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

Episodes

Drill Down Earnings, Ep. 352: Rubrik Q1 earnings analysis – what you need to know ($RBRK) 06.06.2025 4:53

🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 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. 351: Mongodb Q1 earnings analysis – what you need to know ($MDB) 05.06.2025 5:23

🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. 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. 350: CrowdStrike Q1 earnings analysis – what you need to know ($CRWD) 04.06.2025 4:28

🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO George Kurtz. 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. 349: Hewlett Packard Enterprise Q2 Fiscal Year 2025 earnings analysis – what you need to know ($HPE) 04.06.2025 4:28

🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 Fiscal Year 2025 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,...

Drill Down Insider: Elastic CEO Ash Kulkarni ($ESTC) 03.06.2025 22:55

Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, CEO Ash Kulkarni joins us to break down how Elastic’s hybrid model, technical innovation, and deep cloud partnerships are driving real business adoption of AI at scale. We cover vector databases, BBQ quantization, the future of RAG, and why being cloud...

Drill Down Earnings, Ep. 348: Dell Technologies Q1 Fiscal Year 2026 earnings analysis – what you need to know ($DELL) 30.05.2025 6:24

🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 2026 performance with COO Jeff Clark. 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...

Drill Down Earnings, Ep. 347: Elastic Q4 Fiscal 2025 earnings analysis – what you need to know ($ESTC) 30.05.2025 6:38

🎙️ The Drill Down: Elastic Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 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...

Drill Down Earnings, Ep. 346: Zscaler Q4 Fiscal Year 2025 earnings analysis – what you need to know ($ZS) 30.05.2025 5:40

🎙️ The Drill Down: Zscaler Q4 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 Fiscal Year 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 Strategi...

Drill Down Earnings, Ep. 344: HP Q2 earnings analysis – what you need to know ($HPQ) 30.05.2025 6:16

🎙️ The Drill Down: HP Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack HP ($HPQ) Q2 performance with CEO Enrique Lores. 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. 343: Salesforce Q1 earnings analysis – what you need to know ($CRM) 30.05.2025 6:17

🎙️ The Drill Down: Salesforce Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Salesforce ($CRM) Q1 performance with CEO Marc Benioff. 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 t...

Drill Down Earnings, Ep. 342: NVIDIA Q1 earnings analysis – what you need to know ($NVDA) 29.05.2025 7:25

🎙️ The Drill Down: NVIDIA Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q1 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...

The Drill Down: Clearwater Analytics (CWAN:NASDAQ) CEO Sandeep Sahai 28.05.2025 24:06

Clearwater Analytics (CWAN:NASDAQ) built a quiet empire standardizing how asset managers track billions. CEO Sandeep Sahai explains how his software reconciles, reports, and monitors more than $7 trillion in assets every day, counting some of the world’s most powerful institutions as clients. Clearwater Analytics is betting global expansion and automation will keep its platform essential—even if m...

Drill Down Earnings, Ep. 341: Okta Q1 earnings analysis – what you need to know ($OKTA) 28.05.2025 5:36

🎙️ The Drill Down: Okta Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q1 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...

Drill Down Earnings, Ep. 340: Box Q1 earnings analysis – what you need to know ($BOX) 28.05.2025 5:09

🎙️ The Drill Down: Box Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($BOX) Q1 performance with CEO Aaron Levie. 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. 339: Workday Q1 earnings analysis – what you need to know ($WDAY) 23.05.2025 5:55

🎙️ The Drill Down: Workday Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Workday ($WDAY) Q1 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. 338: Analog Devices Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADI) 23.05.2025 5:54

🎙️ The Drill Down: Analog Devices Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q2 Fiscal Year 2025 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 hig...

Drill Down Earnings, Ep. 337: Palo Alto Networks Q3 Fiscal 2025 earnings analysis – what you need to know ($PANW) 20.05.2025 5:45

🎙️ The Drill Down: Palo Alto Networks Q3 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 Fiscal 2025 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. 🔍 In just 5 minutes, get: Key financial highl...

Drill Down Earnings, Ep. 336: Applied Materials Q2 Fiscal Year 2025 earnings analysis – what you need to know ($AMAT) 16.05.2025 6:11

🎙️ The Drill Down: Applied Materials Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q2 Fiscal Year 2025 performance with CEO Gary Dickerson. 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 finan...

Drill Down Earnings, Ep. 335: Cloudflare Q1 earnings analysis – what you need to know ($NET) 09.05.2025 6:14

🎙️ The Drill Down: Cloudflare Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q1 performance with CEO Matthew 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...

Drill Down Earnings, Ep. 334: Applied Optoelectronics Q1 earnings analysis – what you need to know ($AAOI) 09.05.2025 6:39

🎙️ The Drill Down: Applied Optoelectronics Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q1 performance with CEO "Thompson" Lin. 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 Strate...

Drill Down Earnings, Ep. 333: ARM Q4 Fiscal 2025 earnings analysis – what you need to know ($ARM) 08.05.2025 6:14

🎙️ The Drill Down: ARM Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack ARM ($ARM) Q4 Fiscal 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 with insight into the industry...

Drill Down Earnings, Ep. 332: Applovin Q1 earnings analysis – what you need to know ($APP) 08.05.2025 4:55

🎙️ The Drill Down: Applovin Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applovin ($APP) Q1 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. 331: Coherent Q1 earnings analysis – what you need to know ($COHR) 08.05.2025 5:17

🎙️ The Drill Down: Coherent Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 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 into the...

Drill Down Earnings, Ep. 330: Lumentum Q1 earnings analysis – what you need to know ($LITE) 07.05.2025 4:59

🎙️ The Drill Down: Lumentum Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lumentum ($LITE) 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into...

Drill Down Earnings, Ep. 329: Arista Networks Q1 earnings analysis – what you need to know ($ANET) 07.05.2025 5:55

🎙️ The Drill Down: Arista Networks Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q1 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...