The Drill Down

Titan International CEO Paul Reitz (TWI) explains the tire-maker’s path to profitability. Walgreens Boots Alliance (WBA) paints a vision for the future at the JPMorgan Healthcare Conference. Healthequity (HQY) see rising popularity in health savings accounts. Irhythm Technologies (IRTC) has a potential lifesaving technology for undiagnosed irregular heartbeats. The Drill Down with Cory Johnson off...

Sumo Logic CEO Ramin Sayar (SUMO) tells us how he’s making cloud-native applications secure. Absolute Software (ABST) shows the value of understanding your customer. VICI Properties (VICI) keeps making winning bets in Las Vegas. Dice Therapeutics (DICE) emerges as a leader in its field thanks to a new therapy. The Drill Down with Cory Johnson offers a regular look at the business stories behind st...

Five Below CEO Joel Anderson (FIVE) explains his expansion strategy for 2023 and how he uses technology to anticipate his customers’ needs. Are Tesla’s (TSLA) problems all about Elon Musk? Vapotheroem (VAPO) looks for a way forward without a pandemic. Enochian Biosciences (ENOB) struggles to move beyond multiple controversies. The Drill Down with Cory Johnson offers a regular look at the business...

Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. The Drill Down with Cory Johnson offers a regula...

TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele.  Rev Group (REVG) finds work making fleets of school buses....

Will flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. The Drill Down with Cory Johnson offers a regular...

How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. The Drill Down with Cory Johnson offers a regular look at the business stories b...

The only Saudi Arabian company listed in the United States, National Energy Services Reunited CEO Sherif Foda (NESR), shares  insight into global oil markets. How Walmart (WMT) and TJX Companies (TJX) are making inflation their friend… and handling a big change in supply chains. How Shoals Technologies (SHLS) is handling a huge surge in the solar business. The Drill Down with Cory Johnson offers a...

Columbus McKinnon CEO David Wilson (CMCO) gives us a glimpse into the health of factories across the globe. How cryptocurrency bank Silvergate Capital (SI) is managing challenges among crypto exchanges. Why some of R1 RCM’s (RCM) healthcare industry customers are having trouble paying their bills. How hydrogen fuel cell company Plug Power (PLUG) continues to plug forward in the race for more elect...

When might Lightwave Logic CEO Michael Lebby (LWLG) deliver on its promise of making the internet faster? The secret sauce propelling growth at W. W. Grainger (GWW). Managing the drilling strategy at oil and gas company Civitas Resources (CIVI). The digital lifeline improving prospects at The New York Times Company (NYT). The Drill Down with Cory Johnson offers a regular look at the business stori...

Sprinklr CEO Ragy Thomas (CXM) tells us how he plans on beating his competitors in the booming social customer service software market. Why Spotify (SPOT) is so confident in its podcasting business. Semiconductor and electronics test maker Teradyne (TER) gives us a glimpse into the health and future of the tech industry. Crown Holdings (CCK) reveals the raw materials headwinds it faces. The Drill...

What Planet Labs CEO Will Marshall (PL) is doing to combat climate change… and make its mark in the emerging space industry. Crypto bank Silvergate Capital (SI) hints at when its stablecoin may be ready. How Netflix (NFLX) got its groove back… and revels the eye popping number of its production budget. Lockheed Martin (LMT) reveals some secrets about billions of dollars in classified weapons devel...

Footwear retailer Designer Brands CEO Roger Rawlins (DBI) tells us how he changed his business during the pandemic with a less-is-more strategy. When marijuana company Tilray (TLRY) may start to capitalize on a friendlier stance on cannabis at the White House. Applied Micro Devices (AMD) gives a warning about the direction of the personal computing industry. Inflation, supply chain issues and a st...

Endava CEO John Cotterell (DAVA) on how to manage decade-long relationships with corporate clients and keep IT business growing. Helen of Troy (HELE) sees inflation take a bite out of its beauty business. Micron Technologies (MU) makes a massive bet on a new semiconductor factory and forecasts what’s next for personal computers. How RPM International (RPM) keeps its coating business growing despit...

