down: ON Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q3 performance with 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 in...

Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX) 28.10.2024

🎙️ The Drill Down: Comfort Systems USA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CFO William George. 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. 227: Teradyne Q3 earnings analysis ($TER) – what you need to know 25.10.2024

🎙️ The Drill Down: Teradyne Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Teradyne ($TER) Q3 performance with Greg Smith. 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...

Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX) 24.10.2024

🎙️ The Drill Down: Lam Research Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lam Research ($LRCX) Q3 performance with Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight in...

Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA) 24.10.2024

Instant analysis of Tesla ($TSLA) Q3 earnings, as we hear from CEO Elon Musk.  🎙️ The Drill Down: Tesla Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, g...

Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW) 24.10.2024

Instant analysis of ServiceNow ($NOW) Q3 earnings, as we hear from CEO Bill McDermott.  💡 More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight fr...

Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT) 24.10.2024

🎙️ The Drill Down: Vertiv Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the in...

Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM) 24.10.2024

🎙️ The Drill Down: IBM Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unf...

Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN) 23.10.2024

Instant analysis of Texas Instruments ($TXN) Q3 earnings, as we hear from CEO Haviv Ilan.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #Artificia...

Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP) 22.10.2024

Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO  Christian Klein.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stock...

Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML) 16.10.2024

🎙️ The Drill Down: ASML Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the indus...

Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU) 26.09.2024

Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialInte...

Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE) 12.09.2024

Instant analysis of Adobe ($ADBE) Q3 earnings, as we hear from CEO Shantanu Narayen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Tr...

Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME) 10.09.2024

GameStop's Q2 Earnings: Business Stinks, Stock Sales Rock Instant analysis of GameStop ($GME) Q2 earnings, as we hear from CEO Ryan Cohen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #GameStop #Earnings @GameStop $GME #Technology #Software #CloudComputing #Ch...

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