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

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...

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...