Trinity Capital CEO Steve Brown (TRIN) gives us a master class in investing in growth-stage companies. How AutoZone (AZO) successfully hedges downward pressures on prices and customers. Apogee Enterprises (APOG) looks beyond office towers as customers for its windows. Bowlero (BOWL) bounces back from the pandemic and positions itself as an alternative to the company water cooler. The Drill Down wi...

How Secureworks CEO Wendy Thomas (SCWX) reimagined the cybersecurity company and is carving out a niche in a crowded field of threat detection. Is American Outdoor Brands (AOUT) a proverbial canary in the coal mine when it comes to shooting sports. Despite strong profits, what has Mastercraft Boat Holdings (MCFT) so worried about the industry? Will FuelCell Energy (FCEL) be able to finish a submar...

SoundHound AI CEO Keyvan Mohajer (SOUN) on the growing importance of conversational artificial intelligence and the future of computing. Coupa Software (COUP) delivers on its promise of a strong quarter. How Chesapeake Energy (CHK) is taking advantage of higher energy prices. Will HubSpot (HUBS) be able to win market share with lower prices? The Drill Down with Cory Johnson offers a regular look a...

How Coupa CEO Rob Bernshteyn (COUP) plans to win new customers as well as recession-proof his massive cloud-based business spend management platform. How pet toy retailer Chewy (CHWY) plans to navigate the double headed challenge of inflation pressure and shifting consumer behavior. Is it possible for Express (EXPR) to course correct? Why is REX American Resources (REX) complaining so loudly about...

How Heliogen CEO Bill T. Gross (HLGN) is generating power by employing mirrors… and drawing investments from Bill Gates and Steve Case. The headwinds Dell (DELL) is preparing for. Digesting potential challenges to the computer models at lender Affirm (AFRM). Will recession fears dampen Workday’s (WDAY) strong year? The Drill Down with Cory Johnson offers a regular look at the business stories behi...

Smartsheet CEO Mark Mader (SMAR) tells us what’s behind the company’s impressive sales figures. United States Steel Corporation (X) watches one of its businesses grow as the energy sector prepares to increase drilling. Avis Budget Group (CAR) saw a huge silver lining to the global pandemic. How Graphic Packaging Holding Company (GPK) is able to raise prices without hearing complaints from its cust...

How Verint CEO Dan Bodner (VRNT) is harnessing artificial intelligence and digital technology to try to improve customer experience and its chat bots. Constellation Energy (CEG) may see a boost from the climate bill. Tyson Foods (TSN) finds benefits in cheap meat. Palantir Technologies (PLTR) leaves us wondering what would be left of the company without its lucrative government contracts. The Dril...

Hybrid cloud software provider Nutanix CEO Rajiv Ramaswami (NTNX) explains his company’s invisible cloud-philosophy. What Lucid (LCID) may need to do to get beyond the supply chain bottlenecks it says are keeping the electronic vehicle maker stuck in low gear. Advanced Micro Devices (AMD) says it expects the weak personal computer market to persist until the end of the year. Oil and gas drilling c...

Informatica CEO Amit Walia (INFA) sees pandemic-induced digitization across industries continuing. But what happens if remote work truly comes to an end? Cryptocurrency bank Silvergate Capital (SI) defies short sellers and sees no reason to make changes to its strategy. Ally Financial (ALLY) explains why higher rates may not be a challenge for car sellers. Halliburton (HAL) gives us clues as to wh...

How atai Life Sciences CEO Florian Brand (ATAI) is leading the way in the emerging science of psychedelic drug development and revolutionizing psychiatric biotech medicine. Ford Motor Company (F) plans to change potentially every part of its business as it drives toward an EV future… We discuss how the automaker is securing the materials necessary to do so. Single-family homebuilder Century Commun...